About Heritage Financial Group - NBWM
Every day, we shape the legacy we leave behind.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Sherbrooke, Quebec
- Company type
- Self-Employed
More than numbers, advice is first and foremost about relationships.
We support our clients with a holistic vision, anticipating the key milestones of their financial lives and providing clear, strategic, and sustainable guidance at every critical stage. Our approach is rooted in the collective strength of our team. Through the complementarity of our expertise - from asset management to advanced tax planning - we design integrated, realistic solutions aligned with your long-term objectives.
Specialties
- Finance
- Planification financière
- Planification successorale
- Gestion de placements
- Offres bancaires
- and Assurances
Company locations
1802 Rue King O, Bureau 200, Sherbrooke, Quebec J1J 0A2, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 134
- People linked to this company
- 5
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.