Heidi U. Pullem, CFP, CDFA
    E-mail: hpullem@zlc.net

"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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