Heidi U. Pullem CFP, CDFA - Canada
Most Trusted Financial Planner - British Columbia
Heidi U. Pullem CFP, CDFA
As an independent Certified Financial Planner, I specialize in helping pre-retirees and retirees grow and protect their assets, reduce taxes, create income, and retire more comfortably. I also help reduce the financial risks involved when we live too long, die too soon, or become sick and disabled. My goal is to understand my clients’ specific concerns and objectives, then tailor and monitor custom strategies to ensure they enjoy a better retirement lifestyle. My ongoing service includes reviewing their personal and financial situation on a regular basis, and making the changes necessary as new circumstances, priorities or lifestyle changes occur. Careful proactive financial planning, creative strategies, and genuine concern for my clients' success, have been key to my long term client relationships.
I am also a well-known financial educator in Vancouver, counselling professionals, business executives, government employees, teachers, and health care workers approaching retirement. My articles and interviews have appeared in the Globe and Mail, BCTV News, The Vancouver Sun, Financial Forum News, Today’s Investor, CARP Magazine, Investment Executive, Hush, and Advisor.ca. I have also been honored in Vancouver Magazine as a 2013 Top Wealth Manager in Vancouver for highest in service and overall client satisfaction.
As an independent advisor, I work only for my clients, not a financial institution or product provider. As an Associate with ZLC Financial Group, one of Canada’s leading independent financial service firms, we specialize in wealth management, insurance, tax and estate planning services, as well as employee benefits.
FINANCIAL SUCCESS IS A CHOICE!
E-mail: [email protected]
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