146 Lakeshore Rd. E., Suite 200
Oakville, ON L6J 1H4
Tel: 416-527-2553 | Fax: 905-248-1212 | Mobile: 416-527-2553
As a Wealth Advisor with TriDelta and with over 25 years in the Financial Industry, Heather provides complete financial peace of mind through individually tailored Financial Planning solutions.
Heather’s focus is helping women at various stages of their lives, be it assisting caregivers and aging parents, divorcees, dealing with the death of a spouse or single parent challenges.
Heather completed the CFP designation in 1996, the CDFA – Certified Divorce Financial Analyst in 2008 and the EPC – Elder Planning Counselor in 2010.
Heather has extensive knowledge in Tax Planning, Estate Planning and Retirement Planning.