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Business accelerator / incubator that offers programs for entrepreneurs that want to build positive change.
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Financial Services Companies in Vancouver
Financial services in Vancouver categories:
- Accounting Firms
- Banks
- Business Financing
- Credit Unions
- Financial Advisors
- Insurance Companies
- Investment Firms
- Mergers & Acquisitions
- Payday Loans
- Wealth Management Firms
Top Financial Services Companies in Vancouver:
1) ICBC (Auto Insurance) 2) Vancity (Credit Union) 3) Nicola Wealth (Wealth Management)Don’t see your listing or want to be featured? Contact us for membership.
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Waypoint Insurance
Home, auto, and business insurance across the Lower Mainland and Vancouver Island.
Vancity
Vancouver credit union with 60 branches.
Greater Vancouver Community Credit Union
Small credit union with 4 branches in the Lower Mainland.
Peoples Bank
A lesser-known local bank located downtown.
VCIM (Vancity Investment Management)
Wealth management and investment firm in Vancouver connected to the Vancity credit union focusing on social impact.
Axis Insurance
Business insurance provider in Vancouver.
About Invictus Accounting Group LLP
Accounting firm in Vancouver.
Treewalk
Accounting firm based in Vancouver.
Grant Thornton LLP
Business advisory and accounting firm with 460 employees in British Columbia.
InsureBC
Personal, auto, life, and business insurance provider.
Apollo Insurance
Tenant, personal, and business insurance provider located in Gastown.
Pacific Mergers & Acquisitions
Lower middle market M&A services across the Lower Mainland.
Ballantyne Capital Ltd.
Boutique investment firm.
Westmount Wealth Management Inc
Wealth management firm downtown at Georgia and Seymour serving wealthy entrepreneurs and families.
Dale Fan & Associates
Bookkeeping, accounting, and advisory services firm in Vancouver.
Sharons Credit Union
Vancouver-based credit union with 5 branches in the Lower Mainland.
The ReFrame Group
Insurance agency providing group insurance, life insurance, and financial planning.
Aviso Wealth
National wealth management company with approx. $70 billion in assets under administration.
Finex Forex
Currency exchange office in downtown Vancouver on Pender Street.
BlueShore Financial
Bank location downtown on Pender Street.
Canadian Western Bank
Bank headquartered in Edmonton with over 2,000 employees.
Rolfe, Benson LLP Chartered Accountants
Vancouver-based accounting firm with 50 staff members specializing in retail, hospitality, real estate, and others.
Martin Henry Chartered Professional Accountants
15th largest accounting firm in BC with 51 staff members.
CCEC Credit Union
Single independent Credit Union location on Commercial Drive.
Perspektiv Financial
Financial advisor for families and businesses in Vancouver.
Brex
Offers business credit cards and cash management accounts to technology companies.
Canaccord Genuity Wealth Management
The wealth management arm of the global investment banking firm Canaccord Genuity.
Macdonald Shymko and Company
Fee-only wealth management company in Vancouver founded in 1972.
Guardian Risk Managers
Insurance company in Surrey that specializes in different types of high value home insurance and business insurance.
Poco Insurance
Insurance company that's been in Port Coquitlam for 26 years – business, home and auto insurance.
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.
Mogo
Investment Fintech company that allows consumers to manage and control their finances.
Michael Waldkirch & Company Inc.
Accounting firm in the Mount Pleasant neighbourhood of Vancouver.
Westland Insurance
Insurance company with 500 employees and over 130 locations across Western Canada.
TD Wealth (Richmond)
Wealth management division of TD in Richmond.
Genus Capital Investment
Certified B Corp investment firm in Vancouver that specializes in fossil-free investing.
Odlum Brown
Wealth management company with 6 locations across BC.
Qtrade
Investment service based in downtown Vancouver.
Pay2Day
Payday loans company at Renfrew and East Hastings.
My Canada Payday
Online payday loans up to $1,500 with a location in Surrey.
EDC
Export Development Canada is a federally owned agency that works with organizations on risk management, financing and growth.
Liquid Capital
Business financing options from $20k to $20 million per funding.
BDC
Crown corp with business financing and consultant options.
Progressa
Debt relief and loan company.
Merchant Growth
Small business loans from $5k to $500k.
Venbridge
Financing & venture debt financing company in Toronto and Vancouver.
Lendified
$5k to $150k business loans with an easy online application.
Johnston Meier Insurance – Vancouver
Business, personal and auto insurance with 24 locations across Metro Vancouver.
Allied Insurance Services
Car, home, business and travel insurance with one location in New West and 5 locations in Surrey.
HUB International
Insurance brokerage with 425 locations headquartered in Chicago.
Federated Insurance
Burnaby based company focused on business insurance.
CapriCMW
Offers many types of business insurance from niche categories such as Craft Brewery & Distillery insurance, Telecom, Gaming and dozens more.
Reliance Insurance
Commercial, small business and home insurance.
Square One Insurance Services
Home and tenant insurance provider.
Aligned Insurance Inc.
Covers many different facets of business insurance including cyber liability, cargo, product recall and many more.
