Insights - Heart Wealth Management Group

Heart Wealth Insights – October 2026 Newsletter

10/15/2026

Thanksgiving is one of our favourite times of the year to write to you. Whether this reaches you before the turkey or just after...

Retirement and Longevity

Sophisticated wealth management

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

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

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