Raymond James

Finance · Canada · 1-10 Employees

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Overview

Headquarters

More 2100-925 W Georgia St, Vancouver, B...

Phone Number

(604) 659-8066

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Raymond James

Worth Allaye-Chan is a wealth management firm based in Vancouver, BC, specializing in comprehensive financial planning and portfolio management for high-net-worth individuals, families, and institutions. With over three decades of experience, they focus on protecting and growing clients' wealth through tailored strategies that include risk management, estate planning, and charitable giving. Their client base includes government agencies, unions, universities, corporations, foundations, and First Nations. The firm is committed to innovative solutions and fiduciary responsibilities, ensuring a holistic approach to wealth curation.Explore more
Popular SearchesRaymond James LtdMacDougall MacDougall & MacTierMacDougall MacDougall & MacTier IncMacDougall, MacDougall & MacTierMacdougal Investment CouncilSIC Code 62,628NAICS Code 52,523Show more

Raymond James Org Chart

PhoneEmail
MS
Canada flag for contact location.

Vice President - Financial Advisor - Associat...

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FD
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Group Vice President, Private Client Complian...

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JB
Canada flag for contact location.

Portfolio Manager

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NA
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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Raymond James

<$5M
1-10
Private
-
1962
MS
Mark ShimkovitzVice President - Financial Advisor - Associate Portfolio Manager
$6.5M
11-50
Private
-
2004
Glenn Gold, President at Lytton Financial
Glenn GoldPresident
$5.2M
1-10
Private
-
2005
N/A
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
11-50
Private
-
2005
Jeffrey Israel, President & Chief Operating Officer & Managing Director at Black Creek Investment Management
Jeffrey IsraelPresident & Chief Operating Officer & Managing Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
JD
Julian DeFinaInvestment Associate
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Company Profile Activity

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Activity Insights

Raymond James is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Raymond James is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Raymond James.

Raymond James Tech Stack

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Frequently Asked Questions Regarding Raymond James

What is Raymond James's official website?
Raymond James's official website is www.worthallayechan.com
What is Raymond James's Revenue?
Raymond James's revenue is <$5 Million
What is Raymond James's SIC code?
Raymond James's SIC: 62,628
What is Raymond James's NAICS code?
Raymond James's NAICS: 52,523
How many employees does Raymond James have?
Raymond James has 1-10 employees
What industry does Raymond James belong to?
Raymond James is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Raymond James competition?
Raymond James top competitors include: Lytton Financial, GF Securities, Stoller Wealth, Investment Planning Counsel
What companies has Raymond James acquired?
Raymond James has acquired the companies: Foothills Securities, Compass Private Wealth, Brett Langill
What technology does Raymond James use?
Some of the popular technologies that Raymond James uses are: reCAPTCHA, Ruxit, Google Font API, YouTube
How do I contact Raymond James?
Raymond James contact info: Phone number: (604) 659-8066 Website: www.worthallayechan.com
What does Raymond James do?

Worth Allaye-Chan is a wealth management firm based in Vancouver, BC, specializing in comprehensive financial planning and portfolio management for high-net-worth individuals, families, and institutions. With over three decades of experience, they focus on protecting and growing clients' wealth through tailored strategies that include risk manageme... nt, estate planning, and charitable giving. Their client base includes government agencies, unions, universities, corporations, foundations, and First Nations. The firm is committed to innovative solutions and fiduciary responsibilities, ensuring a holistic approach to wealth curation.Read More

Is Raymond James a public company?
Raymond James is private company therefore does not currently have an official ticker symbol
See more information about Raymond James

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