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  • Victoria
    1175 Douglas St Ste 1000 Victoria, BC V8W 2E1 T: 250.405.2429
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  • 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
 

Financial resources to enhance your knowledge

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor.

Visit the link below for our Investment Strategy team's latest insights and perspectives, or call us to speak about your personal financial situation. We are here to help!

Client Webinars


Defining your investment goals is important because knowing what the money you are investing is going to be used for helps us narrow down the possibilities and choose investments that match the time frame you are working with. For example, if you’re going to need the money in a few months, then we will suggest a short-term investment to keep your money safe and liquid such as a high interest savings account, treasury bill, banker’s acceptance or cashable guaranteed investment certificate (cashable GIC). If your money is being invested with the goal to create a steady stream of income for you in the future when you want to stop working, whether this is a sabbatical, career change or retirement then we have many more options.

Daily Rate Sheet – ask us for our current rates!



Market Commentary from Raymond James

  • Weekly Market Commentary by Chief Economist Scott J. Brown, Ph.D.
  • Weekly Headings by Chief Investment Officer Larry Adam
  • Insights & Strategies
  • Investment Strategy Quarterly

Click here for some recent news articles of interest that we have compiled.

Helpful links for Senior Services including applications for CPP, OAS and provincial government services

  • Service Canada
  • Alberta Seniors Services and Support
  • British Columbia Seniors Services and Support
  • Saskatchewan Seniors Services and Support
  • Ontario Seniors Services and Support

Our most commonly used forms

  • Address Change Form
  • Change My RRIF Payment Form
  • Take a Withdrawal from My RRSP Form
  • Change My Bank Account Form
  • Start Pre-Authorized Monthly Savings into a Mutual Fund Form
  • Change or Start Monthly Income Payments to My Bank Account Form
  • Mail My Family’s Account Statements Together in One Envelope Form
  • Update My Account Information Form (job changes, marital changes, objectives, etc.)
  • Update My Beneficiary(ies) Form
  • Add Primary and Contingent Beneficiaries Form
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
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