About

As a financial advisor, a retirement income planner and an Estate planner I have been blessed to work with many wonderful clients and their families over my 30+ year career. To help people achieve their financial goals and to be there for them during the very difficult times in life has been my life’s work. When you love what you do it isn’t really work, it's more of a calling!

I have been awarded and recognized both internally by the companies I work with and the industry as a whole which are proud moments but the greatest honours I have received are the deep trusting relationships I have built with my family, my friends and my clients. I have lived and worked in the Fergus area for over 25 years, married to my beautiful wife Beth and we have five children. I’m a big believer in giving back and I volunteer both locally and globally.

When I’m not working you will find me on a trail walking the dogs, in the garden helping nature or at the curling club trying to make the perfect shot.

My name is Heather, and I am a CERTIFIED FINANCIAL PLANNER^® and investment specialist. I have been working in the financial services industry for over 25 years and have a passion for helping individuals and families plan for financial success. Sometimes it is simply opening a first Tax-Free Savings Account or helping with insurance needs, and other times I do detailed financial planning for retirement and beyond.

My client’s range in age from 18 to 100, no one is too old or too young to start financial planning.

I am a detail-oriented person and take pride in the work I do and my commitment to providing the best solutions and service for my clients in all aspects of the work we do together.

In my spare time I enjoy exercising, volunteering at a local horse stable and spending time with my large family. I enjoy planning trips and finding creative ways to stay connected and create lasting memories.

My favourite quote and words to live by is from J. Lee Roberts: “Be Happy, Healthy, Wealthy and Wise, for the rest of our days, for the rest of our lives!”

I look forward to continuing to grow my practice with new clients and referrals.

My career in Financial Services has been more rewarding than I ever could have imagined. My clients have become like friends and family. Soon after leaving the banking sector, I realized how much value I could bring through working with families just like my own. I am passionate about creating financial plans for my clients and building our relationships as we work together.

Life is busy, and your finances can be forgotten on the back burner. When it feels like there are not enough hours in the day or coffee in your cup, this is where I come in. I’m a firm believer in the idea that there is a connection between mind, body, soul and financial health. I work with my clients to create plans that take care of the financial area of their lives and enhance the others.

If I’m not in my office working on financial plans, or on the road meeting with my clients then you will find me in our chicken coop, on a walk with our fur-babies or deep into a good book! Any time spent in nature, with family, or laughing is time well spent.

I am so happy to be part of the team at Parallel!

Coming from a customer service and administrative background has formed a foundation for me to provide excellent client care, with a focus on personal insurance. I enjoy meeting with our clients to help them understand the insurance options available to them and provide them with solutions that are the most suitable for their situation. Insurance products are not all created equally and are not one size fits all.

When I am not taking care of our clients, I switch hats and take care of the "behind the scenes" at Parallel Financial.

If you don’t find me in the office, I probably have my nose in a book. As a pastime I also enjoy playing detective on topics that catch my interest. My dream is to one day have a hobby farm which serves as a sanctuary for unwanted and unloved farm animals who need a home!