Heather is an Associate Investment Advisor who plays a key role in managing client relationships. She is responsible for portfolio rebalancing, trade executions and investment advice. Heather works closely with our tax & estate planning group to provide advice and guidance on all financial matters, including retirement planning, insurance, and estate planning.

Heather has worked in the financial Industry for 15 years and has experience working with investors as well as providing expert training and guidance to advisory teams. Heather is a graduate of Brock University with a Bachelor of Arts Education. She is a licensed registered representative.

Heather lives in East Toronto with her husband and young son. When not in the office, Heather can be found having adventures with her family or pursuing her love of movement and dance.