Your Family’s Future
Wealth is Our Business

Why Heirloom for your family’s wealth

We are an independent, partner-owned wealth management1 firm operating with the goal of helping families protect and grow their wealth for now and for generations to come.

Our founders and partner firms have decades of experience coordinating, managing, protecting, and growing the financial assets of successful families. Our services are personalized, professional, and structured to help you achieve your financial goals for today while ensuring a family legacy.

Our integrated approach to family wealth management1 brings together experts in the fields of real estate, accounting, tax, estate planning, as well as business valuation, portfolio management1 and insurance planning.

Our partners and partner firms have extensive experience directing clients on private real estate, private equity, private debt and publicly traded securities1.

We will work with you and your family to ensure that your financial legacy survives for generations.

To learn more about Heirloom’s Family Office and Wealth Advisory Services please contact us.

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1 Investments are managed through Polaris Wealth Inc. Polaris Wealth Inc. is registered as a Portfolio Manager whose principal regulator is the Ontario Securities Commission. Polaris Wealth Inc. is currently registered in Ontario, Quebec, Nova Scotia, Alberta and British Columbia. Heirloom Wealth and Polaris Wealth have a referral agreement.