A breadth of services to serve a variety of needs

The first part of our process is to listen and learn about your goals, financial needs and risk temperament. Once we understand these, we can create a portfolio specifically tailored to you. Over the years we make recommendations based not only on market opportunities and tax savings, but on your financial needs as they evolve.

  1. Unbiased Financial Advice: Raymond James Ltd. is the largest independent full-service investment firm in Canada that supports a culture of independence, allowing us the complete freedom to offer unbiased financial advice.

  2. Experience: Our team has over 60 years of combined experience to serve our clients in bull and bear markets.

  3. Convenience: The Nanaimo office works as a team of five investment professionals to better assist our clients. Our office is open between 6:30am to 5:00pm, Monday to Friday.

  4. Service: Our clients are contacted at least every 90 days, often more frequently as investment opportunities arise.

  5. Tax and Estate Planning: As Certified Financial Planners (CFP), we help clients with a comprehensive list of financial planning needs such as retirement, tax and estate planning, and charitable giving.

  6. Tailored advice: Each client's portfolio is specifically constructed for their own risk tolerance, investment goals and ethical values. Our clients own their investments directly, so they know exactly what they own.

  7. Lower costs: We specialize in income oriented portfolios that save our clients the higher fees associated with managed portfolios. Our clients usually pay between a third to half of the fees of most mutual funds, or managed account platforms.