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With 30 years experience in the financial services industry, for the past 10 years Heidi Pullem has specialized in counselling government employees, teachers, health care workers, professionals and business executives approaching or in retirement.

Her articles have appeared in the Vancouver Sun, Financial Forum, Carp magazine, Today's Investor, Investment Executive and Advisor.ca.

Heidi is regarded as an expert in helping baby boomers and retirees increase and protect their assets, reduce income taxes, create income, and take care of major risks.

She is a Certified Financial Planner, proving her expertise in investments, taxes, insurance and estate planning. She is also a member of the Estate Planning Council of Vancouver and Advocis (Financial Advisors Association of Canada).

Call now for a personal review of your financial situation, to discuss your concerns, or find out what costly mistakes you may be making with your finances.


Ste 1200 666 Burrard Street
Vancouver BC V6C 2X8
Heidi Pullem, Certified Financial Planner
604 688 7208
604 688 7268