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Susan Bewcyk profile image

Susan Bewcyk

Investment Fund Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Investia Financial Services</span>
Intro Book
Experienced financial analyst and consultant delivering strategic planning and financial solutions.
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Location
Langenburg, Saskatchewan, Canada, CA
Skills
  • Financial Analysis
  • Strategic Planning
  • Retirement Planning
  • Research
  • Financial Reporting
  • Show all
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Bio

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Susan Bewcyk is a seasoned financial professional with 25+ years of experience in financial analysis, strategic planning, and consulting. She holds certifications as a Financial Security and Investment Analyst (FCSI) and Personal Financial Planner (PFP).

Credentials

  • FCSI
    Canadian Securities Institute (CSI)
    Sep, 2019
    - May, 2026
  • Personal Financial Planner
    Canadian Securities Institute
    Sep, 2013
    - May, 2026

Experience

  • Investia Financial Services
    • Langenburg, Saskatchewan, Canada
    • Investment Fund Advisor
      • Apr 2021 - Present
      • Langenburg, Saskatchewan, Canada
  • 20 TWENTY WEALTH MANAGEMENT LIMITED
    • Langenburg, Saskatchewan, Canada
    • Financial Advisor & Financial Planner
      • Apr 2021 - Apr 2022
      • Langenburg, Saskatchewan, Canada

      Financial Advisor and Financial Planner

  • Churchbridge Credit Union
    • Canada
    • Banking
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 1996 - Apr 2021

      I am an experienced and trusted professional who can engineer financial plans and solutions for people to enable them to prosper.

    • Loans Manager
      • Jan 1996 - Jan 2002

  • Sherwood Credit Union
    • Lemberg, Saskatchewan, Canada
    • Area Lending Manager
      • Aug 1993 - Dec 1995
      • Lemberg, Saskatchewan, Canada
  • Calder Credit Union
    • Calder, Saskatchewan, Canada
    • General Manager
      • Oct 1991 - Aug 1993
      • Calder, Saskatchewan, Canada
  • Wilcox Credit Union
    • Wilcox, Saskatchewan, Canada
    • General Manager
      • Jun 1987 - Oct 1991
      • Wilcox, Saskatchewan, Canada

Education

  • 2019 - 2019
    Canadian Securities Institute
  • Canadian Securities Institute
  • Canadian Securities Institute

Suggested Services

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Industry Focus. “Financial Services”

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