Heidi provides sound advice for all of our financial needs. She took us through the entire process so we've got all of our bases covered now (investments for retirement, life insurance, critical illness insurance, and education savings for our sons).
Heidi introduced us to RDSPs as well for our son with ADHD. We were able to invest the grants we received from the government through the disability tax credit. That was fantastic for us!
11 years ago (14-10-2014)
Heidi is a very organized, personable and intelligent lady. She values every client relationship and can truly help people achieve financial success.
11 years ago (30-09-2014)
Heidi is knowledgeable, trustworthy, and thorough. She truly cares about her clients and will go above and beyond to meet their expectations.
11 years ago (14-10-2014)
Heidi is a knowledgeable and considerate professional and I wouldn't hesitate to recommend her!