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
Retirement has shifted from a time of slowing down to an opportunity to “rewire” and discover new purpose. Susan’s mission is to redefine retirement by equipping financial advisors and exit planning professionals with the education, tools, and resources needed to help clients navigate the non-financial challenges of retirement. By incorporating a retirement lifestyle planning approach into their practice, advisors can enhance the client experience, differentiate themselves in a competitive landscape, and cultivate new business opportunities.
With a 38+ year career behind her as a top performing financial advisor at industry leading institutions such as Merrill Lynch, RBC, and Richardson Wealth, Susan sold her wealth practice in 2019 to focus on working with financial advisors and their clients on the non-financial challenges that they face.
Susan is Co-Founder and Partner at Next Chapter Lifestyle Advisors. She is also a faculty member at the Exit Planning Institute – Certified Exit Planning Advisor (CEPA®) Program.
Susan’s dedication to professional development is exemplified by her commitment to staying on top of her field, including Family Enterprise Advisor (FEA) and Institute of Corporate Directors (ICD. D) designations. Susan is a Certified Professional Retirement Coach (CPRC) plus a certified SuccessFinder practitioner. She also holds an Executive MBA.
Susan was a former board member of Richardson Financial Group where she was honoured with the prestigious Hummingbird Award for exceptional leadership. She currently sits on the investment committee of a private family foundation.
Susan has published several books including “On the Shoulders of Atlas, A Story about Transitioning a Family Owned Business” and her latest book, “9 Steps to RichLife Retirement, Live Well, Give Back, Leave a Legacy.”
As a speaker, Susan shares her first-hand knowledge of the challenges and opportunities that financial advisors and their clients face in the new landscape of retirement.
Susan Latremoille
The Power Behind Your Next Chapter
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.
Marianne Oehser
Marianne is a seasoned retirement and relationship expert with over 13 years of experience helping people create a happy and meaningful post-career life through workshops, seminars, public speaking, and individual coaching. She also works with singles and couples to build and maintain healthy, rewarding relationships, recognizing that strong relationships are essential to overall well-being.
After retiring from her 40-year corporate career, Marianne transitioned into coaching, initially focusing on relationships before expanding her work to include life’s broader transitions. She deepened her expertise by studying adult transitions under Dr. Nancy Schlossberg, a renowned expert in the field. Seeing that retirement is one of the most significant life shifts, she now helps individuals design a fulfilling and well-balanced post-career life. She also continues to help singles and couples build the kind of relationships they dream of.
Marianne is currently Co-founder and Partner at Next Chapter Lifestyle Advisors and a faculty member at The Exit Planning Institute – Certified Exit Planning Advisor (CEPA®) Program. She is a Certified Relationship Coach for Singles and for Couples (CRCS and CRCC) through the Relationship Coaching Institute and is a Certified Professional Retirement Coach (CPRC) through the Retirement Coaches Association.
Before leaving the corporate world in 2011, Marianne held senior marketing roles at United Airlines and TNS Global and spent 10 years as an entrepreneur—first growing a niche company into a market leader, then running a successful business consulting practice.
Marianne is the author of “Your Happiness Portfolio® for Retirement: It’s Not About the Money” and holds a Master’s in Management from Northwestern University’s Kellogg School of Management.
Marianne’s mission is to help people navigate life’s transitions—whether adjusting to retirement or strengthening personal relationships—so they can create a life filled with purpose, connection, and joy.
Marianne Oehser
The Power Behind Your Next Chapter
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
The Power Behind Your Next Chapter
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.
Tim Godfrey
Strategic Relationship Manager
The Power Behind Your Next Chapter
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.
Shauna Hathaway
Executive Assistant
The Power Behind Your Next Chapter
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.
