Taking Care of Those
Who Take Care of Us
An established and proven track record of delivering private wealth advisory to our clients.
Heritage MD “More than a name”
At Heritage MD , we understand the profound significance of legacy within the healthcare profession and the pivotal role practitioners play in shaping the future of care and society at large.
We recognize the heritage of dedication, compassion, and excellence that generations passed down, forging a timeless tradition of healing and service. Our mission is deeply rooted in preserving this heritage by empowering healthcare professionals to build and safeguard their own legacies for generations to come.
Through our specialized wealth advisory services, we aim to secure financial stability and foster continuity and family unity, enabling healthcare professionals to navigate life’s journey with confidence and clarity; thereby ensuring that their very own Heritage endures, and in turn, strengthens the fabric of our community for years to come.
Our Mark of Excellence
Raising The Standards
Just as the medical community upholds stringent standards of excellence in patient care, we are firmly committed to raising the bar in wealth advisory, establishing our very own mark of excellence.
With a steadfast dedication to innovation, integrity, and client-centricity, we strive to set a new standard of excellence that transcends industry norms and redefines the way wealth advisory services are delivered to healthcare professionals throughout Canada.
Our purpose driven pursuit of excellence is evident in every aspect of our practice, from our unwavering commitment to personalized client relationships to our relentless pursuit of cutting-edge strategies and solutions.
Unparalleled Value
By consistently delivering unparalleled value, we aim to not only meet but exceed the expectations of healthcare professionals and their families, setting a new industry benchmark that others will aspire to emulate.
At Heritage MD , excellence isn’t just a goal—it’s our standard, and we are determined to lead the way towards a healthier, more prosperous financial future for our clients and the medical community as a whole.
A Message From Our Co-Founder
Dear Friends,
I am honoured to share with you the journey that led to the creation of our specialized wealth advisory firm. For nearly two decades, I have had the privilege of serving as trusted counsel to healthcare professionals, witnessing firsthand the dedication and sacrifice they embody in caring for others.
It became increasingly evident to me that those who devoted their lives to healing deserved so much more than a one-size-fits-all approach, which is why we created Heritage MD; a firm anchored in true independence with a mission of empowering healthcare professionals through personalized wealth strategies and holistic support at every stage of their careers.
In our quest to build a firm that is truly aligned with the medical community, we sought to collaborate with the best and brightest minds who have innovation in their DNA. Having co-created our firm with physician leadership of the McGill University Health Centre, we were able to tap into a wealth of expertise and insights from physicians that only an innovation driven, diversity rich and world-class institution can attract. Together with the Heritage Council, chaired by Dr. Renzo Cecere, we strive to set a national standard of excellence in wealth advisory services, one that raises the bar and ensures that those who care for us the most have the support and resources they need to thrive.
We are grateful to be on this journey with you in creating a future of prosperity in the healthcare community for generations to come.
Ferron Campbell
Co-Founder, Heritage MD
Heritage Council
The Heritage Council represents the diverse tapestry of the healthcare community nationwide. This council serves as the driving force behind our commitment to building a wealth advisory firm that is intricately attuned to the unique needs, backgrounds, and cultures of healthcare professionals across various regions and areas of practice.
By bringing together a national community reflecting this rich diversity, we ensure that our services are not crafted with a one-size-fits-all approach, but rather with a nuanced understanding of the distinctive challenges and opportunities inherent in each community and region.
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. Together, we are building more than just a wealth advisory firm—we are forging world class partnerships with the promise of a legacy of prosperity for generations to come.
Dr. Renzo Recere, Chair Heritage Council, Co-Founder Heritage MD.
At the helm of the Heritage Council stands Dr. Renzo Cecere, a distinguished Cardiac Surgeon and past Chief of Cardiac Surgery at McGill University Health Centre (MUHC). Dr. Cecere is the Surgical Director of the Heart Failure and Heart Transplantation Program, and Director of the Mechanical Circulatory Support Program. He is also Associate Member of the McGill University Department of Mechanical Engineering, Director and Principal Investigator of the Research Institute of the MUHC Myocardial Regeneration Laboratory.
With decades of dedicated service to the healthcare community, Dr. Cecere is not only recognized as a leader within his field but also revered for his unwavering commitment to the betterment of healthcare practices.
Having served as Chair of the McGill University Health Centre (MUHC) Physicians Council, representing over 1,300 physicians, Dr. Cecere brings a wealth of experience and insight to his role. His visionary leadership and deep understanding of the challenges faced by healthcare professionals make him an invaluable steward of the Heritage Council. Under his guidance, the council serves as a beacon of collaboration, innovation, and advocacy, ensuring that Heritage MD remains steadfast in its mission to empower healthcare professionals nationwide with specialized wealth advisory services and unwavering support.