A lifetime of professional advisory,
leads to valued advice.
Susan Fulford, LL.B. M.B.A. F.E.A. TEP
FAMILY ENTERPRISE ADVISOR
Certified Retirement Specialist
Founder of Dynamic Legacy, Susan Fulford provides collaborative and independent advisory services for Single, Multi & Global Family Offices and Business Families. Susan has broad experience in the investment, legal and family business fields. For over 10 years, Susan worked in the investment advisory industry, most notably as VP & Senior Manager of Ultra High Net Worth Advisory Group of TD Bank. Initially, she spent five years working as a lawyer in private practice followed by ten years in the business world, including a two-year European engagement for Deloitte Touche Tohmatsu as Europe's Business Development Manager for audit's Global Financial Services Industries - while being resident in France.
Susan’s passion is helping business families create sustainable Legacies that preserve relationships, business and wealth. She now focuses on structuring customized business family solutions.
Guest Speaker & Educator:
Academic Institutions: Ivey Business School, Schulich Business School, Cornell University, Smith Family Business Institute;
Membership Associations: CAFE, FEX, YPO, Tiger 21, CFA Society Annual Wealth Symposium; CEO Global Network;
Conferences: Canada Private Wealth Forum, Business Transition Forum, Canadian Alternative Investment Forum, DC Finance Global Family Office & Ultra High Net Worth Conference, Bahamas Financial Services Board - International Financial Summit;
2018 & 2019 Private National Corporate Program for Canadian Advisors focused on Family Offices & Enterprises;
2018 Institute of Family Enterprise Stewards awards a certificate in Family Enterprise Continuity with Schulich Executive Education Centre (SEEC) as sponsored by Scotia Wealth Management;
2016-2017 Partnered with Canada's Ivey Business School- Executive Education & Business Families Centre, Pierre L. Morrissette Institute of Entrepreneurship to create FamilyShift Program as sponsored by KPMG.
Sept. 2016 Established Institute of Family Enterprise Stewards, www.ifes.ca
Sept. 2015 Founded Dynamic Legacy Inc;
Bespoke advisory services leveraging global best practices delivers effective "best of class" results.
FEX , "Lessons Learned From a Catastrophic Family Business Sale", Video Link https://www.youtube.com/watch?v=qrVlblbu7cM
October 4, 2016
(Julie Toskan, CEO Genius 100 & Founding Family Member Mac Cosmetics at:
DC Finance Global Family Office & High Net Worth Conference, November 5, 2019)
Trusted Family's Leading Thinkers Global Podcast.
August 28, 2019