Ranked by number of accredited local financial planners in 2022
Published September 12, 2022. 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 '22/'21 |
|---|---|---|---|---|---|
|
1
|
Scotiabank |
Stephen Gaskin, senior vice-president |
Financial services |
Salary |
600 |
|
2
|
Royal Bank of Canada (RBC Financial Group) |
Martin Thibodeau, regional president, B.C. |
Financial planning, investment advice, credit, banking, estate planning, retirement planning and education |
Combination |
474 (1) |
|
3
|
BMO Financial Group |
James Kitamura, regional president, personal banking, Paul Seipp, regional president, business banking |
Financial services |
Combination |
392 (2) |
|
4
|
TD Bank Group |
Kevin Hamaoka, senior vice-president, Canadian business banking, Jim Kershaw, regional vice-president, private wealth management |
Financial services |
Combination |
310 (3) |
|
5
|
CIBC |
Paulo Brazinha, senior vice-president and region head, B.C. |
Full range of financial services |
Combination |
190 |
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