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.
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.
News & resources
Insights and Strategies
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
The Family Cottage
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)
Insights and Strategies
The Advantaged Investor: Fixed Income Market Volatility and a Mid-Year Update (Ep 101)
- Grant Investments
- 100 Lombardy Street Unit 3 Parksville, BC V9P 0G4
- T 250.752.6010
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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