Trusted Wealth Management for Life's Biggest Financial Transitions

Financial advice for high-net-worth professionals, business owners, and families across Victoria, Vancouver, Calgary, and Edmonton.

Whether you're relocating to BC or Alberta, selling a business, or planning for retirement, managing significant wealth requires clear thinking, expert guidance, and a partner you can trust. At Heart Wealth Management Group of Raymond James Ltd., we help simplify your financial life so you can focus on what matters most—your freedom, your family, and your future.

Heart Wealth Financial Advisors Serve:

We work with a select group of clients who value expert advice and a highly personalized approach.

Many of our clients are:

  • Medical professionals such as surgeons and doctors
  • Entrepreneurs and business owners
  • Real estate developers and investors
  • Individuals and couples selling a home or business
  • Families relocating to BC or Alberta with significant assets
  • Retirees and pre-retirees navigating complex decisions

Whether you've built your wealth over a lifetime—or are receiving it through a major transition—we provide steady, strategic guidance rooted in experience and discretion.

Our Approach:

We specialize in strategic wealth management, including:

  • Investment and portfolio management
  • Tax-efficient investment strategies
  • Intergenerational wealth transfer
  • Retirement and lifestyle planning
  • Cross-border and relocation planning
  • Estate and trust coordination

We meet clients virtually or in person across Victoria, Vancouver, Calgary, and Edmonton—and we pride ourselves on being responsive, proactive, and thoughtful in everything we do.

Book a confidential consultation to discuss your next chapter—and how we can help you protect and grow what you've built.

Financial perspective and wisdom

We have more than 50 years of cumulative experience among our investment advisors

A high level of personal service

Attentive to the needs of our clients, we are here to help

The strength of raymond james

Affiliated with one of the largest independent financial services firms in America

Meet the Heart Wealth Management Group

April M. Dorey

April

Dorey Hartwig, MBA, FMA, CFP®, PFP®, CIM®, FCSI® Senior Wealth Manager Founder – Heart Wealth Management Group
Pam Katunar

Pamela

Katunar Wealth Manager
bio-headshot-marla

Marla Mae

Abusmas Administrative Assistant
bio-headshot-sophia

Sophia

Sparanese Administrative Assistant
Chad Katunar

Chad

Katunar,

BBA, CFP®, CIM®, CLU®

 Wealth Manager
Samuel-Della Monica

Samuel

Della Monica, BBA, CFP® Client Service Associate
Cameron Gregory

Cameron

Gregory Administrative Assistant

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.

Heart Wealth Management Group of Raymond James Ltd. proudly serves high-net-worth clients across Victoria, Vancouver, Edmonton, and Calgary. Whether you're selling a business, moving to BC or Alberta, or planning your retirement, we offer personalized financial planning, investment management, and transition support tailored to your goals.