Welcome and thanks for visiting our website.
We provide wealthy investors in Canada and/or the US with access to the full range of services offered through our domestic and cross-border platforms. As a team associated with Raymond James Ltd. and Raymond James (USA), we have access to the exceptional market insight provided by the Raymond James strategists in Canada and the US. Combined with Jim’s skills as a Chartered Investment Manager (CIM) and Certified Financial Planner (CFP), we are able to build customized and highly effective wealth management plans.
We are proud to represent Raymond James Private Investment Management Group in Qualicum Beach, providing an elite financial planning and portfolio management service to our clients.
Our website is full of useful resources and valuable information. Feel free to contact us should you have any questions.