Company lists · Data refreshed November 2026
Top 25 Annuity advisors based in Canada
RevenueBase identified 129 company matches for annuity advisors associated with Canada as of November 2026 and tracks 938 professional contacts across them, including 366 with verified work emails. Toronto is the largest hub.
This list covers company matches for annuity advisors associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest annuity advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 58 contacts → | ||||
Exact match “A subsidiary of PEAK Financial Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 49 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 35 contacts → | ||||
Exact match “CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 24 contacts → | ||||
Exact match “Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “In 1994, having noted that a new approach was necessary in the field of brokerage and consulting services in insurance and group annuities, Group Censeo inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “etiQ Services financiers est un cabinet multidisciplinaire de conseillers affiliés d’assurance de personnes et de placement où l’être humain est situé au centre de nos valeurs!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Knowledge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “At Mercator Financial, our specialty is helping clients who are either already retired or plan to be retired within the next five to 10 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “We are a privately owned and independent financial advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “With nearly 40 years spent honing our craft in this industry, we're the life insurance specialists.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Depuis nous vous offrons des conseils afin de vous aider à répondre à vos besoins d'assurances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “At Sapience Financial, we are like all other leading financial services firm, as we are committed through the proper planning process, to have a steady consistent growth in our…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “The group at Lambe and Associates are the Island's most trusted and transparent financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Des solutions financières pour toutes les étapes de votre vie.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Himmelman & Associates Financial Advisors Inc is a financial services company based out of Dresden Row, Halifax, Nova Scotia, Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Desbonsconseils a été fondée il y a déjà plus de 8 ans par M.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “annuity advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 129 annuity advisors based in Canada
See the full list, filter by size, metro and specialty, and access 366 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Annuity advisors based in Canada at a glance
As of Nov 6, 2026Companies by employee count
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 129 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Canada whose business descriptions match “annuity advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 366 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “annuity advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many annuity advisors are there based in Canada?
RevenueBase identified 129 company matches for annuity advisors associated with Canada as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Peak Securities INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most annuity advisors?
Toronto leads with 14 company records, followed by Vancouver (9) and Edmonton (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 366 professional contacts with verified work emails tracked across these 129 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 129 annuity advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
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Browse the directory
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Annuity advisors based in London, United Kingdom
- Annuity advisors based in Atlanta, United States
- Annuity advisors based in Chicago, United States
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Company intelligence · public preview
Top 25 annuity advisors based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 129 matching company records for annuity advisors based in Canada, with 938 tracked contacts and 366 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 annuity advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Peak Securities INCpeakgroup.comHQ: Montréal, CanadaReported employees: 1,001-5,000 | Montréal, Canada | 1,001-5,000 | Exact match | 58 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Equity Associates INCequityassociates.caHQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 49 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 35 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cannex Financial Exchanges LTDcannex.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 35 contacts → |
“CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Longevity Wealthlongevityachieved.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 24 contacts → |
“Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Olympian Financial INColympianfinancial.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Groupe Censeo INCgroupecenseo.comHQ: Laval, CanadaReported employees: 11-50 | Laval, Canada | 11-50 | Exact match | 17 contacts → |
“In 1994, having noted that a new approach was necessary in the field of brokerage and consulting services in insurance and group annuities, Group Censeo inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Etiq Services Financiersetiq.caHQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 15 contacts → |
“etiQ Services financiers est un cabinet multidisciplinaire de conseillers affiliés d’assurance de personnes et de placement où l’être humain est situé au centre de nos valeurs!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Harvest Wealth Managementharvestwealth.caHQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Caldwell Wealth & Estate Advisory LTDcaldwelladvisory.caHQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Knowledge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mercator Financial Harbourfront Wealth Managementmercatorfinancial.caHQ: Swift Current, SK, CanadaReported employees: 11-50 | Swift Current, SK, Canada | 11-50 | Exact match | 7 contacts → |
“At Mercator Financial, our specialty is helping clients who are either already retired or plan to be retired within the next five to 10 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kingsmere Financialkingsmerefinancial.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We are a privately owned and independent financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Allan Financialallanfinancial.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“With nearly 40 years spent honing our craft in this industry, we're the life insurance specialists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Coreplan Financial INCcoreplan.netHQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Medic Solutionsmedicsolutions.caHQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Depuis nous vous offrons des conseils afin de vous aider à répondre à vos besoins d'assurances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sapience Financial Management INCsapiencefinancial.caHQ: Orleans, ON, CanadaReported employees: 1-10 | Orleans, ON, Canada | 1-10 | Exact match | 6 contacts → |
“At Sapience Financial, we are like all other leading financial services firm, as we are committed through the proper planning process, to have a steady consistent growth in our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Lambe Financial INClambefinancial.comHQ: Charlottetown, PE, CanadaReported employees: 1-10 | Charlottetown, PE, Canada | 1-10 | Exact match | 6 contacts → |
“The group at Lambe and Associates are the Island's most trusted and transparent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  SFL Gestion DE Patrimoinesfl.qc.caHQ: Val D'or, QC, CanadaReported employees: 11-50 | Val D'or, QC, Canada | 11-50 | Exact match | 6 contacts → |
“Des solutions financières pour toutes les étapes de votre vie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 5 contacts → |
“Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Himmelman & Associates Financial Advisorshimmelman.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 5 contacts → |
“Himmelman & Associates Financial Advisors Inc is a financial services company based out of Dresden Row, Halifax, Nova Scotia, Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Desbonsconseilsdesbonsconseils.comHQ: St-georges, QC, CanadaReported employees: 1-10 | St-georges, QC, Canada | 1-10 | Exact match | 5 contacts → |
“Desbonsconseils a été fondée il y a déjà plus de 8 ans par M.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Financial Strategies Groupfsgroup.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 129 company matches
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Annuity advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
125 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 129 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for annuity advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many annuity advisors did RevenueBase find based in Canada?
