Wendy Heffernan, PFP
Investment Advisor & Financial Planner
Integrated wealth management. Your wealth, our integrity.
Our team believes in a holistic approach to wealth, one that looks beyond investments to understand your full financial picture. Our integrated process brings together investment strategy, long-term planning and comprehensive professional advice. Our team is dedicated to serving your wealth, with unwavering integrity and deep market expertise. As your financial planner and investment professional, Wendy combines disciplined portfolio management, strategic financial planning and collaborative partnerships to help you achieve your financial goals with confidence.
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Dedicated and personalized service
A team approach offering the expertise and guidance you need to reach your goals.
Smart investing. Steady progress. Lasting security. Protecting your family's future.
Our team combines disciplined strategy with personal care, helping your wealth grown steadily while safeguarding what matters most—so your family's future is secure through every stage of life.
What we do
We work closely with you to develop a customized plan to help you realize your goals, and support you along the way. Our relationship with you is built on a foundation that goes deeper than just your finances. It’s our privilege to help you at different life stages. We are supported by a team of specialists, including Wealth Management Services, the Portfolio Advisory Group and RBC Capital Markets. These teams consult and provide resources to integrate all aspects of your plan, including investment strategy, financial planning, and retirement, estate and legacy, tax, and business owner planning.
How we do it
Our five-step process begins with learning about you, your family, and your aspirations. Next, we determine your needs, goals and preferences. Based on those, we develop a wealth management plan to help achieve specific goals, proactively manage risk, uncover new opportunities, and simplify your financial life. Then, we implement your personalized wealth management plan, drawing from a wide selection of world-class products, services, and specialists. Finally, we review your situation and accounts regularly to make sure that your financial objectives are being met, and we can readjust them when needed.
Resources and market updates
Stay informed with market updates to support confident decisions and objective guidance.
Executive Summary Global Insight 2026
Key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.
Why financial literacy is an important life skill for youth
Learning how to earn, spend, save and invest wisely can help enhance overall well-being and stability.
Estate planning that preserves your assets and your family relationships.
In addition to having a plan, communicating your intentions ahead of time can help ensure there are no surprises.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.