Sue Derlago

Sue Derlago has over 25 years of experience in the investment and financial planning industry, having started her career with one of Canada’s largest banks on the financial markets and product origination side of the business.

This evolved into a passion for Financial Planning. Sue leads our team in strategic Financial planning and investment management through a dynamic process developed to take a panoramic view in examining all aspects of a client’s individual, family and corporate situation.
Sue specializes in complex financial situations, working with clients that have Corporations, Holding companies and/or Trusts, along with equity compensation advice.

Sue develops Wealth plans and a financial road-map to put all pieces of the puzzle together and implement strategies to achieve our client’s lifetime financial goals. Sue has expertise in Investment Management, Risk Management, Tax, Estate Planning, Cash Management, Charitable Gifting and Inter-generational planning.

Sue is a CERTIFIED FINANCIAL PLANNER ® / CFP ®, Certified Investment Manager (CIM), is fully licensed as a Registered Representative and Life insurance agent in AB, and an Accredited Financial Divorce Specialist (AFDS).

Sue is an avid outdoor enthusiast, who enjoys being active and spends most weekends and holidays in Fernie, BC skiing, mountain biking and enjoying the outdoors with her husband and two sons.

Contact :

www.derlagowealth.ca
srderlago@cgf.com
403.508.3878
1.800.818.4119 (Numéro sans frais Canada)

• Calgary