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.
Nurturing wealth so you can live a longer, better life.
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Unique solutions for Americans and Canadians.
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Unique solutions for business owners and entrepreneurs.
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A pragmatic approach to wealth management
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Understanding the challenges women face and how to help.
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Trusted and comprehensive guidance to support your needs and corporate mission
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Investing at a young age is a smart decision.
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News & resources

Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing
Listen to our podcast with Neela White.
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Retirement & Estate Planning
What to consider in your succession plan for the Family cottage.
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Retirement & Estate Planning
Check out our latest Client Insights webinar!
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Life Events, Lifestyle & Technology
Listen to our podcast with Neela White.
Listen
Markets & Investing