Customplan Financial Advisors Inc.
Business insurance and employee benefits company across 6 provinces.
TD Bank Group
Banking group with over 25 million customers worldwide.
RSA Canada
British company offering personal, commercial and travel insurance.
The Co-operators
Insurance co-op with over 5,000 employees in Canada.
Chubb
Swiss owned insurance company with offices in 4 provinces.
Sequeira Partners Inc.
Mergers and acquisitions, corporate valuations, corporate carve-outs, recapitalization.
Assante Wealth Management
Wealth management company with financial planning, business planning and life transition services.
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.
Harbourfront Wealth Management
Wealth management company with locations in West Vancouver, Downtown Vancouver, and Surrey.
RGF Integrated Wealth Management
Wealth management company in Vancouver with approximately 60 employees.
Kensington Capital Partners
Private equity and venture capital investment firm in Vancouver.
CAI Capital Partners
Private equity firm in Vancouver that's invested $1.5 billion over 30 years.
Tricor Pacific Captial
Private equity firm in Vancouver founded in 1996 that has invested $1.2 billion over 20 years.
WealthBar
Online investment app for Canadians.
The Shaughnessy Group
Mergers and acquisition firm with offices in Vancouver, Toronto and Montreal.
TD Securities
Debt and equity financing and investment banking advice focusing on mining, forestry, technology and industrial clients.
Sequoia Mergers & Acquisitions Corp.
Mergers and acquisitions firm.
Scotiabank Global Banking and Markets
Advisory services, financing, research, risk management, sales, and more.
RBC Capital Markets
Global investment banking, global markets, corporate banking, US municipal finance.
PI Financial Corp.
Investment advisory, wealth management, capital markets.
Manulife Capital Markets
Securities, capital markets, private wealth management.
Leede Jones Gable
Financial advisory firm with over 140 advisors across Canada.
Haywood Securities
Investment firm in Vancouver with offices on Burrard Street, and in Calgary and Toronto.
Fort Capital
Boutique investment banking advisory firm.
Cruikshank Advisory Group Ltd.
West Vancouver financial advisory company.
CIBC Capital Markets
5th largest investment banking firm in BC.
Capital West Partners
Independent M&A advisory firm based in Vancouver.
Canaccord Genuity Group Inc.
3rd largest investment banking firm in British Columbia.
Agentis Capital Partners
Founded in 2009 and is the largest investment banking firm in BC.
Coast Capital Savings Credit Union
British Columbia's second largest credit union with over 50 branches.
BlueShore Financial
North Vancouver-based credit union with over 40,000 clients.
G&F Financial Group
British Columbia's 9th largest credit union with $2 billion in assets.
Westminster Savings Credit Union
Surrey-based credit union with $4 billion in assets.
First West Credit Union
British Columbia's third largest credit union headquartered in Langley, with 50 offices and 36 insurance offices.
Totten Group
Business insurance provider with 8 locations across Canada.
BMO Financial Group
British Columbia's largest financial planning group with around 390 financial planners.
Smythe LLP
10th largest accounting firm in British Columbia.
Ernst & Young
One of the big four global accounting firms with 460 employees in BC.
MNP
Accounting and professional services firm with 1,000 employees in BC.
Deloitte
3rd biggest accounting firm in British Columbia.
PricewaterhouseCoopers
5th largest accounting firm in British Columbia with 790 employees.
KPMG
Largest accounting firm in British Columbia with over 1,100 employees.
Cypress Capital Management
Wealth management firm in Vancouver with 20 staff, including 8 advisors with an average of 20 years experience each.
Elementus Wealth Management
Wealth management company with offices in downtown Vancouver and Whistler.
Wong’s Insurance
Auto, homeowner and travel insurance company with Main Street (Vancouver) and Aberdeen Centre (Richmond) locations. Open 7 days per week.
Spring Financial
Personal loans company owned by Canada Drives.
ICBC – North Vancouver Headquarters
The defacto auto insurance provider in British Columbia.
Gaidelis & Company
A tax accounting firm with offices downtown and in North Vancouver.
Mew & Company Chartered Professional Accountants
Corporate and personal tax services with an office on Beatty Street downtown.
Brighten CPA
Personal tax and bookkeeping company with an office on Broadway and Heather.
Cash Money – Hastings Sunrise
They Payday Loans company with 12 locations throughout Vancouver. Loans of $50 to $10,000.
CorpFinance Advisors Inc.
6th largest investment banking firm in BC.
National Bank Financial Wealth Management
Vancouver's wealth management division of the sixth largest commercial bank in Canada.
D&H Group LLP
14th largest accounting firm in BC.
Crowe MacKay LLP
12th largest accounting firm in British Columbia.
Raymond James Ltd.
American multinational investment bank focusing on wealth management.
Canaccord Genuity
3rd largest investment banking firm in British Columbia.
Scotia Wealth Management
Investment management, private banking and wealth planning firm.
The Futura Corporation
Vancouver-based investment firm, and one of B.C.'s largest companies owned by Amar S. Doman.
IG Wealth Management
IG Wealth Management (formerly Investors Group) is a Wealth Management company and subsidiary of Power Corporation of Canada.
