Heather J. Dewar

Heather J. Dewar

Heather J. Dewar

Senior Client Services & Portfolio Management Assistant

Heather has over twenty years’ experience in the investment business, being with Rae & Lipskie since 1996.  She has completed the Canadian Securities Course, Conduct and Practices Handbook, Investment Management Techniques and Portfolio Management Techniques. She’s currently enrolled in the Chartered Investment Manager (CIM) program. Having completed all the course requirements of the CIM program, Heather is fulfilling the work experience requirements and will soon acquire this industry standard designation.

Heather is experienced in all administrative aspects of our firm regarding clients’ accounts. She is proficient on our portfolio management system which records all transactions and produces our detailed reports.  Heather assists with any requests relating to the activity in clients’ accounts.   She also provides portfolio management assistance under the supervision of our Chief Investment Officer, Rick Vandermey.

Heather grew up in Dartmouth, Nova Scotia and currently lives in Waterloo with her husband, 2 sons and 2 cats.  Her young boys keep her busy with tennis, soccer, basketball, swimming and baseball lessons. She is an active member of her congregation and the Waterloo Running Room. She has completed too many half-marathons to count and runs a marathon every spring.  In 2019, she successfully completed the ENDURrun, a local 8-day, 7 stage, 160 km race.

Contact:

519-578-6849 ext. 235