I am honoured and glad to work on the traditional lands of the Anishinaabe of Anemki-Waajiw. I thank them for their loving relationship with this land. As Fort William First Nation, they are signatories of the Robinson-Superior Treaty of 1850. As a Settler and treaty-person, I thank all who have shared their gifts here, in particular the Metis and First Nations of other lands.
Small Business Owners
You need pro-active support to ensure you’re expertly managing your financial structure and systems, but you don’t need a full-time employee or department (yet). Get the holistic analysis and strategies you need now, and on-going support. I’ll be your Business Bestie or Financial Co-Pilot
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Individuals
Advice-Only Financial Planning for when you’ve done everything ‘right’, but still feel uncertain about whether your financial life is truly organized or optimized. I provide clarity, unbiased guidance and explanations without selling. I help you reduce your uncertainty, restore your confidence and make aligned decisions without pressure, bias or financial theatre.
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Clients Say
"Heather organically combines her wealth of knowledge with warmth and authenticity, making even complex financial discussions feel more like a chat with a friend over a cup of coffee."
"Heather shows up in her professional work as she shows up in the community - With honest, integrity and care."
"Heather takes the time to know me as a person and offer advice that fits my financial goals."
"Working with Heather was an absolute pleasure. Heather always had time to explain everything to me and she did it thoroughly."
About me
Meet Heather
I bring conversational skills honed by a decade as a radio journalist to understanding how your Financial Plan will perfectly fit your values and goals.
I bring my deep love of learning and problem-solving to crafting the structure, strategies and safety-nets that will gracefully map your way through your financial plan (including any storms you'll encounter en route).
I bring my decades of skills as a communicator and group facilitator to ensuring you understand and are empowered by your plan.
As a Certified Financial Planner I am accountable to high professional standards. And as an Advice-only Financial Planner I have no conflict of interest through product-sales-based income.
Skills
Expertise You Can Count On
Listening
I can’t recommend a plan that I can stand behind, until I know you well. The listening skills I honed as a musician and as a journalist gave me a great foundation to build on as a Financial Planner, and they have only grown in this role. Listening well, and honouring your confidence, is a cornerstone of my practice.
Savvy
My skills as a Financial Planner are notably broad and deep. I’ve worked with many hundreds of people from those with no assets (only debts and cashflow to manage) - to those with more wealth than they ever anticipated. As a skilled researcher and a hard-core nerd who hates guessing, I have found so many good reasons to learn more in my pursuit of excellence in this job. I will continue to pursue honing my knowledge both as a solution-finder, and as the person you trust to inform and support your financial decisions.
Compassion
Money is so much more than numbers. It is hard-earned, and (unless it’s buried in your yard or mattress) it is always at work in the world, making things happen. Moreover, money is central to your relationships, how you support and gift the people and initiatives you love. Finally: perfect is never on the pick-list, your best is always good enough, and your best can always get better. Managing your money well is very personal. I bring to your FInancial Planning my compassion and full hearted support of all that it means to you.
