How We Work Together Sets Us Apart
is an independent investment counselling firm providing investment management services to individuals and tax exempt institutions - which include endowments, foundations and pension plans. Since the firm's inception in 1979, it has consistently provided above average rates of return in all sectors of securities management. More importantly, it has consistently achieved or exceeded client objectives within agreed upon timeframes. This success has resulted in the growth of assets under management to over $875 million.
has been a highly trusted employee benefits administrator and consultant. We provide pension and benefits consulting services, third party administrative services, and individual employee retirement counseling. From our experience, you can count on innovative solutions
Chartered financial consultants. Includes financial service information, tax tips and corporate profile.
For more than 12 years, David has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Independent Investment and Insurance Solutions.
Heritage Financial is your one-stop shop for the best GIC, RRSP and RRIF rates in Canada. Whether you're an experienced investor or you're just starting to plan for your future, we'll make sure you get the best return on your investment - guaranteed.