Published on September 3, 2013. Sources: Interviews with firms below and BIV research. Other companies may have ranked but did not respond to information requests by deadline.
|Rank '13||Footnotes||Company||Principal(s)||Financial services offered||Compensation||Year founded locally||No. of accredited financial planners '12||No. of accredited financial planners '13|
|1|| Freedom 55 Financial
1111 Georgia St W Suite 1200, Vancouver V6E 4M3
|Reid McGruer (regional director)||Financial planning, benefits consulting and estate planning|| Commission-
|2||No. planners 2011: 2009 figure|| RBC Royal Bank of Canada
1055 Georgia St W, Vancouver V6E 3S5
|Graham MacLachlan (RBC Royal Bank, regional president of B.C.)||Financial planning, investment advice, credit, banking, estate planning, retirement planning and education||Combination||1864||283||283|
|3||No. planners 2012: 2010 figure; No. planners 2011: 2010 figure|| CIBC
400 Burrard St Suite 430, Vancouver V6C 3A6
|Linda Bowyer (vice-president, Vancouver Lower Mainland)||Financial planning, comprehensive product offerings including investments and mortgages||Combination||1867||180||180|
|4|| Customplan Financial Advisors Inc
1500 Georgia St W Suite 1900, Vancouver V6G 2Z6
|Karl Krokosinski (president)||Estate and succession planning, financial planning, life insurance||Combination||1976||114||116|
|5|| Investors Group Financial Services
666 Burrard St Suite 770, Vancouver V6C 2X8
|Sharon Moskalyk (vice-president)||Wealth management; investment, retirement, estate and tax planning, mortgages, insurance, cash management, estate planning and brokerage services|| Commission-
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Business in Vancouver makes every attempt to publish accurate information in the List, but accuracy cannot be guaranteed. Lists are researched by Carrie Schmidt and Anna Liczmanska. For questions or to provide feedback, please contact us by email, firstname.lastname@example.org.
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