At the Heart Wealth Management Group of Raymond James Ltd, we specialize in working with retirees and creating conservative, tax-efficient income for seniors. Additionally, we assist clients with estate planning, charitable gifting, and generational planning with a focus on tax minimization and conservative investments. Wealth Manager Pam Katunar and her team have been providing educational seminars here in Victoria for over 20 years. Contact us today to book a complimentary, confidential portfolio review. Call our office at (250) 405-2455 or visit our website to book.