We’re proud to say we are a locally owned and operated Independent Financial Services branch within the Raymond James Ltd. family. Our mission at Raymond James Qualicum Beach is to provide a destination for people to delegate their financial needs, so they can live in financial harmony in an uncertain world.

We specialize in:

• Financial Planning
• Investment Management
• Insurance Protection
• Charitable Giving
• Trust Services
• Estate and Succession Planning

Within the framework of Raymond James Financial, one of North America’s leading independent investment firms, we offer a full range of services to you and those people important to you.
We help you build and maintain wealth in your lifetime, and plan for intergenerational transfer.