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2100-925 West Georgia Street, Vancouver V6C3L2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-26 |
Branch Locations
925 West Georgia St Suite 2100-A, Vancouver V6C 3L2 • Canada
1000 De La Gauchetiere West Suite 2600, Montreal H3B 4W5 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Ltd. | Montreal, Quebec | 10/2024 | Present | |
| Raymond James (Usa) Ltd. | Montreal, Quebec | 08/2025 | Present | |
| Ig Wealth Management | Pointe Claire | 02/2020 | 10/2024 | |
| Phocion Investment Services | Montreal | 02/2015 | 12/2019 |
(1) Raymond James Ltd. ("RJL"), a registered investment dealer with CIRO, is the Canadian affiliate and parent company of Raymond James (USA) Ltd. The business is investment related. David Rowen is located at Bureau 2600, 1000 rue de la Gauchetiere Ouest, Montreal, Quebec, H3B 4W5 and has been employed since October 22, 2024. They are a full-time employee and their title with RJL is "Associate Investment Advisor." They devote 160 hours a month to this business during business and trading hours. Their job duties include sales. (2) Raymond James Financial Planning Ltd. ("RJFP"), is the insurance and estate planning division of Raymond James Ltd. RJFP deals with insurance solutions, wealth management, tax and estate planning and business continuity. David Rowen is located at Bureau 2600, 1000 rue de la Gauchetiere Ouest, Montreal, Quebec, H3B 4W5 and has been licensed with RJFP since October 22, 2024. They are a full-time agent. They devote 20 hours a month to this business during business and trading hours. Their job duties include life insurance sales.
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