Our loyalty says it all! We’ve been investing with Sue for over 20 years and have found her to have our best interests at heart. She listens well to understand our goals and concerns and makes appropriate recommendations. Sue also brings forth current, topical funds for our consideration and helps us assess them in a balanced way.

— Client

Choosing Sue Chapman as our Financial Advisor is the singular best decision my wife and I have made. That decision has brought forth enormous benefits and allowed us to have peace of mind as we transitioned from our working lives into retirement. Sue possesses a set of skills that positions her to be at the forefront of her profession. Her trustworthiness, credibility, reliability and knowledge are just a few of her strong personal traits. We trust her with every detail of our financial lives and would highly recommend her to anyone wishing to achieve financial stability and independence.

— Client

Susan Chapman has been our financial adviser for over 30 years. We have always found her to be extremely trustworthy and very knowledgeable about markets and market trends. Her personality and listening skills makes her very easy to communicate with. We set out a plan together and by following the paths Susan set down we were able reach our goals and retire earlier than expected. We are still following Susan's plan and meet regularly to adjust the road map she has laid out. We are very fortunate to have her as our financial adviser.

— Client

I have been a client of Sue’s for about 10 years. I am very happy with the service provided. She speaks to me in a language I understand and has been honest about return expectations, fees, etc. She has explained how the fees work and where possible helps reduce them, I suspect with an impact to her own income. Sue ensures we review my financial plan at least yearly or as often as I request. She has even met with my accountant to ensure we are in sync for retirement expectations. I would highly recommend Sue if you are looking for an honest hardworking financial advisor.

— Client