SUSAN LATREMOILLE
Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.
Susan is Co-Founder and Partner in Next Chapter Lifestyle Advisors and a certified Retirement Coach (CPRC). She is a Certified Expert Level Practitioner of SuccessFinder, a powerful assessment that helps clients gain clarity about what motivates them and their lifestyle priorities so they can plan their ideal next chapter.
Susan is a CEPA, a Family Enterprise Advisor, FEA, and an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). She and her partner, Marianne Oehser, are on the faculty of Exit Planning Institute.
She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.
Her newest book, 9 Steps to a RichLife Retirement: Live Well, Give Back. Leave a Legacy, is a roadmap for thriving in retirement.
Susan is a world traveler, mom, grandmother, certified yoga teacher, and roof-top gardener.
Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.
Susan is Co-Founder and Partner in Next Chapter Lifestyle Advisors and a certified Retirement Coach (CPRC). She is a Certified Expert Level Practitioner of SuccessFinder, a powerful assessment that helps clients gain clarity about what motivates them and their lifestyle priorities so they can plan their ideal next chapter.
Susan is a CEPA, a Family Enterprise Advisor, FEA, and an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). She and her partner, Marianne Oehser, are on the faculty of Exit Planning Institute.
She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.
Her newest book, 9 Steps to a RichLife Retirement: Live Well, Give Back. Leave a Legacy, is a roadmap for thriving in retirement.
Susan is a world traveler, mom, grandmother, certified yoga teacher, and roof-top gardener.
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- Built and sold my advisory practice in 2019
- Co-Founder and Partner at Next Chapter Lifestyle Advisors with Marianne Oehser
- Faculty member for the CEPA program, personal planning module
- CEPA, FEA, CPRC, and ICD.D designations
- Former board member of Richardson Financial Group
- Recipient of the Hummingbird Award for leadership
- Board member of The Barrett Family Foundation and member of its investment committee
- Author of On the Shoulders of Atlas: A Story about Transitioning a Family Owned Business
- Author of 9 Steps to a RichLife Retirement: Live Well, Give Back, Leave a Legacy
I work with financial advisors, exit planning professionals, and business owners on the part of transition that often gets overlooked, the personal side.
After 38 years as a financial advisor, I saw firsthand that even the best plans can fall short when someone is not ready for what comes next. In 2019, I sold my own practice, and that experience reshaped how I think about transition.
Today, my work focuses on the questions that sit beyond the financial plan. Identity. Purpose. How life will actually be lived after the business or career ends.
As Co Founder of Next Chapter Lifestyle Advisors and faculty for the Exit Planning Institute’s CEPA program, I help bring structure to these conversations so they can sit alongside financial and business planning, not outside of it.
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- Website:
https://www.nextchapterlifestyleadvisors.com - Phone: 6473931785
- City: Toronto
- State: Ontario
- Postal Code: M4V 2E5
- Country: Canada
- Designations: CEPA, FEA
- Markets Served: CEPA's, Financial Advisors and Business Owners
- Company Name: Next Chapter Lifestyle Advisors
- LinkedIn:
linkedin.com/in/susanlatremoille
