Heather's business is primarily fee-based and the fees vary depending on assets under management. The services clients receive include financial planning, investment management, communication, support and administrative.
Heather and her team understand the seniors market and their complex needs. We appreciate that our clients have many concerns besides financial and we incorporate those interests and concerns into a holistic personal program that includes a financial plan and whatever other goals are important to our clients’.
We treat all our clients with respect, honesty and dignity, acting with integrity we put our clients’ interests first.
Heather is a Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI®). She has also completed the Certified Professional Consultant on Aging course. Heather is securities and insurance licensed which enables her to provide advice on a comprehensive list of products and wealth solutions.
Investment products include GICs, Canada Savings Bonds, corporate bonds, stocks, options and mutual funds. Insurance products include segregated funds, annuities, life insurance (Term, Universal and Whole Life), annuities, critical illness and disability insurance.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.