Heather has over 20 years of experience in the industry. She began her career in London, England in 1985. On her return to Toronto, Canada in 1987, she joined a bank owned investment firm and later moved to Victoria, where she worked for both bank-owned and independent brokerages. As a Financial Advisor with Raymond James Ltd., Heather specializes in working with professionals, retired professionals and small business owners, with a focus on complete wealth management, with the belief that it takes time, planning and money to reach one’s goals.
Heather graduated from the University of Western Ontario with a BA in Economics. She holds the Certified Financial Planner (CFP®) designation, is insurance licensed, has completed the Certified Professional Consultant on Aging designation and is a Fellow of the Canadian Securities Institute.
She has been a member of the Rotary Club of Oak Bay for over 15 years, and served on its board in various capacities including President. Heather is currently President Elect on the board of the Rotary Club of Oak Bay Foundation. Heather and her husband Tim, have one son Alexander. She’s passionate about helping others, staying fit and healthy, the environment and spending time with family and friends.
747 Fort Street, Suite 501
Victoria, British Columbia, Canada V8W 3E9
T: 1.844.558.8752 (Toll Free)
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