Canadian Heritage Wealth & Estate is an independent Retirement Investment Planning firm. Our expertise is in offering customized portfolio design and active ongoing management of RRSP's; TFSA's; RESP's; and non-registered investment accounts.

Jeffrey W. Poirier, Professional Investment Advisor, CHS.

Jeffrey has been an independent Investment Advisor foe over 20 years. During that time he has been a key partner in two successful Investmwent firms, prior to creating Canadian Heritage Wealth & Estate. Before becoming an Investment Advisor, Jeffrey spent five years providing Business Succession and Estate Succession Planning with the Queensway Group of London Life and with The Retirement Counsel of Canada. As such, in addition to twenty years of portfolio management experience, Jeffrey also has extensive experience in assessing client needs for Life. Disability and Critical Illness Insurance protection.

What you can expect from us

We promise to;

• Take our fiduciary responsibility with seriousness and dedication
• Treat you, our client, as if you were our only client
• Always be available to you to answer any questions you may have
• Ensure you have a clear understanding of your investments
• Work for you toward the satisfaction of your personal financial objectives