Heart Wealth Management Group of Raymond James Ltd.
79Good1175 Douglas St, Victoria, BC V8W 2E1, Canada
Last updated September 2026
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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.
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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 September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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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
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
5.0
25 Google reviews
Most recent reviews
Howard Parsons
5 months ago · via Google
Chad Katunar and his team at Heart Wealth Management are client-centred, tactical thinkers and results-oriented. They have exceeded my expectations with my portfolio, which is very important to me in my retirement years. I have no hesitation in recommending the services of Heart Wealth Management Group.
Corrie Davidson
a year 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
a year 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
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
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)
Location
1175 Douglas St, Victoria, BC V8W 2E1, Canada
Also serves
- Victoria
- Vancouver Island
- Greater Victoria
- Oak Bay
- Saanich
- Sidney
- Sooke
- Westshore
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.?
Send a request through the form on this page with your name, email and phone. We pass it to Heart Wealth Management Group of Raymond James Ltd. so they can reach you about a time that works, and a Senior Care Path advisor can help you 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.