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Oliver Heimann

Oliver Heimann


Investment Advisor

Home About Us Oliver Heimann

A native of Kelowna, Oliver is a graduate of BCIT and completed his designation with honours. He is a registered Investment Advisor and has been counselling his clients on stocks, bonds, mutual funds and alternative investments since 2008. Oliver is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation.

Oliver believes in investing in companies which produce sustainable dividends that provide income, growth, and stability. He assists his clients by developing diversified portfolios through global investments across multiple sectors. Oliver is also a certified Mortgage Consultant and provides various mortgage solutions, and assists with debt consolidation and lending needs.*

*Mortgage services are provided by referral through Invis Inc.