April Dorey 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 passionate about learning, and she works to continually enhance her skills. Working on her MBA through the Jack Welch Management Institute at Strayer University, April has a Bachelor of Commerce (Entrepreneurial Expertise) from Royal Roads University. She has earned the Certified Financial Planning® Professional (CFP®) designation, the industry gold standard, and the Chartered Investment Manager (CIM®) credential. She is a Fellow of the Canadian Securities Institute (FCSI), the highest credential they offer.
April was honoured to be 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.
As an advisor with Raymond James Ltd., April 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, 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 is able to 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.
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™.