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  • Victoria
    1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1 T: 250.405.2429
    Map and Directions Map and Directions
  • 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
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Heart Wealth Management GroupHeart Wealth Management Group

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Latest Videos

Economic and Market Outlook 2023

Intergenerational Wealth

Investment Strategies

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What You Can Expect When You Work With Us

Suddenly Single... we can help you get your finances back on track

We Can Help You Generate Reliable Retirement Income From Your Investments and Savings

Connect With Us Today and Take Charge of Your Financial Future!

What is an Estate Plan? Estate Plans are a Continuation of Your Financial Plan

Cross border financial advice for Americans moving to Canada and Canadians moving abroad


Financial Tips If You Are Dealing With a Medical Emergency or Health Crisis

Tips for Canadians Considering Downsizing in Retirement. Selling Your Home Can Be Hard. We Can Help!

Stock Market Volatility Perspective

Why You Need a Financial Advisor

How will you choose your financial advisor?

Corporate Tax Planning using Insurance

How do American Retirement Plans work if you live in Canada?

Meet April Dorey Hartwig of Heart Wealth Management Group of Raymond James Ltd.

Meet Pam Katunar of Heart Wealth Management Group of Raymond James Ltd.

Heart Wealth Management Team

Cross Border Wealth Management

Strategic Charitable Giving in Canada with Janine Davies

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1.888.778.0356
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Heart Wealth Management GroupHeart Wealth Management Group
  • Victoria 1175 Douglas Street Suite 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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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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