Susan Mallin, Investment Advisor - Credentials

I began my investment career in Toronto, in 1994, as an apprentice with one of the most successful and intelligent investment advisors in the financial industry. He is still a valued friend today. It was with him and his team that I learned, witnessed and was further inspired to advance my career in the financial services industry. After four years of training, I joined a large Canadian bank, CIBC, for over ten years. During that time, I worked as a financial advisor to the bank's high net worth clients in downtown Toronto, and also as a financial consultant at Wood Gundy, the brokerage arm of the bank. I spent many years helping clients with their investment portfolios and enabling them to realize their investment and financial goals.

Being an effective investment advisor involves keeping up to date and furthering one's investment education. I have furthered my own industry knowledge and capabilities with the following professional designations: Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and most recently the Life Licensing Underwriter Course (Life Insurance).

• The Certified Financial Planner designation is a highly regarded industry accomplishment offered by the Financial Planning Standard Counsel. This intensive course focuses on understanding the financial implications of life's many stages and guiding individual investors through the resulting financial requirements.
• The Certified Investment Managers designation is a distinguished certification offered by the Canadian Securities Institute. It focuses on the characteristics, risks and behaviour of various investments, as they apply to individual investors.
• The Life Licensing Underwriter Course offered by Advocis, the Financial Advisors Association of Canada, is a practical program based on the real life experience of life insurance practitioners. It is the cornerstone of estate planning services.

Now I work with MGI Securities as an investment advisor serving individual investors in Toronto and across the Greater Toronto Area. Founded in the year 2000, MGI Securities is a well established firm with a solid reputation. Through their partnership with the National Bank, investment advisors at MGI Securities have access to comprehensive and highly respected research from Credit Suisse and National Bank Financial. Clients benefit from this partnership, as NBCN, a subsidiary of National Bank, provides for MGI Securities' back office operations. Client assets are safe, and service is not compromised.

MGI Securities is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).

My passion is working with people. As an investment advisor I know that everyone has a story to tell and a dream for financial success. I would like to help make it happen.