A PERSONALIZED APPROACH TO MANAGING WEALTH

Welcome to the Raymond James Vancouver Island Branches website which includes information on and access links to our corporate offices in Nanaimo and Victoria. We are proud to be home to several teams of leading Financial Advisors with a total wealth management focus. With a diverse background and varying areas of expertise, they all strive to exceed client expectations. Our advisors provide clients with trusted advice, superior service and transparent communication. Dedicated to our community, we support the culture and people that make us proud to call Vancouver Island our home.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

robin granger
Robin Granger
Area Manager
jasmin bains
Jasmin Bains
Branch Administrator

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

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Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

empty chairs in boardroom

BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

professional business woman

PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

Insights & Articles

Watch our latest Client Insights webinar.
Retirement & Estate Planning
Tariffs continue to cloud an otherwise good outlook.
Markets & Investing
Fast Takes on Market Trends
Markets & Investing
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Is there a downside?
Tax Planning
Navigating the unfolding trade war.
Markets & Investing
Considering giving up your US citizenship or Green Card?
Tax Planning
If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
Life Events, Lifestyle & Technology
Explore our tax cards.
Tax Planning
Watch our latest Client Insights webinar.
Markets & Investing
Our 2024 Recap and 2025 Outlook.
Markets & Investing
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham