"I have one mission - to build a relationship with you that delivers superior value and enables you to meet your financial goals."
Susan McDougall is an Investment Advisor with over 10 years of investment experience. She began her career in the investment industry at RBC Dominion Securities where she worked for six years to expand her knowledge of the industry and develop excellent client relationship building skills. Susan has been with BMO Nesbitt Burns for the past six years.
Susan holds a B.A. in Political Science. In addition to her bachelors degree she holds both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. She has also completed the following courses; the Canadian Securities Course, the Professional Financial Planning Course, and is licensed for life, accident and sickness insurance.
Outside of work Susan is a member of the Calgary Outdoor Club. She enjoys hiking, cross country skiing, reading and travelling. Top
What can Susan do for you?
“The man who starts out going nowhere, generally gets there.”– Dale Carnegie
Susan can provide you with a thorough plan and a clear picture of where your wealth management plan is going. Whether it is planning for an early retirement or sending your children to university, she can help you to break down the long term objectives into smaller, identifiable goals and will constantly monitor the progress of these goals. Susan uses a comprehensive approach to wealth management. She works in conjunction with the client's lawyers, accountants, insurance and estate advisors, and other professionals who will work with you to develop solutions for all your wealth management needs.
Prior to creating an investment strategy, it is important for Susan to completely understand your personal investment objective and unique constraints. Her goal is to get a comprehensive understanding of your:
Income and Asset Growth Requirements
Risk Tolerance
Capital Preservation
Liquidity Requirements
Capital Preservation Needs
Time Horizon
Tax Situation
It is these factors that help Susan to develop a plan that is tailored to your specific situation. Top
What is Susan’s Investment Philosophy?
Asset Allocation and Risk Management are the keys to successful investing.
Susan has a disciplined investment philosophy and a long-term perspective. Her ultimate focus is generating superior long-term returns while minimizing risk. She accomplishes this by adopting an investment philosophy centered on the strategic use of:
When dealing with a client for the first time Susan's first step is to get to know the person and fully understand their goals, objectives and constraints. This is achieved through face-to-face meetings. Susan follows six key steps when preparing a wealth management plan. She also uses comprehensive investment questionnaires to help determine the best solutions for you.
The Six Key Steps for Wealth Management Planning Success
Clarify your current financial position and personal circumstances
Identify measurable goals and objectives - both long and short term
Identify financial barriers or unique concerns
Provide alternative solutions to create a strategy, including an optimal asset mix
Implement the strategy
Review and adjust the plan regularly as your situation changes
The cornerstone of Susan’s business is the personal service she provides to her clients. Susan meets with all of her clients on a regular basis to assess their investment and retirement strategy and evaluate their progress. She is available to meet at her office, at your office or any place that would be convenient. This on-going consultative process solidifies a long-term relationship built on trust and integrity. Top
Why do business with Susan McDougall?
Susan can provide you with solutions to your wealth management needs, which can bring peace of mind regarding your financial future. She is always willing to answer your questions and can provide you with materials to help you understand your investments.
A Word Of Thanks
I would like to thank all clients who have referred friends and colleagues to myself. My business practice continues to grow primarily through these referrals, and your trust in the way we work together is truly appreciated. Top
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
Market Watch
Last Updated
October 15, 2008 23:25 ET
Last
Change
TSX Comp
9,323.85
-631.81
S&P/TSX 60
562.16
-40.49
DJIA
8,577.91
-733.08
S&P 500
907.84
-90.17
NASDAQ
1,628.33
-150.68
Nikkei 225
9,547.47
99.90
TSX Vent
991.21
-63.49
Hang Seng
15,998.30
-834.58
$CAD
84.1800
-1.6600
London Gold
847.00
14.50
WTI Oil Spot
74.54
-4.09
Source: SunGard PowerData
We’ve moved!
Please note our new address: 4954 Richard Rd., S. W., Suite 100, Calgary, AB T3E 6L1. Our telephone and fax numbers remain the same. View our new location
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