Heidi Blondin
Certified Financial Planner - Mutual Funds are Offered through Investia Financial Services Inc @Heidi Blondin Financial Inc
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WORK HISTORY
Certified Financial Planner - Mutual Funds are Offered through Investia Financial Services Inc @Heidi Blondin Financial Inc
Kingston, ON, CA
I am passionate about helping families eliminate debt, protect their loved ones and live the retirement of their dreams. I enjoy providing families with personalized service in a comfortable and honest environment.
EDUCATION
Advocis Learning Centre
Capstone Course
Financial Planning Standards Council
Certified Financial Planner
IFSE Institute
Canadian Investment Funds Course
IFSE Institute
LLQP (Life License Qualification Program)
Advocis Learning Centre
Wealth Management and Estate Planning
Advocis Learning Centre
Contemporary Practices in Financial Planning
Queen's University
BA
Advocis Learning Centre
Contemporary Practices in Risk and Retirement Planning
Advocis Learning Centre
Financial Planning Fundamentals
Bayridge Secondary School
High School
SKILLS
ABOUT HEIDI BLONDIN
I am passionate about helping families eliminate debt, protect their loved ones and live the retirement of their dreams. I enjoy providing families with personalized service in a comfortable and honest environment. In our time together, we identify your current situation and then develop goals and strategies to accelerate your financial success. I am committed to building lifetime relationships with my clients and providing excellent customer service. I am welcoming new individuals and families and would be happy to help protect and prepare you for the years ahead. Here is what my clients are saying:\"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 mind. 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.\"
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