CLIENT STORIES

I have always found Keith and the staff at The Heritage Group to be pleasant and helpful. In providing information they are professional, accurate and keep my interests as their primary concern. They respond to requests in a timely fashion, which is important in today’s market. I have full confidence in dealing with them.

John R

As my wife and I approached getting married we had so many questions regarding finances and preparing for our future. Walter was an incredible help both then and now as we continue in our married years. He treated us with respect, honored our financial goals, and explained everything to us in a clear understanding way. Finances is something my wife and I no longer worry about because we know, Walter, is looking out for us and our best interests. No question is a stupid one to him - our comfort is his number one priority! I have recommended Walter to dozens of my friends as I believe he will help set them up for financial success both now and in the future, as he has done for us.

Matt N

We came to Rick on the recommendation of a friend to discuss our financial situation and investments. What we didn't realize is that working with Rick would be life changing for us! He provided us with the tools we needed to understand wealth building, debt reduction, strategies for purchasing big and small items and spending habits. His vast knowledge of the market/funds and his integrity shines through! We have recommended several friends to visit with Rick and ALL have switched their financial dealings to him.

George and Sylvia H

The people at The Heritage Group have been fabulous in helping us establish our financial goals and in implementing a plan to see our goals realized. They have been excellent at explaining a variety of financial strategies and in making suggestions that are tailored to our unique circumstances. We feel very comfortable with the decisions that we have made and with the direction of our financial future.

Jock and Jessica M

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Copyright © 2017 All Rights Reserved.
The Heritage Group Private Financial Services Inc.

 

MAIN OFFICE

4 - 45 Speedvale Ave. E.
Guelph, ON
N1H 1J2

 

Tel: 519-822-3887
Toll-Free: 1-866-476-3296

Fax: 1-866-742-1933
Email: info@theheritagegroup.ca