Heritage Group Financial Services is a full-service firm.  We offer services to help you examine your financial goals and select the options that will best suit your needs, timeframe and investment style.  We believe in helping you create a comprehensive financial plan for your family that includes planning, insurance and portfolio management.

Our services and products include :

Guaranteed Investment Certificates - Short / Lomg Term
Savings Accounts

Registered Retirement Savings Plans - RRSPs
Registered Retirement Income Funds - RRIFs
Registered Education Savings Plans - RESPs
Locked-In Retirement Accounts - LIRAs
Life Income Funds - LIFs