Wealth Management Advisor
I am a Wealth Manager with over 23 years of experience in the financial industry. Prior to joining Assante Capital Management Ltd., I worked for on of Canada's largest bank owned investment firms. i believe that i can help people with my experience, education and understanding to create unique solution for them. I help my clients in wealth accumulation (from school graduation to retirement), wealth protection once financial security is achieved and converting wealth to income in retirment.
For clients, "wealth" is more than money - it is their ability to do what they want, when they want and how they want, through all of the stages of their lives.
I seek to understand the things in life that are important to you and work with you to translate those dreams into a financial strategy.
When not working, Heather enjoys spending time with her family and friends, traveling with Mike and their labradoddle, Tupper. Together with Mike, they have started a stand up paddleboard group called "Simply SUP" to promote the sport and show others how great it is to "Stand on Water"!!
It Is a Tougher Game When Central Banks Turn Hawkish
Jun 29, 2022
Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....Read more
Can your risk tolerance change?
Jun 15, 2022
Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....Read more
Buy low, sell high—the challenges and opportunities
Jun 15, 2022
It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...Read more
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