The Heritage Program was introduced to offer a complimentary collection
of special services that recognizes our most established clients.
Heritage encompasses a full spectrum of expertise and services designed
with your specific needs and goals in mind; from integrated financial
and estate planning to investment research to preferred private banking
services and more.
Based on an in-depth understanding of these services and your goals, we are pleased to
provide you with:
- Highly customized financial strategies and a comprehensive plan
delivered with the involvement of objective financial planning
specialists to reflect your individual circumstances and priorities - Expert Will and estate review to optimize inter-generational wealth
transfer, address your succession planning needs and increase
tax-efficiency - Waived fees for a variety of services including annual administration charges for Registered Plans
- Top-rated industry expertise and market insights provided through
sophisticated financial publications and a dedicated website for online
research - Convenient online access to your investment account
- Complimentary introduction to Private Banking services
- Client Appreciation events
- A Heritage binder designed to help you organize all your key
financial documents, including account statements, trade confirmations
and other information you will receive throughout the year
There is a minimum asset level required to qualify. If you are
interested in joining the Heritage Program, please contact our office at
your earliest convenience to discuss if this program is right for you.
Phone: 519-660-3229
Toll Free: 1-800-265-1242
Fax: 519-660-3264
E-mail: Contact us