Why Choose Us?

At Heritage Financial, we make it easy for you to find the best investment rates and get the exact investment products you need – we’re your one-stop shop for the best GICs, annuities and travel insurance in the country. With our connections to over 40 reputable banks, trust companies and co-ops, we can provide you with GICs that will give you rates of return that are between one-eighth to one full percentage point higher than those advertised by Canada’s top trust companies and banks. More Than Just the Best Rates Any deposit broker can promise you the best rates. That’s why Heritage Financial offers so much more – we offer a strong, personal relationship and genuine desire to understand you and your investment needs. We’ll get to know you as a friend so we can offer the best solutions that are tailored specifically to you. As soon as you walk through our doors, you’ll realize that we aren’t like a bank. We make you feel right at home – there’s plenty of free coffee, snacks and a bowl of candy that is never empty – and you won’t have to wait 15 or 20 minutes to be get noticed. And unlike a bank, when you visit Heritage Financial, we never discuss your financial situation out in the open where everybody can listen in – all of our meetings are held in private offices so you can feel comfortable and secure. Our reputation for outstanding service is what truly sets us apart from other deposit brokers.  To learn more about Heritage Financial and meet our team, click here.