David Rowen, Cfa, Frm, Cipm
About David Rowen, Cfa, Frm, Cipm
David Rowen is a Mutual Fund Representative and Financial Security Advisor at IG Wealth Management, where he has worked since 2020. He has extensive experience in the financial sector, having held various roles at firms such as TD, Canaccord Genuity, and HSBC over a career spanning several decades.
Current Role at IG Wealth Management
David Rowen serves as a Mutual Fund Representative and Financial Security Advisor at IG Wealth Management. He has held this position since 2020, contributing to the firm's mission of providing comprehensive financial planning and investment solutions. In this role, he focuses on helping clients navigate their financial goals through tailored investment strategies.
Previous Experience in Financial Services
Prior to his current role, David Rowen accumulated extensive experience in the financial services sector. He worked at TD as an Investment Representative from 1994 to 1998, followed by a position as a Financial Analyst at Canaccord Genuity from 1998 to 1999. He also held various roles including Managing Partner at Phocion Investment Services from 2015 to 2019, Portfolio Manager at CN from 2003 to 2011, and Partner, Financial Analyst at Cantor Fitzgerald from 1999 to 2003.
Educational Background
David Rowen's educational journey includes a Bachelor of Commerce degree in Finance and International Business from McGill University, which he completed from 1991 to 1994. He also holds a Diplôme d'études collégiales (DEC) in Commerce from Vanier College, achieved between 1989 and 1991. His foundational education includes a Diplôme d'études secondaires (DES) from Loyola High School of Montreal, completed from 1984 to 1989.
Professional Certifications
David Rowen holds several professional certifications that enhance his expertise in the financial sector. He is a Chartered Financial Analyst (CFA), a Financial Risk Manager (FRM), and a Certificate in Investment Performance Measurement (CIPM). These credentials reflect his commitment to maintaining high standards of professional knowledge and ethics in financial management.