Events

Educational Seminars & Workshops 📋

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NEW TO FINANCIAL PLANNING? JOIN US FOR COMPLIMENTARY EDUCATIONAL SEMINARS 💡

Chad Katunar and Pam Katunar, Wealth Managers at Heart Wealth Management, host "Money Matters" - informal educational gatherings at the historic Goward House in Victoria. These complimentary sessions offer valuable insights about the economy, investing, and taxation in a relaxed atmosphere with coffee and engaging discussion.

Perfect for:

  • Individuals exploring financial planning options
  • Friends and family of our existing clients seeking their own financial guidance
  • Anyone in the Victoria community interested in learning more about managing their financial future

Location: Goward House, 2495 Arbutus Road, Victoria, BC - https://gowardhouse.com
Cost: Free of charge
Format: Informal, educational, no-pressure environment

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UPCOMING MONEY MATTERS SEMINARS 🏛️

Please RSVP to Chad Katunar at 📞 250.405.2423 or email heart.wealth@raymondjames.ca

November 27, 2025 | 2:00pm – 3:30pm Smart Giving Strategies
Presenters: April Dorey Hartwig / Pam Katunar / Chad Katunar
Discover tax-efficient ways to support causes you care about, including donation strategies, charitable trusts, and planned giving options.

January 22, 2026 | 2:00pm – 3:30pm 2026 Market Outlook with Heart Wealth Management Group and Raymond James Ltd.
Presenters: April Dorey Hartwig / Pam Katunar / Chad Katunar
Comprehensive market analysis and investment outlook for the upcoming year.

February 26, 2026 | 2:00pm – 3:30pm Using Insurance Products for Investing
Presenters: Pam Katunar / Chad Katunar
Explore how insurance products can be integrated into your investment strategy.

March 26, 2026 | 2:00pm – 3:30pm Estate Planning - Tax Considerations
Presenter: Guest Speaker Accountant - Dan Giesbrecht
Understanding the tax implications of estate planning and strategies to minimize tax burden.

April 23, 2026 | 2:00pm – 3:30pm Estate Planning - Trust Considerations
Presenter: Guest Speaker Lawyer - Damien Enright
Comprehensive overview of trust structures and their applications in estate planning.

May 28, 2026 | 2:00pm – 3:30pm Downsizing Your Home - What to Do with Your Home, Stuff and Money
Presenters: Pam Katunar / Cheri Crause / Jill Phipps
Practical guidance for navigating the downsizing process and managing the financial implications.

June 25, 2026 | 2:00pm – 3:30pm Estate Planning - Cross Border Considerations
Presenter: Accountant - Brent England
Understanding estate planning complexities for clients with cross-border financial interests.

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BRING A FRIEND 💛

Know someone who could benefit from professional financial planning guidance? These seminars offer a comfortable introduction to important financial concepts. Your referrals are always appreciated, and your friends will receive valuable insights in a no-obligation setting.

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FOR OUR VALUED EXISTING CLIENTS 💞

Your personalized financial planning continues with your dedicated wealth manager - April, Pam, Chad, or whomever you're currently working with. These public seminars are educational sessions designed for those new to our services.

Your Exclusive Benefits Include:

  • Customized planning sessions specific to your individual situation and goals
  • Direct access to professionals from Solus Trust, Tax Planning, and Estate Planning departments for complex situations
  • Virtual sessions featuring market updates and advanced planning strategies
  • Special topic seminars relevant to your financial journey

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🤍 ADDITIONAL RESOURCES 🤍

Stay Informed:

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CONTACT US

Heart Wealth Management Group of Raymond James Ltd.

Staying Connected: We're Always Here for You 📞
For urgent needs, please call:

We have seven dedicated team members ready to help you:

  • April: 250-405-2429 or 780-399-5552
  • Pam: 250-405-2455
  • Chad: 250-405-2423
  • Toll-free: 1-888-778-0356

For everything else:
Our team email heart.wealth@raymondjames.ca is monitored by four team members throughout the day. This ensures your message is always seen and responded to promptly.

Why this matters:
Using our team systems means your needs are addressed even when individual team members are away. You're never just relying on one person - you have an entire team dedicated to your success.