Biggest financial planning firms in Metro Vancouver in 2021

 

Ranked by number of accredited local financial planners in 2021

Published September 4, 2021. Sources: Interviews with below firms and BIV research. Other firms may have ranked but did not provide information by deadline. NP = Not provided

Rank '20 Company Top local executive(s) Financial services offered Fee-based, commission or combination No. of accredited financial planners '20/'19
1

Scotiabank
650 Georgia St W, 34th floor , Vancouver V6B 4N7
P: 778-327-5451 F: NP scotiabank.com

Stephen Gaskin, senior vice-president

Financial services

Salary

600
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

474
404

3

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

James Kitamura, regional president, personal banking, Paul Seipp, regional president, business banking

Financial services

Combination

392 (1)
392 (1)

4

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

Financial services

Combination

310 (2)
310

5

CIBC
400 Burrard St 2nd Floor, Vancouver V6C 3A6
P: 604-665-1645 F: 604-665-1114 cibc.com

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

Full range of financial services

Combination

134
277

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