Estate Planning Advisor, Raymond James Financial Planning Ltd.
Heather Roche is an Estate Planning Advisor for Eastern Ontario who collaborates with Financial Advisors to provide personalized solutions to clients concerning their financial, tax, estate and retirement planning needs.
Heather brings over 15 years of experience in the financial planning and insurance business, and has a proven track record as an established Estate Planner with a comprehensive approach to estate planning and insurance. Heather has been part of the Raymond James Estate Planning Advisory team for over eight years. Her focus is on developing financial plans for clients that incorporate insurance-based products and strategies, supporting financial advisors and interacting with clients. She works with clients from all walks of life and specializes in maximizing cash flow and retirement savings, in particular for clients who have corporations.
Heather is a graduate of Ryerson University and holds a Bachelor of Commerce. She is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and life insurance licensee in Ontario, British Columbia, Alberta & Nova Scotia.