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The Heritage Group
  • Phone: (289) 239-9968
  • Email: info@heritagegroup.ca
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Professional

Work with a team of professionals who add real value to your financial relationship

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Learn how access to private income and equity investment options can turn your ordinary portfolio into a rock solid pension plan

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Our PASSION is our Strength

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  3. Wealth Strategies

Wealth Strategies

As fee based advisors, our primary focus is to ensure a portfolio is specifically designed with your financial goals, risk tolerance and objectives in mind.  By being 100% transparent about what and how we get paid, no one ever has to wonder why we'd recommend one product over another.  We sift through the thousands of available ideas on a regular basis to help you make informed decisions about the wealth building process.

Through a well defined process our team conducts in-depth discovery meetings in order to construct, complete and implement a wealth plan. The initial plan development and review process may incorporate some or all of the following Specialized Wealth Strategies...

 

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Wealth Solutions

  • Wealth Creation
  • Wealth Strategies
  • Wealth Preservation

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1034 Garner Road West
Ancaster, Ontario
L9G 3K9 Canada

  •  Tel: (289) 239-9968
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Designed Securities Inc. is a member of the Canadian Investor Protection Fund (CIPF) and a member of the Canadian Investment Regulatory Organization (CIRO)

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