"We came to Rick on the recommendation of a friend to discuss our financial situation and investments. What we didn't realize is that working with Rick would be life changing for us! He provided us with the tools we needed to understand wealth building, debt reduction, strategies for purchasing big and small items and spending habits. His vast knowledge of the market/funds and his integrity shines through! We have recommended several friends to visit with Rick and ALL have switched their financial dealings to him".

George and Sylvia H.

"The people at The Heritage Group have been fabulous in helping us establish our financial goals and in implementing a plan to see our goals realized. They have been excellent at explaining a variety of financial strategies and in making suggestions that are tailored to our unique circumstances. We feel very comfortable with the decisions that we have made and with the direction of our financial future".

Jock and Jessica M.

“We hit the jackpot when we met Rick over thirty years ago. We have been dealing with Rick to meet our financial goals for many years and he has helped us to meet our retirement goals. We are very grateful for his expertise and continued great advice!  Thank you Rick and your great team for working with us!! It is always a pleasure”.

Sue & Rick M.

"I’ve known Rick and the Heritage Group for well over 15 years. His knowledge of the industry and trends are spot on. He and his team always respond quickly when contacted.  I highly recommend Rick and his team of professionals. Five stars in my book!".

Norm A.

"Beau Banerjee is knowledgeable, trustworthy, professional and pays attention to details.  Beau is by far the best advisor I have ever had - he does all the work, so I don't have to worry.  His credentials and knowledge is outstanding.  I have had investments for 31 years, and have not had results that compare to the increases in my investments since moving them to the Heritage Group under Beau's watchful eye.  His love of numbers and helping people has made working with him easy. He answers all of my questions without making me feel silly for asking.  I highly recommend Beau Banerjee and the Heritage Group".

Diane M.

"When we received an inheritance, we were looking for someone to help manage it. Beau was detail oriented and extremely knowledgeable. He made us feel like we were his only client and really listened when we explained our goals. He stays on top of things happening in the market and explains why things are done the way they are. Everything is done quickly and easily with very friendly service at the Heritage Group".

Tim & Robyn R.

"We’ve worked with Rick at the Heritage Group for nearly 20 years managing investments and critical life decisions, and we have always received absolutely fantastic service and advice. And even more importantly, we feel completely comfortable with Rick and his team around these decisions because they are thoughtful, caring, and insightful. We know they have our family’s very best interests in mind at all times. In recent years, we’ve benefited from Beau’s support and expert advice as well".

Jock & Jessica P.

"I have been a client of Rick Maciesza for over 10 years, and am extremely pleased with his management of my investment and retirement portfolios. The overall performance and growth is impressive. They reflect his keen assessment and monitoring of ever changing market conditions".

Bill W.

"Rick has been my financial advisor for over 20 years.  His results are excellent and in addition, he is a kind, caring, fun, wonderful human being for whom integrity, honour and morality are central.  
Having him as my financial advisor has provided me peace of mind and financial confidence, regardless of what is happening in the world or in my life".

Mary M.

"I have had the opportunity to work with Rick Maciesza and his team at The Heritage Group for over 10 years. Rick has consistently impressed me with his genuine interest in his clients which goes beyond financial and estate planning. Rick is professional, knowledgeable, provides researched objective advice and conducts himself with integrity.. It has been a privilege to have Rick as a trusted financial advisor".

Ian T.