Angela completed her Mutual Fund course in January of 2017 and is currently working on her Life Insurance Qualification. She is keen to further expand her financial knowledge and experience new things that will assist her in providing exceptional client care.Īngela earned her Social Services Diploma from Loyalist College and also studied Behaviour Science at St Lawrence College. Angela brings with her more than 15 years of customer service and banking experience. She is passionate about helping others and providing the best possible client care experience. About Angela McCann – Client Care CoordinatorĪngela joined Heidi’s team in August of 2017 as her Assistant. Mutual Funds Provided Through FundEX Investments Inc. When she’s not chasing the three of them around, she enjoys painting, scrapbooking and getting together with friends and family. In her spare time, Heidi enjoys spending time with her husband John and their two children Jack and Karli. Heidi regularly attends industry training sessions and conferences to further enhance her financial knowledge and resources. She also earned her Elder Planning Counselor Designation in May of 2019. She completed her Certified Financial Planning designation in July of 2017. She graduated from Queen’s University with a Bachelor of Arts in Economics and is qualified to offer both Mutual Fund and Life Insurance Solutions. Heidi has worked in Financial Services since 2007. About Heidi Blondin – Certified Financial Planner Please connect with us at 61 or send an email to We look forward to hearing from you. Our team is committed to building lifetime relationships with our clients and providing excellent customer service. We welcome new individuals and families to our practice, who are inspired to take their finances to the next level, while working with an honest, dedicated and informative Financial Planning team. We work together to determine the best strategies to propel your financial future.
CERTIFIED FINANCIAL PLANNER NEAR ME PROFESSIONAL
These life events introduce new challenges and responsibilities that can require some professional guidance to help you through. We will work together to look at the big picture and create a straight forward approach that helps to create peace of mind.Ĭhoosing a trusted financial advisor is one of life’s important decisions that usually happen during significant life changing events. For some clients the process of visiting their money is intimidating and stressful. In our time together we identify your current situation, and then develop goals and strategies to accelerate your financial success. We look forward to showing you the difference we can make to your client experience.Īt Heidi Blondin Financial, we are passionate about working with families to develop strategies to eliminate debt, protect their loved ones and live the retirement of their dreams. Our new space provides improved accessibility, comfort, and parking. In January of 2019, we expanded our office to a new location to better serve our clients.
Heidi Blondin Financial was launched in 2013 and is locally owned and operated by women who genuinely care about their clients. Our Financial Planning Practice provides families with personalized service in a comfortable and honest environment.
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