Nesika Insurance Services Inc.
Personal, marine and business insurance provider in Richmond.
Stanley Asset Management
Canaccord Genuity partnered investment advisement team in Vancouver.
Davidson & Co LLP
13th largest accounting firm in BC.
Baker Tilly WM LLP
11th largest accounting firm in BC with 200 staff.
RBC Wealth Management
The wealth management arm of RBC Royal Bank.
Focus Financial
Payday loans company near Kingsway and 41st that provides paydayloans up to $1,500.
Accord Financial
Small business financing company in North Vancouver.
Canada Drives
Auto financing portal website across Canada.
ZLC Financial
Investments, retirement, group benefits, estate planning.
Schill Insurance
The business division of the Surrey based insurance provider.
Acton Accounting & Bookkeeping
Services include corporate and personal tax returns, payroll deductions, accounts payable, and more.
Strategex
Accounting firm specializing in US income tax, entertainment & film, estate planning and other areas.
Argento CPA
Accounting company located in Gastown offering personalized tax and business advisory services with a focus on small businesses and startups.
Clearly Accounting
Vancouver based accounting firm concentrating on business advice and tax savings.
BDG Cloud Accountants LLP
Innovative approach to accounting employing cloud based technology.
Capital Tax
Tax return filing service company offering corporate and personal income tax return services.
M Group Chartered Professional Accountants LLP
Boutique accounting firm with offices in Vancouver and Winnipeg.
DMCL Chartered Professional Accountants
Vancouver-based accounting firm with 3 locations. 9th largest accounting firm in BC. Considerable experience with Chinese services, entertainment and mining.
Horizon Chartered Professional Accountants
Vancouver based accounting firm with extensive experience creating short and long term strategic tax plans.
BBA Accounting Group Inc
Firm with two Vancouver offices focused on accounting and tax services for small businesses.
Castle Bay Wealth Management
Boutique wealth management company operated by Graeme Egan.
Jeff Di Lorenzo
Mortgage broker in Vancouver.
Intact Insurance
The largest casualty insurance company in Canada with $28 billion in assets. Offers vehicle, home and business insurance.
Elevate Wealth Management
Investment platform, financial planning, insurance.
Prime Insurance Centre
Insurance company in Surrey offering personal (home, auto, etc) and commercial (business, fleet, etc) insurance.
Habitat Insurance Agencies Ltd.
Business, home, strata, and other insurance.
Vancouver Bullion and Currency Exchange
Currency exchange company downtown.
Coast Capital Savings
The largest credit union in Canada by member count with 543,000 members across Metro Vancouver and BC.
The Kemp Harvey Group
Accounting firm with 7 offices in BC.
Travelers Insurance
Insurance agency mostly known for car, home, boat and business insurance.
Westland Insurance – Mount Pleasant
Mount Pleasant location. Insurance types offered: home, auto, business, marine.
GNK Insurance Services
Personal, business and auto insurance.
Beavis Wealth Management
Manulife Securities affiliated wealth management company in Richmond operated by Marc Beavis.
Steadyhand
Investment company that is 10 years old, managing $800 million for over 3,000 Canadians.
HSBC
7th largest bank in the world with total assets of US$2.6 trillion. This is the Canadian subsidiary HSBC Canada, headquartered in Vancouver across from the Vancouver Art Gallery.
Prospera Credit Union
Credit union on south Granville Street.
Community Insurance
Business, home, travel and life insurance company in Burnaby.
London Drugs Insurance Services
Home, travel, pet and auto insurance out of their store locations.
John Fleming Insurance Agency
Longstanding home, life and business insurance company in Burnaby.
Bridges International Insurance Services
International insurance company specializing in travel and medical insurance. Chinese language services available in BC.
Aviva
Global home, auto, and business insurance company.
KPMG – Burnaby
Burnaby KPMG location.
B&W Insurance
Personal and business insurance provider in Langley.
Sharon Perry & Associates
Small business accounting firm in Coquitlam.
Clearline CPA
Accounting firm with three offices in the Lower Mainland.
North Growth Management
Vancouver-based boutique investment firm specializing in equities and active, bottom-up stock selection.
Sandpiper Group
Vancouver-based private equity firm focused on investing in real estate.
Quark Venture
Vancouver-based venture capital investment firm focused on financing of biotech and health sciences companies.
Vertex One
Vancouver-based asset management firm founded in 1997 providing investment services to retail advisors, high-net-worth individuals and institutions.
Chrysalix Venture Capital
Global venture capital fund based in Vancouver that focuses on innovation for resource intensive industries.
Fulcrum Capital Partners
Independent private equity firm focused on the Canadian lower-middle market.
R N Hill Chartered Professional Accountant
Small to medium business accounting firm on West Broadway.
Front Row Insurance
Provides specialty insurance for cameras, film shoots, weddings, and getting hacked.
Cahill CPA
Business and personal accounting firm in North Vancouver.
Manning Elliott
8th largest accounting firm in British Columbia.
VELA Wealth
Wealth Management company in North Vancouver.