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. In January of 2019, we expanded our office to a new location to better serve our clients. Our new space provides improved accessibility, comfort, and parking. We look forward to showing you the difference we can make to your client experience.
At 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. In our time together we identify your current situation, and then develop goals and strategies to accelerate your financial success. For some clients the process of visiting their money is intimidating and stressful. We will work together to look at the big picture and create a straight forward approach that helps to create peace of mind.
Choosing a trusted financial advisor is one of life’s important decisions that usually happen during significant life changing events. These life events introduce new challenges and responsibilities that can require some professional guidance to help you through. We work together to determine the best strategies to propel your financial future.
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.
Please connect with us at 613-887-2726 or send an email to firstname.lastname@example.org. We look forward to hearing from you.
About Heidi Blondin – Certified Financial Planner
Heidi has worked in Financial Services since 2007. 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. She completed her Certified Financial Planning designation in July of 2017. She also earned her Elder Planning Counselor Designation in May of 2019. Heidi regularly attends industry training sessions and conferences to further enhance her financial knowledge and resources.
In her spare time, Heidi enjoys spending time with her husband John and their two children Jack and Karli. When she’s not chasing the three of them around, she enjoys painting, scrapbooking and getting together with friends and family.
Mutual Funds Provided Through FundEX Investments Inc.
About Angela McCann – Client Care Coordinator
Angela joined Heidi’s team in August of 2017 as her Assistant. 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. 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.
Angela earned her Social Services Diploma from Loyalist College and also studied Behaviour Science at St Lawrence College.
When Angela isn’t hard at work, she is enjoying quality time with her husband James and their two girls. She can be found outdoors boating, swimming camping or reading a good book on the deck.
Angela can be reached directly at 613.817.9641 or email@example.com
Mutual Funds Provided Through FundEX Investments Inc.
About Diane Dueck – Assistant
Diane re-joined Heidi’s team in September of 2019 as her Assistant. Diane and Heidi worked together for 8 years prior to Diane’s 4 year sabbatical to Caledonia to be with her 3 lovely grandchildren. We are thrilled to welcome Diane back, she brings with her more than 35 years of insurance, investment and client care experience. She is extremely diligent and detail oriented. Her skills and experience further enhance our team’s ability to provide exceptional client care.
In Diane’s off-time, she enjoys camping, reading and spending quality time with her husband Greg. Family is also a huge priority for Diane, she is passionate about spending time with her kids and grandkids.
Diane can be reached directly at 613.777.1516 or firstname.lastname@example.org
About Christine Connolly – Financial Advisor
Christine joined Heidi Blondin Financial as an Independent Financial Advisor in May of 2019. She brings extensive experience in client services and a commitment to providing exceptional support to her clients.
Christine is a graduate of the Creative & Visual Arts program at St. Lawrence College with more than 20 years experience co-owning and operating a local electronics business. She completed her Life Insurance License in 2019 and is dedicated and committed to empowering her present and future clients with the financial knowledge and effective strategies to help them achieve financial security.
To thrive and evolve in the financial industry, Christine regularly attends industry training sessions, and conferences to gain resources and knowledge beneficial to her client base.
Christine continues to have a passion for fashion and live music in her off time. She is also inspired to live a healthy lifestyle and enjoys supporting local markets, farms and businesses.
Christine can be reached directly at 613.484.7910 or email@example.com
Heidi has been my trusted advisor and friend for several years. She and her team have provided sound financial guidance in the investment of my life savings. I am able to sleep at night knowing that they are invested according to my risk comfort levels. I also reap the rewards of various solutions that provide the most tax efficient income in my retirement.
I would encourage anyone looking for a great Financial Advisor to call Heidi.
T.O. – Kingston, Ontario
I’d like to take this opportunity to thank you for providing exceptional service. You have guided my financial direction since 2007 and have tailored a plan to suit my budget and goals. Your knowledge, professionalism, and honest approach have allowed me to relax and trust that you have my best interests in hand.
It’s obvious that you are passionate about helping others and as a result I have a great deal of confidence knowing that you are helping me plan for my future.
A.F. – Kingston, Ontario