Helping you to navigate financially in a changing world.
We’re proud to say we are a locally owned and operated Independent Financial Services branch within the Raymond James Ltd. family. Our mission at Raymond James Qualicum Beach is to provide a destination for people to delegate their financial needs, so they can live in financial harmony in an uncertain world. We specialize in income protection to support retirement spending, wealth preservation through portfolio management, and planning for potential life altering events.
Within the framework of Raymond James Financial, one of North America’s leading independent investment firms, we offer a full range of services to you and those people important to you. We help you build and maintain wealth in your lifetime, and plan for intergenerational transfer thereafter.
Our clients have discovered that we are an approachable and trusted provider of high quality investment and insurance products. We pride ourselves on delivering timely and straightforward financial strategies and customized financial solutions for our clients.
We encourage you to learn more about becoming a client and experiencing the Raymond James difference. For your convenience, we schedule office, home, or telephone appointments.
Our website is intended to be resourceful and convenient. Here you will find information about our team of professionals, market commentary, and timely announcements to keep your life in financial harmony.
We look forward to hearing from you,
David & Shirley Nellist