How can I pay my mortgage off sooner?

Which debt should I pay off first?

Can I afford my lifestyle?

How can I make my mortgage tax deductible?

How can I protect my family in the event of loss of life?

How can I survive financially in the event of serious illness?

Is my employer offering the protection I need?

How can I stabilize the costs of my group benefit plan?

Is my portfolio being actively managed?

How do I make sure my employees get the most out of a group investment plan?
RRSPs aren't for everyone. Are they right for me?

How can I know the best options for my severance package or locked-in pension?

Can I afford to retire?

How can I build wealth more quickly?

How can I maximize money for my children's post-secondary education?

STRATEGIES ON...

SOLUTIONS FOR...

Debt
Management
Risk
Management

How can I reduce estate and probate fees?

How can I pay less tax?

Is the Canada Revenue Agency one of my beneficiaries?

How do I turn my out of pocket medical/dental costs into deductible business expenses?

How can I protect my legacy?

Investment
Management
  • Cashflow management

  • Financial coaching

  • Debt reduction

  • Small business loans

  • Life insurance

  • Critical illness insurance

  • Disability insurance

  • Long-term care insurance

  • Group benefits

  • RRSPs and RRIFs

  • Education savings

  • Severance packages

  • Locked-in pensions

  • Group RRSPs

  • Group pensions

  • Goal setting

  • Retirement planning

  • Education savings cascading

  • Tax friendly investments

  • Wealth transfers

  • RRIF draw down

  • Tax minimization for business owners

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OUR SERVICES

Tax & Estate
Planning
Financial
Planning

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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