Skip to content
twitterfacebooklinkedinyoutubeenvelope
  • TF: 1.888.778.0356
  • Home
  • About Us
    • About Us
    • Community Involvement
    • April Dorey Hartwig
    • Pamela Katunar
    • Marla Mae Abusmas
    • Sophia Sparanese
    • Chad Katunar
    • Samuel Della Monica
    • Mascots
    • Our Partners
    • About Raymond James
  • Cross Border
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Pre-Retirees & Retirees
    • Business Owners
  • Services
    • Services
    • Asset Management
    • Financial Planning
    • Tax Planning
    • Estate Planning & Strategic Charitable Giving
    • Retirement Planning
    • Cross Border Services
    • Insurance
    • Investment and Tax Calculators
    • Is your Financial Advisor Retiring?
  • Resources
    • Resources
    • Events
    • Insights
    • Video Library
    • Worthwhile
  • Connect With Us
  • Client Access
    • Client Access
    • CA Client Access
    • US Client Access
  • Victoria
    1175 Douglas St Ste 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
    Map and Directions Map and Directions
Heart Wealth Management GroupHeart Wealth Management Group

The pursuit of financial success begins with a plan

Financial Planning

No matter what your vision of the future, by starting to save now you can help ensure that you can enjoy the financial freedom to make your own choices later in life. Achieving these goals takes planning and commitment, and can help you feel more in control and confident that you have the basics covered for your future while enjoying life today. It all starts with realistic goal-setting – figuring out where you are now, where you would like to be and what you need to get there. Over time, your priorities will change. There’s one thing that should remain constant no matter what your priorities – taking a long-term view when it comes to saving and investing for your financial future. The sooner you begin assessing your future needs and developing strategies to achieve them, the more likely you are to secure them. We have all the tools to help you plot your course toward a financially secure future.

YOUR VISION FOR THE FUTURE

Before designing your investment plan, consider your goals and vision for the future and establish which priorities you’d like to focus on. Ask yourself:

  • How much can I put into savings each month?
  • What activities or expenses (new car, home electronics, hobbies, travel) do I want to fund while saving for the future?
  • Am I willing to put all or a portion of my bonus, tax return or other income toward a long-term investment strategy?
  • What are my goals and aspirations for the future?
  • What challenges could I face?
  • Am I taking full advantage of any employer-plan benefits I qualify for?

Be sure to discuss your answers with us, so we can start incorporating your life’s plans into your overall financial plan.

Always here for you
Heart Wealth Management GroupHeart Wealth Management Group
  • 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
twitterfacebooklinkedinyoutubeenvelope

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

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

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

CIRO logoAdvisor Report logoCIPF logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences