# List of financial services firms in Vancouver

Tamtam tracks 35 financial services firms headquartered in Vancouver. This list ranks the 30 largest by number of employees on LinkedIn, led by Vancity, HUB International Canada and Central 1. Their median headcount is 128. Half of them were founded in 1994 or later.

The financial services sector in Vancouver is represented by a diverse group of companies, ranging from large credit unions to specialized investment managers and insurance brokers. Vancity, with 2661 employees, is a credit union focused on environmental and social justice. HUB International Canada provides global insurance brokerage services, while Central 1 collaborates with Canadian credit unions.

Other notable firms include TMG The Mortgage Group, a Canadian mortgage brokerage, Nicola Wealth, offering wealth management to affluent families, and CMLS, a provider of capital solutions for property owners. The presence of several companies founded in the late 20th and early 21st centuries, such as TMG The Mortgage Group (1990) and Nicola Wealth (1994), indicates a period of growth and establishment in the Vancouver financial services industry.

🇨🇦 Vancouver · 30 companies · Updated Nov 12, 2026

| # | Company | Industry | Headquarters | Employees | Founded |
|---|---|---|---|---|---|
| 1 | [Vancity](https://www.tamtam.ai/c/vancity) (vancity.com)<br>A credit union dedicated to promoting environmental and social justice, serving over 550,000 member-owners across multiple regions in British Columbia | Financial Services | 🇨🇦 Vancouver | 2,661 | 1946 |
| 2 | [HUB International Canada](https://www.tamtam.ai/c/hub-international-canada) (hubinternational.com)<br>A global insurance broker providing tailored solutions in risk, insurance, employee benefits, retirement, and wealth management through unrelenting advocacy | Insurance | 🇨🇦 Vancouver | 762 |  |
| 3 | [Central 1](https://www.tamtam.ai/c/central-1) (central1.com)<br>Central 1 collaborates with credit unions and financial institutions in Canada to provide critical services and support the financial well-being of communities | Banking | 🇨🇦 Vancouver | 761 |  |
| 4 | [TMG The Mortgage Group](https://www.tamtam.ai/c/tmg-the-mortgage-group) (mortgagegroup.com)<br>A Canadian mortgage brokerage with a network of professionals offering residential and commercial financing from over 50 lenders, known for innovation and technology | Financial Services | 🇨🇦 Vancouver | 736 | 1990 |
| 5 | [Nicola Wealth](https://www.tamtam.ai/c/nicola-wealth) (nicolawealth.com)<br>A full-service wealth management offering sophisticated financial advice and investment management to affluent families, foundations, and institutions across North America | Financial Services | 🇨🇦 Vancouver | 537 | 1994 |
| 6 | [CMLS](https://www.tamtam.ai/c/cmls) (cmls.ca)<br>Leading provider of capital solutions for property owners and investors, with a $38 billion portfolio under administration, catering to prominent financial institutions in Canada | Financial Services | 🇨🇦 Vancouver | 469 | 1974 |
| 7 | [Odlum Brown Limited](https://www.tamtam.ai/c/odlum-brown-limited) (odlumbrown.com)<br>A long-standing, independent investment organization providing personalized financial planning services, objective research, and community support across Canada | Financial Services | 🇨🇦 Vancouver | 376 | 1923 |
| 8 | [Centum Financial Group Inc.](https://www.tamtam.ai/c/centum-financial-group-inc) (centum.ca)<br>Specializing in finding the best mortgage rates for clients by negotiating with lenders, handling paperwork, and offering services free of charge | Financial Services | 🇨🇦 Vancouver | 373 | 2002 |
| 9 | [Mogo](https://www.tamtam.ai/c/mogo) (intelligentinvesting.ai)<br>A Canadian financial technology company challenging traditional banks, aiming to help Canadians achieve financial freedom and make a positive impact | Financial Services | 🇨🇦 Vancouver | 212 | 2003 |
