Conseil patrimonial spécialisé destiné au secteur de la santé
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.
Découvrez des solutions de conseil patrimonial sur mesure destinées aux professionnels de santé. Heritage MD vous aide à assurer votre avenir financier grâce à des conseils d’experts et à des stratégies personnalisées.
Services haut de gamme
Héritage MD
Sécurité financière institutionnelle
en partenariat avec Manuvie Gestion de patrimoine
Through our partnership with Manulife Wealth, Heritage MD provides healthcare professionals with access to an institutionally anchored platform.
Through our partnership with Manulife Wealth, Heritage MD provides healthcare professionals with access to an institutionally anchored platform designed to inspire confidence, stability, and trust. This foundation helps ensure advice is delivered within a strong and credible framework while remaining highly personalized to the realities of medical professionals and their families. Clients benefit from the reassurance of institutional strength combined with the attention, specialization, and strategic guidance of a firm dedicated to serving the healthcare community. The result is a financial relationship built on security, structure, and long-term confidence.
Sécurité financière personnalisée
Lorsque les clients confient leur bien-être financier à Héritage MD, nous prenons cette responsabilité très au sérieux.
When clients entrust Heritage MD with their financial well-being, we take that responsibility seriously. This service reflects the safety, care, and accountability clients should feel when their financial lives are in our hands, grounded in the fiduciary duty we owe our clients and the responsibility we inherit when they place their trust in us. Our role is to provide thoughtful, personalized guidance that helps protect what matters most, bring clarity to important decisions, and ensure clients feel supported by an advisory relationship built on vigilance, integrity, and long-term commitment. It is about creating peace of mind through advice that is both personal and deeply responsible.
Éducation financière
Lorsque nos clients confient leur bien-être financier à Héritage MD, nous prenons cette responsabilité très au sérieux.
When clients entrust Heritage MD with their financial well-being, we take that responsibility seriously. This service reflects the safety, care, and accountability clients should feel when their financial lives are in our hands, grounded in the fiduciary duty we owe our clients and the responsibility we inherit when they place their trust in us. Our role is to provide thoughtful, personalized guidance that helps protect what matters most, bring clarity to important decisions, and ensure clients feel supported by an advisory relationship built on vigilance, integrity, and long-term commitment. It is about creating peace of mind through advice that is both personal and deeply responsible.
Héritage 1887
Formation médicale continue
Heritage MD organise des événements de formation qui permettent aux professionnels de santé d'obtenir les crédits de formation continue dont ils ont besoin pour conserver leur autorisation d'exercer.
Heritage MD hosts educational events that allow healthcare professionals to obtain the continuing education credits they require to maintain their professional licenses. These events are designed not only to satisfy accreditation requirements, but also to deliver meaningful value through relevant, practical, and thoughtfully curated content tailored to the healthcare community. By creating opportunities for professionals to learn, stay current, and fulfill licensing obligations in a high-quality educational setting, we aim to support both their professional development and their broader financial well-being. This service reflects our commitment to serving healthcare professionals in ways that extend beyond traditional financial advice.
Gestion des risques et stratégies d'assurance
Protecting wealth is just as important as building it.
Protecting wealth is just as important as building it. We help healthcare professionals identify key risks and implement insurance and protection strategies designed to safeguard income, family, assets, estate objectives, and long-term financial stability. This can include planning around life insurance, disability coverage, long-term care considerations, liability exposure, and broader risk mitigation strategies. Our goal is to help ensure that unexpected events do not undermine the financial progress clients have worked hard to achieve and that protection planning is integrated into the overall wealth strategy rather than treated as a separate conversation. In doing so, we help clients strengthen the resilience of both their financial lives and their legacies.
Planification successorale intégrée
At Heritage MD, planning is a living process and an ongoing service, not a one-time exercise.
At Heritage MD, planning is a living process and an ongoing service, not a one-time exercise. We deliver advice cohesively across the different areas of a client’s financial life so that planning, investing, tax, retirement, risk management, estate, and corporate considerations work together rather than in silos. We also provide ongoing monitoring and refinement as circumstances evolve, helping ensure that the strategy remains relevant, coordinated, and aligned over time. Just as importantly, we coordinate with clients’ other professional specialists, including accountants, lawyers, notaries, and other advisors, to help ensure the overall planning process remains cohesive and well executed. This integrated approach allows clients to move forward with greater clarity, confidence, and continuity.
Patrimoine familial Héritage
Gestion de portefeuille discrétionnaire
en partenariat avec Patrimoine familial Héritage
Through our partnership with Heritage Family Wealth, we offer professional discretionary portfolio management.
Through our partnership with Heritage Family Wealth, we offer professional discretionary portfolio management designed to align a client’s investments with their objectives, risk tolerance, time horizon, and broader financial plan. This is more than investment selection alone. It is a disciplined and ongoing process of building, overseeing, and adjusting a portfolio with a focus on long-term growth, diversification, tax efficiency, and risk management. For busy healthcare professionals, it provides the benefit of professional oversight and continuous stewardship while ensuring the portfolio remains connected to the broader goals of the family, the practice, and the legacy they are working to build.
Banque Manuvie
Solutions de prêt hypothécaire et de financement
Healthcare professionals often face financing decisions that are more strategic and more complex than a standard borrowing conversation.
Healthcare professionals often face financing decisions that are more strategic and more complex than a standard borrowing conversation. Whether the objective is purchasing a home, refinancing existing debt, managing liquidity, or securing financing to start or purchase a professional practice, we help structure borrowing within the context of the client’s broader financial picture. By integrating financing decisions with cash flow, investment strategy, tax considerations, and long-term planning objectives, we help ensure debt is used thoughtfully and strategically. The goal is for financing to support the client’s broader wealth plan and professional ambitions rather than operate as a standalone transaction disconnected from the rest of their financial life.
PRÉSERVER SON PATRIMOINE ET PROTÉGER SON BIEN-ÊTRE
Conçu en collaboration avec des médecins éminents du Centre de santé de l'Université McGill et proposé par Manulife Wealth, Heritage MD contribue activement à démocratiser l'accès à des services de conseil de premier ordre. Autrefois réservé aux familles les plus fortunées du Canada, Heritage MD a su briser les codes et met désormais à la disposition de tous les professionnels de santé les meilleurs conseils en gestion de patrimoine du secteur, quels que soient le montant de leurs investissements ou le stade de leur carrière.
Chez Heritage MD, nous sommes fiers de contribuer à l'avenir de la médecine en vous permettant d'avancer dans la vie avec confiance et sérénité ; nous veillons ainsi à ce que votre propre héritage perdure et, par là même, à renforcer le tissu social de notre communauté pour les années à venir.
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