Heritage Wealth Advisory Services

The Heritage Group bridges the gap between leading-edge advisors and our family clients. We provide continuity and planning from generation to generation, and will assist in the family’s decision-making on proper planning techniques that fit the objectives and goals of the family.

• The Heritage Group has been established to: work with a limited number of Canadian families to identify the true wealth of each family; work with those families to capture and adopt a family philosophy and plan that will be adapted with and for successive generations; effectively address the complex set of human issues involved in the inter-generational transfer of true wealth; effectively provide an integrated approach to true wealth management and succession planning; and deal effectively and fairly with members of different generations.
• Too often financial and estate plans focus solely on the management and devolution of financial assets, with little regard to assessing the complex human relationships involved in creating, managing, maintaining and growing the true wealth of the family. The Heritage Group believes that, in part, an exclusively financial focus is a contributor to the historic failure of many Canadian enterprises to survive inter-generational transfers.

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