Welcome to CHW&E
Canadian Heritage Wealth & Estate is a comprehensive Financial Planning firm that provides independent advice to Canadian investors and business owners domiciled in the Province of Ontario.
We possess the expertise to address our clients’ needs, from creating and managing customized mutual fund and ETF investment portfolios, to insurance protection planning, through to business and estate succession planning. Whether its planning to secure a sufficient and reliable source of retirement income, or leaving an enduring legacy to your heirs, Canadian Heritage Wealth & Estate can help you achieve your personal financial objectives.
The Canadian Heritage Process
step 01
We conduct a thorough Investor Profile Analysis in order to determine your investment risk tolerance and to clarify your investment and retirement objectives.
step 02
We create a Customized Investment Strategy
for you, designed to meet your investment objectives within your risk tolerance profile.
step 03
We continually monitor market conditions and, when warranted, adjust your portfolios on a proactive basis to avoid risk and capitalize on opportunity.
Our Mandate
The Canadian Heritage Wealth & Estate mandate is to provide our clients guidance and assist them in making prudent choices throughout all aspects of their financial lives, so that they will one day be able to enjoy the benefits of dependable and tax efficient sources of income to support all phases of their lifestyle.
Canadian Heritage Wealth & Estate does not create proprietary investment products or patronize specific investment product suppliers. We are without bias in our product selection and are free to access the most suitable solutions available in order to achieve our client’s financial goals.
We invite you to contact us with any questions you may have regarding your existing financial plans. We welcome the opportunity to share more about how Canadian Heritage Wealth & Estate can help make your investment and estate planning experience more rewarding.
About Us
Jeffrey W. Poirier, CFP|CLU|CHS|RIS|CEA|
Financial Advisor – Specializing in Business & Estate Succession
Jeffrey has been providing independent investment advice for more than 30 years. He holds the following designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Responsible Investment Specialist (RIS), and Certified Executor Advisor (CEA).
Jeffrey has expertise in estate planning, insurance protection planning, and retirement investment planning. Additionally, as a CEA, Jeffrey provides advice and assistance to estate Executors.
Testimonials
“It is really comforting to work with an Adviser who is truly interested in his client’s needs. ”
“We would like to express our thanks for the excellent work you have done for us.”
“I am absolutely delighted with the results of your stead hand in managing my investments over these many years.”