Company lists · Data refreshed September 2026

Top 25 401k plan providers based in Canada

RevenueBase identified 49 401k plan providers headquartered in Canada as of September 2026 and tracks 2,895 professional contacts across them, including 157 with verified work emails. Toronto is the largest hub.

This list covers 401k plan providers headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
49Companies
2,895Contacts tracked
157Verified emails
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The 25 largest 401k plan providers based in Canada

Ranked by team size
Top 25 of 49 401k plan providers based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceQuébec, QC, CanadaHQ checked Sep 19, 202651-20030 contacts →

Indirect evidence

“SAGE Assurances et rentes collectives est un cabinet de services financiers spécialisé en assurance collective et en régimes de retraite collectifs offrant une gamme complète…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceRichmond Hill, ON, CanadaHQ checked Sep 19, 202651-20022 contacts →

Indirect evidence

“Apri is a leading provider of group benefits, insurance and group retirement and pension solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBrantford, ON, CanadaHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

“Benefits are about people.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceCalgary, AB, CanadaHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“At Navigate Benefit Solutions, we're on a mission to redefine the employee benefits and retirement planning landscape.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMarkham, CanadaHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

“HJ Group is a family-owned advisory firm, named after founder Harry James and formerly known as the Harry James Group.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceFredericton, NB, CanadaHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Retirement Planning | Estate Planning | Life Insurance | Employee Benefits”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceKanata, ON, CanadaHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“McFadden Benefits, Pension & Wellness is an established, innovative and creative advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceOttawa, ON, CanadaHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 202651-2009 contacts →

Indirect evidence

“ZLC Employee Benefits Solutions is one of the top advisors in Vancouver for employee benefits and group retirement programs.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidencePembroke, ON, CanadaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Frank Carroll Financial has been assisting individuals and the business community with a variety of financial planning needs since 1960.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceLongueuil, QC, CanadaHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Cabinet Financier spécialisé en régimes collectifs (rentes et assurances collectives) placements individuels, assurances individuelles, planification de retraite et autres…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceCalgary, AB, CanadaHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSaskatoon, SK, CanadaHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“We design and manage employee benefit & group retirement programs.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“Proteus is a premier provider of pension plan governance and investment consulting solutions to corporate plan sponsors, not-for-profit organization, trusteed plans, public plans…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceCalgary, AB, CanadaHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Hillcrest provides smart group benefits and retirement packages backed by deep analysis and strong industry knowledge.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceRed Deer, AB, CanadaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceRichmond, BC, CanadaHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“100% Canadian owned and operated!”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 19, 202611-503 contacts →

Indirect evidence

“We are laser focused on optimizing expenditures, driving efficiencies, and elevating your companies total rewards philosophy.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceWindsor, ON, CanadaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Horizon Financial Group is a wealth management firm specializing in corporate pension plans, employee benefits and individual wealth management.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceHamilton, ON, CanadaHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Courneya Group has been providing competitive benefits and retirement plans since 1980.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceVictoria, BC, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Redcliffe Financial is an boutique advisory firm, headquartered in BC.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Singer Steinberg is a Group Benefit and Retirement planning advisory firm located in Canada.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We specialize in employee benefit and group retirement solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Welcome to TwinRock Financial!”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 49 401k plan providers based in Canada

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401k plan providers based in Canada at a glance

As of Sep 19, 2026
5.4%Verified-email coverage
59.1Average contacts per company
1-10Median size (employees)
22.4%Largest-city concentration · Toronto
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
13
51-200
4
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 49 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Canada whose own description of what they do matches “401k plan providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k plan providers, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 157 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan providers are there based in Canada?

RevenueBase identified 49 401k plan providers headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Sage Assurances ET Rentes Collectives, headquartered in Quebec, tops this list with the largest team on record.

Which city has the most 401k plan providers?

Toronto leads with 11 headquartered companies, followed by Calgary (3) and Vancouver (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 157 verified decision-maker contacts tracked across these 49 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.