Heidi Yandt began her career with TD in 2006 and has been providing financial advice to investors in the Kitchener-Waterloo area for more than a decade. She has completed a three year diploma in Financial Planning and holds the Certified Financial Planner (CFP) designation.
Drawing on her extensive wealth planning experience, Heidi builds and maintains strong client relationships based on trust, transparency and clear communication. Heidi works with Robert Sager and Blair Fingland to create customized, comprehensive wealth strategies to help clients fulfill their unique financial vision.
Heidi takes the time to understand each client's situation before creating the roadmap which can help them to achieve their financial goals. She combines her experience and skills with the team and the breadth of resources available through TD, in order to meet her goal of providing an exceptional client experience.
Warm and approachable, Heidi believes that managing wealth is much more than managing money, which is why she takes a holistic approach focused on personalized, professional advice. Whether transitioning into retirement, planning for a major purchase, protecting your assets or leaving a legacy, her big-picture view helps translate life goals into financial reality.
Heidi lives in KW with her husband Nathan and together they enjoy a busy, active lifestyle. Born and raised in the area, Heidi maintains deep ties to the community, volunteering her time and supporting local foundations.