Estate Planning Advisor, Raymond James Financial Planning Ltd.
Heather Roche is an Estate Planning Advisor who collaborates with Financial Advisors mainly in the Ottawa region to provide personalized solutions to clients concerning their financial, tax, estate and retirement planning needs.
Heather brings 10 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 Financial Planning Estate Planning Advisory team for over 5 years and continues to support Derek Thompson in the Toronto and Montreal branches. Her focus is on developing financial plans for clients that incorporate insurance-based products and strategies, supporting Financial Advisors and interacting with clients.
Heather is a graduate of Ryerson University holding a Bachelor of Commerce. She is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and life insurance licensee in the province of Ontario.