Heritage MD Employee Directory

Heritage MD corporate office is located in 5100 Boul De Maisonneuve O Suite 607, Montreal, Quebec, H4A 3T2, Canada and has 11-50 employees.

heritage md

Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Key Employees of Heritage MD

CL
Cynthia Lavoie
Vice President, Client Relations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Heritage MD Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Heritage MD

Contact Name

Contact Info

Job Title

HQ Location

JV
Justin Varjas
Email Direct
Partner
Canada , Quebec , Montreal

FC
Ferron Campbell
Email Direct
Co-Founder
Canada , Quebec , Montreal

CL
Cynthia Lavoie
Email Direct
Vice President, Client Relations
Canada , Quebec , Montreal

SE
Salomon Elbaz
Email Direct
Financial Pl, Cim, Tep of Legacy Planning Head
Canada , Quebec , Montreal

AR
Arash Rabie
Email Direct
Director, Legacy Planning
Canada , Quebec , Montreal

Former Employees at Heritage MD

Explore people who held key positions, contributed to Heritage MD's success, and advanced their careers.

CL
Cynthia Lavoie
Relationship Manager at Scotiabank
Worked as Vice President, Client Relations
at Heritage MD
Email Direct
SE
Salomon Elbaz
Volunteer Financial Pl... at Canadian Foundation fo...
Worked as Legacy Planning Head
at Heritage MD (2026-2026)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in Canada

Fondaction

201-500 Employees

National Bank Structured Solutions Group

51-200 Employees

Montrusco Bolton Investments

51-200 Employees

pargne Placements Québec

51-200 Employees

Fuze Corporate

51-200 Employees

iA Wealth

51-200 Employees

Frequently Asked Questions Regarding Heritage MD Employees

How many employees does Heritage MD have?

Heritage MD has 11-50 employees

Who are Heritage MD key employees?

Some of Heritage MD key employees are Cynthia Lavoie

Where is Heritage MD located?

Heritage MD’s headquarters are located at 5100 Boul De Maisonneuve O Suite 607, Montreal, Quebec, H4A 3T2, Canada

How do I contact Heritage MD?

Heritage MD Contact Info: Website: www.heritagemd.ca

What does Heritage MD do?

Heritage MD is a specialized wealth advisory firm co-created with physician leadership from the McGill University Health Centre, aimed at democratizing access to top-tier advisory services for healthcare professionals across Canada. The firm offers personalized wealth planning, sophisticated financial and tax planning, and discretionary portfolio m... Read More

Is Heritage MD a public company?

Heritage MD is private company therefore does not currently have an official ticker symbol

See more information about Heritage MD Employees

Get Started with ZoomInfo