Founded in 2003, The Heritage Group - Private Financial Services Ltd. is a full-service financial firm that provides personalized guidance for individuals, families, and businesses. Its team helps clients make informed decisions and build wealth, financial security, and a legacy for future generations. The firm takes a coaching approach, working to understand each client’s goals, priorities, and changing needs throughout life.

Services span cash flow management, financial foundations, investment management, wealth building, retirement planning, and legacy planning. The Heritage Group also offers risk management strategies, including life, critical illness, disability, and long-term care insurance, as well as group benefits. Investment guidance covers portfolios, alternative investments, registered accounts, education savings, and severance or locked-in pension options; some advisors hold the Chartered Investment Manager designation. Tax and estate planning addresses tax-efficient investments, wealth transfers, and strategies to preserve an estate. For business owners, the firm provides planning support in areas such as cash flow, small business loans, group benefits, group retirement savings plans, and tax minimization.