Équipe de 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.
Line Beaulieu
Fin. Pl., CIM
Senior Wealth Advisor, Co-Founder, The Heritage Women's Alliance, Heritage MD
in
514-630-3510;116
Iris Dahan
Fin. Pl.
Senior Wealth Advisor, Co-Founder, The Heritage Women's Alliance, Heritage MD
in
514-630-3510;118
Ferron Campbell
Senior Wealth Advisor, Co-Founder, Heritage MD
in
514-630-3510;102
Justin Varjas
Investment Advisor, Heritage MD
in
514-630-3510;106
En partenariat avec
Michael Goodman
CEO and Chair of the Board
in
Ryan O'Connor
President
in
Ashley Moriarty
Head of Executive Office
in
Salomon Elbaz
Fin. Pl., CIM®, TEP
Head of Legacy Planning
in
Arash Rabie
CFP, CIM, CIWM, MFA-P, MTI®, TEP
Director, Legacy Planning
in
Cindy Lavoie
VP Client Relations
in
Joseph Bakish
CFA, CLU, CHS, TEP, FCSI®, BSc
National Lead - Portfolio Management - Heritage Family Wealth
in
Trevor Parry
M.A LL.B LL.M (Tax) CLU TEP
National Lead - Tax Planning
in
Geoff Judge
Director, Western Canada
in
Dan Derhy
LL.B., D.D.N., TEP
National Lead - Trust & Estate Planning
in
