Who We Serve & What We Deliver
Thoughtful Wealth Management for Individuals and Families Who Live Life with Drive and Purpose
We have the privilege of working with remarkable people—accomplished professionals, entrepreneurs, and families who have built significant wealth through years of dedication and smart decisions. If your portfolio has grown to a size where managing it has become too complex and time-consuming, or if you're navigating a major financial transition, we're here to help.
Getting to know you is one of the greatest rewards of our work. We don't believe in one-size-fits-all solutions. Instead, we take the time to understand your unique circumstances, your values, and your vision for the future. Our personal service and financial guidance are tailored specifically to meet your needs, giving you the confidence and clarity to make informed decisions.
What We Deliver
Goals-Based Portfolio Design and Risk Management
We employ a disciplined, fiduciary approach where we are legally bound to act in your best interests. Every investment decision is made with your unique goals and risk tolerance in mind.
Advanced Estate and Cross-Border Planning
Whether you're planning for seamless wealth transfer to the next generation or navigating the complexities of cross-border taxation and international transitions, we provide expert guidance every step of the way.
Tax-Aware Retirement Income Strategies
We help you structure your retirement income in the most tax-efficient manner possible, so you keep more of what you've earned and enjoy the lifestyle you've planned for.
Insurance, Philanthropy, and Family Governance
From protecting your family's financial security to creating meaningful charitable legacies and establishing family governance structures, we help you honor your values and protect what matters most.
Discretionary Investment Management
As your fiduciary, we provide proactive portfolio oversight that adapts to changing market conditions while staying aligned with your long-term goals. You benefit from professional management without needing to make every investment decision yourself.
Why Our Clients Choose Heart Wealth
Financial Perspective and Wisdom
More than 50 years of cumulative experience among our advisors, bringing depth, insight, and seasoned judgment to every client relationship.
A High Level of Personal Service
We're genuinely attentive to your needs. Whether you're facing a major decision or simply have a question, we're here to help you navigate life's most important financial moments with care and confidence.
The Strength of Raymond James
Affiliated with one of the largest independent financial services firms in North America, we offer institutional-grade resources, research, and stability combined with the personal touch of a dedicated team.
What You Can Expect as Our Client
When you entrust your wealth to us, you'll receive monthly and quarterly account statements, detailed reporting packages, one-on-one portfolio reviews, and proactive communication about your investments and financial plan. We believe transparency and regular communication are essential to building trust.
We meet clients virtually or in person across Victoria, Vancouver, Calgary, and Edmonton. We pride ourselves on being responsive, proactive, and thoughtful in everything we do.
Ready to Discuss Your Financial Future?
Book a confidential consultation to discuss your next chapter and how we can help you protect and grow what you've built.
Toll free: 1.888.778.0356
