Heritage Group

At The Heritage Group, we believe that financial success is not just about making money, but about creating a life of purpose and fulfillment. We are a full-service financial services firm dedicated to providing you with the best strategies and advice to help you achieve your financial goals.

Our Philosophy

Our approach is simple: we believe in building long-term relationships with our clients, founded on trust, integrity, and a deep understanding of their unique financial needs. We take the time to listen to your goals and aspirations, and work closely with you to develop a personalized financial plan that helps you achieve them.

Our Services

We offer a wide range of services designed to help you achieve your financial goals. These include:

• Debt Management: We can help you manage your debt, develop a plan to pay off your mortgage, and even make your mortgage tax deductible.
• Risk Management: We can help you protect yourself and your loved ones from unexpected events such as loss of life, serious illness, or disability.
• Investment Management: We can help you make informed investment decisions, manage your portfolio, and ensure your investments are actively managed.
• Financial Planning: We can help you create a financial plan that aligns with your values and goals, and helps you build wealth over time.
• Tax & Estate Planning: We can help you minimize your taxes, and create a plan for the transfer of your wealth to future generations.

Our Team

Our team of experienced financial professionals is dedicated to helping you achieve your financial goals. Our team includes:

• Richard Maciesza, Director and Senior Financial Advisor, who has over 30 years of experience in the financial services industry.
• Beau Banerjee, VP Business Development and Financial Advisor, who has over a decade of experience in financial services and has a passion for teaching the next generation about financial success.
• Steve Maciesza, Professional Financial Advisor and EPC, who is committed to providing independent, objective advice and integrated wealth creation and protection solutions.
• Kristy-Lee Banerjee, Office Manager, who is responsible for managing the daily investment needs and executing trades with precision and speed.
• Lucas Maciesza, Technical Coordinator, who manages all technical needs and assists clients with their online statements.
• Amanda Maciesza, Office Administrator, who assists with trades, filing, and office organization.

Why Choose Us

At The Heritage Group, we are committed to providing you with the best possible service and advice. We take the time to listen to your goals and aspirations, and work closely with you to develop a personalized financial plan that helps you achieve them. We believe that building long-term relationships with our clients is the key to their financial success, and we strive to earn their trust and respect every day.