lists: Biggest financial planning firms in Metro Vancouver

Biggest financial planning firms in Metro Vancouver

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RANKED BY | Number of accredited local financial planners
Rank '12 Company Financial services offered Compensation type Headquarters Year founded locally No. of accredited financial planners '12/'11
1 Freedom 55 Financial
www.freedom55financial.com		 Financial planning, benefits consulting and estate planning Commission-
based		 London, Ont. 1874 290
280
2 RBC Royal Bank of Canada
www.rbc.com		 Financial planning, investment advice, credit, banking, estate planning, retirement planning and education Combination Toronto 1864 283
2461
3 CIBC
www.cibc.com		 Financial planning, comprehensive product offerings including investments and mortgages Combination Toronto 1867 1882
1882
4 Customplan Financial Advisors Inc
www.customplan financial.com		 Estate and succession planning, business succession, key person insurance, executive health compensation plans, workplace seminars, buy-sell agreements, financial planning, life insurance, health benefits, group benefits, mutual funds, segregated funds (RRSP and non-registered), mortgages, guaranteed interest accounts, tax planning, stocks, living benefits, adviser training and education Combination Vancouver 1976 114
106
5 Investors Group Financial Services
www.investorsgroup.com		 Wealth management, investment planning, retirement planning, tax planning, mortgages, insurance, cash management, estate planning and brokerage services through Investors Group Securities Commission-
based		 Winnipeg 1926 108
108
6 TD Waterhouse Financial Planning
www.tdwaterhouse.ca		 Financial planning, retirement planning, spousal education planning, in-trust account investment planning, estate planning and tax planning Combination Toronto 2001 1073
107
7 Vancouver City Savings Credit Union (Vancity)
www.vancity.com		 Full-service financial institution serving B.C. residents in day-to-day banking, lending and investment advice and services including business banking, micro-finance, growth capital and commercial real estate Combination Vancouver 1946 85
83
8 Assante Wealth Management
www.assante.com		 Integrated wealth-management solutions, investment strategies, financial planning, risk management and insurance, tax and estate planning, cash and credit management Combination Toronto 1995 68
69
9 BMO Bank of Montreal
www.bmo.com		 Banking products and services including investment and retirement planning, estate planning advice, commercial banking from small and independent businesses to mid-market firms and to large investment banking advice for major firms and governments Combination Toronto 1887 67
67
10 ScotiaMcLeod
www.scotiamcleod.com		 Financial planning, estate planning, retirement planning, educational planning, multigenerational planning, insurance and investment advice Combination Toronto 1921 383
38
11 Coast Capital Savings Credit Union
www.coastcapitalsavings.com		 Full-service financial institution Salary Surrey 2000 36
36
12 North Shore Credit Union
www.nscu.com		 Full-service financial institution Combination North Vancouver 1941 26
29
13 Nicola Wealth Management
www.nicolawealth.com		 Comprehensive financial planning and investment advice with a full range of investment products (including alternative strategy funds), discretionary portfolio management and specialized tax planning, estate planning, risk management, debt reorganization and charitable giving Combination Vancouver 1994 26
24
14 Prospera Credit Union
www.prospera.ca		 Banking and wealth-management services Combination Abbotsford 1942 22
20
15 First West Credit Union4
www.firstwestcu.ca		 Full-service financial institution providing B.C. residents with personal and business banking, insurance services, wealth-management advice and subordinated debt financing Combination Langley 1946 20
205
16 Rogers Group Financial
www.rogersgroup.com		 Comprehensive financial, estate, and investment planning with an extensive range of product solutions if required. Licensed to deal with stocks, bonds, GICs, life insurance, life annuities, mutual funds, alternative products in a range of solutions. Discretionary portfolio-management services also offered Combination Vancouver 1973 18
21
17 Macdonald, Shymko & Company Ltd - Fee-Only Financial Planners & Portfolio Manager
www.macdonaldshymko.com		 Since 1972, we have provided comprehensive and unbiased "fee only" financial planning, portfolio management, tax, retirement, estate and executive stock option planning Fee-based Vancouver 1972 15
15
18 ZLC Financial Group6
www.zlc.net		 Insurance and retirement planning, employee benefits, structured settlements and private investment management Combination Vancouver 1980 14
14
19 National Bank of Canada
www.nbc.ca		 Financial services Fee-based Montreal 19797 10
8
20 Vancouver Financial Planning Consultants
www.vfpc.ca		 Financial planning and wealth-management services Combination Vancouver 1985 9
10
21 Covenant Family Weatlth Advisors
www.covenant.ca		 Family Wealth Advisors/Financial, Estate & Tax Planning/Family Business & Succession Planning/Risk Management/Insurance/Business Agreement Counsel/Behavioural Assement & Analysis/Strategic Planning/Biblical Counsel/Philanthropic Planning. Portfolio Management & Investment Fund Management provided by Covenant Capital Management Inc. Combination Langley 2000 8
NP
             
             
Sources: Interviews with above firms and BIV research. NR Not ranked NP Not provided 1 - 2009 figure 2 - 2010 figure 3 - 2011 figure 4 - Created from the merger between Valley First and Envision Financial that closed January 1, 2010 5 - Does not include 15 financial planners outside of the Lower Mainland 6 - Formerly Zlotnik, Lamb & Co 7 - Founded in B.C. in 1979, company founded in 1859


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