"In my dual role as Branch Manager and Investment Advisor, I earn my clients' trust by listening, connecting and consistently providing sound financial advice tailored to their specific goals or aspirations."

 

Having twice skippered a sailboat across the Pacific, Holly is well aware of the challenges of navigating an unpredictable environment. Understanding the interplay of risk and reward and recognizing when to seize opportunities are important considerations on the open water and in financial planning. Holly enjoys exploring these concepts and other investment strategies with her clients at all stages of life.

Whether you’re just starting to save for retirement or have more complex estate planning needs, Holly can provide comprehensive planning strategies designed to meet your unique goals. Holly has completed her Certified Financial Planner® (CFP) and Chartered Investment Manager (CIM) designations, and specializes in providing family financial strategies – such as ensuring your family is adequately insured, saving for children’s education, wealth preservation, and wealth transfer strategies. “By far the most rewarding part of my job is working with individuals and families to help them reach their financial goals.”

As an Investment Advisor, Holly can provide a combination of personalized advice and access to a full suite of investment products through Credential Securities, including mutual funds, stocks, bonds, exchange-traded funds  (ETFs) and more.   

BlueShore Financial, Investment Advisor, Holly Heatherington

Holly Hetherington

Investment Advisor

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Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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