| 10 | [The InsureBC Group](https://www.tamtam.ai/c/the-insurebc-group) (insurebc.ca)<br>A leading insurance group in British Columbia with 80+ locations, providing top-notch service and products across various lines of business for nearly 30 years | Insurance | 🇨🇦 Vancouver | 205 | 1988 |
| 11 | [Premier](https://www.tamtam.ai/c/premier-vancouver) (premiergroup.ca)<br>A leading managing underwriting agency in Canada, offering unique insurance products with over 150 employees and 6 locations nationwide | Insurance | 🇨🇦 Vancouver | 187 | 1989 |
| 12 | [TFG Financial](https://www.tamtam.ai/c/tfg-financial) (tfgfinancial.com)<br>TFG Financial offers diverse financing options for acquiring commercial assets, catering to individual customer needs to secure more deal approvals | Financial Services | 🇨🇦 Vancouver | 185 | 1984 |
| 13 | [Connor, Clark & Lunn Private Capital Ltd. (CC&L)](https://www.tamtam.ai/c/connor-clark-and-lunn-private-capital-ltd-cc-and-l) (cclprivatecapital.com)<br>A leading independent discretionary investment manager in Canada, offering personalized portfolios and exemplary service to help clients achieve their financial goals | Investment Management | 🇨🇦 Vancouver | 151 | 1997 |
| 14 | [PH&N Institutional](https://www.tamtam.ai/c/ph-and-n-institutional) (institutional.rbcgam.com)<br>A leading Canadian institutional asset manager offering active management and tailored investment solutions for pension plans and institutional investors nationwide | Investment Management | 🇨🇦 Vancouver | 142 | 1964 |
| 15 | [The Jim Pattison Group](https://www.tamtam.ai/c/the-jim-pattison-group) (jimpattison.com)<br>A global conglomerate with over 565 locations across diverse industries, focusing on customer satisfaction, with sales over $127 billion in 2020 | Executive Offices | 🇨🇦 Vancouver | 128 | 1961 |
| 16 | [PI Financial Corp.](https://www.tamtam.ai/c/pi-financial-corp) (ventumfinancial.com)<br>A leading independent investment dealer offering a full range of investment products and services for individual, corporate, and institutional investors in Canada | Financial Services | 🇨🇦 Vancouver | 102 | 1982 |
| 17 | [PenderFund Capital Management](https://www.tamtam.ai/c/penderfund-capital-management) (penderfund.com)<br>Independent investment firm based in Vancouver, BC, focused on protecting and growing wealth through actively managed niche investment funds using value-based strategies | Financial Services | 🇨🇦 Vancouver | 95 | 2003 |
| 18 | [Nicola Real Estate](https://www.tamtam.ai/c/nicola-real-estate) (nicolawealth.com)<br>A real estate asset management company focused on acquiring, managing, and diversifying high-quality properties to generate consistent income and preserve capital | Real Estate | 🇨🇦 Vancouver | 83 | 2005 |
| 19 | [Atlas Corp.](https://www.tamtam.ai/c/atlas-corp) (atlascorporation.com)<br>A global asset manager specializing in advancing strategic capital allocation initiatives and providing operational transparency | Investment Management | 🇨🇦 Vancouver | 62 | 2019 |
| 20 | [PLUS Underwriting Managers Ltd.](https://www.tamtam.ai/c/plus-underwriting-managers-ltd) (forwardinsurance.ca)<br>Specialized insurance underwriting company that has rebranded to provide innovative solutions as Forward Insurance Managers Ltd, visit wwwforwardinsuranceca for more information | Insurance | 🇨🇦 Vancouver | 54 |  |
| 21 | [Dixon Mitchell Investment Counsel](https://www.tamtam.ai/c/dixon-mitchell-investment-counsel) (dixonmitchell.com)<br>National discretionary asset manager prioritizing fiduciary duty, stewardship, and client interests Offering focused investment management with transparency and cost control | Investment Management | 🇨🇦 Vancouver | 37 | 2000 |
| 22 | [Cypress Capital Management Ltd.](https://www.tamtam.ai/c/cypress-capital-management-ltd) (cypresscap.com)<br>Dedicated to providing transparent and ethical investment services, focusing on client interests, minimizing conflicts, and educating clients on managing market volatility | Financial Services | 🇨🇦 Vancouver | 22 | 1998 |
