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 resides in Qualicum Beach and offers Discretionary Portfolio Management to wealthy clients across North America, from his Raymond James-affiliated office located in Parksville.
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 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:
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 should you have any questions.