Meet Our Team

Let’s Talk About Your Financial Plan

Book time with a team that specializes in advising physicians and healthcare professionals.

Get in Touch


CONTACT

Specialized Wealth Advisory Starts Here

Meet our team for a second opinion — or a first one — and open a wealth of new possibilities. Our head office is conveniently located at the Glen Site of the McGill University Health Centre's super hospital and research institute.

Meet With Us
Heritage MD team meeting with a physician client

By Phone

877-556-5269 (toll-free)

514-630-3510

In Person

Two offices — see below for directions to each.

Our Offices

Head Office
5100 Blvd. De Maisonneuve Ouest, Suite 607
Montreal, QC, Canada H4A 3T2
Saint-Laurent
6265 Ch. De la Cote-de-Liesse Rd, Suite 101
Saint-Laurent, QC, Canada H4T 1C3