Look no further, we at Grant Investments/Raymond James serve the Parksville/Qualicum Beach community and beyond.

As a resident of Qualicum Beach, I have met many retirees in recent years, many of whom have moved to Qualicum Beach, Parksville, and nearby communities from other areas. Representing the Raymond James Private Investment Management Group, my team and I offer an exceptional wealth management service that can benefit individuals looking for quality retirement planning, estate planning, and wealth management services.

What makes us unique is our ability to provide cross-border solutions – made possible through Raymond James (USA) Ltd. Through my personal licensing and registration, and the Raymond James USA cross-border platform, I am able to manage US investment plans, such as IRAs.

This is of huge benefit to US citizens, as well as to anyone who has worked in the US and while there, accumulated retirement assets, such as IRAs and 401(K)s. In many situations, local investors with US retirement plans are still dealing with investment companies south of the border. In addition to the regulatory concerns, there are convenience issues that can be easily overcome by working with a local Raymond James cross-border wealth management professional. I can work with your cross-border accountant to ensure that your retirement plan goes smoothly.

Many investors in our local community are in this position, not only in Parksville and Qualicum Beach. We have clients in Campbell River, Courtenay/Comox, Nanaimo, and Victoria who rely on us to help them with the complexities of dealing with cross-border investments.

Feel free to call or visit us at our Raymond James office in Parksville (across from the McDonalds).

Raymond James (USA) Ltd., member FINRA/SIPC

Raymond James Ltd. is a Member Canadian Investor Protection Fund.