Our Team

David James

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Tel. 613.384.1880

Fax. 613.384.4679

David James B. Sc.

Administrative Support and Group Benefits

David has been working at Susan Creasy Financial Inc. for over 16 years. Working at the front desk, David will be one of the first people you meet or speak to on the phone. As a member of the administrative support team, David follows up on many of the client requests that occur on a regular basis, and he is also a liaison with our group benefits company.

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Susan is one of Ontario’s most respected financial advisors with more than 30 years of experience in the industry. She is often asked to speak to groups and writes monthly for local newspapers. Sue is proud to announce that she has recently published her first book Solutions – Financial and Estate Planning with Common-Sense Answers to Everyday Questions.

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