Wealth Management Advisor
Heather has been in the financial industry since 1996. She started her career at one of Canada's largest bank owned investment firms and then joining Assante Wealth Management in 2014. It was at Assante that she was able to work closely with her father-in-law Patrick Casey, who had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremost in her mind.
Heather believes she can help people with her experience, education and understanding, to create a unique financial solution for them. Some of Heather’s top goals are helping clients in wealth accumulation (from school graduation to retirement); wealth protection once financial security is achieved; and converting wealth to income in retirement years.
For clients, "wealth" is more than money - it is their ability to do what they want, when they want and how they want, throughout all the stages of their lives.
Heather seeks to understand the things in life that are important to you, and then work with you to translate those dreams into a financial strategy.
When not working, she loves spending time with family, friends and especially her husband, Mike. Heather and Mike love anything sports related - biking, skiing, hiking, paddling… you name it! They enjoy discovering adventures that their love for sports takes them.
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
Making the most of a First Home Savings Account
Jan 04, 2024
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....Read more
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