Canadian Heritage Wealth and Estate is an Investment Management firm specializing in servicing clients who are currently retired, or who are nearing their retirement years. Canadian Heritage Wealth and Estate is proficient at addressing all of an individual's financial aspects, from RRSP portfolio design and management through to Estate Succession Planning.

Our forte is in our portfolio design and ongoing management of our clients’ investment assets. We want our clients to enjoy worry-free, tax efficient, retirement income, before ultimately passing on their financial legacy to future generations in an organized and efficient manner.

Integrity and objectivity are important to us and because of this, Canadian Heritage Wealth and Estate has chosen not to have any proprietary investment products or otherwise promote any particular investment products. In this way, we are unbiased and can access virtually any investment product required in order to properly address the financial needs of our clients.

We invite you to contact us at your convenience with any questions you may have regarding your personal financial situation. We welcome the opportunity to share more about what Canadian Heritage Wealth and Estate can do for you and your family.

We would like to offer you a Portfolio Analysis and Recommendations Report, (at no charge) if you have an interest in a ‘second opinion’ regarding your current investment portfolios.