Biggest financial planning firms in Metro Vancouver in 2017

Ranked by number of accredited local financial planners in 2017

Published September 5, 2017. Sources: Interviews with firms below and BIV research. Other firms may have ranked but did not provide information by deadline.

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Rank '17FootnotesCompanyTop local executive(s)Financial services offeredFee-based, commission or combinationNo. of accredited financial planners '16No. of accredited financial planners '17
400 Burrard St 4th floor
Vancouver, BC V6C 3A6
Phone: 604-665-1645
Mike Stevenson (senior vice-president and region head, B.C. and northern territories,) Full range of financial services Combination 233
2 No. planners 2017: Number of financial planners in B.C.; regional breakdown unavailable; No. planners 2016: 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
Mauro Manzi (senior vice-president, Pacific region, TD Bank Group); Jim Kershaw (senior vice-president, Pacific region head, TD private wealth management) Financial services Combination 125 138
3 Customplan Financial Advisors Inc
1500 Georgia St W Suite 1900
Vancouver, BC V6G 2Z6
Phone: 604-687-7773
Karl Krokosinski (CEO); Ian MacLean (vice-president, compliance); Micheline Varas (senior vice-president); Ian Whiting (branch manager, Peak Investments, and marketing director); Myra Ekkel (COO) Estate and succession planning, financial planning, life insurance. Branch office of Investia Financial; branch office of Peak Securities & Investments Combination 116 116
4 Freedom 55 Financial
1111 Georgia St W Suite 1200
Vancouver, BC V6E 4M3
Phone: 604-685-6521
Reid McGruer (regional vice-president) Financial planning, benefits consulting and estate planning Commission-
82 86
5 Vancity
183 Terminal Ave
Vancouver, BC V6A 4G2
Phone: 604-877-7000
Tamara Vrooman (president and CEO) Full-service financial institution Combination 74 74

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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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