Helping you to navigate financially in a changing world. Our clients have discovered that we are an approachable and trusted provider of high quality investment and insurance products. We pride ourselves on delivering timely and straightforward financial information and customized financial solutions for the people in our community. We are well-known as the source for Financial Educational Seminars for young and old alike. Our seminars focus on the benefits of taking a long-term, conservative approach and providing informative explanations to all your investing and insurance questions. 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. This includes risk management, estate planning, and income protection. Within the framework of Raymond James, 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. If you would like to learn more about becoming a client, please contact us to schedule an office, home, or telephone appointment.