Mona Heidari

"I focus on getting to know my clients on an individual basis and earning their trust, which is fundamental to building strong, long-term relationships. The most rewarding aspect for me is seeing my clients achieve their goals with the help of strategies I have recommended."

As a Senior Financial Advisor with close to 20 years of experience in the financial services industry, Mona fosters valued relationships with clients by getting to know their short- and long-term goals and by providing tailored financial solutions for clients' investment, insurance, credit and banking needs.

She constructs customized financial plans focusing on areas that include cash flow management, investment management, tax efficiency, retirement planning, risk management and estate planning. Mona works with her clients on an ongoing basis to enhance their financial well-being and to ensure their customized financial plans meet their needs throughout all their life stages.

A committed financial professional, Mona is mutual funds registered and holds the Personal Financial Planner® (PFP) designation, the Certified Financial Planner® (CFP) designation and the Certified International Wealth Manager® (CIWM) designation.

Mona will work with you to develop your comprehensive LifeSpring® financial plan – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.