About Us
Designing What’s Next with Clarity, Confidence, and Heart
At Next Chapter Lifestyle Advisors, we work with individuals and couples who are navigating life’s biggest transitions, especially the shift into what comes after a successful career. Whether you’re an owner preparing to exit your business, a professional like a doctor, lawyer, or accountant thinking about stepping back, or a corporate executive approaching a turning point, we help you create a lifestyle plan that gives purpose and structure to your next chapter.
This stage of life is filled with possibility — but without a plan, it can also feel uncertain. We guide our clients through the personal side of transition, helping them explore what will bring meaning, joy, and connection after the demands of a career begin to ease.
An important part of our service is partnering with financial advisors, exit planners, and financial services firms to help them better serve clients who are preparing for life after a full-on career. We provide the tools, guidance, and language advisors need to support the non-financial side of this transition — helping clients gain clarity, purpose, and direction in their next chapter. Our resources enhance client relationships, deepen engagement, and elevate the advisor’s role as a trusted guide through every stage of life.
Lastly, transitions always impact relationships. We want important relationships to grow and thrive as people move through a big change. We help people navigate those sometimes-turbulent waters to strengthen their relationship and build their plans for the future, together.
Susan Latremoille
Susan Latremoille is dedicated to helping financial planning professionals and business owners navigate the personal side of transition—whether it’s exiting a company, stepping out of a leadership role to retire, or planning what comes next after one’s career. Through her work with exit planning advisors, wealth managers, and their clients, she brings focus to the human dynamics that too often get overlooked in transition planning: identity, purpose, lifestyle planning, and readiness for change.
After a successful 38-year career as a financial advisor at firms including Merrill Lynch, RBC, and Richardson Wealth, Susan sold her practice in 2019 combining her expertise and insight together to focus on the personal challenges that arise when stepping away from a business or career.
She is Co-Founder and Partner at Next Chapter Lifestyle Advisors and serves as faculty for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA®) Program, where she teaches the importance of personal planning alongside financial and business strategies. She also holds the CEPA designation.
Susan is a Family Enterprise Advisor (FEA), an Institute of Corporate Directors – Director (ICD.D), a Certified Professional Retirement Coach (CPRC), and she also holds an Executive MBA.
She was previously a board member at Richardson Financial Group and was recognized with the Hummingbird Award for leadership. She is currently a board member of The Barrett Family Foundation and serves on its investment committee.
Susan is the author of several books, including On the Shoulders of Atlas: A Story about Transitioning a Family-Owned Business and 9 Steps to a RichLife Retirement: Live Well, Give Back, Leave a Legacy.
Susan Latremoille
Marianne Oehser
Marianne Oehser
Marianne Oehser partners with exit planners and financial advisors to help their clients prepare for what comes next—beyond the business or the career. Her focus is on the personal side of transition: the emotional, relational, and identity shifts that often go unaddressed in traditional planning. By bringing these conversations to the forefront, Marianne helps advisors deepen client engagement and deliver more holistic guidance.
Marianne also works directly with business owners and professionals who are stepping out of their roles and into a new chapter. In addition, she supports couples and singles navigating life transitions, recognizing that strong relationships are central to personal well-being. She works with clients to strengthen communication, clarify shared goals, and create the kind of connection that supports a fulfilling future—together or individually.
Marianne is Co-Founder and Partner at Next Chapter Lifestyle Advisors and serves as faculty for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA®) Program, where she teaches the importance of holistic personal planning as part of the exit planning process. She holds the CEPA designation, is a Certified Professional Retirement Coach (CPRC), and is certified in relationship coaching for both singles and couples through the Relationship Coaching Institute.
Before entering the coaching field in 2011, Marianne held senior marketing roles at United Airlines and TNS Global and spent 10 years as an entrepreneur growing a niche company into a market leader, then running a successful consulting practice. Her academic background includes a Master’s in Management from Northwestern University’s Kellogg School of Management, and she trained in adult transitions under Dr. Nancy Schlossberg, a pioneer in the field.
