Manulife Wealth Adds Heritage MD to Platform for Healthcare Professional Financial Services
- Editor
- Feb 4
- 2 min read
What's Happening: Manulife Wealth has announced that Heritage MD, a firm specializing in wealth advisory services for healthcare professionals, has joined its platform. This partnership aims to provide tailored financial solutions and expert advice to healthcare professionals at all career stages.
The Key Moves:
Heritage MD joins Manulife Wealth to expand financial services for healthcare professionals.
The partnership democratizes access to sophisticated wealth planning resources for all healthcare professionals.
Manulife Wealth and Heritage MD will offer personalized financial solutions across all career stages.
By The Numbers :
Heritage MD serves healthcare professionals regardless of career stage or financial status.
Manulife Wealth provides services to 19 million individuals, institutions, and retirement plan members worldwide.
The partnership aims to create a legacy of financial planning for healthcare professionals across Canada.
Key Quotes:
"We are thrilled to welcome Heritage MD to Manulife Wealth, bringing healthcare professionals a bespoke experience and personalized financial solutions," said Farhan Hamidani, Chief Operating Officer of Manulife Wealth.
"Heritage MD aims to democratize access to premier wealth advisory services traditionally reserved for the ultra-wealthy, making them available to all healthcare professionals," said Michael Goodman, Chair of the Heritage MD Board of Directors.
"As a surgeon, I have always been committed to world-class care for my patients. In the same spirit, from the very beginning, we were driven to uphold Heritage MD to the same standard of excellence for the families we serve," said Dr. Renzo Cecere, Cardiac Surgeon and Co-Founder of Heritage MD.
The Bottom Line: The partnership between Manulife Wealth and Heritage MD represents a significant move to provide specialized financial services to healthcare professionals. By combining Manulife's extensive resources with Heritage MD's focus on healthcare professionals, the collaboration aims to address the unique financial challenges faced by those in the medical field, potentially reshaping wealth management services for this sector.
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