About Heather Roche

As an Insurance Planning Specialist for Raymond James, I have the privilege of working with Canadians, primarily business owners and other professionals, focusing on planning-based insurance protection solutions. Often times, business owners don’t feel motivated to prioritize immediate income protection and financial and tax planning needs. Knowing it can be difficult to understand all the options available, I do the research to provide the best solutions. I make the planning process simple and easy by educating you along the way and working together with your other trusted professionals to ensure the plan is suitable for your personal needs. You will gain financial peace of mind as your business and family are well-protected, leaving you with a better understanding of your overall financial situation.

I am a strong believer in protecting your most important asset…YOU! Whether you are just starting out or in your retirement years, I will work with you as life transitions and am always just a phone call away. My primary focus is to help you grow your wealth, protect your family and reduce taxes during your lifetime and to your estate.

I am a Certified Financial Planner and Chartered Life Underwriter who was born and raised in rural Ontario. I enjoy spending time outdoors with my husband and three children. When I am not spending time outdoors, you can find me volunteering or watching my children play at our local hockey arena!

“Empowering clients to have financial peace of mind through all stages of life”