Team
Cole Heideman, CIM®
Regional Relationship Manager
Cole Heideman is part of the Relationship Management team where he works with Investment Advisors across North America. Throughout his experience he has developed a passion for partnering with Advisors to deliver great outcomes for their clients. Through a consultative approach, he enjoys listening and learning about the underlying needs of investors in order to provide the most value. Cole joined Bristol Gate in 2018 as he was drawn in by the firm’s overarching thesis behind High Dividend Growth investing with a repeatable process.
Relevant Experience
- 9+ years of combined professional experience
- Experience includes time spent in progressive business development roles at two large Canadian Investment Management firms, Fidelity and Mackenzie Investments
Education
- Bachelor of Commerce, Smith School of Business, Queen’s University
- Chartered Investment Manager (CIM®)
Memberships & Community
- Finance & Investment Committee Member of the Headwaters Health Care Foundation
Tel. (416) 921-7076 Ext. 253
Email: cole.heideman@bristolgate.com
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