Wealth Management for Successful Families & Individuals
Building substantial wealth is an achievement. Preserving it across generations while maintaining family harmony requires specialized expertise. At Heart Wealth Management Group, we serve affluent families and individuals who understand that complex financial success demands professional guidance.
Why Successful Families Choose Us
Multi-Generational Focus: We help families transfer assets, values, and financial wisdom to the next generation through structured planning and facilitated conversations.
Coordinated Expertise: Our team works with your tax advisors, estate lawyers, and other professionals to optimize every aspect of your family's financial life.
Boutique Service: Proactive, personalized attention that busy professionals appreciate—we handle the complexities so you can focus on what matters most.
Our Core Services
Wealth Management
- Investment management and portfolio construction
- Tax-efficient income and growth strategies
- Risk management and asset protection
- Cross-border planning for international families
Family Planning
- Multi-generational wealth transfer strategies
- Family governance and decision-making frameworks
- Estate planning coordination and trust services
- Charitable giving and foundation strategies
Professional Services
- Executive compensation and stock option planning
- Professional corporation strategies
- Business succession and exit planning
- Retirement transition for high-achievers
Educational Resources
Family Wealth and Intergenerational Planning
Essential strategies for transferring wealth across generations while maintaining family unity.
Advanced Tax and Investment Strategies
Sophisticated approaches to tax optimization that many families overlook.
Who We Serve
High-Net-Worth Families: Multi-generational wealth requiring sophisticated planning and coordinated professional services.
Successful Professionals: Doctors, lawyers, executives needing specialized strategies for complex compensation and professional corporations.
Business Owners: Current and former owners navigating growth, succession, or post-sale wealth management.
Schedule Your Consultation
Your wealth represents your life's work and your family's future. Let us show you how strategic planning can preserve what you've built while preparing the next generation.
Contact Us:
Email: heart.wealth@raymondjames.ca
Request our "Multi-Generational Wealth Planning Guide" for affluent Canadian families.
