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
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.
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.
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Expertise Built Around a Career in Medicine
Growing and protecting wealth, structuring a practice, planning a transition, navigating cross-border complexity — these aren't edge cases for us. They're the everyday reality we build every plan around.
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A Team Shaped by Healthcare Professional Leadership
Every recommendation is guided by the Heritage Council — practicing healthcare professionals — and delivered by advisors and specialists who've spent their careers in healthcare-focused wealth advisory.
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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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