OUR PEOPLE 

OUR ADVISORS

Rick Maciesza - Senior Financial Advisor

Rick has been a serious investor for more than 30 years and has found that creating multiple streams of income is key to wealth building. A large part of Rick’s success can be attributed to his friendly and personable nature and infectious smile. He established The Heritage Group in 2003 in Guelph, a city which holds a special place in his heart.

 

Rick has been married to his beautiful wife Zonya for more than 28 years. Together they’ve raised three grown children and have recently been blessed with grandchildren. Rick has never been happier. He is passionate about travel, family and even admits to being a Toronto Maple Leafs fan.

Steve Maciesza - Financial Advisor

Steve has been in the financial services industry for many years and has helped his clients with financial matters such as debt consolidation, banking related services and freeing up cash flow for other investment and insurance opportunities. 

 

Steve is an independent financial advisor who works with dozens of different companies providing a wide range of investment and insurance options. Steve will work with you to find the right solution that suits your specific needs to ensure you are reaching your individual financial goals.

 

Steve enjoys traveling, photography and always has the latest electronic gadget. He has also recently taken up the game of golf and has been spending his free time at the driving range.

Saeed Ally - Certified Financial Planner

Navigating the world of personal finances can often seem like trekking through a jungle in the middle of the night without a compass. With competing priorities of paying off debt versus investing, plus countless investment and insurance options, having a guide who possesses the knowledge to help determine the best path for you is invaluable. Saeed’s clients enjoy that he takes the time to get to know them, their financial goals and answers their questions about wealth building. He firmly believes in an educated and informed approach to making financial decisions.

 

Born and raised on a farm in Puslinch just outside of Guelph, Saeed has learned that discipline and dedication are needed to reap great rewards.

 

Saeed graduated from McMaster University in 2003 with an Honours degree in Psychology, and completed his Certified Financial Planner designation in 2009. Providing both insurance and securities, Saeed specializes in building creative and comprehensive financial plans for professionals and business owners that encompasses multiple facets of their personal and business finances all in one place.

 

Saeed currently lives in Toronto with his wife, Shaneeza, his daughter and son.

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OUR SUPPORTING STAFF

Dale Brettle - Investment Coordinator

Dale is responsible for managing the daily investment needs at the Heritage Group where she executes trades and manages portfolio details with precision and speed. She has been in the financial services industry for forty years and brings that experience, as well as her flair for multi-tasking with a smile to The Heritage Group.

Dale’s balanced approach helps her successfully manage investment logistics at The Heritage Group. She will ensure that you are up-to-date on anything that is required to manage your account successfully.

Dale is married to Kevin and has two grown children, daughter Dylan and son Ryley, and two grandsons, Rowan and Griffin. She strives to maintain a well-balanced life and her interest outside of work include travel, sports the outdoors and health and fitness.  

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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

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