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"!!
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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