Ranked by number of accredited local financial planners in 2023
Published August 21, 2023.. Sources: Interviews with below firms and BIV research. Other firms may have ranked but did not provide information by deadline.
| Rank '23 | Company | Top local executive(s) | Financial services offered | Fee-based, commission or combination | No. of accredited financial planners '23/'22 |
|---|---|---|---|---|---|
|
1
|
Royal Bank of Canada |
Martin Thibodeau, regional president, B.C. |
Financial planning, investment advice, credit, every day banking, estate planning, business succession planning, retirement planning, education planning and financial literacy |
Combination |
800 |
|
2
|
Scotiabank |
Stephen Gaskin, senior vice-president |
Financial services |
Salary |
600 |
|
3
|
BMO Financial Group |
James Kitamura, regional president, personal banking, Paul Seipp, regional president, business banking |
Financial services |
Combination |
400 (2) |
|
4
|
TD Bank Group |
Jim Kershaw, regional vice-president, private wealth management, Kelly Lam, regional vice-president, TD Wealth, financial planning |
Financial services |
Combination |
310 |
|
5
|
CIBC |
Paulo Brazinha, senior vice-president and region head, B.C. |
Full range of financial services |
Combination |
190 (5) |
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