Biggest financial planning firms in Metro Vancouver in 2014

Ranked by number of accredited local financial planners in 2014

Published in BIV on September 9, 2014. Updated August 28, 2015. Sources: Interviews with companies below and BIV research. Other companies may have ranked but did not respond to information requests by deadline.

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Rank '14CompanyPrincipal(s)Financial services offeredNo. of accredited financial planners 2013No. of accredited financial planners 2014
1 Freedom 55 Financial
1111 Georgia St W Suite 1200, Vancouver V6E 4M3
Phone: 604-685-6521
www.freedom55financial.com
Reid McGruer (regional director)  Financial planning, benefits consulting and estate planning  305 316
2 RBC Royal Bank of Canada
1055 Georgia St W, Vancouver V6E 3S5
Phone: 800-769-2511
www.rbcroyalbank.com
Graham MacLachlan (regional president, B.C.)  Financial planning, investment advice, credit, banking, estate planning, retirement planning and education  283 276
3 CIBC
400 Burrard St Suite 430, Vancouver V6C 3A6
Phone: 604-665-1645
www.cibc.com
Linda Bowyer (vice-president, Vancouver Lower Mainland); Mike Stevenson (SVP, retail markets, Western Canada)  Full range of financial services  180 180
4 TD Wealth Financial Planning
700 Georgia St W 11th floor, Vancouver V7Y 1A2
Phone: 604-482-2442
financialplanners.tdwaterhouse.ca
Mike Flanagan (regional VP, Western Canada)  Financial planning, including retirement, spousal and child education planning, in-trust account investments, estate, tax and business succession planning, charitable giving and a minimum annual strategies update  108 115
5 Customplan Financial Advisors Inc
1500 Georgia St W Suite 1900, Vancouver V6G 2Z6
Phone: 604-687-7773
www.customplanfinancial.com
Karl Krokosinski (president); Ian MacLean (VP, compliance)  Estate and succession planning, financial planning, life insurance  116 112

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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, lists@biv.com.

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