Heather Siegner, Cfp®
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Heather Siegner, Cfp® Email & Phone Number

Partner, EdgePoint Wealth Management at EdgePoint Wealth Management
Location: Waterloo, Ontario, Canada 5 work roles 2 schools
1 work email found @edgepointwealth.com 2 phones found area 647 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@edgepointwealth.com
Direct phone (647) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EdgePoint Wealth Management
Role
Partner, EdgePoint Wealth Management
Location
Waterloo, Ontario, Canada
Company size
64 employees

Who is Heather Siegner, Cfp®? Overview

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Quick answer

Heather Siegner, Cfp® is listed as Partner, EdgePoint Wealth Management at EdgePoint Wealth Management, a with 64 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at edgepointwealth.com, phone signal with area code 647, and a matched LinkedIn profile for Heather Siegner, Cfp®.

Heather Siegner, Cfp® previously worked as Relationship Manager at Edgepoint Wealth Management and Associate Financial Advisor at Generations Financial Solutions. Heather Siegner, Cfp® holds Business Administration Financial Planning, Business Administration - Financial Planning from Conestoga College.

Company email context

Email format at EdgePoint Wealth Management

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*@edgepointwealth.com
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AeroLeads found 1 current-domain work email signal for Heather Siegner, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Heather Siegner, Cfp®

Heather Siegner, Cfp® is a Partner, EdgePoint Wealth Management at EdgePoint Wealth Management. She possess expertise in mutual funds, strategic financial planning, portfolio management, wealth management, wealth and 20 more skills.

Listed skills include Mutual Funds, Strategic Financial Planning, Portfolio Management, Wealth Management, and 21 others.

Current workplace

Heather Siegner, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EdgePoint Wealth Management
Edgepoint Wealth Management
Partner, EdgePoint Wealth Management
toronto, ontario, canada
Website
edgepointwealth.com
Employees
64
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Company profile
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5 roles

Heather Siegner, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Financial Advisor

Generations Financial Solutions

570 University Ave East, Waterloo, On

Apr 2013 - Jul 2015

Financial Planning Assistant

Dundee Wealth
Oct 2010 - Aug 2011

Financial Services Ambassador

Cibc

Fischer-Hallman And Westmount

Jun 2010 - Oct 2010
Team & coworkers

Colleagues at EdgePoint Wealth Management

Other employees you can reach at edgepointwealth.com. View company contacts for 64 employees →

AG Alex Gramegna Alex Gramegna Colleague at Edgepoint Wealth ManagementToronto, Ontario, Canada View → LL Luca Longo Luca Longo Colleague at Edgepoint Wealth ManagementGreater Toronto Area, Canada View → HF Heather Fraser Heather Fraser Colleague at Edgepoint Wealth ManagementHaldimand County, Ontario, Canada View → HS Hennie Snyman Hennie Snyman Colleague at Edgepoint Wealth ManagementToronto, Ontario, Canada View → CA Craig Advice Craig Advice Colleague at Edgepoint Wealth ManagementCalgary, Alberta, Canada View → GM Geoff Macdonald Geoff Macdonald Colleague at Edgepoint Wealth ManagementToronto, Ontario, Canada View → AF Aisha Francis Aisha Francis Colleague at Edgepoint Wealth ManagementGreater Toronto Area, Canada View → EL Etienne Leblanc Etienne Leblanc Colleague at Edgepoint Wealth ManagementMontreal, Quebec, Canada View → JK Jinhyung Kwon Jinhyung Kwon Colleague at Edgepoint Wealth ManagementGreater Toronto Area, Canada View → JH Jeff Hyrich, Cfa - Experienced Global Equity Investor Jeff Hyrich, Cfa - Experienced Global Equity Investor Colleague at Edgepoint Wealth ManagementToronto, Ontario, Canada View →
2 education records

Heather Siegner, Cfp® education

Business Administration Financial Planning, Business Administration - Financial Planning

Conestoga College

Diploma, High School/Secondary Diplomas And Certificates

St. John'S Kilmarnock School
FAQ

Frequently asked questions about Heather Siegner, Cfp®

Quick answers generated from the profile data available on this page.

What company does Heather Siegner, Cfp® work for?

Heather Siegner, Cfp® works for EdgePoint Wealth Management.

What is Heather Siegner, Cfp®'s role at EdgePoint Wealth Management?

Heather Siegner, Cfp® is listed as Partner, EdgePoint Wealth Management at EdgePoint Wealth Management.

What is Heather Siegner, Cfp®'s email address?

AeroLeads has found 1 work email signal at @edgepointwealth.com for Heather Siegner, Cfp® at EdgePoint Wealth Management.

What is Heather Siegner, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 647 for Heather Siegner, Cfp® at EdgePoint Wealth Management.

Where is Heather Siegner, Cfp® based?

Heather Siegner, Cfp® is based in Waterloo, Ontario, Canada while working with EdgePoint Wealth Management.

What companies has Heather Siegner, Cfp® worked for?

Heather Siegner, Cfp® has worked for Edgepoint Wealth Management, Generations Financial Solutions, Sun Life Financial, Dundee Wealth, and Cibc.

Who are Heather Siegner, Cfp®'s colleagues at EdgePoint Wealth Management?

Heather Siegner, Cfp®'s colleagues at EdgePoint Wealth Management include Alex Gramegna, Luca Longo, Heather Fraser, Hennie Snyman, and Craig Advice.

How can I contact Heather Siegner, Cfp®?

You can use AeroLeads to view verified contact signals for Heather Siegner, Cfp® at EdgePoint Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Heather Siegner, Cfp® attend?

Heather Siegner, Cfp® holds Business Administration Financial Planning, Business Administration - Financial Planning from Conestoga College.

What skills is Heather Siegner, Cfp® known for?

Heather Siegner, Cfp® is listed with skills including Mutual Funds, Strategic Financial Planning, Portfolio Management, Wealth Management, Wealth, Retirement, Investment Advisory, and Investment Strategies.

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