Heart Wealth Management Group of Raymond James Ltd.

Advisory team at Raymond James in Victoria.

Website: heartwealth.ca
Phone: +1 250-405-2429
Network: Raymond James

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Services shown

Financial planning
Portfolio management and investment advice

As published by Raymond James. Check the registration of each advisor with the securities regulator of the province before you commit.

In Victoria

102 registered firms in Victoria on Advisor Index. See them all, with the city in figures →

91,867residents (2021)

67,500 $median household income (2020)

39.5 %of households own their home

23.2 %aged 65 and over

Source : Statistics Canada, 2021 Census.

Savings and high incomes in the Victoria area

20.8%of tax filers contributed to an RRSP

$3,960median RRSP contribution

11.8%of tax filers in Canada's top 10% (over $116,500)

1.1%in Canada's top 1% (over $293,800)

Among people with income in the Victoria area, in 2023:

42.5%report dividend or interest income (median $1,230)

12.5%report capital gains (median $2,690)

24%receive a private pension (employer plan, RRIF, annuity)

18%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Rents in the Victoria area

$2,120average monthly rent, two-bedroom apartment (October 2025)

+5.1%in one year, same units

3.3%vacancy rate (2.6% a year earlier)

Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.

49/100

Advisor Index transparency index

The Advisor Index transparency index measures what you can check before choosing a firm: official register, independence, track record, what the firm publishes, Google reviews, mentions by AI assistants. It does not rate the quality of advice. No firm pays for its index.

Disciplines shown14/20
financial planning, investments · Firm website or network locator
Registration shown on its own website10/10
yes · Firm website
Independent firm0/10
Raymond James · Advisor Index
Team size0/10
not published · Network locator
Years in business (stated on its website)0/10
not published · Firm website
Professional designations shown on its website15/15
CIM, FMA, CFP, PFP, FCSI, CLU · Firm website (source sentence kept)
Google reviews10/15
5 ★, 26 reviews · Google Maps listing
Named by AI assistants0/10
not published · Advisor Index AI barometer

Scoring method →

What the firm states on its website

Specialties : Retirement, Estate planning, Tax planning, Real estate, Business owners, Expats and newcomers
Professional designations : CIM, FMA, CFP, PFP, FCSI, CLU
Compensation : states a fee-based or fee-only model

Read on the firm's website on 2026-10-20. Confirm with the firm and the official register.

Check this advisor

Look the advisor up in the CSA National Registration Search and in CIRO's AdvisorReport: they show the registration category, the firm and any disciplinary history.

Source: the firm's own website, checked 2026-10-19. Spotted an error? contact@advisor-index.com.