Heidi Rumohr

Personal Financial Consultant & Licensed Insurance Advisor
heidirumohr@ironshield.ca

With two decades of dedicated expertise in financial advisory, Heidi Rumohr stands out as a seasoned professional in the realm of cash flow planning, taking a holistic approach to wealth protection and wealth accumulation. Her commitment to optimizing financial portfolios is underscored by a comprehensive understanding of the challenges business owner clients face, enabling them to navigate complexities and minimize liabilities effectively. Known for her keen sense of cash flow planning, Heidi has empowered numerous individuals and families to achieve financial stability and long-term success.

Heidi has a BA in Sociology from the University of Western Ontario; is a Certified Health Specialist (CHS), an Elder Planning Counselor (EPC) and Certified Cash Flow Specialist (CCS).

Beyond her professional achievements, Heidi is a wife and mother of two young boys. Balancing a successful career with family life, she brings a unique perspective to financial planning, emphasizing the importance of aligning financial goals with personal values. Clients appreciate not only her strategic acumen but also the genuine care and understanding she brings to every financial journey, making her a trusted advisor in both wealth management and life’s meaningful milestones.

IRONSHIELD Financial Planning
1460 The Queensway
Suite 4307
Etobicoke, ON M8Z 1S4

Telephone: 647-405-6737
Facsimile: (416) 626-2717