Senior Leadership Team
Just as the Healthcare 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.
Line Beaulieu
Senior Wealth Advisor
Financial Planner & Chartered Investment Manager, Co-Founder, The Heritage Women's Alliance
in
514-630-3510;116
Iris Dahan
Senior Wealth Advisor
Financial Planner, Co-Founder, The Heritage Women's Alliance
in
514-630-3510;118
