Susan Goldberg

Susan is an award-winning freelance writer and editor based in Thunder Bay, Ont. She has been writing about personal finance for more than 20 years.

Insurance industry slow to act on Gender X

Insurance industry slow to act on Gender X

“Companies are going to have to and want to change with the times,” says financial advisor

By Susan Goldberg |June 1, 2022

1 min read

Client Confidential: Ronald Derrickson

Client Confidential: Ronald Derrickson

An entrepreneur shares how he built his wealth

By Susan Goldberg |February 4, 2022

1 min read

Decorative pattern

Planning and Advice

As housing prices soar, advisors are adjusting their strategies

Some young clients fear missing out, while older ones may be sitting on unexpected gold mines

By Susan Goldberg |June 14, 2021

1 min read

Client Confidential: Guelph family chooses the slower life

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

By Susan Goldberg |February 5, 2021

1 min read

Long-term care in the age of Covid, and beyond

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

By Susan Goldberg |February 5, 2021

1 min read

Design thinking for advisors

Design thinking for advisors

Too often, financial planning is viewed only as a math problem

By Susan Goldberg |October 30, 2020

1 min read

Client Confidential: Nancy Wilson

Client Confidential: Nancy Wilson

Canadian Women's Chamber of Commerce founder talks money

By Susan Goldberg |October 30, 2020

1 min read

Client Confidential: Amy Fish

Client Confidential: Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]

By Susan Goldberg |June 12, 2020

1 min read

Client Confidential: Jill Heinerth

Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

By Susan Goldberg |March 27, 2020

1 min read

Prospecting in 2020

Prospecting in 2020

How should advisors find clients today?

By Susan Goldberg |February 7, 2020

1 min read

Client Confidential: Delyse Sylvester

Client Confidential: Delyse Sylvester

Learning how to talk about money

By Susan Goldberg |February 7, 2020

1 min read

Client Confidential: Sharon Hartung

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

By Susan Goldberg |November 29, 2019

1 min read

Client Confidential: Michael V. Smith

Client Confidential: Michael V. Smith

Money and relationship stress

By Susan Goldberg |October 25, 2019

1 min read

One year of legal cannabis

One year of legal cannabis

The recreational market didn’t stabilize the sector’s notoriously volatile stocks. Here’s what investors need to know about Cannabis 2.0.

By Susan Goldberg |October 25, 2019

1 min read

Client Confidential: Christine Sharma

Client Confidential: Christine Sharma

A homeowner at 25

By Susan Goldberg |September 20, 2019

1 min read

Offering money advice when millennials divorce

Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

By Susan Goldberg |March 25, 2019

1 min read

Client Confidential: Elan Morgan

Client Confidential: Elan Morgan

A 'late financial bloomer' recovers from income tax woes

By Susan Goldberg |March 25, 2019

1 min read

Client Confidential: Lana Gorlitz

Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation

By Susan Goldberg |February 25, 2019

1 min read

Advisor confidential: Tanya Surette

Advisor confidential: Tanya Surette

“I try to maintain a 200-household limit"

By Susan Goldberg |November 28, 2018

1 min read

Client confidential: Chris Prendergast

Client confidential: Chris Prendergast

How to help a young entrepreneur

By Susan Goldberg |October 15, 2018

1 min read

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