Specialized Wealth Advisory Services 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.
Specialized Wealth Advisory Services
We pride ourselves on our commitment to democratizing access to top-tier specialized services that have traditionally been reserved for the nation’s wealthiest individuals and families.
We have meticulously assembled a leading network of experts and Institutional National Partnerships, delivering Personalized Wealth Strategies, Sophisticated Financial Planning, Discretionary Portfolio Management and Generational Family Planning.
Top-Tier Services
Institutional Financial Safety
Personalized Wealth Strategies
Sophisticated Financial & Tax Planning
Discretionary Portfolio Management
Generational Family Planning
Education & Financial Literacy
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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