Resources & Insights
Stay Informed, Stay Connected, Stay Confident
We believe that informed clients make better financial decisions. Whether you're looking for market insights, educational videos, or information about government benefits, we've assembled everything you need in one convenient place.
Stay Connected with Our Monthly Newsletter
Each month, we share timely insights, market updates, and financial planning tips through our newsletter. It's a convenient way to stay informed about topics that matter to you and your financial future. If you're not already receiving it, let us know and we'll add you to our distribution list.
Educational Videos: Learn at Your Own Pace
We've created a library of helpful videos covering the financial topics that matter most to our clients. Browse by topic or watch what interests you:
Getting Started with Heart Wealth
Understanding what to expect when working with us and the values that drive our approach:
- Your Wealth Journey Begins: What You Can Expect When You Work With Us (3:28)
- More Than Money: The Heart Behind Wealth Management | Meet the Heart Wealth Team (6:05)
Retirement Planning Essentials
Navigate the complexities of retirement with confidence:
- Decoding RRSP to RRIF Conversion: Navigate Your Canadian Retirement (7:09)
- Cracking the Nest Egg: Smart Retirement Withdrawals (4:12)
- Inflation & Your Retirement: Safeguarding Purchasing Power (3:30)
Business Owners & Professionals
Strategic insights for entrepreneurs and business leaders:
- Mastering Your Business Exit: Strategies & Insights (3:33)
- Unlock Your Financial Future: Why IPPs are a Game-Changer for Canadian Business Owners (2:03)
Wealth Transfer & Estate Planning
Protect your legacy and provide for the people you love:
- Estate Planning: Crafting Your Legacy with Clarity & Compassion (2:34)
- Inheritance Wisdom: Maximizing Your Legacy (2:58)
Investment Strategies & Market Insights
Understand our approach to navigating markets and protecting your wealth:
- Conquering Market Downturns: Investment Strategies (3:34)
- Tax-Savvy Investments: Unlocking Expert Strategies (4:49)
Special Situations
Guidance for unique financial circumstances:
- Navigating Cross-Border Moves with Confidence (2:00)
- Balancing Act: Empowering Women in the Financial Maze of Work, Kids & Aging Parents (6:17)
Visit our YouTube channel to view our complete video library.
Market Research & Investment Insights
Raymond James Research & Commentary
Stay informed with professional-grade market analysis and investment strategy insights:
- Weekly Market Commentary - Chief Economist Scott J. Brown, Ph.D.
- Weekly Investment Strategy Headings - Chief Investment Officer Larry Adam
- Investment Strategy Quarterly - Comprehensive quarterly market outlook and strategic insights
Government Benefits & Senior Services
Federal Government Services
Service Canada Benefits - Applications for CPP, OAS, and federal benefits
Provincial Senior Services
- British Columbia Seniors Support - BC-specific programs and benefits
- Alberta Seniors Services - Alberta senior supports and benefits
- Saskatchewan Seniors Services - Saskatchewan senior support services
- Ontario Seniors Services - Programs and services for Ontario seniors
Questions or Need Assistance?
Our team is here to help you make the most of these resources and answer any questions you might have about market conditions, your investments, or account administration.
Contact us today or call us at 1.888.778.0356
