About Heart Wealth Management Group
At Heart Wealth Management Group of Raymond James Ltd., we provide sophisticated portfolio management and personalized financial planning for successful Canadians and cross-border families.
Our clients are busy professionals — including surgeons, business owners, and real estate investors — who rely on our expertise to help navigate complexity with clarity and confidence. Whether you're selling a business, planning for retirement, or managing intergenerational wealth, we help you make smart, tax-efficient decisions at every stage.
We're known for our discretion, depth of experience, and white-glove service. Our approach is personal, proactive, and rooted in lasting relationships.
What Makes Us Different
- Strategic, Not Generic – Each portfolio and plan is customized to reflect your values, goals, and long-term vision.
- Multi-Generational Expertise – We help families plan for succession, support children and grandchildren, and preserve wealth for the future.
- Cross-Border & Complex Planning – We specialize in simplifying the unique challenges faced by Canadians with international or multi-jurisdictional needs.
- Backed by Raymond James Ltd. – Enjoy the personalized service of a boutique team with the global reach and strength of one of North America's leading independent investment firms.
Where We Work
Serving successful Canadians coast-to-coast, with deep roots in British Columbia and Alberta, we support clients in Victoria, Vancouver, Edmonton, Calgary, and beyond. Our virtual-first approach makes us accessible wherever life takes you.
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