Skip to content
twitterfacebooklinkedinyoutubeenvelope
  • TF: 1.888.778.0356
  • Home
  • About Us
    • About Us
    • Community Involvement
    • April Dorey Hartwig
    • Pamela Katunar
    • Marla Mae Abusmas
    • Sophia Sparanese
    • Chad Katunar
    • Samuel Della Monica
    • Mascots
    • Our Partners
    • About Raymond James
  • Cross Border
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Pre-Retirees & Retirees
    • Business Owners
  • Services
    • Services
    • Asset Management
    • Financial Planning
    • Tax Planning
    • Estate Planning & Strategic Charitable Giving
    • Retirement Planning
    • Cross Border Services
    • Insurance
    • Investment and Tax Calculators
    • Is your Financial Advisor Retiring?
  • Resources
    • Resources
    • Events
    • Insights
    • Video Library
    • Worthwhile
  • Connect With Us
  • Client Access
    • Client Access
    • CA Client Access
    • US Client Access
  • Victoria
    1175 Douglas St Ste 1000 Victoria, BC V8W 2E1 T: 250.405.2429
    Map and Directions Map and Directions
  • Stony Plain
    4310 33 Street Suite #118 Stony Plain, AB T: 780.399.5552
    Map and Directions Map and Directions
  • Edmonton
    2300-10060 Jasper Avenue Edmonton, AB T5J 3R8 T: 780.399.5552
    Map and Directions Map and Directions
Heart Wealth Management GroupHeart Wealth Management Group

Retirees and pre-retireeslooking to live comfortably

Retirement should be a most enjoyable and fulfilling time of your life – and with the right financial guidance, we believe it can be. Please reach out to us today for a confidential call, virtual appointment or meeting to see if we’re the right fit to help you on the next steps of your journey.

Our retirement planning services include:

  • Pre-retirement checklist
  • Retirement income planning
  • Discussing pros and cons of when to take government benefits like Canada Pension Plan (CPP) and Old Age Security (OAS)
  • Legacy planning
  • Tax planning
  • Estate distribution strategies
  • Facilitating family meetings to discuss sensitive topics
  • Homecare and helping you or your family plan where you will live

Our estate planning services provide access to specialized experts who can help you understand and decide whether to implement strategies such as:

  • Creating valid and current wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts
  • Professional trustee services

Watch Pam Katunar on The Wealthy Life as she discusses 3 Things You Need To Do Before You Die

Pam Katunar on The Wealthy Life as she discusses 3 Things You Need To Do Before You Die

Please reach out to us today to book a confidential meeting or to request a copy of our handy Estate Planning Reference Guide!

We’re here to help.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Always here for you
Heart Wealth Management GroupHeart Wealth Management Group
  • Victoria 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
  • T 250.405.2429
  • Map & Directions
  • Map & Directions
  • Stony Plain 4310 33 Street Suite #118 Stony Plain, AB
  • T 780.399.5552
  • Map & Directions
  • Map & Directions
  • Edmonton 2300-10060 Jasper Avenue Edmonton, AB T5J 3R8
  • T 780.399.5552
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinyoutubeenvelope

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

CIRO logoAdvisor Report logoCIPF logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences