Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Susyn Wagner heads the Wagner Investment Management Team at Wellington-Altus Private Wealth, a boutique investment firm. The firm specializes in designing tailored life-stage financial plans. In 2024, she was recognized as an awardee for the Wealth Professional Excellence Awards
People come to Wagner’s team when they feel it is time to get serious about their financial future. Often, they are undergoing a significant life transition – retirement, the loss of a spouse, divorce, or handling an inheritance.
Clients typically have three main concerns:
250 5th Street SW, Suite 2300 Centennial Place, West Tower, Calgary, AB T2P 0R4
(833) 251-2936
wagnermt@wellington-altus.ca
www.linkedin.com/company/wagner-investment-management-team
Home - Wagner Investment Management Team
Susyn Wagner
Senior Portfolio Manager and Senior Wealth Advisor
Wagner Investment Management Team at Wellington-Altus Private Wealth
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
2016–2018
Year
2004–present
2018
2024–present
2016–2018: Head of Marketing at BlackRock Canada
2017: Won the Executive Coaching Award for Women in Capital Markets
2016–
2018
Won the Canadian Investment Marketing Award @ Morningstar and was selected for the WCM Executive Coaching Award
Year
20 years in asset management within product marketing and brand advertising
Won WP 2024 ETF Provider of the Year
Advocate for Women in ETFs
2004–
present
Joined the team at SPM Financial and SPM Benefits
2018
Appointed chair of the Institute for Advanced Financial Education and board member of Advocis
2024–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Wagner and her team’s job is to give their clients clear, dependable guidance. Every client receives a tailored approach, enabling them to make informed decisions with confidence.
Financial services are in Wagner’s DNA. Her mother was one of the first women in the investment brokerage industry and she later followed in her footsteps.
Wagner is happily married and has five children. Her experiences have reinforced the importance of thoughtful, purpose-driven planning in both personal and professional contexts. She firmly believes that success in all aspects of life starts with genuine and candid conversations.
“Have I saved enough?”
“How much can I spend?”
“How can I ensure my money lasts?”