April Dorey Hartwig,
MBA, FMA, CFP®, PFP®, CIM®, FCSI® Senior Wealth Manager Founder – Heart Wealth Management GroupApril Dorey Hartwig, MBA, CIM®, CFP®, FCSI®
Founder & Senior Wealth Manager
Trusted Guidance Through Life's Most Important Financial Transitions
With over two decades of experience serving high-net-worth individuals and families, April Dorey Hartwig has built a reputation for providing thoughtful, values-based financial advice during life's biggest moments. As founder and Senior Wealth Manager of the Heart Wealth Management Group, April specializes in helping accomplished professionals, business owners, and families navigate complex financial transitions with confidence and clarity.
"I believe that wealth gives you choices. Without money you have no choices." This philosophy guides everything April does. Whether you're selling a business, planning for retirement, relocating to BC or Alberta with significant assets, or managing intergenerational wealth transfer, April brings both the strategic expertise and personal care required to protect and expand your freedom to choose.
Credentials & Expertise
April holds a Master of Business Administration (MBA) from the Jack Welch Management Institute and a Bachelor of Commerce degree (BCom) from Royal Roads University. She also holds 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.
As a fiduciary, April is legally and ethically bound to act in your best interests at all times. She offers discretionary investment management services, providing clients with professional portfolio oversight and proactive decision-making that adapts to changing market conditions while staying aligned with your long-term goals and values.
Her comprehensive expertise spans cross-border investment management, tax-efficient investment strategies, business succession planning, retirement and lifestyle planning, estate and trust coordination, intergenerational wealth transfer, and insurance and risk management solutions. With life and health insurance licences in British Columbia and Alberta, April helps clients protect what matters most while building lasting wealth.
April is passionate about continuous learning and works diligently to stay current with evolving financial strategies to serve her clients at the highest level.
Who April Serves
April works with a select group of clients who value discretion, experience, and a highly personalized approach. Her clients include medical and dental professionals, business owners and entrepreneurs, engineers, geologists, technical consultants, legal professionals, senior executives, retirees navigating significant transitions, families relocating to Western Canada, and women seeking financial independence and clarity.
Clients appreciate April's integrity, clear thinking, 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 for generations to come.
Beyond Wealth Management
Outside the office, April serves as an advisory board member with the Salvation Army in Victoria and is actively 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 who understands the importance of family, legacy, and living a life aligned with your values.
Licensing & Registration
April is licensed to serve clients across Canada and the United States, providing seamless support for those with cross-border financial needs.
April is licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) and advises clients in Alberta, British Columbia, Saskatchewan, Ontario, Quebec, and Nova Scotia. She also holds life and health insurance licenses in British Columbia and Alberta.
April is an advisor with Raymond James (USA) Ltd., registered as a General Securities Representative with the Financial Industry Regulatory Authority (FINRA) and a Registered Investment Adviser Representative with the Securities and Exchange Commission (SEC). She serves clients in twenty U.S. states: Alaska, Arizona, Arkansas, California, Florida, Georgia, Hawaii, Kentucky, Michigan, Missouri, Montana, Nevada, New York, North Carolina, Oregon, Texas, Virginia, Washington, and Wisconsin.
Registration details: CIRO | BrokerCheck
Ready to Discuss Your Financial Future?
If you're navigating a significant financial transition and seeking a trusted advisor who combines strategic insight with genuine care,
April invites you to schedule a confidential consultation.
Click here to set up a virtual meeting.
Toll free: 1.888.778.0356 | Victoria: 250.405.2429 | Edmonton: 780.399.5552 | Mobile: 250.881.4046
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™.
