Connect with us and Your Wealth, Your Legacy, Our Priority
At Heart Wealth Management Group, we understand that true wealth isn't just about numbers --it's about freedom, family and the future you imagine. Our clients come to us for more than investment advice, they seek a thoughtful partner who listens, cares deeply and brings clarity to complexity.
Whether you're navigating a major life transition, preparing to sell a business, or seeking peace of mind in retirement, we're here to support your journey with personalized guidance, smart strategies and heart.
We proudly serve individuals and families across Victoria, Vancouver, Stony Plain, Edmonton and beyond. For those outside our regions, we offer secure virtual meetings.
Let's Begin with a Conversation
We believe that trust begins with connection. Whether you'd like to explore your options, ask a few questions, or schedule a discovery meeting, we're ready to listen.
Call us toll-free at 1.888.778.0356 - available throughout North America.
You can also reach us directly:
Top 5 Financial Services We Offer Thoughtful Investors
- Holistic wealth planning tailored to your values and vision
- Cross-border investment advice and financial planning expertise
- Estate and legacy strategies that honour your life's work
- Tax-wise investing and personalized portfolio management
- Succession planning for independent advisors and business owners
We are here to help you chart a course that is uniquely yours.
"Do not follow where the path may lead, go instead where there is no path and make a trail."
― by Ralph Waldo Emerson
Let's take the next step together!
