K. Susan Baird, Cfp
About K. Susan Baird, Cfp
K. Susan Baird is a Division Director at Investors Group Financial Services Inc., where she has worked for over 30 years. She is a Certified Financial Planner and focuses on comprehensive financial planning across six key areas.
Work at Investors Group Financial Services Inc.
K. Susan Baird has been employed at Investors Group Financial Services Inc. since 1994. She has held the position of Financial Consultant for 30 years and has served as Division Director for 25 years. Her office is located on the 9th Floor of 444 St. Mary Avenue, Winnipeg. In her role, she provides mentoring and coaching to consultants within her division, utilizing her extensive experience in financial planning.
Education and Expertise
K. Susan Baird studied at the Financial Planning Standards Council, where she achieved the Certified Financial Planner designation. She has pursued further education through various institutions, including the Life License Qualifying Program, the Investment Funds Institute of Canada, and the Canadian Securities Institute. She obtained her Life and Accident Insurance License in 1994, completed the Branch Managers Course in 1999, and achieved the Canadian Securities Course in 2001. Additionally, she earned the Certified Executor Advisor designation from the Canadian Institute of Certified Executor Advisors in 2014.
Financial Planning Focus
K. Susan Baird focuses on six fundamental pillars of financial planning: Tax Planning, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning, and Cash Management. She employs a holistic approach to financial planning, addressing all areas of a client's financial life to provide comprehensive solutions tailored to individual needs.
Professional Development and Mentoring
Throughout her career, K. Susan Baird has emphasized the importance of professional development. She actively provides mentoring and coaching to consultants within her division at Investors Group, sharing her knowledge and experience to enhance their skills in financial planning. This commitment to mentorship contributes to the overall growth and effectiveness of her team.