Suzanne Xu M.Sc.
previous QAFP from 2015 to 2021.July
Suzanne Xu is a fully licensed and financial advisor and insurance broker, and the director of Suz Financial Services Group Corporation.
Suzanne has excelled in her career, earning recognition in Beijing, China as a top 10 agent among 3500 agents and earning her place as a 5 star club member and Elite Club member, while she worked for AIA Beijing, the member of AIG – American International Group, for 4 years . She also spent another 5 years with RBC Insurance in the career sales sector. During this time she received excellent training, and worked with high level professionals. As an independent broker since October 2012, Suzanne represents many of Canada’s most respected insurers (top 10) and investment management institutions (more than 60 top northern American investment manage companies). She shows great passion for serving her clients and focuses on products’ special features. Suzanne works very hard to find the best solutions for her clients, always putting their needs first, and has good ethics as well as highly self disciplined. She has completed 4 of her CFP courses during 2010-2012 through Advocis with high marks, and hold her QAFP designation from 2015 to 2021.07. Till today (2021), on her list she has accumulated more than 7100 clients who has been contacted her for consulting.
Suzanne has a strong understanding of the life , living benefits, extended health and investment products and solutions available, both for companies or individuals, and has included them in her own financial planning. She is licensed to serve clients in Alberta, Ontario and British Columbia, and is incorporated in Alberta.
Suzanne places great value on long term relationships founded on trust, and works with her clients to show how smart planning creates optimized wealth, today and tomorrow.
- 2010 – 2012: Completed four CFP courses though Advocis;
- 2015: Despite her busy work schedule, Suzanne earned the QAFP certificate for financial planning professionals; in 2021 July, decided to stop the payment and end this. But still continue to do her best professional practice in a high level way.
- 2007 – Current: Suzanne continues to work on enhancing her skills and product knowledge to best serve her clients. She has attended more than 184 seminars from more than 10 companies providing product and professional training: 64 sessions in 2013 and 33 in 2014 allowing her to become familiar with large volumes of investment product data and special features of insurance products and application solutions. Since 2015, each year Suzanne always join many sessions.