About

Heart Wealth Management Group, operating as Raymond James Ltd., provides fee-based wealth management, comprehensive financial planning, and investment management for high-net-worth individuals, families, and professionals across Victoria, Greater Vancouver Island, and Western Canada, including cross-border U.S. considerations, with a focus on personalized, tax-efficient strategies and legacy preservation.

Products & services in Victoria

Financial planning Wealth management Investment management Estate planning Tax planning Portfolio management Retirement planning Financial advice Investment firm

Keywords

financial planner investment advice

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