Ranked by total assets under administration
Published on January 23, 2023, as part of the Top 100 money sources in B.C. section. See also See also asset-based lenders, banks, credit unions, investment banking firms and mezzanine lenders. Sources: Interviews with firms below and BIV research. Other firms may have ranked but did not respond to information requests by deadline.
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| Rank '23 | Company | Top local executive(s) | Sectors | Year founded | B.C. staff '23/'22 | Assets '23/'22(000s) |
|---|---|---|---|---|---|---|
|
1
|
Leith Wheeler Investment Counsel Ltd |
Jim Gilliland, president and CEO, head of fixed income, Cecilia Wong, COO and CFO |
Individual investors, high-net-worth families, pension plans, endowments, foundations, Indigenous communities |
1982 |
94 |
$23,000,000 |
|
2
|
Nicola Wealth |
David Sung, president, John Nicola, chair and CEO |
Entrepreneurs, business owners, affluent families and foundations |
1994 |
NP |
$13,100,000 |
|
3
|
ACM Advisors Ltd |
Gordon Allan, co-founder and co-chair, Allan Collings, co-founder and co-chair, Chad Mallow, president and CEO, Chad Mercer, chief operating officer |
Canadian commercial real estate |
1993 |
23 |
$4,509,000 |
|
4
|
Cypress Capital Management |
Tom Dean, president and managing director, Brian Alexander, portfolio manager, director and CFO |
Global portfolio manager with focus on Canadian equities, small-cap, real estate, high-yield and income |
1998 |
NP |
$4,495,000 |
|
5
|
Dixon Mitchell Investment Counsel |
Janine Guenther, president |
High net worth families, endowments, foundations, pension plans and indigenous communities |
2000 |
33 |
$3,999,990 |
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