April Dorey Hartwig,
BCom, FMA, CFP®, PFP®, CIM®, FCSI® Senior Wealth Manager Founder – Heart Wealth Management GroupWith over two decades of experience in wealth management, April Dorey Hartwig is known for providing thoughtful, values-based financial advice to high-net-worth individuals and families. As the founder and Senior Wealth Manager of the Heart Wealth Management Group, April brings a deeply personal approach to guiding clients through life’s transitions—from retirement and business succession to intergenerational wealth transfer.
April holds a Master of Business Administration (MBA) from the Jack Welch Management Institute, along with a Bachelor of Commerce degree (BCom) from Royal Roads University, and the Certified Financial Planner® (CFP®), Chartered Investment Manager® (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations—Canada’s highest credential for financial professionals.
Clients value April for her integrity, clarity of thought, and commitment to long-term stewardship. She has built a practice rooted in trust, transparency, and a genuine desire to help clients live well—now and into the next generation. Whether she’s working with business owners preparing for succession, professionals planning retirement, or women navigating financial independence, April offers both the strategic insight and caring guidance clients need to make confident decisions.
April and her team help clients navigate the complexities of cross-border investment management and other financial planning challenges. Her spectrum of financial planning experience enables her to serve a wide range of clients, including retirees, business owners, geologists, engineers, legal, medical and dental professionals, consultants, senior executives and others. April is passionate about learning, and she works to continually enhance her skills.
Outside the office, April is an active advisory board member with the Salvation Army in Victoria and is involved with the Estate Planning Council of Victoria and the Estate Planning Council of Canada. She is also a passionate equestrian, animal lover, wife, mother and grandmother.
April is licensed as a Registered Representative with the Canadian Investment Regulatory Organization, and she advises clients who live in Alberta, British Columbia, Saskatchewan, Ontario, Quebec and Nova Scotia. April is also an advisor with Raymond James (USA) Ltd., and she's registered as a General Securities Representative with the Financial Industry Regulatory Authority and a Registered Investment Adviser Representative with the Securities and Exchange Commission in the United States. As such, she can advise clients who live in Alaska, Missouri, Arizona, Montana, Arkansas, Nevada, California, New York, California, North Carolina, Florida, Oregon, Georgia, Texas, Hawaii, Virginia, Kentucky, Washington, Michigan and Wisconsin in the United States.
April also holds life and health insurance licences in British Columbia and Alberta.
Registration Details:
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
