Reviews for Heart Wealth Management Group of Raymond James Ltd.

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Nov 2024
Pam and her team were so incredibly helpful in my recent purchase of my first home! Pam, Chad, April, and the whole team were very helpful and informative and clearly genuinely care about their clients. My family has worked with Pam Katunar and Heart Wealth at Raymond James for 3 generations and continue to do so because of the amazing people, the above and beyond service, and the great results. Very thankful for their support.
Nov 2024
The team at RJ truly provide a full service to their clients. The personalized attention, and also community financial education support, are second to none. Thank you for lighting the path towards our goals.
Nov 2024
Attended Pam''s Financial Workshop for Women. It was great information. Covered a lot of things I didn't know and made investments understandable in a really comfortable atmosphere.

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From Heart Wealth Management Group of Raymond James Ltd.

At Heart Wealth Management Group, for more than two decades, we have helped our clients simplify their lives and provide clarity in an uncertain world. We believe many have chosen us for our consistently caring and conservative advice, the clarity of our thinking and the strength of our convictions. To us, what truly makes a difference is our commitment to going above and beyond for our clients. We believe you are at the centre of all we do and we value collaboration and work with you to help manage your financial affairs. We strive to be stewards of your capital.