David E Heyman

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.