About Susan Milburn

At Raymond James, our business is people and their financial well-being. Our clients always come first.

Investing, along with saving, are the key ingredients to reaching your financial and lifestyle goals. We believe that you build a portfolio to help you attain those goals. Having a secure financial base gives you the freedom to make choices about your career, lifestyle, and support for family and friends.

We also believe that investing should not require an inordinate amount of your time, leaving most of your day free to concentrate on activities that are important to you. As a consequence, we are focused on creating portfolios that require only the amount of attention you are prepared to give, and are aligned with your goals and objectives. We always begin with, and regularly revisit, tolerance for risk and asset allocation decisions. We believe that attention to the appropriate mix of investments in your portfolio leads to a ‘no surprise’ result when markets turn volatile, or equity returns are negative. We focus on high quality investments that are easy to understand, have a long track record, and fit your portfolio.

We ask our clients to drive the relationship and are in contact with them based on a schedule that meets their needs.

Susan's investment advisory experience spans over 30 years, and she is joined by administrative expert, Martha Loewen. With 25 years of experience, Martha leads clients expertly through the myriad of regulatory and documentation requirements. Both Martha and Susan are active volunteers, and believe strongly in giving back to a community they are proud to be a part of.

We strive to provide outstanding professional advice in matters relating to investments, retirement, estate planning, and tax efficient investing.