Susan joined JTC as part of the RBC cees acquisition in 2021.
In Susan’s role as Director, she manages a multi-jurisdictional team of over 14 employees and has both a client and strategic focus. She coordinates client and intermediary engagement through regular meetings and on-site visits.
Susan also has keen focus on staff training and development. As well as the day-to-day relationship management with existing corporate contacts that includes trustee, fiduciary and administrative duties.
Susan has over 15 years’ experience within financial services and specialises in employee benefit plan administration, fund trusteeship and has also worked on a wide range of international and local employee benefit plans, including pension plans and deferred compensation plans.