About
When your kids are born, their dreams become your dreams. Ours, Ryan and Lauren, dreamed…
Articles by Susan
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Cracks in Your Nest Egg?
Cracks in Your Nest Egg?
What happens if that nest-egg that you have built has a few cracks along the way and there is not enough ‘duct-tape’ in…
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Go to Where the Puck is Going to Be!
Go to Where the Puck is Going to Be!
In a market that emphasizes “the next best thing at the cheapest price,” you have to adapt to market cycles, and…
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The 7 Deadly Sins of Financial Planning
The 7 Deadly Sins of Financial Planning
1. Greed – Don’t spend more than you make Let’s face it: Too many of us tend to spend what we make, and then some.
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Retirement Planning in your 30's: Save More, Plan Better
Retirement Planning in your 30's: Save More, Plan Better
Many thirtysomethings are now married, starting families and/or becoming financially established. Are they saving and…
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7 Tips for a Financially Productive 2016
7 Tips for a Financially Productive 2016
Here are seven simple things you can do to get 2016 off to a solid financial start. Use an online calculator to help…
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Belief Drives Success!
Belief Drives Success!
Ryan Walter writes well demonstrating the link in mindset among athletes and business. World class abundance thinking…
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Mentorship is Key!
Mentorship is Key!
So privileged to mentor those keen to learn and grow their companies and be mentored by people who only want the best…
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Activity
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This week marks a major milestone—5 years since I transitioned to working full-time with WFG. Five years ago, I was sitting in a mall parking lot…
This week marks a major milestone—5 years since I transitioned to working full-time with WFG. Five years ago, I was sitting in a mall parking lot…
Liked by Susan Farrell
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I wanted to share this: This Friday, our son Andrew graduates from high school. Many families are celebrating similar milestones. But for us, this…
I wanted to share this: This Friday, our son Andrew graduates from high school. Many families are celebrating similar milestones. But for us, this…
Liked by Susan Farrell
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Congratulations to the Trinity College Class of 2025. Thank you to the graduating seniors of TCSIF for all of your hard work!
Congratulations to the Trinity College Class of 2025. Thank you to the graduating seniors of TCSIF for all of your hard work!
Liked by Susan Farrell
Experience
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Wfg Securities Inc.
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Education
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Licenses: Alberta Insurance Council, British Columbia, Ontario, Saskatchewan, Manitoba, Nova Scotia, United States
Segregated Funds with capital guarantees
Risk Management with all clients having access to High Net Worth quality investments
RESP, TFSA, Non-Registered Funds, RRSPs
Life Insurance: Adult and Child
Critical Illness Insurance
Disability and Illness Insurance
Long Term Care Insurance
Permanent Tax Shelters
Leveraging
Mortgage Brokers, Home & Auto, Health Insurance and Group Plans available. -
Risk Management with High Net Worth Funds available to all clients
Mutual Funds: RESP, TFSA, Non-Registered Funds, RRSPs
Corporate Class Funds
Leveraging
Private Equity -
Mentoring and Coaching Adults
Professional Development
Business Plans
Educational Publishing -
Music Education: Instrumental & Choral
Piano Performance
Minor: German
More activity by Susan
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This Memorial Day, we honor and remember those who gave their lives in service to our country—their bravery and sacrifice remind us of the importance…
This Memorial Day, we honor and remember those who gave their lives in service to our country—their bravery and sacrifice remind us of the importance…
Liked by Susan Farrell
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Very very proud of my wife, Dr. Stephanie Wilson. We'll be celebrating our 55th Anniversary on May 30, 2025, and looking forward to many, many more…
Very very proud of my wife, Dr. Stephanie Wilson. We'll be celebrating our 55th Anniversary on May 30, 2025, and looking forward to many, many more…
Liked by Susan Farrell
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Gutted. Jen Darbellay is a brillliant creative in both Calgary and Vancouver, an incredible Mom and daughter to Jerry and Connie. She had her…
Gutted. Jen Darbellay is a brillliant creative in both Calgary and Vancouver, an incredible Mom and daughter to Jerry and Connie. She had her…
Shared by Susan Farrell
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NOTE: BOB DYLAN apparently did NOT write this. But I am keeping it up because it’s beautifully written with an important message for us all.
NOTE: BOB DYLAN apparently did NOT write this. But I am keeping it up because it’s beautifully written with an important message for us all.
Liked by Susan Farrell
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It's clear that Canada's conservatives are anxious to criticize Mark Carney's track record: his Undergrad degree at Harvard; his Masters and PhD…
It's clear that Canada's conservatives are anxious to criticize Mark Carney's track record: his Undergrad degree at Harvard; his Masters and PhD…
Liked by Susan Farrell
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Many of us have experienced being bullied by people in power. It’s a specific kind of pressure designed to isolate, control, and make you believe you…
Many of us have experienced being bullied by people in power. It’s a specific kind of pressure designed to isolate, control, and make you believe you…
Liked by Susan Farrell
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Another Teacher's Event!!!!! Why do we keep doing these??? Because teachers get so much good information from them and are able to act on their…
Another Teacher's Event!!!!! Why do we keep doing these??? Because teachers get so much good information from them and are able to act on their…
Shared by Susan Farrell
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Heading to the light at the end of the tunnel can be drudgery! Step into the light now, reduce stress, have more joy, control your time and your…
Heading to the light at the end of the tunnel can be drudgery! Step into the light now, reduce stress, have more joy, control your time and your…
Shared by Susan Farrell
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Beyoncé’s Cowboy Carter Album won the Grammys on the weekend making her the first Black woman to ever win a county music album award! The rhythms…
Beyoncé’s Cowboy Carter Album won the Grammys on the weekend making her the first Black woman to ever win a county music album award! The rhythms…
Liked by Susan Farrell
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