Heather is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2011.
Heather works with incorporated professionals, Physicians, business owners, and family businesses to create comprehensive financial plans focusing on wealth management, risk management and tax and succession planning to allow her clients to focus on what they do best, run their companies.
Heather was a successful business owner for 20 years prior to joining the financial services industry. After selling that business, Heather returned to school to obtain her Bachelor of Administrative and Accounting Certificate Program from Okanagan College. In 2011, Heather turned her focus to work exclusively with physicians and their families to help them manage their unique financial situations. In 2016 she obtained her Certified Financial Planner (CFP) designation. Heather has a wealth of business and financial planning experience with a passion for helping others achieve their financial goals; she takes pride in working closely with our clients to ensure them peace of mind.
Outside of the office, Heather loves to enjoy the Okanagan lifestyle! You can find her either enjoying one of the great hiking trails or on the lake sailing, kayaking, or paddle boarding while enjoying time with family and friends.