We are grateful for our incredible clients and the opportunity to walk along side them throughout their financial journey. Thank you for sharing the positive impact of our team and your experiences working with The Heritage Group.
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.
I have experienced an increased level of confidence coming to Steve. I know he has the skill and desire to treat my portfolio with the same interest he would bring to his own.
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.
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.
Thank for helping us organize our wandering thoughts. Jenny helped us understand in simple terms what would happen without putting a plan into place and helped us figure out what we wanted to do. We appreciated your wise, practical advice and now find ourselves in a position of financial security and peace of mind. It’s refreshing to work with someone who is truly interested in their clients’ needs and circumstances.
I felt Jenny was there for me during a time of financial transition, worry and bewilderment after the company I worked for closed and I had to deal with a package full of options. She guided me through these options and sorted out the best way to make my money work for me. In addition to managing my investments she looked at all aspects of my life such as, insurance, retirement, estate planning, etc. I am confident she is always looking out for my best interests. This is very important to me because the financial world can be overwhelming. I would highly recommend Jenny.
Hi there my name is Jake and I have been dealing with Beau and The Heritage Group for a bit over a year now. I can’t express how much Beau and this group have changed my life around. I used to be living paycheque to paycheque spending all the money I should’ve been putting away into saving for my future. I heard about Beau from my mom as she also is a client of The Heritage Group. When it comes to putting money away and what I should putting my money into, at the time I didn’t have a clue where to start. From the very first meeting I had Beau was very helpful with understanding my financial situation, setting up a plan and explaining what that plan would look like in the future. I am saving more then I ever thought I could now and have an understanding of why investing into your future is so important. I couldn’t be more thankful to Beau and The Heritage Group for helping me with that process and the journey that I’m on with my investments and saving for my future.
The Heritage Group is wonderful to work with. My advisor, Beau, is always quick to respond when I reach out and takes the time to explain everything in ways that are easy for me to understand. I am always kept up to date on my profile and I feel secure in trusting The Heritage Group with my finances."
We have been working with Rick, Beau, Kristy-Lee, and the whole team at the Heritage Group for about 15 years. They are always very responsive to our questions and ensure that we fully understand their advice and their plans for us. We have been highly impressed with their insights and expertise and would highly recommend this wonderful team.
We contacted Jenny to help us navigate the financial components of aged care options for our parents. Jenny was wonderful and knowledgeable regarding the different options available to us. This included a range of strategies enabling us to optimize the management of assets so they meet our parents current and future needs. This was welcome reassurance that our parent’s transition was being effectively managed. We always look forward to our home visits to catch up on everything else as well as financial. Would recommend Jenny in an instant.
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.
Steve takes the time to explain things in a simple, yet effective way that I understand. I appreciate your thoroughness and your caring attitude.
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.
We've been with Rick Maciesza from the start, and we wouldn't be in the financial position, especially this close to retirement without him! He takes personal interest to build a plan that's best for you. He explains everything in simple terms and provides up to date charts and articles to support his recommendations. Rick continually reviews our account and investments and recommends changes as necessary to ensure we're getting the best value for our money, even during tough economic times. We trust Rick 100% and never question his choices for us. The staff at The Heritage Group are always very helpful and go out of their way for us. We've recommended them to friends and family and they're glad we did! We're forever grateful to Rick and the personal interest he took in us!
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.
I have worked with Rick for 20 years. We have a great, coffee filled, easy going relationship. He has helped build my portfolio to the point of an early retirement. I can't ask for anything or anyone better.
Steve has the heart of a teacher and has always been understanding and extremely patient. I would highly recommend him to anyone looking for a trusted advisor.
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!
Steve’s a miracle worker if he can get someone like me to understand financial matters better
I have had the pleasure of being Rick’s client for 25 plus years now. I can’t imagine where I’d be now had our paths not crossed. Rick and his team have helped me through some of the most difficult times in my life, including becoming a single mom of 3. He knows that investing is not my strong suit, but he always takes the time to explain my choices in layman's terms so I can understand and make the best informed decisions for me and my family. Now, 25 years later, my adult children are all clients of the Heritage Group and they are learning about financial planning to help set them up for financial success in the future. Above all else, Rick is kind, caring and empathetic. He always takes time to listen and really get to know his clients on a personal level. It is a privilege to be his client!
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.
Personable and Genuine is how I would describe Jenny. She made the estate planning process as accessible and easy as possible, and we were thrilled to have the process completed so quickly and so thoroughly. I love the strategy and would encourage anyone to do business with her.
We were introduced to Rick in January of 2007, (at a time when we were a little lost and facing some health and financial challenges). Trust and confidence with Rick was established early, and he has provided consistent, honest and timely advice over the years. He helped create realistic and optimistic goals for us at the onset, and has provided the roadmap and confidence to guide us up to today. When our 4 kids were young and growing, he took the time to teach them about investing and how to build great savings habits. They have now seen firsthand how that advice has paid off and it has positioned them for a positive start to their financial future. Now that they are young adults, they have begun their own relationships with Beau, under Rick’s mentorship, and that has also been very positive for them. They both take the time to listen, and they both have the time to help you understand!
Rick has been my financial advisor for the past 15 years. He took me on as a high school student with hardly any money because he cared about my financial future. He has coached me through many seasons of my life, including getting married, having our first baby, and my husband returning to school. Rick is extremely knowledgeable and he takes the time to explain the best approach/our options, but I never have to worry because I know wholeheartedly that Rick always has our best interests and the bigger picture in mind. It is so comforting to know that we are working with someone who deeply and genuinely cares about his clients and helping them towards a sustainable, healthy financial future. I would highly recommend Rick and The Heritage Team - you don’t get better than them!
Rick is knowledgeable, readily available when I need advice, and patient with his explanations to me. He has helped me navigate some complicated financial situations, and did so with integrity.
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.
My relationship with Rick and the Heritage Group spans over 16 years. Rick and team have always had my best interest in mind. Rick is a great listener, he understands me and focuses in on what is important to me. I am always well advised on all matters related to financial planning. I trust Rick and he has delivered results.
