Jim Grant
Jim Grant, CFP®, CIM®
Portfolio Manager
Kassandra Lambersek
Kassandra Lambersek
Business Development Coordinator
Kristin Grant

A team based approach to wealth management

In today's ever-changing investment landscape, managing wealth can be complex and sometimes overwhelming. There is so much that changes so quickly. It's hard, and sometimes stressful to stay on top of things.

Our goal is to guide you through this complexity, and in the process simplify your financial life so that you have confidence, and don't have to worry about your money.

Our team of experts makes this possible - able and eager to answer your questions, working proactively to serve your interests, and ensuring that any concerns or requests are addressed efficiently and expeditiously.

Just as important is our approach to wealth management. Dealing with the Raymond James Private Investment Management Group ensures that your investments receive the attention of a dedicated Portfolio Manager with the credentials and experience to ensure your money is managed prudently and effectively.

If you don't know where you are going, you'll end up someplace else.
Yogi Berra

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Cross Border Services

We are licensed and regulated in both Canada and the US, and work closely with clients to translate their personal needs into a strategy for their cross-border accounts.
Retirees

Retirees

11/06/2021
Nurturing wealth so you can live a longer, better life.
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Cross-Border Clients

Cross-Border Clients

11/03/2021
Unique solutions for Americans and Canadians.
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Business Owners

Business Owners

11/08/2021
Unique solutions for business owners and entrepreneurs.
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Families & Individuals

Families & Individuals

11/05/2021
A pragmatic approach to wealth management
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Women Investors

Women Investors

11/04/2021
Understanding the challenges women face and how to help.
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Corporations

Corporations

11/07/2021
Trusted and comprehensive guidance to support your needs and corporate mission
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Young Investors

Young Investors

11/02/2021
Investing at a young age is a smart decision.
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News & resources

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing
Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor
Insights and Strategies

Insights and Strategies

03/01/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing
Your Pathway to Better Brain Health

Your Pathway to Better Brain Health

02/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities

Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities

02/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing
A discussion about opportunities in the Canadian energy sector

A discussion about opportunities in the Canadian energy sector

02/17/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
Markets so far in 2023 and where they may be heading

Markets so far in 2023 and where they may be heading

02/09/2023
Listen to our podcast with Nadeem Kassam.
Markets & Investing
2023 Outlook with our Chief Economist

2023 Outlook with our Chief Economist

02/03/2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing
Which Pension Option is Best for Me?

Which Pension Option is Best for Me?

Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
Insights and Strategies

Insights and Strategies

02/01/2023
And just like that, global equities are off to a strong start this year, rallying higher, similar to slingshot bands pulled to their max and then released.
Markets & Investing
I’m turning 71 and I have to what with my RRSP?

I’m turning 71 and I have to what with my RRSP?

01/30/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning