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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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