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CHS , CLU®
Mutual Fund Investment Specialist**
Suzzanne is an experienced, trusted Financial Advisor, relationship builder and business leader of Lu Insurance Services in the Stoney Creek Community. Her goal is to help families and business owners with advanced financial planning to increase their current and future wealth and family security.
Suzzanne holds professional designations as a Chartered Life Underwriter (CLU®) and as a Certified Health Insurance Specialist (CHS). These designations set Suzzanne apart with a greater level of knowledge and specialized skillset in the complex life insurance, estate planning and wealth transfer markets. As the growing market demand for informed health-insurance advice emerges, she provides knowledge and expertise to her clients in all relevant areas, including income replacement, disability, critical illness, long-term care, and group benefits.
Suzzanne offers her clients and families a full complement of Auto, Home, Business and Life insurance programs to suit their needs. She further enables her clients and their families with astute financial, investment advice and experience from financial-goal management programs, like personal portfolio construction, retirement income guidance and planning solutions, growth fund investment programs, estate and tax planning, and effective wealth transfer strategies.
Associate Insurance Advisor
Lillian joined The Co-operators in 1996, working in office administration for her first five years with our company. Armed with the skills, knowledge and desire to further assist our clientele, she embarked on her career as a Licensed Associate Insurance Advisor. Now with over 20 years of experience in Auto, Home, Farm and Business insurance, she continues to make a positive impact with our many new and long-term clients, as well as on the growth of our agency.
Insurance is a family thing; her husband, Dan, has enjoyed a 40-year career with The Co-operators, and her youngest daughter has joined The Co-operators as well. Outside of work, Lillian's greatest priority is her family. She joyfully supports her two daughters in raising her cherished grandkids.
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.