Biggest financial planning firms in Metro Vancouver in 2018

 

Ranked by number of accredited local financial planners in 2018

Published September 4, 2018. Sources: Interviews with above firms and BIV research. Other firms may have ranked but did not provide information by deadline. NP = Not provided

Rank '18 Company Top local executive(s) Financial services offered Fee-based, commission or combination No. of accredited financial planners '18/'17
1

BMO Financial Group
595 Burrard St, Vancouver V7X 1L7
P: 877-225-5266 F: 604-665-2610 bmo.com

Mike Bonner, senior vice-president and regional head for personal and business banking in B.C. and the Yukon

Financial services

Combination

392
NP

2

Royal Bank of Canada (RBC Financial Group)
1055 Georgia St W, Vancouver V6E 3S5
P: 800-769-2511 F: NP rbc.com

Martin Thibodeau, regional president, B.C.

Financial planning, investment advice, credit, banking, estate planning, retirement planning and education

Combination

256
NP

3

CIBC
400 Burrard St 4th floor, Vancouver V6C 3A6
P: 604-665-1645 F: 604-665-1114 cibc.com

John Guthrie, acting region head

Full range of financial services

Combination

248
233

4

TD Bank Group
700 Georgia St W Suite 300, Vancouver V7Y 1AZ
P: 866-222-3456 F: NP td.com

Mauro Manzi, senior vice-president, Pacific region, TD Bank Group, John Emans, senior vice-president, business banking

Financial services

Combination

160 (1)
138 (1)

5

Customplan Financial Advisors Inc
1500 Georgia St W Suite 1900, Vancouver V6G 2Z6
P: 604-687-7773 F: 604-687-7763 customplanfinancial.com

Karl Krokosinski, CEO, Ian MacLean, vice-president, compliance, Micheline Varas, senior vice-president, Ian Whiting, branch manager, Peak Investments, and marketing director, Myra Ekkel, COO, Rob Hack, senior vice-president, investments, Giovanni Bitelli, president

Estate and succession planning, financial planning, retirement planning; life/critical illness/disability and long-term care coverage; travel insurance, securities and investments

Combination

121
116

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