Heather Cruickshank

Client Experience Coordinator

As a Client Experience Specialist, Heather is dedicated, reliable, supportive and is passionate about helping clients reach their financial dreams. She works directly with our Advisors to process trades, book appointments, resolve account enquires and help our office run smoothly. Heather has over 25 years of administrative and customer service experience and uses her extensive knowledge to provide clients with an unforgettable experience.