Équipe de la direction
Tout comme le secteur de la santé respecte des normes d’excellence rigoureuses en matière de soins aux patients, nous sommes fermement déterminés à placer la barre plus haut dans le domaine du conseil en gestion de patrimoine, en établissant notre propre référence d’excellence.
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
in
Salomon Elbaz
F. Pl., CFP®, CIM®, MFA-P™, TEP, FCSI®
Head of Legacy Planning
in
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
in
