Welcome to Canadian Heritage Wealth & Estate.
Canadian Heritage Wealth & Estate is an Investment Planning firm that provides independent advice to Canadian Investors domiciled in the Province of Ontario. Our expertise is in creating and managing customized mutual fund and ETF mutual fund investment portfolios for individuals and corporations.
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
Our Mandate is to guide our clients in making successful investment choices so that they will one day be able to enjoy the benefits of a dependable and tax efficient source of income to support their retirement 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 products available in order to achieve our clients financial goals.
We invite you to contact us at your leisure 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 experience more rewarding.
About Us
Jeffrey W. Poirier, Financial Advisor
Jeffrey has been providing independent investment advice for more than 20 years. Prior to establishing Canadian Heritage Wealth & Estate, he was a founding partner at Upper Canada Wealth Management, and an Associate Partner at McKinnon & Company. Before becoming a Financial Advisor, Jeff was with London Life, and then spent several years with The Retirement Counsel of Canada in the area of Business and Estate Succession Planning. Jeffrey holds the Chartered Life Underwriter (CLU), Certified Health Insurance Certification (CHS), Responsible Investment Specialist (RIS) and has extensive experience in Life, Disability, and Critical Illness Insurance protection planning.
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 steady hand in managing my investments over these many years.
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