Susan Daley, PWL Capital – Waterloo Team

Susan Daley, PWL Capital – Waterloo Team

Portfolio manager
PWL Capital – Waterloo Team
Age: 30
Years in the industry: 7

In 2019, Susan Daley won the Young Gun Award at WP’s Women in Wealth Management Summit. It was the latest addition to a list of accomplishments that also includes obtaining both her CFA and CFP by the age of 28 and a maintaining 9,000-plus-subscriber YouTube channel to provide financial advice to younger Canadians.

Her YouTube channel has allowed Daley to get her name out to potential clients, something she admits can be a challenge for younger advisors. “Many entry-level positions are focused on sales,” she says. “There are so many different things to learn in this industry, but many of the entry-level roles force you to go out and find clients right away, so younger professionals are forced to think about making a living first and everything else second.”

Daley says she was fortunate to find a team that helped her learn the ropes while continuing her education. “Furthering my knowledge within the industry is always a goal of mine, as it will ultimately lead me to better serve clients,” she says. “There is so much to learn within the realm of wealth management that I don’t think I’ll ever stop learning.”