With over 30 years of experience in the financial industry, Heather is well versed in understanding clients’ needs, providing solutions, and guiding their families through all aspects of their financial journey. Her extensive knowledge and experience help her provide exceptional advice as well as trading and administrative support to our clients. Heather’s favourite part of the job is connecting with clients on a personal level and building long-term, trusting relationships.
One of Heather’s proudest accomplishments is raising a blended family of 5 children with her husband.
