Heather has been in the financial industry since 1996. She started her career at one of Canada's largest bank owned investment firms and then joining Assante Wealth Management in 2014. It was at Assante that she was able to work closely with her father-in-law Patrick Casey, who had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremost in her mind. Heather believes she can help people with her experience, education and understanding, to create a unique financial solution for them. Some of Heather’s top goals are helping clients in wealth accumulation (from school graduation to retirement); wealth protection once financial security is achieved; and converting wealth to income in retirement years. For clients, "wealth" is more than money - it is their ability to do what they want, when they want and how they want, throughout all the stages of their lives. Heather seeks to understand the things in life that are important to you, and then work with you to translate those dreams into a financial strategy. When not working, she loves spending time with family, friends and especially her husband, Mike. Heather and Mike love anything sports related - biking, skiing, hiking, paddling… you name it! They enjoy discovering adventures that their love for sports takes them.
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Wealth Management AdvisorYour Trusted Partner Through Life's TransitionsWhat I Do?
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Wealth Management Advisor
Heather has been in the financial industry since 1996. She started her career at one of Canada's largest bank owned investment firms and then joining Assante Wealth Management in 2014. It was at Assante that she was able to work closely with her father-in-law Patrick Casey, who had over 40 years of financial experience. Together, they became a formidable team. Since Patrick’s retired in 2017, Heather continues to this day to ensure her clients are first and foremost in her mind. Heather believes she can help people with her experience, education and understanding, to create a unique financial solution for them. Some of Heather’s top goals are helping clients in wealth accumulation (from school graduation to retirement); wealth protection once financial security is achieved; and converting wealth to income in retirement years. For clients, "wealth" is more than money - it is their ability to do what they want, when they want and how they want, throughout all the stages of their lives. Heather seeks to understand the things in life that are important to you, and then work with you to translate those dreams into a financial strategy. When not working, she loves spending time with family, friends and especially her husband, Mike. Heather and Mike love anything sports related - biking, skiing, hiking, paddling… you name it! They enjoy discovering adventures that their love for sports takes them.
"My own life-changing transitions inspired me to help other women and their families navigate their own difficult life transitions and emerge confident, financially secure and empowered to deal with future life events." As an Assante advisor, I recognize your situation is unique. You have your own needs and goals and your own preferences for how your wealth is managed. That is why I believe a personal approach to wealth management produces the best results. Whether you're building on your existing wealth or protecting what you have already built, I can provide the personalized advice and service that you need.
Once my clients and I have clarified the important planning issues; we work together to develop the right financial strategies to help them achieve their goals. Authenticity, integrity, honesty, trust and compassion are essential qualities in my world both personally and professionally. If the same holds true for you isn’t it worth a conversation? I listen to my clients. I ask about their hopes, dreams, goals, needs, emotions and family dynamic. I inquire about past experiences and seek to understand the opportunities and concerns that face my clients as they look to the future.
