BA, CFP®
Senior Investment Advisor
Heather Cunningham is a Senior Investment Advisor (Mutual Funds) at Wellington-Altus Private Wealth. Heather has been working in the financial services industry since 2007. She believes that every client situation is unique and prides herself on recommending customized financial plans and investment strategies. Heather is motivated by helping her clients achieve their financial goals and life dreams. When dealing with her clients, open communication and transparency are of utmost importance. Heather is a Certified Financial Planner, a University of Winnipeg graduate, and is Life Insurance licensed. In her spare time, Heather enjoys spending time at the lake with her husband and two sons. She also loves cheering her boys on at their hockey and soccer games.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.