Heather Desaulniers

Senior Investment Associate at Wellington-Altus

Heather Desaulniers is a seasoned finance professional with extensive experience in investment advisory and financial planning. Currently serving as a Senior Investment Associate at Wellington-Altus Private Wealth since July 2022, Heather has previously held positions as a Licensed Investment Advisor at Prospera Wealth, Credential Securities from October 2019 to July 2022, and as a Financial Planner at RBC from August 2018 to October 2019. Additionally, Heather has significant experience as a Senior Investment Advisor at both CIBC and Raymond James from August 2015 to August 2018 and July 2009 to August 2015, respectively. Heather holds the Personal Financial Planner (PFP) designation and has completed the Wealth Management Essentials course from the Canadian Securities Institute.

Links


Org chart