Heritage Group Insurance Agency Inc.
About Us
Welcome to Heritage Group Insurance Agency Inc, your trusted advisory partner specializing in serving High Net Worth individuals. We are dedicated to delivering expert services in tax minimization, risk management, and customized insurance solutions.
Our proficiency goes beyond the conventional, as we offer personalized insurance solutions and comprehensive estate planning services. Our cli
Our Approach
Discover how our team collaborates closely with clients and their professional advisors to meticulously design tailored insurance, benefit, and business planning portfolios. Our goal is to preserve and transfer wealth with strategic tax advantages. By engaging the industry's top planning and underwriting professionals, we ensure the best possible outcomes for our clients.
At the core of our approach is the utilization of our Experience, Reputation, and Professional Relationships. These pillars serve as the foundation for delivering exceptional assistance and guidance to our valued clients. Partner with us to unlock the full potential of your financial strategy.
Why People Work With Us
In the whirlwind of managing diverse responsibilities such as customers, suppliers, shareholders, partners, employees, bankers, and family, individuals often find little time for their personal planning. This can result in the absence of a will, an improperly drafted or outdated one, and oversight in critical areas like partnership agreements and succession planning. These agreements may be outdated, improperly structured, or insufficiently funded, especially concerning life insurance coverage for death or disability.
Even with skilled professional advisors adept at troubleshooting, there may be a gap in overseeing estate and risk planning comprehensively. Many are taken aback by unexpected tax liabilities, emphasizing the unique nature of each situation. At our agency, we prioritize the big picture, employing a comprehensive, holistic approach to estate and risk planning tailored to each client's specific needs. We eagerly anticipate the opportunity to assist you and your family in navigating these complexities.
Our Team
T.Robert Anderson, BComm, CFP, MFA-P - President
Morgan Anderson - Insurance Agent, Customer Service Specialist
Morgan Anderson - Insurance Agent, Customer Service Specialist
Meet Rob, a distinguished Financial/Retirement Income Specialist dedicated to providing expert knowledge, skill, and tailored solutions for affluent families and business owners. What sets Rob apart in the Canadian financial landscape is his unique combination of Accounting and Financial Planning background. As a Certified Financial Plan
Meet Rob, a distinguished Financial/Retirement Income Specialist dedicated to providing expert knowledge, skill, and tailored solutions for affluent families and business owners. What sets Rob apart in the Canadian financial landscape is his unique combination of Accounting and Financial Planning background. As a Certified Financial Planner and a Master Financial Planner - Philanthropy, he leverages these finely honed skills to offer specialized expertise.
Rob is unwavering in his commitment to delivering the best service and investment advice to his clients. Continually updating his knowledge and skills in investment management, insurance, tax, and estate planning, Rob places clients' interests at the forefront. This client-centric approach has allowed him to build a robust client base and expand his business through referrals from satisfied clients.
Rob's belief is that investment success relies heavily on following a proven plan. In today's intricate financial landscape, decisions related to investment, retirement, tax, and estate planning are interconnected. Rob emphasizes the importance of assessing the overall financial picture and being guided by a trusted and professional financial advisor.
Beyond his financial expertise, Rob has immersed himself in the sports world, participating in basketball, football, baseball, curling, hockey, and golf over the years. His true passion lies in basketball, where he has contributed as a player, referee, club coach, and university Associate Head Coach. Rob is also an avid golfer and a proud member at Heron Point Golf Links.
Morgan Anderson - Insurance Agent, Customer Service Specialist
Morgan Anderson - Insurance Agent, Customer Service Specialist
Morgan Anderson - Insurance Agent, Customer Service Specialist
Meet Morgan, a dedicated individual driven by a profound passion for connecting with people and making a positive impact in any way she can. Although she is new to the financial industry, Morgan brings over 6 years of invaluable experience from the health and wellness, as well as customer service sectors. Her tenure in these dynamic envi
Meet Morgan, a dedicated individual driven by a profound passion for connecting with people and making a positive impact in any way she can. Although she is new to the financial industry, Morgan brings over 6 years of invaluable experience from the health and wellness, as well as customer service sectors. Her tenure in these dynamic environments has finely tuned her time management and organizational skills.
Eager to expand her skill set and build on her existing strengths, Morgan is enthusiastic about her journey in the financial field. She expresses her excitement, stating, "I am extremely thrilled to bring my energy and customer service expertise to Heritage Group and to establish meaningful connections with everyone."
Beyond her professional life, Morgan dedicates her time to sharing her passion for dance by teaching children aged 2-15. At home, she is the mother to a very spoiled kitty, who, in turn, occupies most of her time wanting to cuddle.