Hart Investment Group

Our expert team is here to meet your financial needs.

Built for growth, prepared for risk

Hart Investment Group offers comprehensive wealth management expertise to help you achieve your investment objectives. We go beyond simply managing your assets; we proactively support you in making informed decisions that align with your long-term vision.

Our values

We're committed to the core principles of honesty, integrity, and excellence in everything we do.

Our unique selling point

What sets us apart is the dedicated advice and support our clients consistently value. You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approachable style
  • Our integrity
  • Our professionalism and expertise
  • Our transparency


Our mission is to empower you through insightful financial guidance, fostering strong, collaborative relationships built on trust. With a diverse team of specialists, we provide expertise across the entire spectrum of wealth management. Our dedication to continuous learning means you benefit from cutting-edge strategies in a constantly evolving financial world.

Discover our services

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Personal finance and investment management

Sailboat

Retirement planning

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Estate and trust planning

Piggy bank

Tax planning

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Insurance planning

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Timely insights, portfolio updates, market reviews

Have questions? Contact us

Let's talk about your financial dreams. We're eager to answer your questions and partner with you to build the future you envision.

News and articles

Keep up to date with what's trending this month.

Read the latest financial news from our National Bank experts. 

Consult our useful guides and tools to help simplify your finances. 

JD Power and BNC logo.

Ranked #1, 2 years in a row

For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.

National Bank Financial received the highest score in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study and in the advised segment of the J.D. Power 2025 Canada Investor Satisfaction Studies, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.

Contact us

Get contact information for our team members and find out where our offices are.