AB
Senior Financial Advisor & Portfolio Manager
RD
Senior Financial Advisor
JL
Wealth Advisor
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Raymond James
Finance · Canada · 11-50 Employees
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Overview
Headquarters
10060 Jasper Ave NW 2300, Edmonton, Albe...Phone Number
(780) 399-5552Website
www.heartwealth.caRevenue
<$5 MillionIndustry
About Raymond James
Heart Wealth Management Group, affiliated with Raymond James Ltd., provides personalized financial planning and investment management services to high-net-worth clients across Victoria, Vancouver, Edmonton, and Calgary. They cater to business owners, corporate executives, healthcare professionals, and families, offering expertise in asset management, estate planning, retirement planning, and tax planning. With over 20 years of experience, the firm focuses on simplifying financial transitions and preserving wealth across generations. Their dedicated team emphasizes a highly personalized approach to meet the unique needs of their accomplished clientele.Explore more
Raymond James Org Chart
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Heart Wealth Management Group, affiliated with Raymond James Ltd., provides personalized financial planning and investment management services to high-net-worth clients across Victoria, Vancouver, Edmonton, and Calgary. They cater to business owners, corporate executives, healthcare professionals, and families, offering expertise in asset managemen... Read More