She is the author of Your Happiness Portfolio® for Retirement: It’s Not About the Money, and a frequent speaker on the topics of life transitions, relationship resilience, and personal planning in exit strategies.
Leena Malik
Lead Relationship Manager
Leena brings deep experience and lots of enthusiasm to her role as Lead Relationship Manager at Next Chapter Lifestyle Advisors. She focuses on client relations, marketing support, content development, training program design, and special projects designed to strengthen connections and support the firm’s mission.
Her career includes senior director and executive-level positions in human resources, organizational development, learning and development, and corporate communications, with experience spanning the financial services industry and the global non-profit sector. She has worked with organizations including Bank of Montreal, KPMG, AGF Investments, and Mastercard Foundation. Leena has designed and delivered programs in leadership development, organizational culture, change management, and succession planning, giving her a broad understanding of how strong leadership and engaged teams contribute to an organization positioned to maximize its value.
Leena completed certification as an instructional designer and holds a Coaching Certificate from the Association for Talent Development. She also earned a Master’s in Business Administration from the Ivey Business School at Western University and holds a Bachelor of Science in Mathematics and Statistics.
After taking an early retirement from her corporate career, Leena chose a different path for her own next chapter. Drawn to the mission of helping others navigate major life changes, she joined Next Chapter Lifestyle Advisors to bring her expertise to the work of supporting people through life’s most significant transitions.
Leena Malik
Lead Relationship Manager
Tim Godfrey
Strategic Relationship Manager
Tim Godfrey
Strategic Relationship Manager
Tim is passionate about helping financial advisors expand the way they serve their clients. Drawing on his more than 30 years of experience as a former financial advisor, branch manager, and business builder. first with ScotiaMcLeod and then Richardson Wealth, he knows that true success in advising goes beyond numbers—it’s about guiding people through life’s most important transitions.
In his role as Strategic Relationship Manager, Tim is responsible for introducing financial advisors to our First Movers Program and Next Chapter Gameplan coaching program and supports them as they implement it. He also shows people who are moving into their life after work the value of experiencing our Gameplan coaching program.
Known for straight talk, humor, and practical guidance, he loves showing advisors how to bring non-financial lifestyle planning into their practices so they can build stronger relationships, differentiate their services, and create lasting impact by ensuring clients leave work with confidence, purpose, and a clear plan for what’s next.
Geoff Carter
Strategic Relationship Manager
Drawing on his more than 45 years of experience as a business owner and financial advisor, first with London Life, LearnQuest Education Solutions, Freedom 55 Financial and O’Farrell Financial Services, Geoff knows that true success comes when a client integrates Retirement Lifestyle Planning with the numbers side of retirement preparedness. Life’s transitions can be challenging. Geoff is passionate about helping financial advisors take a more holistic approach in the way they serve prospects and their client base. These types of conversations deepen the client relationship and strengthen retention.
In his role as Strategic Relationship Manager, Geoff is responsible for introducing financial advisors to the strategic value of Non-financial Retirement Lifestyle Planning and supports them throughout the process. He also guides people who are moving into their world after full time work about the value of experiencing our Gameplan coaching program.
Geoff understands that having a sense of purpose and feeling that our lives matter in some way is a very fundamental human need that becomes even more important in the third chapter of our lives.
Geoff Carter
Strategic Relationship Manager
Shauna Hathaway
Executive Assistant
Shauna Hathaway
Executive Assistant
Shauna plays a key role in supporting our First Movers Program and other client-facing initiatives. With strong skills in administration and operations, she ensures that our team delivers a seamless experience to advisors and clients alike. Her attention to detail and commitment to excellence help us uphold our mandate of providing outstanding service to everyone we engage with. By keeping our programs running smoothly and efficiently, Shauna enables the team to stay focused on creating value for the people we serve.