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
Thank you for helping me put the right insurance in place to protect my family and I in the event of illness or death. I really appreciated the time you took to walk me through the many options. I learned a great deal throughout the process which allowed me to make an informed decision. In the end we put in place a nice combination of products to suit my requirements and budget. With proper coverage in place I have peace of mind knowing my family will be safe.
Thanks again for all your help!
LW – Kingston, Ontario
After my husband passed away, I found myself in need of sound financial advice. I was thrilled to have Heidi in my life to lean on. She and her team at Cornerstone Wealth Planning helped me make some tough decisions and develop a plan for my future. Heidi has helped me build an investment portfolio that allows me to stay invested even when news headlines cause me to think otherwise. She has taught me many valuable strategies about investing.
Heidi has a caring and honest approach. I would whole-heartedly recommend her to anyone needing solid financial advice.
O.S. – Kingston, Ontario
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