Susan Forster

Administrative Assistant

Susan Forster or Sue as we know her by; is the newest member to join the Lakeside Financial Planning team.

Sue is an Okanagan grown gal. She grew up in the Mission area of Kelowna attending Dorothea Walker Elementary, Okanagan Mission Secondary and Okanagan College.

Sue was bit by the work force bug during her college years where she found herself employed at BCTel-now Telus, as an Operator; then she pursued other positions and opportunities with the company to further her knowledge, develop her skill set of problem solving and to learn all aspects of customer service. Sue went to other departments such as Customer Service and Customer Account Management. Being dedicated to her work she moved twice from her home in Kelowna to the lower mainland to accomplish this task of furthering her education within BCTel/Telus.

One of Sue’s stronger characteristics is her passion to help people. She helps clients meet their needs, help with their challenges and making sure theirs goals have been met.

Sue’s greatest accomplishments are marrying her best friend, Chad and being a mom to her daughters, Hannah and Joelle. Sue enjoys all sports, travelling and people.

Having to embrace change; Sue was seeking more than being a stay at home mom since moving back from the lower mainland. Starting slowly as the receptionist at Bannister Cadillac; Sue made her way over to Lakeside Financial Planning to become Jake Lockhart’s assistant.

Sue likes challenges and she finds this job has many of them; she is happy to learn something new every day.