Canada’s Wealth Advisory Firm for Healthcare Professionals
Created alongside physician leadership from the McGill University Health Centre. Powered nationally through partnership with Manulife Wealth
Taking care of those who take care of us. Heritage MD is anchored in true independence, built to empower healthcare professionals with personalized wealth strategies at every stage of their careers.
Heritage MD – 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.
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Manulife Wealth Adds Heritage MD to its Platform
Manulife Wealth and Heritage MD aim to provide healthcare professionals across Canada with expert advice and personalized wealth planning tailored to their unique needs.
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A 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 aligned with their aspirations.
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Heritage MD Donates $500K to the MUHC Foundation
True to its mission of empowering healthcare professionals and its commitment to social impact, Heritage MD has pledged $500K to the McGill University Health Centre Foundation.
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Expertise Built Around Planning for a Career in Healthcare
A financial plan isn't a document you sign once; it's something that gets revisited as your practice grows, your income changes, and your priorities shift. We build that plan around the real arc of a healthcare career: structuring a practice, growing and protecting wealth, navigating a transition, handling cross-border complexity. Then we keep planning as those realities change.
Explore Our Expertise
A Team Shaped by Healthcare Professional Leadership
Just as the healthcare community upholds stringent standards of excellence in patient care, we hold ourselves to that same mark of excellence in wealth advisory.
Meet the Leadership
Your Next Conversation Starts Here
Whether it's a first opinion or a second one, reach out to a team that understands the financial realities of a career in healthcare.
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