Conseil patrimonial spécialisé – PRÉSERVER SON PATRIMOINE ET PROTÉGER SON BIEN-ÊTRE

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PRÉSERVER SON PATRIMOINE ET PROTÉGER SON BIEN-ÊTRE

Héritage MD est fière de démocratiser l’accès à un accompagnement financier qui, historiquement, était réservé aux familles les plus fortunées du Canada, en veillant à ce que tous les professionnels de santé bénéficient des conseils stratégiques, de la planification et du partenariat à long terme qu’ils méritent. Heritage MD a été créée en collaboration avec des médecins dirigeants du Centre universitaire de santé McGill (CUSM) et est soutenue à l’échelle nationale grâce à un partenariat avec Manulife Wealth ; constituant le fondement d’une plateforme véritablement indépendante, ancrée sur le plan institutionnel et adaptée au secteur de la santé.

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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.

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Manulife 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.

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A 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.

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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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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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Nous inspirons la confiance et l’assurance qui vous permettent de ne pas chercher plus loin

À une époque où les offres de conseil en gestion de patrimoine semblent se fondre dans un paysage homogène, il peut en effet s’avérer difficile de discerner des différences significatives.

Ce défi est d’autant plus grand pour les professionnels de santé qui doivent déjà jongler entre leurs responsabilités personnelles et professionnelles, tout en disposant de très peu de temps libre.

Chez Héritage MD, nous sommes conscients de cette difficulté et avons pris des mesures délibérées pour nous démarquer dans un environnement où tout se ressemble.

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Un modèle d’expertise dans un paysage où tout se ressemble

Au-delà des offres superficielles, nous nous distinguons par notre véritable indépendance, notre expertise spécialisée, nos partenariats nationaux et, surtout, par le fait que notre structure a été conçue en collaboration avec des médecins éminents du célèbre Centre de santé de l’Université McGill, qui sont à la tête de notre Conseil du patrimoine.

​Qu’il s’agisse de notre connaissance approfondie des complexités inhérentes à la pratique médicale ou des aspects subtils liés à la protection du patrimoine et à la constitution d’un patrimoine, nous adaptons nos services sur mesure, élaborés par des experts, afin de répondre aux besoins et aux aspirations spécifiques de ceux qui consacrent leur vie au bien-être d’autrui.

De plus, notre engagement en faveur d’un accompagnement personnalisé et d’un soutien global garantit à chaque client non seulement un service, mais aussi un réseau inestimable de partenariats nationaux destinés à favoriser sa réussite à chaque étape de sa carrière.

Chez Héritage MD, nous ne nous contentons pas de nous fondre dans la masse : nous nous démarquons en tant que référence en matière d’expertise spécialisée et de soutien indéfectible dans un paysage où tout se ressemble ; nous apportons de la clarté et inspirons la confiance nécessaire pour que vous n’ayez plus besoin de chercher ailleurs.

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