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

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.

I have access to a variety of insurance products that can help meet your financial security planning needs. No matter your personal situation—if you’re single or in a family; a professional or a seasonal employee; an executive or small business owner—we will work together to design a customized plan.

Insurance strategies implemented by Heritage Group Insurance Agency Inc. Click here for more information. 

 

Wealth Preservation for Individuals 

 

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Wealth Preservation for Businesses

 

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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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