The saved snapshot records 129 matching company records, 938 tracked contacts and 366 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Annuity advisors by geography
- Annuity advisors based in London, United Kingdom
- Annuity advisors based in Atlanta, United States
- Annuity advisors based in Chicago, United States
- Annuity advisors based in Dallas, United States
- Annuity advisors based in Denver, United States
- Annuity advisors based in Houston, United States
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 annuity advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/annuity-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Annuity advisors based in London, United Kingdom
- Annuity advisors based in Atlanta, United States
- Annuity advisors based in Chicago, United States
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Company intelligence · public preview
Top 25 annuity advisors based in Canada
RevenueBase records 129 matching company records for annuity advisors based in Canada, with 938 tracked contacts and 366 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 annuity advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Peak Securities INCpeakgroup.com HQ: Montréal, CanadaReported employees: 1,001-5,000 | Montréal, Canada | 1,001-5,000 | Exact match | 58 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Equity Associates INCequityassociates.ca HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 49 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 3 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 35 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cannex Financial Exchanges LTDcannex.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 35 contacts → |
“CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Longevity Wealthlongevityachieved.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 24 contacts → |
“Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Olympian Financial INColympianfinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Groupe Censeo INCgroupecenseo.com HQ: Laval, CanadaReported employees: 11-50 | Laval, Canada | 11-50 | Exact match | 17 contacts → |
“In 1994, having noted that a new approach was necessary in the field of brokerage and consulting services in insurance and group annuities, Group Censeo inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Etiq Services Financiersetiq.ca HQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 15 contacts → |
“etiQ Services financiers est un cabinet multidisciplinaire de conseillers affiliés d’assurance de personnes et de placement où l’être humain est situé au centre de nos valeurs!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Harvest Wealth Managementharvestwealth.ca HQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Caldwell Wealth & Estate Advisory LTDcaldwelladvisory.ca HQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Knowledge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mercator Financial Harbourfront Wealth Managementmercatorfinancial.ca HQ: Swift Current, SK, CanadaReported employees: 11-50 | Swift Current, SK, Canada | 11-50 | Exact match | 7 contacts → |
“At Mercator Financial, our specialty is helping clients who are either already retired or plan to be retired within the next five to 10 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kingsmere Financialkingsmerefinancial.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We are a privately owned and independent financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Allan Financialallanfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“With nearly 40 years spent honing our craft in this industry, we're the life insurance specialists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Coreplan Financial INCcoreplan.net HQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Medic Solutionsmedicsolutions.ca HQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Depuis nous vous offrons des conseils afin de vous aider à répondre à vos besoins d'assurances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sapience Financial Management INCsapiencefinancial.ca HQ: Orleans, ON, CanadaReported employees: 1-10 | Orleans, ON, Canada | 1-10 | Exact match | 6 contacts → |
“At Sapience Financial, we are like all other leading financial services firm, as we are committed through the proper planning process, to have a steady consistent growth in our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lambe Financial INClambefinancial.com HQ: Charlottetown, PE, CanadaReported employees: 1-10 | Charlottetown, PE, Canada | 1-10 | Exact match | 6 contacts → |
“The group at Lambe and Associates are the Island's most trusted and transparent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | SFL Gestion DE Patrimoinesfl.qc.ca HQ: Val D'or, QC, CanadaReported employees: 11-50 | Val D'or, QC, Canada | 11-50 | Exact match | 6 contacts → |
“Des solutions financières pour toutes les étapes de votre vie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 5 contacts → |
“Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Himmelman & Associates Financial Advisorshimmelman.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 5 contacts → |
“Himmelman & Associates Financial Advisors Inc is a financial services company based out of Dresden Row, Halifax, Nova Scotia, Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Desbonsconseilsdesbonsconseils.com HQ: St-georges, QC, CanadaReported employees: 1-10 | St-georges, QC, Canada | 1-10 | Exact match | 5 contacts → |
“Desbonsconseils a été fondée il y a déjà plus de 8 ans par M.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Financial Strategies Groupfsgroup.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 129 company matches
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Annuity advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
125 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 129 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for annuity advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many annuity advisors did RevenueBase find based in Canada?
The saved snapshot records 129 matching company records, 938 tracked contacts and 366 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 annuity advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/annuity-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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