FAQ
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Absolutely. We specialize in helping business owners transition their wealth thoughtfully with strategies designed to minimize tax and preserve income.
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Yes. We work with many clients relocating from across Canada and internationally. We provide coordinated investment, tax, and estate planning guidance tailored to your move.
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Yes. Many of our clients are doctors, surgeons, and professionals who value efficient, expert management so they can focus on their careers and families.
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We serve clients across Victoria, Vancouver, Edmonton, and Calgary, both in person and virtually.
Heart Wealth Management Group of Raymond James Ltd. proudly serves high-net-worth clients across Victoria, Vancouver, Edmonton, and Calgary. Whether you're selling a business, moving to BC or Alberta, or planning your retirement, we offer personalized financial planning, investment management, and transition support tailored to your goals.
