Heart Wealth Management Group of Raymond James Ltd.
70Good1175 Douglas St, Victoria, BC V8W 2E1, Canada
About
Heart Wealth Management Group of Raymond James Ltd. provides fee-based financial planning and investment management for high-net-worth retirees, business owners, professionals, and families in Victoria, BC and Western Canada, with a focus on tax-efficient retirement income strategies.
Senior Care Path Summary
Heart Wealth Management Group helps retirees and pre-retirees navigate retirement income planning, with a focus on tax-coordinated portfolio strategies designed to maximize what you keep after tax and fees. The team offers personalized planning for sustainable withdrawal strategies, estate structuring, and managing major financial transitions such as home downsizing, business sale, or relocation.
With more than 25 years of cumulative experience, the team serves clients across Greater Victoria, Vancouver Island, and Western Canada, including those relocating to BC or Alberta. They provide in-person consultations in Victoria, Edmonton, and Stony Plain, and also work with cross-border clients navigating Canada-U.S. wealth considerations.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning sustainable income and tax strategies
- Pre-retirees preparing for retirement transition
- High-net-worth families managing wealth transfer and legacy
- Seniors downsizing or relocating to BC or Alberta
- Couples or individuals with cross-border Canada-U.S. assets
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
25 Google reviews
Most recent reviews
Corrie Davidson
10 months ago · via Google
The team at Heart Wealth Management have been very enjoyable to work with. Reaching out to Chad Katunar a number of months ago, I was unsure of what steps I should be take to invest my money effectively. Chad was able to offer recommendations that he could help me with while also offering ideas that I could take on myself. Short story even shorter, I jumped on board with Chad and the Heart Wealth Management team to manage my investments portfolio and couldn't be happier. I highly recommend their services.
Andy McGhee
12 months ago · via Google
Chad has been an incredible support for my client, Maggie, throughout her real estate journey. His financial expertise, thoughtful guidance, and thorough approach gave both of us considerable confidence in the decisions being made. He took the time to create a comprehensive plan that aligned perfectly with Maggie’s goals, and his ability to communicate clearly and collaborate with other professionals made the whole process seamless. I wouldn’t hesitate to recommend Chad to anyone seeking a reliable, strategic financial partner, especially when planning a real estate purchase. — Andy McGhee Personal Real Estate Corporation RE/MAX Generation, Victoria
Randi Mjolsness
a year ago · via Google
Very pleased to meet with Chad Katunar today. I have had the opportunity to learn from Chad and his mother Pam during their monthly presentations at Goward House - Money Matters, where they, and guest speakers enlighten the Goward membership on any number of issues concerning their financial and estate matters. Very informative and helpful information, especially for retirees and widows like myself. Having some questions about my portfolio, my son and I met with Chad to go over some of our questions concerning RRIF withdrawals and the tax implications of certain scenarios. Chad was VERY helpful and informative. He spent a good part of an hour with us, answered all our questions expertly and efficiently. Definitely a firm we would deal with in the future. Thank you Chad for your time and helpful information and advice.
Summary of Google Reviews
Summarized by Senior Care Path from Heart Wealth Management Group of Raymond James Ltd.'s Google rating and recent reviews. Confirm specifics with the provider.
Heart Wealth Management Group of Raymond James Ltd. holds an excellent 5.0-star rating across 25 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Certified Investment Manager (CIM)
- Fellow of the Canadian Securities Institute (FCSI)
- Professional Financial Planner (PFP)
- Chartered Life Underwriter (CLU)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Regulated by Canadian Investment Regulatory Organization (CIRO)
- Member of Canadian Investor Protection Fund (CIPF)
Languages Supported
- English
Frequently Asked Questions
What services does Heart Wealth Management Group of Raymond James Ltd. offer?
Heart Wealth Management Group of Raymond James Ltd. is a financial planning provider in Victoria, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Heart Wealth Management Group of Raymond James Ltd. speak?
Staff at Heart Wealth Management Group of Raymond James Ltd. are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Heart Wealth Management Group of Raymond James Ltd.?
You can call Heart Wealth Management Group of Raymond James Ltd. directly at (250) 405-2429, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Victoria. It is free, with no pressure.
Is Heart Wealth Management Group of Raymond James Ltd. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1175 Douglas St, Victoria, BC V8W 2E1, Canada
Also serves
- Victoria
- Vancouver Island
- Greater Victoria
- Oak Bay
- Saanich
- Sidney
- Sooke
- Westshore