Susan St Amand CFP, CLU ,CH.F.C., TEP, FEA, ICD.D 2018-05-01T11:56:38+00:00

Susan St. Amand CFP, CLU ,CH.F.C., TEP, FEA, ICD.D

Susan St. Amand is the Founder and President of Sirius Financial Services in Ottawa, Ontario, Canada. She specializes in continuity planning for Families with wealth, including strategic risk management. Her strong technical skills and expert knowledge of financial instruments and Governance make her uniquely skilled. These achievements have led Susan to be named one of the top 50 women in Canada’s life insurance industry and the recipient of the 2015 J.G. Taylor Award by The Institute for Advanced Financial Education.

Susan’s firm is built on trust and mutual respect between client and professional advisor. She works with multi-generational families and their team of advisors to integrate their values and successfully transfer assets from one generation to the next. Susan’s integrity, passion, ‘big picture’ view, intense listening skills, comprehensive approach, technical skills and knowledge position her at the top of her field.

Susan is Chair of the board for the Ottawa Community Foundation, Director on the National Board of the Family Enterprise Xchange, Co-chair of the Institute of Corporate Directors (ICD) Ottawa Chapter, Past Chair of the Board of the Ottawa International Airport Authority, and one of twenty founders of the Women for Mental Health campaign associated with the Royal Ottawa Centre for Mental Health.

Susan is a Past Chair of CALU, a national organization representing 12,000 members of the Financial Advisors Association of Canada. She served as a chair of the board for a small private steel company, is a past chair of the Royal Ottawa Foundation for Mental Health, and has served on over 30 local and national boards. In 2010, she was a finalist for the Business Women of the Year Award in the Professional series.

Susan continues to engage in professional education programs, keeps current with legislation, and is involved in professional associations interacting with allied professionals. Susan presents at various professional and industry events, has written articles for publication, and is frequently interviewed by the media.

Susan is also a proud mother of two wonderful daughters and lives in Ottawa, Ontario.