SUE CODERRE
CLIENT SERVICE ASSOCIATE
Sue is our Client Service Associate. She provides administrative and information management support to our Investment Team, with a focus on maintaining seamless service to our clients from account set-up and processes to transaction requests and appointment bookings.
With over 12 years of experience in the financial service industry, Sue has accumulated a breadth of knowledge from roles as both Financial Advisor and Financial Assistant. She also brings with her an entrepreneurial background, having started and grown two successful local businesses. These specialized skills form the foundation for an excellent client-focused experience, fueled by a passion for helping our clients realize their business, financial planning and lifestyle goals.
Sue moved to the Okanagan in 1990 from farm-town Saskatchewan and has loved living here ever since, thoroughly enjoying the amazing opportunities our area has to offer. When not spending time with her two daughters, Sierra and Emma, and partner, Paul, you can find Sue out for a run in the summer heat or attending local concerts, cultural events and winery tours.