Heather builds a personalized strategy to help you through every life stage, expertly coordinating the investment, retirement, business succession and estate planning solutions needed to enhance your overall wealth. She has 25 years of experience providing high net-worth families with thoughtful strategic investment counsel and comprehensive wealth management. Heathers' favourite part of her job has always been building deep relationships with the families she supports.
She holds numerous industry designations including - Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI) and the Chartered Investment Manager (CIM). She has also completed the Life License Qualification Program (LLQP). At RBC Dominion Securities, Heather is a Top-Tier member of the firm's esteemed Director's Council. Prior to working in the investment industry, Heather practiced as a RN specializing in Cardiology. She believes strongly in further educating herself throughout her career.
Originally from Ottawa, Heather moved West to Vancouver in 1995 and considers herself fortunate to enjoy a life and career on the North Shore. Together with her husband Tom, they have five dazzling daughters between them and a Goldendoodle, Fletcher. In her spare time, Heather has recently taken up golf and loves the challenge, fun and social aspect of the game. She also enjoys Italian cuisine and hiking and exploring the beautiful BC and Alberta mountains.
Heather would be pleased to hear from you, learn your story, and determine how she and the team can help you enhance your wealth planning strategy.
