Whether you are a first-time or well seasoned investor, knowing when, where and how to manage your wealth is best left to the professionals. Navigating markets, current economic climates, and understanding the impact of short- and long-term decisions is demystified if you choose the right investment manager.
At Grant Investments, Jim Grant prioritizes getting to know his clients and developing an investment strategy with their life goals in mind.
“What sets us apart is what we are able to do for our clients. As a Registered Portfolio Manager, I manage clients’ investments directly, with reduced reliance on 3rd party investment managers. As a result, we are able to customize portfolios to meet the specific needs of individual clients using a fee structure that is streamlined and competitive,” Jim says.
Jim has worked with Raymond James in Qualicum Beach and Parksville since 2006. His credentials include Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). He specializes in domestic and cross-border investment plans that deliver sustainable income and potential growth.
In today’s investment landscape, managing your money can be overwhelming. Inflation, stocks, bonds, TFSAs, mutual funds — knowing where to start is stressful but choosing the right investment firm to partner with is the first step in reaching financial goals.
When selecting the best fit for your financial goals and needs, start with your own goals and look at professionals who fit your aspirations. Check work backgrounds, history, and professional certifications. Make sure to understand everything you are signing, and don’t be afraid to ask questions.
“Make sure you choose someone who partners with you in helping you achieve your financial goals,” says Jim.
The past couple of years have been rocky for Canadians looking for financial security. That is changing. According to the BDC, there is a sense of optimism as a solid economic recovery looms on the horizon.
“Despite the inflation correction we saw at the end of December, early January, I believe markets are in a good position for growth. With a long-term investment plan investing your money is a smart choice,” says Jim. “Our goal is to guide you through this complexity, and in the process, simplify your financial life so that you have confidence and don’t have to worry about your money.”
Grant Investments is part of Raymond James Private Investment Management Group which provides registered Portfolio Managers with credentials and experience to manage your money prudently and effectively.
Jim has lived in the Parksville/Qualicum Beach community for over 20 years and enjoys working with local investors.
Next Month: Managing A Financial Strategy on Both Sides of the Border.