Biggest financial planning firms in Metro Vancouver in 2013

Ranked by number of accredited local financial planners in 2013

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.

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Rank '13FootnotesCompanyPrincipal(s)Financial services offeredCompensationYear founded locallyNo. of accredited financial planners '12No. of accredited financial planners '13
1 Freedom 55 Financial
1111 Georgia St W Suite 1200, Vancouver V6E 4M3
Phone: 604-685-6521
Fax: 604-685-9666
www.freedom55financial.com
Reid McGruer (regional director) Financial planning, benefits consulting and estate planning Commission-
based
1874 290 305
2 No. planners 2011: 2009 figure RBC Royal Bank of Canada
1055 Georgia St W, Vancouver V6E 3S5
Phone: 800-769-2511
Fax: 604-665-6985
www.rbcroyalbank.com
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
Phone: 604-665-1190
Fax:
www.cibc.com
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
Phone: 604-687-7773
Fax: 604-687-7763
www.customplanfinancial.com
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
Phone: 604-682-5431
Fax: 604-681-3207
www.investorsgroup.com
Sharon Moskalyk (vice-president) Wealth management; investment, retirement, estate and tax planning, mortgages, insurance, cash management, estate planning and brokerage services Commission-
based
1926 108 108

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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, lists@biv.com.

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