Biggest financial planning firms in Metro Vancouver in 2019

 

Ranked by number of accredited local financial planners in 2019

Published September 3, 2019. Sources: Interviews with below firms and BIV research. Other firms may have ranked but did not provide information by deadline. NP = Not provided

Rank '19 Company Top local executive(s) Financial services offered Fee-based, commission or combination No. of accredited financial planners '19/'18
1

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

Michael Bonner, regional head, personal and business banking, BMO Financial Group, B.C. and Yukon

Financial services

Combination

392
392

2

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

Andrew Cribb, senior vice-president, Pacific region, branch banking, John Emans, senior vice-president, business banking

Financial services

Combination

321
160 (1)

3

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

300
256

4

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

Paulo Brazinha, senior vice-president and region head, B.C.

Full range of financial services

Combination

248
248

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, Micheline Varas, senior vice-president, Myra Ekkel, COO

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

Combination

121
121

Want access to the full list and database?
Upgrade to a paid subscription.

We are glad you are enjoying BIV.com.
To get unlimited access to all of our online features, upgrade today.
Subscribe

Already a member? Login