David Heidmiller QAFP

David Heidmiller QAFP I help my clients achieve their goals through careful financial security planning.

I work with my clients to create a financial security plan that addresses their goals and dreams while also protecting their families from the unknowns of life.

06/02/2026

Have you ever wondered what waiting to invest could cost?

The best time to start was yesterday, the next best time is today!!

Connect if you don't know were to start.

When your financial plan hits all your goals and concerns. It's time for a well deserved break. Pull out your written fi...
05/21/2026

When your financial plan hits all your goals and concerns.

It's time for a well deserved break.

Pull out your written financial plan and review!

Don't know were to start send a message.

How does life insurance meet your financial plan?Connect to review your coverage and cover what s important to your fami...
05/20/2026

How does life insurance meet your financial plan?

Connect to review your coverage and cover what s important to your family.

Based on Stats Canada the average undergraduate education after inflation will be over $12,000 in the next 18 years. If ...
05/19/2026

Based on Stats Canada the average undergraduate education after inflation will be over $12,000 in the next 18 years.
If post-secondary education is important to you and your kids look into the RESP as a great savings tool.
Connect if you'd like to know how to open.

05/13/2026

Need help knowing which account best suits your investing needs?

Reach out for a review.

A great time to start investing is now!!Time and compound growth is an investors best friend. $50 a month can grow to ov...
05/12/2026

A great time to start investing is now!!
Time and compound growth is an investors best friend. $50 a month can grow to over $40,000.
Looking to get started on a goal, let's see which account is best for your situation.

05/11/2026

When working with clients nearing retirement, I find that this conversation is vital.
Going from a pay cheque every two weeks to using your savings can be hard to comprehend.
Knowing how and when to access your accounts can add peace of mind.
If your near retirement and need help understanding your situation send a message.

Every section of the financial plan needs to included for a complete picture.An uncontrollable event can destroy even th...
05/08/2026

Every section of the financial plan needs to included for a complete picture.
An uncontrollable event can destroy even the best plan. Protect yourself and your family.
Not sure were your plan stands or where to start? Reach out for a review.

Tracking expenses plays an important part in your financial plan.Two main reasons: 1) Helps to establish an emerg...
05/07/2026

Tracking expenses plays an important part in your financial plan.

Two main reasons:
1) Helps to establish an emergency fund of 3-6 months.
2) Plan for income in retirement

Leave a comment if you track your expenses for other reasons.

Financial planning is about more than chasing returns.However, if you want a simple way to see how returns can impact yo...
05/06/2026

Financial planning is about more than chasing returns.
However, if you want a simple way to see how returns can impact your investment goals the Rule of 72 can help.

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Oakville, ON
L6M4S6

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