Heather joined RBC Dominion Securities in 2006 and has worked in the financial services industry since 1990. She is an accomplished professional, dedicated to continuing her education while keeping current on product knowledge and industry regulations. Heather has completed the Canadian Securities and Conduct and Practices Handbook courses. She has continued to add to her credentials by completing her Wealth Management Essentials and is currently working on her Certified Investment Management (CIM) designation, a designation achieved through extensive study in advanced investment management.
Heather works alongside Tracy to design, plan and implement investment strategies and wealth planning solutions for our clients. She specializes in ensuring your retirement goals are met through comprehensive retirement, tax and estate planning.
Heather enjoys living in downtown Vancouver and spending time with her daughter while giving back to the community. She has been involved in fundraising for The United Way and contributes her time to a number of environmental agencies including Earthsave and Me to We.
With her diverse investment background, she is committed to giving you expert advice and service and is looking forward to working with you.