Biggest financial planning firms in Metro Vancouver in 2016

Ranked by number of accredited local financial planners in 2016

Online version updated September 13, 2016, to include #3, a company omitted from the print edition of the list, published on September 6, 2016. 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 '16FootnotesCompanyTop local executive(s)Fee-based, commission or combinationNo. of financial planners in Metro Vancouver '15No. of financial planners in Metro Vancouver '16
1 No. planners 2016: 2015 figure; No. planners 2015: Includes BMO Bank of Montreal, BMO Private Banking and BMO Nesbitt Burns; B.C. FPs 2016: 2015 figure; B.C. FPs 2015: Includes BMO Bank of Montreal, BMO Private Banking and BMO Nesbitt Burns BMO Financial Group
595 Burrard St
Vancouver, BC V7X 1L7
Phone: 877-225-5266
www.bmo.com
Mike Bonner (SVP, personal and commercial banking, B.C. and Yukon) Combination 356 356
2 No. planners 2016: 2015 figure; B.C. FPs 2016: 2015 figure Royal Bank of Canada (RBC Financial Group)
1055 Georgia St W
Vancouver, BC V6E 3S5
Phone: 800-769-2511
www.rbc.com
Graham MacLachlan (regional president, B.C.) Combination 264 264
3 No. planners 2016: Number of financial planners in B.C.; regional breakdown unavailable; No. planners 2015: Number of financial planners in B.C.; regional breakdown unavailable TD Bank Group
700 Georgia St W Suite 300
Vancouver, BC V7Y 1AZ
Phone: 866-222-3456
www.td.com
Mauro Manzi (SVP, Pacific region, TD Bank Group); Jim Kershaw (SVP, Pacific region head, TD private wealth management); Lori Hutcheson (regional VP, TD wealth management) Combination 111 125
4 Customplan Financial Advisors Inc
1500 Georgia St W Suite 1900
Vancouver, BC V6G 2Z6
Phone: 604-687-7773
www.customplanfinancial.com
Karl Krokosinski (CEO); Ian MacLean (VP, compliance); Micheline Varas (senior vice-president); Ian Whiting (branch manager, Peak Investments, and marketing director); Myra Ekkel (COO) Combination 112 116
5 No. planners 2016: 2015 figure Investors Group Financial Services
666 Burrard St Suite 770
Vancouver, BC V6C 2X8
Phone: 604-682-5431
www.investorsgroup.com
Sharon Moskalyk (vice-president) Commission-
based
102 102

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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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