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2100-925 West Georgia Street, Vancouver V6C3L2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-02 |
Branch Locations
925 West Georgia St Suite 2100-A, Vancouver V6C 3L2 • Canada
#200, 2881 Garden Street, 2Nd Floor, Abbotsford, Bc V2T 4X1 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Ltd | Abbotsford, British Columbia | 01/2009 | Present | |
| Raymond James (Usa) Ltd. | Abbotsford, British Columbia | 01/2018 | Present |
1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH IIROC, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. Cindy Boury IS LOCATED AT Suite 200 - 2881 Garden St 2nd Floor, Abbotsford BC AND HAS BEEN EMPLOYED SINCE January 16, 2009. SHE IS A FULL TIME AGENT AND HER TITLE WITH RJL IS "FINANCIAL ADVISOR". SHE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES INCLUDE SALES and PORTFOLIO MANAGEMENT SERVICES. 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. Cindy Boury IS LOCATED AT Suite 200 - 2881 Garden St 2nd Floor, Abbotsford BC AND HAS BEEN LICENSED WITH RJFP SINCE January 16, 2009. SHE IS A FULL-TIME AGENT. SHE DEVOTES 5 HOURS A MONTH TO THIS BUSINESS. HER JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING. 3) Pathfinder Investments Ltd. is investment-related and is located at 34661 Dunsmuir Court Abbotsford BC. IT HOLDS A CORPORATE LIFE LICENSE FOR THE PURPOSE OF INSURANCE SALES (RECEIVES COMMISSION FROM INSURANCE SALES AND MY POSITION/TITLE IS OWNER. The start date of the business was October 27, 1992. I devote 2 hours to this other business during business and trading hours. My duties are Director/Officer and part owner. 4) Infinity Group Investments Corp. is not investment-related and is located at Suite 200 - 2881 Garden St. 2nd Floor, Abbotsford BC. This is the management company for payment of general office expenses AND MY POSITION/TITLE IS OWNER. The start date of the business was June 28, 2005. I devote 2 hours to this other business during business and trading hours. My duties are as owner. 5) 813092 BC Ltd. is not investment-related and is located at Suite 200 - 2881 Garden St. 2nd Floor, Abbotsford BC. This is a passive holding company for real estate and MY POSITION/TITLE IS Director. The start date of the business was January 7, 2008. I devote 4 hours to this other business during business and trading hours. My duties are managing record keeping & book keeping. 6) Garden Court Professional Building Corp. is not investment-related and is located at Suite 100 - 2881 Garden St. 2nd Floor, Abbotsford BC. This is a real estate company and MY POSITION/TITLE IS Director. The start date of the business was March 1, 2009. I devote 2 hours to this other business during business and trading hours. My duties are accounting and supervision. 7) 658841 B.C. Ltd. is a passive holding company and is located at 34661Dunsmuir Court, Abbotsford BC, V2S 6G4. I am a director and my duties are bookkeeping and accountant review. I dedicate 1 hour per month to this activity. The start date of this other business is October 1, 2016. 8)Estate Planning Council of Canada is investment-related and is located at 1771 Robson Street, Vancouver, British Columbia. The Estate Planning Council of Canada provides community and connections for estate planning professionals and makes estate panning information more accessible and my position is a volunteer. My start date with the business was October 1, 2020. I devote less than half an hour a week to this other business during business and trading hours. My duties are limited and include attending zoom meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
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