Heather Bedell

Heather has over 25 years of experience in the financial services industry. As a registered client relations manager, she assists James and Robert with every aspect of client services, including scheduling, answering calls and emails, responding to service requests, processing paperwork, opening new accounts, and placing trades on behalf of the advisors.

Heather is proud to work in an independent office that truly values the clients they serve and the people they help. She looks forward to going to work every day and feels there isn’t any problem that she can’t solve.

Heather’s hobbies include cooking, gardening and staying fit by keeping active – skiing in the winter, and paddle boarding, golfing, hiking and biking in the summer. Mostly, she enjoys all of these things while spending time with family.