Meet Heidi: she eats copious amounts of sugar every day, never finishes a box of cereal, and is obsessed with her dog.

Heidi was basically a baby when she joined Les’ team over 14 years ago; fresh out of University with her Business degree in hand, she really had no idea what she was getting herself into. As the years went by, Heidi continued to expand her learning by completing courses that allowed her to be Life Insurance licensed and a Registered Representative with IIROC.

Heidi has always had an eye for detail, so naturally, it led to her managing the client experience, financial planning process, and systems that allow the team to provide the exceptional service the clients deserve. For those of you that know Heidi, organization and being able to run the show (at least a part of it) are two of her favourite parts of the job.

Financial Planning has become a core focus for Heidi as she has completed her Certificate in Retirement Planning for High-Net-Worth Clients. Heidi finds that connecting with clients helps her to identify issues and opportunities and subsequently provide a plan with both measurable and actionable goals. Unless the plan is both dynamic and easy to understand, it doesn’t hold any value.

When she isn’t in the office, Heidi may be out for a run or browsing the aisles of the health food store for yet another vitamin her husband Taylor will begrudgingly add to his routine. At home, she’ll likely be wearing a pair of comfy slippers (she only reserves her heels for the office) and baking something for her niece and nephews with a sugar content high enough to put your blood sugar into a dangerous rating; after all, she doesn’t have to deal with the aftermath.