Heather is a Chartered Investment Manager and senior portfolio manager with 24 years of experience in Wealth Management (13 years with RBC Dominion Securities and 11 years with HSBC Securities). She provides high net-worth families with thoughtful strategic investment counsel and comprehensive wealth management. She builds a personalized strategy to help you through every life stage, expertly coordinating the investment, retirement, business succession, insurance and estate planning solutions needed to enhance your overall wealth.
She drives for simplicity and excels at empowering families to make informed decisions with confidence. The favourite part of Heather’s profession has always been building deep relationships with the families she supports.
Heather holds numerous industry designations including Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM). Prior to working in the investment industry, Heather practiced as a RN specializing in Cardiology.
Heather strongly believes in giving back to her community. She is currently a director on the Lions Gate Hospital Foundation board and is Chair of The Lions Gate Hospital Foundation’s Planned Giving Committee. She is also a member of our branch’s RBC Community Giving Committee.
Originally from Ottawa, Heather moved West to Vancouver in 1995 and considers herself fortunate to enjoy life and a career on the North Shore. Together with her husband Tom, they have five dazzling daughters between them and a Goldendoodle, Fletcher. Outside of the office, Heather has recently taken up golf and loves the challenge and social aspect of the game. She also enjoys yoga, stand up paddle boarding and hiking in the beautiful B.C. and Alberta Mountains.
Heather would be pleased to hear from you, learn your story, and determine how our dedicated team can help you enhance your wealth planning strategy.
