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Financial Planning Companies in Vancouver

vancouver financial planners

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Aon plc

Global insurance and financial services firm with 50,000 employees in 120 countries. Mostly known mostly for insurance, risk, and retirement consulting.

Lycos Asset Management

Investment and wealth management company with approx. 6 employees founded by Constantine Lycos.


Nicola Wealth

Wealth management company with locations in Vancouver, Kelowna, Richmond and Toronto.

Echelon Wealth Partners

Toronto-based wealth management investment firm with over 240 employees across Canada spread across around 60 teams, with more than $4 billion in assets under administration and management.


Vancouver credit union with 59 branches.

First West Credit Union

British Columbia's third largest credit union headquartered in Langley, with 50 offices and 36 insurance offices.

BMO Financial Group

British Columbia's largest financial planning group with around 390 financial planners.

IG Wealth Management

IG Wealth Management (formerly Investors Group) is a Wealth Management company and subsidiary of Power Corporation of Canada.