Heritage MD - Wealth Advisory
Financial Services • 
5100 Boulevard De Maisonneuve Ouest, Suite 607, Canada • 1-10 Employees
Company overview
| Headquarters | 5100 Boulevard De Maisonneuve Ouest, Suite 607, Montreal, Quebec H4A 3T2, CA |
| Phone number | +15162331988 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contacts at Heritage MD - Wealth Advisory
Justin Varjas
Partner/Director Of Operations
Ferron Campbell
Co-Founder
Heritage MD - Wealth Advisory Email Formats
Heritage MD - Wealth Advisory uses 2 email formats. The most common is {last name} (e.g., doe@heritagemd.ca), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@heritagemd.ca | 60% |
{first name} | john@heritagemd.ca | 40% |
About Heritage MD - Wealth Advisory
Heritage MD - Preserving Wealth and Protecting Wellness We pride ourselves on our commitment to democratizing access to top-tier specialized services, traditionally reserved for the nation's wealthiest, and making them available to all healthcare professionals. Co-created with physician leadership of the McGill University Health Centre, Heritage MD provides Specialized Wealth Advisory for the unique needs and aspirations of healthcare professionals and their families. From our deep understanding of the complexities presented by medical practice to the nuances of asset protection and wealth accumulation, we tailor our expert-driven services to empower those who dedicate their lives to caring for others.
Heritage MD - Wealth Advisory revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Heritage MD - Wealth Advisory has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Heritage MD - Wealth Advisory has never raised funding before.
United States
United Kingdom
Brazil
Frequently asked questions
4.8
40,000 users
