Vice President Financial Planning & Associate Portfolio Manager
Lorne Steinberg Wealth Management
Susan Mallin has been in the investment management and financial planning business for more than 20 years working directly with individuals and their families. She is a certified financial planner and holds the chartered investment manager designation. Over the years, Ms. Mallin has found that clients with a sound financial plan have a better understanding on what they need to do to achieve what they desire long term—and with the least amount of risk. Her passion is financial planning, and Ms. Mallin believes the plan is the central document for all things financial in a person's life.
Financial Planning Strategies: The Seven Things Investors Must Pay Attention to
September 20, 2019, 1:45 pm - 2:30 pm EDT