To build the kind of retirement you want, you need the straight truth about investments, risk and fees so you can make the best decisions for yourself and your family. You need someone who listens, who understands your goals and is guided by what's important to you.
This is how I can help. I build long-term relationships of trust with my clients so I can work with them throughout their lives to achieve their goals.
Many of my clients work in the public sector. They’re teachers, nurses or defence-industry employees. They're grateful to have their public-sector pensions, but they also need to supplement them with RRSPs and TFSAs to provide extra income.
I also help a lot of people in the film industry. They make a lot of money during good times but can go months without pay during the bad times. They often work sixty-hour weeks and get minimal sleep but then can have long stretches of downtime between shows. All the while they're trying to save for vacations, down payments, kids' education and, most of all, a comfortable retirement. And they often wonder if their film-industry pensions are enough to achieve their goals.
Wherever you work, if you have questions about saving for retirement, please give me a call. I'd love to help.
Office Information
Phone Number
David E Heyman at (250) 658-1299Branch Team
- Sandra Lichtenwald
- Branch Office Administrator
Branch Team
Connect on Social
Branch Team
- Sandra Lichtenwald
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.
Learn More