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Heather
Holden, PhD
Wealth Advisor
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The Vancouver Sun's Graeme Wood asked some of B.C.'s most
prominent members of the business and financial community
to share their views on what the public should keep in mind
during these unsettling financial times. READ
MORE
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| What exciting things do you have planned for retirement? |
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Reaching Your Goals
My key objective is to assist you in responsibly preserving and growing your wealth.
I do this by listening and working hard to understand your unique situation as well as your goals, risk tolerance, needs, and so forth.
Once I learn what is important to you, I then tailor an investment strategy and portfolio that is right for you.
Before agreeing on any specific recommendations, we will work together to develop an Investment Policy Statement, which will guide our decision-making. I believe
this to be the most important step in achieving long-term investment success.
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Your
Strategy
Your
Family
Your
Retirement
Your
Investments
Your
Estate
Your
Risk Management
Your
Knowledge
Your Legacy
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Fair, predictable, tax-effective pricing
I am pleased to offer my services according to a fee-based model, the ScotiaMcLeod Partnership Plus Account.
The Partnership Plus program is a fee based advisory program for those who value professional advice and services, yet want to remain involved in the day-to-day investment decisions of their accounts.
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604-661-1523 
Reaching Your Goals
