Wealth Advisory That Understands What a Medical Career Actually Looks Like
From growing and protecting wealth to navigating a practice transition. These are the everyday realities we build every plan around.
Wealth built with the same rigor you bring to medicine. Heritage MD was created alongside physician leadership from the McGill University Health Centre and delivered nationally through Manulife Wealth, with planning designed around the realities of a medical career, not a generic client profile.
Specialized Wealth Advisory for the Healthcare Community
Healthcare Professionals face financial planning challenges most advisors aren't accustomed to. We built our expertise specifically around those challenges.
What Actually Sets Heritage MD Apart
Healthcare Professional-Led Governance
The Heritage Council, made up of practicing healthcare professionals, shapes Heritage MD's direction, keeping the firm accountable to the community it serves rather than to industry convention.
Institutional Backing
Delivered through Manulife Wealth, a national platform, so advice rests on institutional infrastructure, not the judgment of one advisor working in isolation.
Medicine-Specific Expertise
Growing and protecting wealth, structuring a practice, planning a transition, and navigating cross-border complexity aren't edge cases for us. They're the everyday reality we build every plan around.
Support at Every Career Stage
From residency debt through practice ownership to retirement, clients get continuity of relationship and coordinated planning rather than a one-time transaction.
Advice Built for the Career You Actually Have
Most wealth advisory firms adapt generic strategies to fit Healthcare Professionals. Heritage MD was built the other way around, starting from the realities of medical practice and shaping the advisory model to fit.
Let's Get StartedTaking care of those who take care of us. Heritage MD is anchored in true independence, built to empower healthcare professionals with personalized wealth strategies at every stage of their careers.
