Heather Thomson

Executive Assistant
Heather is a highly experienced and accomplished professional with a background in finance and management. She graduated from Simon Fraser University in 2011 with a Bachelor of General Studies and later earned a post-graduate Organizational Certified Coach designation from the University of British Columbia. With over 20 years of experience in the financial industry, Heather has held key management roles at RBC Global Asset Management and Connor, Clark & Lunn Investment Management, where she excelled in institutional portfolio administration and client service. In 2019, Heather moved to Kelowna to enjoy the Okanagan lifestyle and pursue her passion for outdoor activities such as golf, skiing, and hiking. She is also dedicated to providing an exceptional customer experience and enjoys working with our clients.