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Heather is an Investment Counsellor at UBS Bank (Canada) where she helps people assess and hedge their risks and build wealth management strategies to match their goals. Heather has served on Boards since 2005 including being elected municipally as Chair of the Vancouver Park Board. She currently sits on the Boards of Langara College, Sport BC and the YMCA Foundation. In her leisure time, Heather rows competitively, is a proud volunteer Big Sister, and wishes she had time to travel more extensively again.

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Home - Heather Holden, PHD | heatherholden.ca Reviews

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Heather is an Investment Counsellor at UBS Bank (Canada) where she helps people assess and hedge their risks and build wealth management strategies to match their goals. Heather has served on Boards since 2005 including being elected municipally as Chair of the Vancouver Park Board. She currently sits on the Boards of Langara College, Sport BC and the YMCA Foundation. In her leisure time, Heather rows competitively, is a proud volunteer Big Sister, and wishes she had time to travel more extensively again.

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Home - Heather Holden, PHD | heatherholden.ca Reviews

https://heatherholden.ca

Heather is an Investment Counsellor at UBS Bank (Canada) where she helps people assess and hedge their risks and build wealth management strategies to match their goals. Heather has served on Boards since 2005 including being elected municipally as Chair of the Vancouver Park Board. She currently sits on the Boards of Langara College, Sport BC and the YMCA Foundation. In her leisure time, Heather rows competitively, is a proud volunteer Big Sister, and wishes she had time to travel more extensively again.

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heatherholden.ca

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Testimonials - Heather Holden, PHD

http://www.heatherholden.ca/testimonials

Heather is a rare individual who combines a sophisticated level of financial investment knowledge with core values of passion for her work, personal integrity, reliability, and a warm personal touch. It is a rare combination to find an individual who is a pleasure to work with and can be trusted to give your finances the personal attention required to achieve investment success. She truly is a rare gem! I found myself in a position where I knew very little about the financial world, I then found myself i...

2

Blog - Heather Holden, PHD

http://www.heatherholden.ca/blog

Survey of Wealthy Investors on the US Election. In this month’s survey of investors in the US, the majority say this election will be a ‘game changer’, that it is more significant than others in recent history, and that they can’t remember an election in which candidates were more different from each other. Regardless of who wins the election, investors are nervous about what will happen […]. August 18, 2016. August 18, 2016. REITs Favoured in Global “Low and Slow” Environment. August 18, 2016. I lost my...

3

Define Your Goals - Heather Holden, PHD

http://www.heatherholden.ca/define-goals

What do you want to achieve? Astonishingly, this is a question neglected by many investment managers. Those conversations typically start with “How much do you have? 8221; and progress to a recommendation of products that don’t reflect who you are or what you want to achieve. You want to articulate what’s truly important to you and define what success means for you, your family and your community. Practically speaking, we summarize the above in a simple Investment Policy Statement. This is the stage ...

4

Monitor Your Progress - Heather Holden, PHD

http://www.heatherholden.ca/monitor-progress

How do you know if you’re on track? Losing sight of your goals amongst the market data and headlines noise? Overwhelmed with the data, charts, predictions, talking heads and not sure where to find context, credible interpretation and advice for you and your family? With our approach, your entire financial picture is part of your investment plan, so you have the context necessary to act rather than simply react. You all of a sudden have the clarity to:. We provide a comprehensive view. We’ll assist ...

5

Invest With Purpose - Heather Holden, PHD

http://www.heatherholden.ca/invest-purpose

Timely perspective, actionable insights. Against a backdrop of rapidly shifting markets and changing world events, uncertainty surrounds us. More than ever, affluent investors need a global perspective and relevant insights that can help them make investment decisions with more confidence. At UBS Bank (Canada), we deliver comprehensive research tailored exclusively for affluent investors. Planning to help you achieve your goals, not just pursue them. Our collaborative approach not only allows us to help ...

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Home - Heather Holden, PHD

Heather is an Investment Counsellor at UBS Bank (Canada) where she helps people assess and hedge their risks and build wealth management strategies to match their goals. Heather has served on Boards since 2005 including being elected municipally as Chair of the Vancouver Park Board. She currently sits on the Boards of Langara College, Sport BC and the YMCA Foundation. In her leisure time, Heather rows competitively, is a proud volunteer Big Sister, and wishes she had time to travel more extensively again.

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