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CFP® , MBA , PFP®
Mutual Fund Investment Specialist**
As a Certified Financial Planner and a licensed insurance agent, Susan brings more than 15 years of experience in the financial industry. Through a holistic planning process, she helps clients build a personalized road map to achieve their financial goals.
In her spare time, Susan enjoys spending time with her family, enjoying a good book and travel.
Client Contact Representative
Palak is committed in providing you with personalized insurance protection for your auto and home insurance and more! She can speak English, Gujarati, Hindi and Punjabi. She looks forward to providing you with ongoing advice to protect you from risks.
Susana specializes in business, auto, home and travel insurance. She strives to make the process easy with a helpful and cheerful attitude. Susana speaks fluent Portuguese.
With a background in business management, she has successfully run a family business and has been a travel agent.
With her years of experience, she will always take her time to provide the right coverage and be there to answer any questions.
Susana spends most of her time outside of work with her husband and kids on the soccer fields, camping, going to the lake and enjoying a movie.
*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.