Heidi Liimatainen – Certified Financial Planner

Heidi LiimatainenWhat inspired you to work in wealth management?
I have always had a personal interest in financial wellness so it was a natural step to share my knowledge and help others achieve their financial potential. I find it rewarding to help people prepare for their future financial security.

What do you like most about being a part of the Rapport team?
I enjoy a team dynamic, which enables me to collaborate and share ideas with my colleagues to give our members the best opportunities and information available to help and teach them make good financial decisions on their financial wellness. I really enjoy visiting the branches and being involved in new projects.

What would you like first time members to know about wealth management?
We are here to help guide members through every step of the financial planning process. We assist them in making informed decisions about products and services that will help them reach their financial goals. Our Financial Planning department is staffed with trained professionals who tailor solutions to meet members’ individual goals.

How do you advocate for your members?
I listen to a member’s needs, review their current financial picture and  while working with the member, I  develop a plan. Together we’ll look for products and services that not only meet the member’s needs but make life easier with the expectation that we will monitor the plan and make adjustments along the way.

How do you spend your free time?
I like to spend time with family and friends and as a new grandmother, I love spending time with the new addition to the family. I also love to cook, read books, walk, garden, hike and cycle. I love to listen to music and sing - I have been part of a choir for over 20 years! I also love to travel.

Tell us three things that are on your bucket list.
I would love to go to my home country of Finland my where I was born and raised. There are so many things I would do there such as visit Lapland in the winter to see the majestic northern lights and go to Helsinki in the summer and golf at midnight as the sun never sets in the summer! I’d also love to see Hawaii and golf more as well as being in a musical production one day!

If you could have coffee and conversation with anyone, who would it be?
I would love to be able to have a coffee and conversation with my Dad, as he passed away when I was 5. I never had the opportunity as an adult to have a conversation with him. There are also more predictable answers like Warren Buffett or Bill Gates. They have achieved success and yet still do philanthropy. I find them very fascinating.

What is the best piece of advice you have been given?
Work hard, do what you love, be patient, honest and sincere.


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