PRESERVING WEALTH & PROTECTING WELLNESS
Co-Created with physician leadership from the McGill University Health Centre and offered through Manulife Wealth, Heritage MD is actively democratizing access to top-tier advisory services.
Heritage MD For Your Wealth - Inspiring Trust and Confidence
At Heritage MD, we believe that every practitioner deserves access to top-tier specialized services regardless of their level of wealth or stage of career.
Read MoreManulife Wealth Adds Heritage MD to its Platform to Expand Delivery of Tailored Financial Solutions for Healthcare Professionals Across Canada
Manulife Wealth and Heritage MD aim to provide healthcare professionals across Canada with expert advice and personalized wealth planning services tailored to their unique needs.
Read MoreA Message From The Heritage Council
Through collaborative dialogue and shared expertise, the Heritage Council empowers healthcare professionals to guide and mold a truly independent firm that is deeply aligned with their individual and collective aspirations.
Heritage MD donates $500K to the MUHC Foundation
True to its mission of empowering healthcare professionals and its commitment to social impact, Heritage MD, a specialized wealth advisory firm “Created for Physicians by Physicians”, has pledged $500K to the McGill University Health Centre (MUHC) Foundation.
Read MoreTop-Tier Services
Institutional Financial Safety
in partnership with Manulife WealthPersonalized Financial Security
Financial Literacy
Discretionary Portfolio Management
in partnership with Heritage Family WealthSophisticated Legacy Planning
Continuing Medical Education
PRESERVING WEALTH & PROTECTING WELLNESS
Co-Created with physician leadership from the McGill University Health Centre and offered through Manulife Wealth, Heritage MD is actively democratizing access to top-tier advisory services. Historically reserved for Canada's wealthiest families, Heritage MD has broken the mold and is making the industry's premier wealth counsel available to all healthcare professionals, regardless of the level of their investments or the stage of their career.
At Heritage MD, we are proudly contributing to the future of medicine by enabling you to navigate life’s journey with confidence and clarity; thereby ensuring that your very own Heritage endures, and in turn, strengthens the fabric of our community for years to come.
Meet With UsHeritage MD For Your Wealth
Inspiring the Trust and Confidence to Look no Further
In an era where wealth advisory offerings seemingly blend into a homogeneous landscape, discerning meaningful differences can indeed be a daunting task.
This challenge is compounded for healthcare practitioners who already navigate the delicate balance between personal and professional responsibilities with little time to spare.
At Heritage MD , we recognize this struggle and have taken deliberate strides to stand out in a sea of similarity.
Heritage Council
Through collaborative dialogue and shared expertise, the Heritage Council empowers healthcare professionals to guide and mold a truly independent firm that is deeply aligned with their individual and collective aspirations.
Together, we are building more than just a wealth advisory firm, we are forging world class partnerships with the promise of a legacy of prosperity for generations to come.
Beacon of Expertise in an Otherwise Indistinguishable Landscape
Beyond surface-level offerings, we are differentiated by our True Independence, Specialized Expertise, National Partnerships, and most notably, having been co-created with physician leadership from renowned McGill University Health Centre at the helm of our Heritage Council.
From our deep understanding of the complexities presented by medical practice to the nuanced considerations of asset protection and wealth accumulation, we tailor our crafted and expert-driven services to address the specific needs and aspirations of those who dedicate their lives to caring for others.
Moreover, our commitment to personalized attention and holistic support ensures that every client receives not just a service, but an invaluable network of national partnerships dedicated to empowering their success at every stage of their career.
At Heritage MD, we don’t just blend in—we stand out as a beacon of specialized expertise and unwavering support in an otherwise indistinguishable landscape; providing clarity and inspiring the trust and confidence to look no further.