About Us
As partners in Next Chapter Lifestyle Advisors, Susan and Marianne work with financial services firms to bring passion, wisdom, knowledge, resources, and tools for companies, advisors, and clients – to build a robust lifestyle plan as they move on from their careers, professions, and businesses into the next chapter of their lives.
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
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 and also holds the CEPA designation.
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 a 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.
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 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 also a Certified Exit Planning Advisor (CEPA) and a Certified Professional Retirement Coach (CPRC) through the Retirement Coaches Association. Marianne is also a Certified Relationship Coach for Singles and for Couples (CRCS and CRCC) through the Relationship Coaching Institute.
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.
