Heather Thomson BGS, COC
With almost three decades of experience in the financial services industry, Heather is a professional known for her exceptional client service and managerial expertise. Heather's journey in finance includes key management roles at esteemed firms such as RBC Global Asset Management (PH&N Institutional) and Connor, Clark & Lunn Investment Management, where she held key management roles in institutional portfolio administration and reporting.
A graduate of Simon Fraser University (SFU) and the University of British Columbia (UBC), Heather's academic background complements her extensive industry experience. Her commitment to excellence and dedication to client satisfaction have earned her a reputation for reliability and professionalism.
Heather's passion for a balanced lifestyle led her to trade in the city life for the serene surroundings of Kelowna. Here, she enjoys indulging her love for golfing and skiing amidst the stunning backdrop of the Okanagan Valley. Her commitment to our clients and her friendly demeanour makes her an invaluable member of our team.