“Financial Success is a Choice.”
Heidi Pullem is a well known financial educator and Certified Financial Planner in Vancouver, counseling baby boomers and retired professionals, business executives, government employees, health care workers, teachers, and industry workers.
With over 30 years financial experience, for the last 13 years Heidi has been passionate about helping her clients build wealth, create tax efficient income, reduce taxes and minimize risks.
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 Business in Vancouver, the Vancouver Sun, CARP Magazine, 50 Plus Magazine, HUSH, 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 and make better informed decisions.
Heidi is also a Certified Financial Planner, with an Associate Certificate in Financial Management and Financial Planning from BCIT. She has successfully completed the Canadian Securities Course and is a:
- Member, Financial Planners Council of Vancouver
- Member, Advocis (Financial Advisors Association of Canada)
- Member, Estate Planning Council of Vancouver
- Board Member, Associates of the Vancouver Art Gallery
- Board Member, University Women’s Club of Vancouver
- Member, Association of Women in Finance
- Member, Women’s Executive Network
- Volunteer, Junior Achievement
- Past president & alumnae, Richmond Newcomers