RapportWEALTH

HEIDI LIIMATAINEN

Senior Wealth Advisor (Certified Financial Planner)

Heidi Liimatainen

With over 30 years’ experience in the financial services industry and supporting our Thunder Bay members since 1996, you may rest assured that I will be able to provide you with the same excellent service you have come to expect from Rapport.  

I find it rewarding to educate and guide people so that they can achieve and prepare for their current and future financial goals.  I listen to the member’s needs, evaluate their current situation and work with our members to come up with a solution that will work for them.

What inspired you to work in wealth management?
I have always had a personal interest in financial wellness, it seemed like a natural step to share my knowledge and help others achieve their financial potential.  I find it rewarding to educate and guide people so that they can achieve and prepare for their current and future financial goals.

What do you like most about being a part of the Rapport team?
The ability to collaborate and share ideas with my colleagues. As a team we can draw from our colleagues experience and expertise and as a whole we become a stronger team.

What would you like first time members to know about wealth management?
We are here to help our members make informed decisions to reach their financial potential.  It is not a cookie cutter solution, and that we are there to help our members find solutions to their financial journey whatever that may be.

How do you advocate for your members?
I listen to the member’s needs, evaluate their current situation and work with the member to come up with a solution that will work for them. Once a plan is in place, periodically evaluate and review the plan with the member to make sure it is still working as intended.

How do you spend your free time?
The list is endless as I seem to find joy in just about everything.  I love to spend time with family and friends that would be number one on my list any day. I also love to sing, paint, cook, garden, going for walks and hikes in the nature, read and knit.

Tell us three things that are on your bucket list.

  1. To live each day to the fullest.

  2. Hopefully travel again to Finland my home country, to see the Northern Lights in Lapland and to golf at midnight in the summer time as the sun never sets. Visit family and friends there.

  3. Swim with Dolphins somewhere tropical.

If you could have coffee and conversation with anyone, who would it be?
Both of my parents as they are both gone now, I would love to have the opportunity to sit and talk to them again.

Warren Buffett as I am sure he would have some tips on financial success that are not found on print.

 

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