Heart Wealth Management Group of Raymond James Ltd.
Heart Wealth Management Group offers fee-based wealth management and financial planning for high-net-worth families, with expertise in tax-coordinated portfolio strategies, retirement income planning, and estate planning. The Victoria-based firm has served clients for over 25 yea
- Emphasis on tax & financial planning
- Trust & estate focus
- Long-standing local firm
Strong fit for tax & financial planning.
Heart Wealth Management Group offers fee-based wealth management and financial planning for high-net-worth families, with expertise in tax-coordinated portfolio strategies, retirement income planning, and estate planning. The Victoria-based firm has served clients for over 25 years and also operates in Stony Plain and Edmonton, Alberta.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Stony Plain families.
Stony Plain, AB
Compare with similar Stony Plain providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Heart Wealth Management Group of Raymond James Ltd. · this provider | 1 | 5.0 | Tax & Financial Planning |
| Birdsell Grant LLP | 233 | 4.8 | — |
| Main Street Law LLP | 111 | 4.6 | Wills & Estates |
| Sunrise Estate Services | 77 | 4.5 | Estate Administration / Probate |
| Sinclair Law Office | 61 | 4.2 | Wills & Estates |
| THOMAS & McMILLIAN Law | 61 | 4.2 | Wills & Estates |
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