The Heritage Plans Portfolio

We work with some of the country's leading portfolio managers who ensure your hard earned savings are well looked after:

Depository: Scotiabank
Trustee and Custodian: RBC Investor Services Trust
Portfolio Advisors: Guadian Capital LP; Scotia Institutional Asset Management; TD Asset Management Inc.; and Yorkville Asset Management Inc.
Insurance Provider: Sun Life Assurance Company of Canada
Auditor: PricewaterhouseCoopers LLP