"Financial Success is a Choice."

Heidi Pullem is a well known financial educator and Certified Financial Planner in Vancouver, counselling baby boomers and retired professionals, business executives, government employees, health care workers, teachers, and industry workers.

With almost 30 years financial experience, for the last 10 years Heidi has been passionate about helping her clients build wealth, create tax efficient income, and take care of major risks along the journey.

She lectures regularly to professional and community organizations on a wide variety of financial topics, including retirement, tax and estate planning, investing and reducing risks.

Heidi’s articles have appeared in the Vancouver Sun, CARP Magazine, 50 Plus Magazine, Financial Form News, Investment Executive and Advisor.ca.

As a Certified Divorce Financial Analyst (CDFA), Heidi is also a professional in the divorce arena, forecasting the financial outcome of divorce settlements to help clients, and their legal advisors, compare the likely consequences of different courses of action and settlement options.

Heidi is also a Certified Financial Planner, with an Associate Certificate in Financial Management and Financial Planning from BCIT. She has also successfully completed the Canadian Securities Course and is a:

• Member, Advocis (Financial Advisors Association of Canada)
• Member, Estate Planning Council of Vancouver
• Member, University Women’s Club of Vancouver
• Board Member, Associates of the Vancouver Art Gallery
• Facilitator, Financial Planning Interest Group, UWC Vancouver
• Member, Association of Women in Finance
• Member, Women’s Executive Network
• Volunteer, Junior Achievement
• Past president & alumnae, Richmond Newcomers

Offices in Vancouver and Coquitlam.

Vancouver Sun article: Financial risks of unprotected relationships, February 10, 2006

Investment Executive Article: Help clients face the quagmire of support payments, October 2006

Today's Investor: Surviving the Equity Rollercoaster

Today's Investor: Reasons to Love Market Volatility

Today's Investor:A New Way to Save for a Rainy Day

Today's Investor: New Income Splitting Opportunities Using Annuities

Today's Investor: New Retirement Income Splitting Rules

Today's Investor: 5 Top Reasons to Consolidate Your Investments