Heather Roche

Heather works with business owners, professionals, and families to build insurance strategies that protect what matters most while supporting broader financial objectives. She believes insurance is most effective when it is integrated into a comprehensive financial plan, helping clients protect their income, preserve wealth, reduce tax exposure, and create lasting financial security. Heather simplifies what can often feel like a complex planning process by taking the time to understand each client’s personal and business circumstances, evaluating the available options, and coordinating with accountants, lawyers, and other trusted advisors. Her approach is built on education, collaboration, and practical advice, giving clients the confidence that every recommendation supports their long-term goals. A Certified Financial Planner and Chartered Life Underwriter, Heather is passionate about helping clients protect their most valuable asset: themselves. Whether they are building a business, growing a family, preparing for retirement, or planning their legacy, she provides thoughtful guidance through every stage of life. Born and raised in rural Ontario, Heather enjoys spending time outdoors with her husband and three children. Away from the office, she can often be found volunteering in her community or cheering on her children from the stands at the local hockey arena.