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With Raymond James offices in Parksville and Qualicum Beach.

Welcome and thanks for visiting our website.

Grant Investments is dedicated to providing exceptional wealth management to the Parksville/Qualicum area. With the support of his dedicated team, James offers Discretionary Portfolio Management to wealthy clients across North America, from his Raymond James-affiliated offices located in Parksville and Qualicum Beach.

As a Chartered Investment Manager, James is proud to be a member of the Raymond James Private Investment Management Group. He holds the title of Associate Portfolio Manager – a designation reserved for Raymond James advisors who have attained the highest standards of training and experience in the financial industry.

In addition, James is US licensed, and a member of Raymond James (USA) Ltd. This unique multi-currency platform allows him to offer US investment plans (including IRAs) for US persons living in Parksville, Qualicum Beach, and across North America.

Our comprehensive areas of focus include:

  • Retirement planning – preparing for retirement, transitioning to retirement, and enjoying financial peace of mind throughout retirement.
  • Estate planning.
  • Education planning. The value of an RESP (Registered Education Savings Plan) cannot be understated. With government matching of up to 20% of your contributions, the RESP is a great way to help your children or grandchildren
  • Disability Planning. The RDSP (Registered Disability Savings Plan) is a great way for those with disabilities to prepare financially for the future, also featuring generous government support.
  • Local non-discretionary US investment plans (including IRAs)
  • Cross-border wealth management
  • Life Insurance

At Grant Investments, we are passionate about what we do. We believe that the Raymond James Private Investment Management Group’s discretionary platform, combined with support from our dedicated team, affords us the ability to offer an unparalleled investment experience.

Our website is full of useful resources and valuable information. Feel free to contact us at either our Parksville or our Qualicum office should you have any questions.