Susan Latremoille MBA, FCSI, ICD.D, FEA
Director, Wealth Management, Wealth Advisor
Formed under Susan’s leadership in 1990, The Latremoille Group provides a comprehensive suite of wealth management services to a select group of discerning, financially successful individuals, families, professionals, business owners and foundations. Working at the intersection between life and money, she helps clients plan their financial futures and manage their wealth. Susan draws on 35 years of experience in the investment industry to help clients accomplish their dreams and goals. She provides a holistic approach integrating investment advice, wealth planning and management. She is a member of the Investment Managers Consultants Association, and a long-time participant in the Strategic Coach Program. Susan holds an ICD.D designation from the Institute of Corporate Directors and was previously with Richardson Partners Financial, where she completed a three-year term on the Board of Directors. Her past experience includes RBC Dominion Securities and Merrill Lynch Canada. She is a past member of the Investment Committee at the Toronto Community Foundation. Susan is a graduate of The Family Enterprise Advisors Program and holds the FEA designation..
Susan is the author of the books ‘The Rich Life – Managing Wealth and Purpose’ and ‘It’s Not Just About the Money – The Whole Life Approach to Wealth Management’ and is the co-author of ‘On The Shoulders of Atlas: A Story About Transitioning A Family Owned Business’.
Her speaking engagements include The Private Wealth Management Summit in Boca Raton, Florida, The Canadian Association of Gift Planners National Conference in Niagara Falls and The Princess Margaret Hospital Foundation. Susan has been a keynote speaker at the Granite Club Speakers Series, CEO Global Network, the Advisor.ca Conference, and the 10th Annual Foundation, Endowment and Not for Profit Investment Summit.
Susan’s speaking topics include ‘The Rich Life –Live Well, Give Back and Leave a Legacy’ and ‘The Shoemakers’ Children – Why successful professionals neglect their personal finances’.
Anne O’Farrell FCSI
Anne has worked in the financial industry since 1986 and has been managing portfolios with The Latremoille Group since 1993. Specializing in investments across the markets, she uses her vast industry knowledge to customize portfolios that meet the individual needs of each client. Anne has her Options License and Insurance License, and is a Fellow of the Canadian Securities Institute.
Jody Bent CIM®
Jody joined the Latremoille Group in 1994. As an Investment Advisor, she is responsible for investment management support. She also collaborates with external professionals as part of the team’s integrated approach. Jody is a Chartered Investment Manager and has Level II Insurance license.
Margery Roden CIM®
Associate Investment Advisor
A member of The Latremoille Group since 2006, Margery prepares customized client reports, takes care of day-to-day client service, and collaborates with the Tax & Estate Planning team regarding client wealth planning issues. In addition to being a Chartered Investment Manager, Margery has decades of experience in the successful administration of investment portfolios.
As Executive Assistant, Yemmy is responsible for the administrative management of the office, as well as supporting Susan and the team with scheduling, meeting preparation and various projects. Prior to joining The Latremoille Group, Yemmy worked in progressively more senior client and administration roles within the financial services industry.