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 has 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.
Senior Financial Planning Advisor
Ross has been involved in the financial services industry since 1981. In 1993, Ross started work with Assante Capital Management Ltd. As a Senior Financial Planning Advisor. Prior to joining Assante, Ross was with the Ontario Civil Service Credit Union for five years and a major bank and trust company for another eight years.
Ross’ education includes a B.A. (Trent University and a B.A.S. (York University). Designations include his CFP® (Certified Financial Planner), R.F.P.® (Registered Financial Planner) and RIS (Responsible Investment Specialist). In addition, Ross is Securities Licensed and has his Level II Insurance License. Ross’ professional memberships include the Responsible Investment Organization, FP Canada and the Institute of Advanced Financial Planners.
Ross offers a comprehensive financial planning service that will enhance client well-being. This includes investments, retirement planning, insurance and estate planning. Investments will be recommended based on the client’s goals and investment philosophy including socially responsible investments. Ross also completes personal income taxes through his business – Campbell Tax Planning.
Ross showed his dedication to responsible investing by winning the Wealth Professional Award for Responsible Investing in 2017.
Ross is an active community member. He also likes to kayak, hike, cross country ski and has recently taken up curling. Ross’ favourite spot in the summer is Manitoulin Island, where his mother was born, at his off the grid cabin. Ross is the proud father of Mary and Leslie. Ross, Janet, Mary and Leslie are all graduates of Trent University.
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