| 23 | [UBC Investment Management Trust (IMANT)](https://www.tamtam.ai/c/ubc-investment-management-trust-imant) (ubcimant.ca)<br>This company specializes in maximizing investment returns for funds through a manager of managers approach, focusing on risk management and achieving long-term goals | Investment Management | 🇨🇦 Vancouver | 17 |  |
| 24 | [Evans & Evans, Inc.](https://www.tamtam.ai/c/evans-and-evans-inc) (evansevans.com)<br>Boutique Investment Banking firm offering capital formation, M&A advice, valuation, due diligence, planning, and research services to help clients achieve financial objectives | Financial Services | 🇨🇦 Vancouver | 17 | 1989 |
| 25 | [Moneta](https://www.tamtam.ai/c/moneta) (monetasecurities.com)<br>A boutique investment banking firm specializing in advising growth stage companies through major transactions, capital markets activities, and project finance needs Led by female founders | Investment Banking | 🇨🇦 Vancouver | 17 | 2017 |
| 26 | [Cypress Hills Capital](https://www.tamtam.ai/c/cypress-hills-capital) (cypresshillscapital.com)<br>A Canadian alternative asset manager providing sophisticated accredited investors with access to private credit, focusing on wholesale lending to established lenders | Financial Services | 🇨🇦 Vancouver | 13 | 2015 |
| 27 | [North Growth Management Ltd.](https://www.tamtam.ai/c/north-growth-management-ltd) (northgrowth.com)<br>Independent investment firm in Vancouver specializing in low-fee equity portfolio management Offers four funds, RRSP/RRIF services, and focuses on growth for superior returns | Financial Services | 🇨🇦 Vancouver | 13 | 1998 |
| 28 | [Prosight Partners](https://www.tamtam.ai/c/prosight-partners) (prosightpartners.com)<br>Global investment bank specializing in strategic growth funding and exits for entrepreneurs in eight sectors, operating worldwide with a team of 30+ consulting partners | Investment Banking | 🇨🇦 Vancouver | 10 |  |
| 29 | [Deans Knight](https://www.tamtam.ai/c/deans-knight) (deansknight.com)<br>Vancouver asset management firm offering fixed income and equity strategies with a value-oriented approach focused on delivering superior risk-adjusted returns and capital preservation | Investment Management | 🇨🇦 Vancouver | 10 | 1992 |
| 30 | [Royale Financial Group Inc.](https://www.tamtam.ai/c/royale-financial-group-inc) (rfgroup.ca)<br>Specializing in personalized insurance and investment solutions, we conduct thorough need analysis to provide strategic tax planning and top-rated insurance products in Canada | Insurance | 🇨🇦 Vancouver | 4 | 2010 |

## How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Nov 12, 2026.

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## The same list elsewhere in Canada

- [Financial services firms in Canada](https://www.tamtam.ai/l/financial-services-firms-canada) (687)
- [Financial services firms in Ontario](https://www.tamtam.ai/l/financial-services-firms-ontario) (396)
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- [Financial services firms in British Columbia](https://www.tamtam.ai/l/financial-services-firms-british-columbia) (67)
- [Financial services firms in Alberta](https://www.tamtam.ai/l/financial-services-firms-alberta) (57)
- [Financial services firms in Toronto](https://www.tamtam.ai/l/financial-services-firms-toronto) (250)
- [Financial services firms in Montreal](https://www.tamtam.ai/l/financial-services-firms-montreal) (69)
- [Financial services firms in Calgary](https://www.tamtam.ai/l/financial-services-firms-calgary) (31)

## The same list elsewhere

- [Financial services firms in the world](https://www.tamtam.ai/l/financial-services-firms-in-the-world) (26,817)
- [Financial services firms in North America](https://www.tamtam.ai/l/financial-services-firms-in-north-america) (7,764)

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Source: https://www.tamtam.ai/l/financial-services-firms-vancouver