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CHS , CLU®
Mutual Fund Investment Specialist**
Suzzanne is an experienced, trusted Financial Advisor, relationship builder and business leader of Lu Insurance Services in the Stoney Creek Community. Her goal is to help families and business owners with advanced financial planning to increase their current and future wealth and family security.
Suzzanne holds professional designations as a Chartered Life Underwriter (CLU®) and as a Certified Health Insurance Specialist (CHS). These designations set Suzzanne apart with a greater level of knowledge and specialized skillset in the complex life insurance, estate planning and wealth transfer markets. As the growing market demand for informed health-insurance advice emerges, she provides knowledge and expertise to her clients in all relevant areas, including income replacement, disability, critical illness, long-term care, and group benefits.
Suzzanne offers her clients and families a full complement of Auto, Home, Business and Life insurance programs to suit their needs. She further enables her clients and their families with astute financial, investment advice and experience from financial-goal management programs, like personal portfolio construction, retirement income guidance and planning solutions, growth fund investment programs, estate and tax planning, and effective wealth transfer strategies.
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.