Manulife Wealth adds Heritage MD to its platform, offering financial services tailored for physicians
Heritage MD, a firm specializing in wealth advisory services for healthcare professionals, has joined the Manulife Wealth platform.
The collaboration is intended to provide financial advice and wealth planning tailored to the specific needs of healthcare professionals.
Farhan Hamidani, chief operating officer of Manulife Wealth, said the company welcomes Heritage MD to Manulife Wealth, stating that it provides healthcare professionals with a bespoke experience and personalized financial solutions.
He also stated that the move allows Heritage MD to expand its financial planning services.
Heritage MD operates under the approach of ‘Preserving Wealth and Protecting Wellness’ and recognizes the challenges physicians face in managing finances alongside their professional responsibilities.
Julie Seberras, head of Wealth Planning and Practice Management at Manulife Wealth, said that navigating wealth counsel options is difficult for most people and even more challenging for physicians managing demanding schedules and professional responsibilities.
She added that the firm provides financial planning services across different life stages, including tax planning, wealth accumulation, and financial literacy.
Heritage MD offers financial planning services to healthcare professionals at different career stages.
Michael Goodman, Chair of the Heritage MD Board of Directors, said, “Heritage MD aims to democratize access to premier wealth advisory services traditionally reserved for the ultra-wealthy.”
He added that joining Manulife Wealth supports the firm’s ability to provide financial planning services nationwide.
Hamidani concluded that Heritage MD and Manulife Wealth share an aspiration to create a legacy of financial planning for healthcare professionals across the country, stating, “We aim to foster a thriving community and a brighter future for all.”
