Be confident in your
financial decisions.
Know that your financial future is protected with access to high performing, quality investments and protected against risk with life, critical illness and disability insurance. We are here to help you navigate the many products and services offered in the market place.
Are your current investments meeting your needs?
Align your financial
plan to your goals.
At Susan Creasy Financial Inc., we work with you to understand your concerns, wants, and needs to create a plan that is unique to you. We take the time to educate you on all of your options so that you can be confident in your decision. We will continue to be there over the long-term to provide support and help you reach your goals.
Our Services
Comprehensive cross-section of services, customized for you.
Investments
Begin investing or reviewing current investments to achieve your long-term or short-term objectives.
Financial Planning
Reviewing or creating a detailed savings and investment strategy to achieve well-being and security over the long term.
Retirement Planning
Reviewing and determining your retirement goals and the actions required to achieve them.
Estate Planning
Reviewing and creating plans for the transfer of your estate after death.
Insurance
Implementing or reviewing your current life insurance and living benefits needs to reduce your financial risks with premature death, illness, or injury.
Investments
Begin investing or reviewing current investments to achieve your long-term or short-term objectives.
Financial Planning
Reviewing or creating a detailed savings and investment strategy to achieve well-being and security over the long term.
Retirement Planning
Reviewing and determining your retirement goals and the actions required to achieve them.
Estate Planning
Reviewing and creating plans for the transfer of your estate after death.
Insurance
Implementing or reviewing your current life insurance and living benefits needs to reduce your financial risks with premature death, illness, or injury.
How we work with you
Get in contact
Reach out to us via phone, email or social media. We will ask you some questions to better understand your needs . We will book a meeting and provide you with a list of items to bring (investment summaries, tax assessment, etc).
Initial meeting
This first meeting is a free service. We typically meet for one hour where we want to learn more about you, your needs, wants and worries. Depending on what you want to do, a second meeting and additional evaluation time may be needed.
Present your plan and implementation
We will meet with you for thirty minutes to an hour to present the plan. The plan could contain a few solutions to meet your goals and could include the following items:
- Review of your current investments and concerns
- Explanation of proposed Investment products and funds
- Retirement plan, showing your current state and proposed changes
- Insurance needs and risks
Follow up
We will follow up least once a year to ensure that your plan is still working for you. These reviews are essential to meeting your goals.
We would highly recommend using Susan Creasy Financial Ltd for your financial needs. We had assistance from Aaron for a few different investments and he was fantastic to work with. Very knowledgeable and we are very happy and comfortable with where our investments were situated. He took the time to get to know us and was very flexible with our schedules.
Managing my dearest family member's finances with Susan Creasy Financial Inc. was both a learning and growth process. Aaron is straightforward, knowledgeable, and the results were impressive. Aaron understands what it takes to be mindful during trying situations as he completes the job. With his knowledge and advice regarding the various options presented I walked away knowing I made the appropriate decisions.
Aaron has been an absolute pleasure to work with! He was extremely patient with our crazy schedules and was able to set us up with the best plan for our sons education fund. Thank you Aaron for all of your hard work! We appreciate it!
We are proud clients of Susan Creasy Financial because we trust Sue to give us the best advice, the best options, and the best service, period. She has proven her ability to help us with all of our financial planning needs and earned our trust. Whether it is insurance, RESP, RRSP or something else, we have always trusted Sue and her team. She is an outstanding community leader and we are proud to call her a friend!
We would highly recommend using Susan Creasy Financial Ltd for your financial needs. We had assistance from Aaron for a few different investments and he was fantastic to work with. Very knowledgeable and we are very happy and comfortable with where our investments were situated. He took the time to get to know us and was very flexible with our schedules.
Managing my dearest family member's finances with Susan Creasy Financial Inc. was both a learning and growth process. Aaron is straightforward, knowledgeable, and the results were impressive. Aaron understands what it takes to be mindful during trying situations as he completes the job. With his knowledge and advice regarding the various options presented I walked away knowing I made the appropriate decisions.
Aaron has been an absolute pleasure to work with! He was extremely patient with our crazy schedules and was able to set us up with the best plan for our sons education fund. Thank you Aaron for all of your hard work! We appreciate it!
We are proud clients of Susan Creasy Financial because we trust Sue to give us the best advice, the best options, and the best service, period. She has proven her ability to help us with all of our financial planning needs and earned our trust. Whether it is insurance, RESP, RRSP or something else, we have always trusted Sue and her team. She is an outstanding community leader and we are proud to call her a friend!