"Financial Success is a Choice."
With
more than 25 years of experience in the financial services
industry, Heidi Pullem brings a record of performance
and success for her clients in wealth accumulation,
investment and legacy strategies and financial planning.
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 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,
University Womens Club of Vancouver
- Director,
Hycroft Heritage Preservation Foundation
- Member,
Vancouver Board of Trade
- Past
president & alumnae, Richmond Newcomers
- Member,
Association of Women in Finance
- Volunteer,
Junior Achievement
- Member,
Estate Planning Council of Vancouver
- Board
Member, Associates of the Vancouver Art Gallery
Vancouver
Sun article: Financial
risks of unprotected relationships, February 10, 2006
Investment
Executive Article: Help
clients face the quagmire of support payments, October
2006
Offices in Vancouver and
Coquitlam.
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