HeritageMD - Preserving Wealth. Protecting Wellness.
Montreal, Quebec
HeritageMD - Preserving Wealth and Protecting Wellness We pride ourselves on our commitment to democratizing access to top-tier specialized services, traditionally reserved for the nation's wealthiest, and making them available to all healthcare professionals. Co-created with physician leadership of the McGill University Health Centre, Heritage MD provides Specialized Wealth Advisory for the unique needs and aspirations of healthcare professionals and their families. From our deep understanding of the complexities presented by medical practice to the nuances of asset protection and wealth accumulation, we tailor our expert-driven services to empower those who dedicate their lives to caring for others.
On-site · Montréal
Independently prepare and model comprehensive financial plans, compare strategies, and manage client engagements from information gathering through recommendations, presentations, implementation support, and ongoing review. Collaborate with clients, advisors, and specialists, while helping improve planning methods and tools and contributing to team education.
On-site · Montréal
Independently prepare and manage comprehensive financial and legacy planning engagements, model and compare strategies, and present clear, actionable recommendations to clients. Collaborate with advisors and specialists, support implementation and ongoing reviews, and contribute to the team’s planning methods, standards, tools, and professional development.