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
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
In Partnership With
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., CFP®, CIM®, MFA-P™,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
