Mike K., HR Manager Benefits (LinkedIn recommendation)
hired Heather for pre-retirement education
in 2010, and hired Heather more than once
Top qualities: Great Results, Personable, High Integrity
We began partnering with Heather and Dennis of Retirement Rocks! in early 2010
to help meet the needs of employees approaching retirement age.
On a professional level, the sessions were well attended and feedback from employees has been unanimously positive.
Heather speaks from experience and has the ability to get individuals thinking about the important aspects of future
retirement. Her stories, knowledge and humour keep the audience engaged, laughing and participating throughout
the sessions.
As an author, she imparted these same qualities into her Retirement Rocks! book (great for providing to attendees
at our sessions). On a personal level, I have found Heather to be a gifted individual who is genuinely caring.
Her integrity, professionalism, humour and customer service are exceptional.
Anyone considering a partnership with Heather or her company will not be dissapointed. You will receive tremendous
value, knowledge and entertainment from Heather, Dennis and Retirement Rocks!
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Dr. Carolyn Anderson, Founder of Impowerage (LinkedIn recommendation)
hired Heather as a Financial Advisor in 2010, and hired Heather more than once
Top qualities: Expert, High Integrity, Creative
Heather has been writing financial columns for Impowerage, an online magazine for active older adults, since 2010.
Her columns are well-written with great advice on retirement.
Her financial advice is easy to understand and very comprehensive. She is able to help people think clearly about
their retirement and how to make the most out of their retirement years. She doesn't just focus on the financial
aspect but the emotional and psychological side of retirement as well.
We also had the pleasure of having Heather speak at our Retirement Bootcamp. She's an engaging speaker who
captivated the audience and delivered a great message on living a rich life, even if you are not rich in a financial sense.
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Glenn C., Director Financial Studies (LinkedIn recommendation)
hired Heather in 2011 for a pre-retirement workshop
Top qualities: Great results, Personable, Creative
Heather is one half of the Retirement Rocks presentation team. I consider Heather an "edutainer" where she
combines education with entertainment. I would strongly recommend hiring Heather and Dennis (the other half
of the Retirement Rocks team and Heather's life partner) as retirement coaches. Heather combines her 20+ years
of financial expertise with a unique approach which forces you to think about what you want to do in retirement
and with whom before you figure out how much you need to retire. Heather walks the talk as she has personally
been retired for 7+ years. I consider myself a "retirement wannabee" and Heather is one of my role models.
_____________________________________________________________________________________Art J., Investment Advisor (LinkedIn recommendation)
hired Heather in 2010
Top qualities: Great results, Expert, High Integrity
Retirement is a difficult concept. Most advice about retirement, my own included, is dispensed from people who
are not retired. The acute irony of this situation was not lost on me. Unfortunately the difficulty I had was finding
someone who was a true expert on retirement to help me with my lack of knowledge.
Heather is one of Canada's foremost experts in this area and her advice should be sought out by any and all
professionals who are dealing with issues their clients will face in retirement. Heather's expertise covers a range
of topics similar to the range of outcomes clients will face as they retire. Her constant curiosity and passion for
people has taken away the uncertainty my clients face with the question "What is retirement?"
Heather comes with my highest recommendation and her seminar would be a welcome addition to any company
or professionals looking to demystify the retirement issues we all are facing. She is truly an expert's expert.
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Troy M., Human Resources Manager (LinkedIn recommendation)
hired Retirement Rocks! in 2012
Top qualities: Expert, Good Value, Creative
"Retirement Rocks is a dynamic presentation experience that surpassed our expectations with the quality
and breadth of information delivered. With my organization we had been presenting the plan details and the
options found within the plan, in the same way repeatedly for a number of years. Recently our plan participants
had been displaying a under-whelmed expectation for the content of our internal information sessions.
We engaged Retirement Rocks initially as an alternative to repeating the same message again.
Retirement, financial decisions, and the road to success can be a bit daunting on your own. After attending a
Retirement Rocks session, even the novice can begin to make an easy to understand road map to their
retirement goal."
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Seminar Attendees...
"Combined lots of life experience and research to make an entertaining presentation." ... John D.
"Heather and Dennis were knowledgeable and personable and addressed topics that usually aren't
presented in retirement seminars." ... Brenda H.
"Excellent course. A necessary piece of the retirement puzzle." ... Jason R.
"Great presentation. Loved the exercises. Dennis is a good contrast to Heather's style." ... Liz M.
"The session will assist in choices and decisions, all areas rated as useful and presenters as excellent." ... Suzanne O.
"Heather and Dennis provided a very practical overview. Gave me lots to think about. I had expected to come to a financial seminar. This was so much better. Very enjoyable. I would definitely recommend to anyone." ... Rachel P.
"I found the lifestyle planning around endings and beginnings a very unexpected revelation. The seminar was not what I had expected but managed to exceed my expectations. My high marks are sincere." ... Calvin P.
