SWILLS

Suzi Wills

Suzi began her career as an advisor for Investors Group in 1990. She was the branch manager and compliance officer for the IPC Peterborough office for 9 years while also being the MFDA advisor. She got her CFP in 1999 but regretfully let it expire as a result of not submitting CFP credits. Suzi has always worn many hats working for Tom Weichel; since joining Bellwether's team, she will be managing client relations and doing some financial planning along side Tom and James.

Over the years, there have been many changes in the industry. What has remained constant is Suzi’s commitment to her clients and helping them achieve their financial goals.

An active community volunteer, Suzi has been a board member for the VON, campaigned for the United Way for more than 10 years raising funds and awareness. In recent years, Suzi has been a board director for the YWCA.

A lifelong equestrian, Suzi still enjoys riding her beloved horses. Suzi is a proud mother and grandmother; she and her husband, Cameron, live on Stoney Lake in the Kawarthas. Suzi loves being out on the water, especially when it includes spending time with her ever-growing family.

CONNECT

  • suzi.wills@bellvest.ca
  • 705.874.5858