Senior 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.
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Top-tier advisory has long been reserved for Canada's wealthiest families. We built Heritage MD to bring that same standard of counsel to every healthcare professional, regardless of net worth or career stage.
Governance
Guided by Healthcare Professional Leadership, Built on Decades of Experience
Every recommendation Heritage MD makes is shaped by the Heritage Council, practicing healthcare professionals who hold the firm accountable to the community it serves. Behind that guidance is a team who has spent their careers specifically inside healthcare-focused wealth advisory, navigating wealth growth, practice transitions, and career changes long before Heritage MD existed as a firm.
Ferron Campbell
Senior Wealth Advisor, Heritage MD
in
514-630-3510;102
Line Beaulieu
Fin. Pl., CIM
Senior Wealth Advisor, Heritage MD
in
514-630-3510;116
Iris Dahan
Fin. Pl.
Senior Wealth Advisor, Heritage MD
in
514-630-3510;118
Joseph Bakish
CFA, CLU, CHS, TEP, FCSI®, BSc
National Lead - Portfolio Management - Heritage Family Wealth
in
Justin Varjas
Investment Advisor, Heritage MD
in
514-630-3510;106
Michael Goodman
Executive Chair
in
Ryan O'Connor
Head of Insurance
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Salomon Elbaz
F. Pl., CFP®, CIM®, MFA-P™, TEP, FCSI®
Head of Legacy Planning
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Arash Rabie
CFP, CIM, CIWM, MFA-P, MTI®, TEP
Director, Legacy Planning
in
Dan Derhy
LL.B., D.D.N., TEP
National Lead - Trust & Estate Planning
in
Trevor Parry
M.A LL.B LL.M (Tax) CLU TEP
National Lead - Tax Planning
in
Geoff Judge
Head of Advisor Experience, Western Canada
in
Ashley Moriarty
Head of Executive Office
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