Partner, Certified Financial Planner, CFP
I have been working in the financial advice industry since 1991. In fact, as a Partner and Owner, I am proud to say that I have spent my entire financial career with Wolfond Financial. I earned my Certified Financial Planner designation in 1996. The CFP designation is important because it tells you I follow a high code of conduct in the areas of competence, experience, education and ethics.
I specialize in providing advice to individuals and small business owners, including decisions on taxation, pension and retirement matters, and on investing to create long-term wealth. My goal is to help you make well-informed decisions on the investments that are right for you, and to put your plan into action.
My last name means “cream” in Ukrainian and is pronounced SME-TANA; just sound it out. Or, if you want to contact me, you can just ask for Sue Z, since even some of my colleagues can’t pronounce it.
In my previous life I worked for CTV and CBC television as one of the first female ENG (Electronic News Gathering) photographers in the country. I am still pushing myself to try new things, having recently taken up downhill skiing and adventure travel. I am considering French and ukulele lessons, but not in the same class! My wonderful husband Layton, two old pups and two grown kids who have (in theory, at least) flown the coop, keep me busy at home.
I feel lucky to have moved back to Regina over 30 years ago and made the Prairies my home again. Where else would I meet so many wonderful people?