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After studying commerce at the University of Western Ontario, Susy continued her studies at Douglas College of British Columbia in Financial Services Management. She also holds the Chartered Investment Management Designation from the Canadian Securities Institute and is a registered Portfolio Manager.
In 2005, she joined Duncan Ross Associates Ltd. – an independent, Montreal-based investment firm catering to the needs of high net worth individuals – where she manages a portfolio of $500 million.
Born and raised in London Ontario, Susy’s passion for investing started early with the encouragement of her grandfather, Giovanni Boggio-Ferraris. A doctor by profession before immigrating to Canada from Italy in 1976, he then dedicated his days to managing his inherited wealth, which came from his father who was an accountant and director of Edison S.p.A., the oldest energy company in Europe.
Each day after Susy returned from school, they would spend time at their favorite coffee shop reviewing companies that had peaked his investment interest. When Susy turned 16, her grandfather added her name to his investment account, allowing her to execute trades on his behalf. She adopted the investment philosophy of Benjamin Graham, the father of value investing, and his loyal disciple, Warren Buffett; the passion ensued from there.
Loves to travel
Susy loves to travel and explore new cultures. Her most recent adventures were in the Philippines and Japan, where she fell in love with Japan’s deeply ingrained formal traditions which mix funky, quirky street styles with pop subcultures. She believes that continually developing an understanding of the world allows her to appreciate the intricacies of global business activities and investment possibilities. She makes a point of visiting the offices and operations of companies in which she invests. Being fluent in English, Italian, French and Spanish helps her in this mission.
Susy spreads word of wise investing through her quarterly newsletter to Duncan Ross clients, and is a contributor to Advisor’s Edge Report, a trade magazine which “provides perspective on industry news and analysis of wealth management products.”
BestStory.ca Editor Warren Perley, who knows Susy professionally through her Duncan Ross quarterly newsletter, has asked her twice in the last two years to write exhaustively-researched, detailed analyses (15,000-plus words and 10,000-plus words, respectively) about the most important trade agreement in the histories of Canada, America and Mexico. Susy’s initial piece was posted in the public area of the BestStory.ca site on May 17, 2017 (and can still be found there) in anticipation of the start of the talks to renegotiate NAFTA.
On July 20, 2018 – one year after those renegotiations began among the three “amigos” and with optimism dwindling about a successful outcome – we have posted Susy’s follow-up analysis, as seen through the eyes of an experienced, knowledgeable wealth management analyst who understands the critical role of trade agreements in creating jobs for Main Street and wealth for stock market investors. Susy describes the research involved in the writing of her two NAFTA analyses in 2017 and 2018 as being akin to peeling back an onion, with more uncertainty in each layer, given the protectionist rhetoric of President Trump and his ever-changing political views.
Susy’s most recent extensively-researched, deep dive on NAFTA – posted on July 20, 2018 – gives us profound insights into the impact that failed NAFTA renegotiations could have on the economies and livelihoods of all North Americans.