Why Clients Choose Heritage Group Financial Ottawa
Over 25 Years of Experience
Helping clients throughout Eastern Ontario make informed investment decisions.
Access to 30+ Financial Institutions
More options mean more opportunities to find competitive rates.
Personalized Service
Work directly with experienced professionals who take the time to understand your goals.
No Cost to You
Our services are provided at no direct cost to our clients.
Safety First Approach
We only work with institutions covered by eligible federal or provincial deposit insurance programs.
Why Work With an Independent Deposit Broker?
Many investors only see the rates available through their existing bank. As an independent deposit broker, we provide access to a broader range of GIC options and help you compare rates, terms, and features from multiple financial institutions.
With access to more than 30 financial institutions, we create an environment where banks, credit unions, and trust companies compete for your business, helping you access competitive rates and investment options that may not be available through a single institution.
Rather than spending time researching rates yourself, our team helps you identify the GICs that best align with your financial goals, timeline, and income needs.
Ongoing Support Beyond the Initial Investment
Managing a long-term GIC portfolio can feel overwhelming. Tracking maturities, monitoring rates, and keeping investments organized takes time and attention.
That's why our service extends well beyond the initial purchase. We provide maturity reminders, help identify competitive rates as your investments come due, and can provide clear summaries of your holdings when needed. Our goal is to simplify the process so you can make informed decisions without having to monitor the market yourself.
Investment Safety and Security
The safety of your investments is our top priority. That's why we work exclusively with financial institutions covered by eligible federal or provincial deposit insurance programs, including CDIC and FSRA coverage where applicable.
By partnering with trusted Canadian banks, credit unions, and trust companies, we help clients access competitive rates while maintaining the security and peace of mind they expect from their investments.
Who We Help
We work with a wide range of clients, including:
- Retirees seeking dependable income and capital preservation
- Individuals building their savings
- Investors looking for alternatives to market volatility
- Professionals planning for retirement
- Families looking for safe, long-term investment options
No matter where you are in your financial journey, our team can help you find the right GIC strategy to meet your savings and income objectives.
Contact Us
Get Started Today!
Reach out with any questions or schedule a meeting to discuss current GIC rates and find the right investment option for your needs.
Ottawa Main Office
402-1525 Carling Avenue, Ottawa, ON, KIZ 8R9
Hours
Open today | 08:30 a.m. – 04:30 p.m. |
