Jim Grant
Jim Grant, CFP®, CIM®
Portfolio Manager
Kassandra Lambersek
Kassandra Lambersek
Business Development Coordinator
Kristin Grant
Courtlyn Floyd
Courtlyn Floyd
Administrative Assistant

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

Don't let a natural disaster derail your business

Don't let a natural disaster derail your business

10/03/2023
A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a business to do?
Life Events, Lifestyle & Technology
Q3 Canadian Market Update

Q3 Canadian Market Update

10/02/2023
Listen to our podcast with Neil Linsdell.
Markets & Investing
Insights and Strategies

Insights and Strategies

10/02/2023
According to the Canada Mortgage and Housing Corporation (CMHC) update released in September, we will need 3.45 million additional housing units, beyond current build projections, to satisfy affordability needs to 2030.
Markets & Investing
Tips for Canadians Going Back to School

Tips for Canadians Going Back to School

10/01/2023
As the summer days dwindle and the crisp autumn air approaches, students across Canada prepare to return to school.
Retirement & Estate Planning
Financial building blocks: ABC

Financial building blocks: ABC

10/01/2023
As parents we strive to provide the best for our kids.
Retirement & Estate Planning
Estate Planning: A Wise 'Back to School' Lesson for Every Family

Estate Planning: A Wise 'Back to School' Lesson for Every Family

10/01/2023
As summer winds down and the air becomes crisper, families gear up for the exciting "back to school" season.
Retirement & Estate Planning
Raymond James Total Wealth Solutions

Raymond James Total Wealth Solutions

09/29/2023
Customized, professional, wealth management advice.
Retirement & Estate Planning
Back to School Edition: Bridging the Giving Gap

Back to School Edition: Bridging the Giving Gap

09/28/2023
The decline in charitable donations is a pressing issue that affects communities at home and worldwide.
Retirement & Estate Planning
Tips And Traps For Canada-U.S. Estate Planning and Administration

Tips And Traps For Canada-U.S. Estate Planning and Administration

09/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Oil & Gas sector

Oil & Gas sector

09/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
The Ins and Outs of the First Home Savings Account (FHSA)

The Ins and Outs of the First Home Savings Account (FHSA)

09/08/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor
Insights and Strategies

Insights and Strategies

08/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing