Our Office

We are located in the small coastal town of Qualicum Beach, Vancouver Island. It is a quaint village with a beautiful and walkable downtown core. Here, you will find boutique shops, coffee and lunch spots, and no big box stores or chains. All businesses in Qualicum Beach are locally owned and operated, which adds to the small-town feel and character of our community. Our office is very community focused and regularly participates in local events and holidays, as do many of our neighbour businesses. 

We have operated in Qualicum Beach since 2006. Our mission at Raymond James Qualicum Beach Branch is to help you navigate financially in a changing world. We provide a destination for people to delegate their financial needs, so they can live in harmony in an uncertain world. 

We take a holistic approach to personal finance, specializing in financial planning, investment management, insurance protection, charitable giving, trust services, and estate and succession planning. 

Service is at the heart of what we do. We are different from traditional banks and financial businesses because we answer our own phones and work physically in the office. We regularly have clients walk in to ask questions. Our advisors sit across the table from our clients and have face-to-face conversations. No push 1 or push 2 for this or that. At Raymond James Qualicum Beach Branch, you are always greeted by a person. 

If you are looking for a team to empower you towards your financial goals, we are here for you!