Specialized Wealth Advisory For The Healthcare Community
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.
Discover tailored wealth advisory solutions for physicians. Heritage MD helps you secure your financial future with expert advice and personalized strategies.
Top-Tier Services
Institutional Financial Safety
in partnership with Manulife WealthPersonalized Financial Security
Financial Literacy
Discretionary Portfolio Management
in partnership with Heritage Family WealthSophisticated Legacy Planning
Continuing Medical Education
PRESERVING WEALTH & PROTECTING WELLNESS
Co-Created with physician leadership from the McGill University Health Centre and offered through Manulife Wealth, Heritage MD is actively democratizing access to top-tier advisory services. Historically reserved for Canada's wealthiest families, Heritage MD has broken the mold and is making the industry's premier wealth counsel available to all healthcare professionals, regardless of the level of their investments or the stage of their career.
At Heritage MD, we are proudly contributing to the future of medicine by enabling you to navigate life’s journey with confidence and clarity; thereby ensuring that your very own Heritage endures, and in turn, strengthens the fabric of our community for years to come.
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