The Heritage Group was founded in 2003, with a goal to create a fully independent firm of financial professionals offering clients a truly personal approach, with a focus on building a heritage or legacy for future generations. Today, The Heritage Group consists of a dedicated team of financial advisors located in Guelph and London, Ontario.
Being independent allows us to work with the best of the best in the industry and we are not limited to “head office” approved financial products as is the case with proprietary firms. We take the responsibility of working with our clients very seriously and relentlessly strive to earn your trust with honesty and integrity.
Think of us as your coach, helping you make sound financial decisions and guiding you through the important stages of your life. We know that your objectives are very personal, so we’ll work hard so that you can achieve your goals and secure the future you dream of.