Plan for tomorrow today!
At Heritage Financial Ottawa, we know that managing a long-term investment portfolio can feel overwhelming. Whether it’s tracking GIC maturities, finding the most competitive interest rates, or keeping everything organized, our team of professionals is here to simplify the process for you. Our comprehensive service program will notify you of upcoming GIC maturities, help you find the best available rates, and offer clear summaries of your investments when you need them.
As an independent deposit broker with over 25 years of experience serving Eastern Ontario, we are committed to working on behalf of our clients to secure the best interest rates. By partnering with over 30 Banks, Credit Unions, and Trust Companies, we foster an environment where these institutions compete for your GIC business, ensuring you get the best possible rate and the flexibility to choose a maturity date that fits your needs.
At Heritage GICs, the safety of your investments is our top priority. That’s why we work exclusively with institutions covered by National and Provincial Deposit Insurance programs, such as the Canadian Deposit Insurance Corporation (CDIC) and the Deposit Insurance Corporation of Ontario (DICO), to ensure your peace of mind.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
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Heritage Financial Ottawa
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