April has more than 20 years of experience in the financial services industry and is the principal and lead Wealth Manager of the Heart Wealth Management Group. She is focused on building and maintaining wealth for successful individuals and their families. She and her team guide their clients through significant life transitions such as retirement, the loss of a spouse, the birth of a child, a change in career or the sale of a business. She helps each client clarify their goals and understand how she can help keep them on a realistic and achievable track to get there.
April and her team also 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 a Fellow of CSI (FCSI®), which is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. April was awarded the 2018 Woman of Distinction Award for Raymond James Ltd.; this award recognizes women advisors who have served as a role-model to other advisors in the industry.
April has a bachelor of commerce degree from Royal Roads University. As an advisor with Raymond James Ltd., she is licensed as a Registered Representative with the Investment Industry Regulatory Organization of Canada, and she advises clients who live in Alberta, British Columbia, Saskatchewan, Ontario and Nova Scotia. As an advisor with Raymond James (USA) Ltd., 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, she is able to advise clients who live in Arizona, California, Florida, Hawaii, Idaho, Montana, Oregon, Texas and Washington in the United States.
April also holds life and health insurance licenses in British Columbia and Alberta.
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.