At Heritage Trust, we help clients protect their families, their assets and their legacies. Administering an estate or acting in a fiduciary role can be time consuming and difficult, especially when one is dealing with the illness or loss of a loved one. Heritage Trust helps beneficiaries and stakeholders navigate through a challenging environment and […]
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To be sure you keep your tax bill as low as possible, tax and financial planning should be a year-round activity. But even now, as the time to file your 2013 tax return approaches, there are certain steps you can take to reduce your next tax hit. Capital gains and losses Sell money-losing investments by […]
For over 80 years, we have firmly believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives. At our North Vancouver office, Stephen Melnechuk joined Investors Group in 1998 after obtaining a degree in Business Administration and Economics at SFU. In […]
Dear perspective client, we are excited to embark upon a new financial foray, a new robust relationship with you. We look forward to protecting your principal investment and to growing your future portfolio with our innovative financial strategies. During these evolving times, we will continue to use our rapidly-evolving expertise, our steadfast standards of integrity, […]