Welcome to Heart Wealth Management Group
Smart Investment Strategies. Personalized Wealth Planning. Trusted Advice for Life. Trusted Financial Advisors Serving High-Net-Worth Clients
At Heart Wealth Management Group of Raymond James Ltd., we help successful individuals and families make smarter financial decisions and create lasting legacies. For over 20 years, we’ve provided expert guidance and peace of mind to clients across Victoria, Vancouver, and beyond.
Our mission is simple: to simplify your financial life, offer clarity in a complex world, and help you build, preserve, and transition wealth with confidence. We’re proud to be known for our thoughtful, conservative approach—and our unwavering commitment to going above and beyond for our clients.
We believe smart investing goes beyond market returns—it’s about aligning your financial strategy with your life’s goals. That’s why we take the time to understand what matters most to you and create a personalized plan designed for long-term success.
Who We Work With
We specialize in serving high-net-worth individuals, families, and business owners seeking intelligent, tax-efficient, and values-based financial strategies. Many of our clients come to us during key life transitions such as retirement, business exit, inheritance, or generational wealth planning.
Why Heart Wealth
All advisors are not alike. Our clients stay with us for our clarity of thinking, strategic insight, and the strength of our convictions. We work collaboratively, communicate proactively, and act as true stewards of your capital—so you can focus on living the life you’ve earned.
Our Wealth Management Capabilities
- Smart Investment and Portfolio Strategies
- Retirement Planning and Financial Planning
- Tax planning, Trust and Estate Planning Support
- Lifestyle Advisory and Cash Flow Management
- Risk Management and Insurance Solutions
- Family Governance and Intergenerational Planning
- Sustainable and Responsible Investing (ESG)
- Philanthropy Management
- Corporate Investment Services
- Securities-Based Lending and Credit Solutions
- Succession and Business Transition Planning
Meet the Heart Wealth Management Group
We work together as a team of experienced professionals combining our talents to provide exceptional custom care, insightful investment advice, and customized wealth management solutions to an exceptional clientele of highly accomplished individuals, their companies and families.
Please contact us today to book a confidential interview.
