As a Client Service Manager, Heather brings more than 25 years of experience in the wealth management industry. She began her career in 1997, spending a decade with her first firm before joining BCV Asset Management in 2007, where she led the administrative team until 2024. Over the course of her career, she has played a key role in building and strengthening back-office operations, developing systems and processes that enhance efficiency and ensure a seamless client experience. Her strength lies in blending deep operational knowledge with a genuine focus on people.
Originally from Winnipeg, Heather relocated from the prairies to Prince Edward Island in 2023 to be closer to family and to enjoy a new chapter by the ocean. She has always valued building strong, lasting relationships — a quality that shapes both her work and personal life. Outside the office, she enjoys exploring new places through travel, walking the island’s scenic trails, and tending to her garden. A lifelong reader, Heather always has a book on the go and loves sharing recommendations. She also has a soft spot for discovering local coffee shops and bakeries, often making them part of her weekend routine. Above all, she treasures time with family and friends, whether it’s a lively get-together or a quiet visit that keeps her grounded and connected.
