Biggest financial planning firms in Metro Vancouver in 2015

Ranked by number of accredited local financial planners in 2015

Published September 8, 2015. Updated October 30, 2015. 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 '15FootnotesCompanyLocal principal(s)Services offeredFee-based, commission or combinationFinancial planners in B.C. 2015No. of financial planners in Metro Vancouver '15
1 No. planners 2015: Includes BMO Bank of Montreal, BMO Private Banking and BMO Nesbitt Burns; B.C. FPs 2015: Includes BMO Bank of Montreal, BMO Private Banking and BMO Nesbitt Burns BMO Financial Group
595 Burrard St, Vancouver V7X 1L7
Phone: 877-225-5266
Mike Bonner (SVP, personal and commercial banking, B.C. and Yukon, BMO Bank of Montreal)  Financial services Combination  483 356
2 Freedom 55 Financial
1111 Georgia St W Suite 1200, Vancouver V6E 4M3
Phone: 604-685-6521
Reid McGruer (regional director)  Financial planning, benefits consulting and estate planning Commission-
366 320
3 RBC Royal Bank of Canada
1055 Georgia St W, Vancouver V6E 3S5
Phone: 800-769-2511
Graham MacLachlan (regional president, B.C.)  Financial planning, investment advice, credit, banking, estate planning, retirement planning and education Combination  401 264
4 No. planners 2015: BIV estimate; No. planners 2014: BIV estimate CIBC
400 Burrard St 4th floor, Vancouver V6C 3A6
Phone: 604-665-1645
Mike Stevenson (SVP and region head, B.C. and northern territories, retail markets)  Full range of financial services Combination  180
5 Customplan Financial Advisors Inc
1500 Georgia St W Suite 1900, Vancouver V6G 2Z6
Phone: 604-687-7773
Karl Krokosinski (president); Ian MacLean (VP, compliance); Micheline Varas (senior vice-president)  Estate and succession planning, financial planning, life insurance Combination  124 112

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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,

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