Financial Consultants near Spruce Grove

“I started working with Paulla shortly after university and got me set up with insurance really taking into account the life stage I was at (no assets or dependents) and explained her recommendations so I understood it. Felt very responsible for having critical illness insurance so young, expecting it to be useful in my 50s at the earliest…..then when I got a diagnosis only less than ten years later Paulla was incredibly helpful in navigating the paperwork and following up for me when we hadn’t heard anything. Having her available to help take some of the weight off was an amazing help, and something you can’t put a price on.“

“Although I haven't been with this branch for very long, both John and Gina have been accommodating of my schedule. John has answered all of my questions candidly and has spent time educating me in regards to the stock markets. Time will tell if his expertise will earn me dividends in the long term but so far the customer service has been exemplary.“

“I highly recommend April Dorey Hartwig and the Heart Wealth Management Group of Raymond James Ltd. My involvement has spanned a period of over twenty years and I've been completely satisfied with the growth of my investments and the prompt, professional and accurate advice provided.

On a personal note, April has been much more than my financial advisor. She has treated my family - especially my elderly Mom - with kindness, understanding and friendship. April was there for me this summer in Victoria when my husband was in hospital due to a motor vehicle accident on Vancouver Island. Your caring and concern has been greatly appreciated.

I feel totally confident in recommending family and friends to April and the Heart Wealth Management Group.

Thank you!

Donna Smathers“