Company lists · Data refreshed September 2026
Top 25 Association financial advisory firms based in Canada
RevenueBase identified 1,031 company matches for association financial advisory firms associated with Canada as of September 2026 and tracks 26,052 professional contacts across them, including 6,234 with verified work emails. Toronto is the largest hub.
This list covers company matches for association financial advisory firms 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 September 19, 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 association financial advisory firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 2,400 contacts → | ||||
Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 686 contacts → | ||||
Exact match “Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 330 contacts → | ||||
Exact match “When you partner with Financial Horizons, our team of experts becomes your team of experts.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 257 contacts → | ||||
Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 210 contacts → | ||||
Exact match “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 172 contacts → | ||||
Exact match “We are an independent financial services dealer that focuses on independent advisors and their values.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 116 contacts → | ||||
Exact match “Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 114 contacts → | ||||
Exact match “Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 101 contacts → | ||||
Exact match “Want to Feel like family?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 86 contacts → | ||||
Exact match “Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 77 contacts → | ||||
Exact match “Quality Service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 74 contacts → | ||||
Exact match “We’re a group of dedicated individuals who work tirelessly for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 68 contacts → | ||||
Exact match “Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 64 contacts → | ||||
Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 61 contacts → | ||||
Exact match “Investments, Insurance, Advice” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 61 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 59 contacts → | ||||
Exact match “A subsidiary of PEAK Financial Group.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 58 contacts → | ||||
Exact match “As a fourth generation family business, we understand the importance of protecting your loved ones, ensuring your livelihood, and building a financial future – for the years…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 54 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 52 contacts → | ||||
Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 52 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 50 contacts → | ||||
Exact match “ZLC is a boutique financial services firm based in Vancouver.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 46 contacts → | ||||
Exact match “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 44 contacts → | ||||
Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded in the RevenueBase company graph · Sep 19, 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 “association financial advisory firms”. 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 1,031 association financial advisory firms based in Canada
See the full list, filter by size, metro and specialty, and access 6,234 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Association financial advisory firms based in Canada at a glance
As of Sep 19, 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 1,031 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 “association financial advisory firms” 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 6,234 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 September 19, 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.
Association financial advisory firms by metro
- Association financial advisory firms in Toronto116
- Association financial advisory firms in Calgary63
- Association financial advisory firms in Vancouver51
- Association financial advisory firms in Montreal45
- Association financial advisory firms in Edmonton34
- Association financial advisory firms in Winnipeg34
- Association financial advisory firms in Mississauga29
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 “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many association financial advisory firms are there based in Canada?
RevenueBase identified 1,031 company matches for association financial advisory firms associated with Canada as of September 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?
IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most association financial advisory firms?
Toronto leads with 116 company records, followed by Calgary (63) and Vancouver (51).
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 6,234 professional contacts with verified work emails tracked across these 1,031 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,031 association financial advisory firms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Association financial advisory firms by geography
- Association financial advisory firms based in Adelaide, Australia
- Association financial advisory firms based in Brisbane, Australia
- Association financial advisory firms based in Melbourne, Australia
- Association financial advisory firms based in Perth, Australia
- Association financial advisory firms based in Sydney, Australia
- Association financial advisory firms based in Belo Horizonte, Brazil
- Association financial advisory firms based in Porto Alegre, Brazil
- Association financial advisory firms based in Rio De Janeiro, Brazil
- Association financial advisory firms based in Sao Paulo, Brazil
- Association financial advisory firms based in Calgary, Canada
- Association financial advisory firms based in Edmonton, Canada
- Association financial advisory firms based in Mississauga, Canada
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
- Association financial advisory firms based in Adelaide, Australia
- Association financial advisory firms based in Brisbane, Australia
- Association financial advisory firms based in Melbourne, Australia
- Association financial advisory firms based in Perth, Australia
- Association financial advisory firms based in Sydney, Australia
- Association financial advisory firms based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 association financial advisory firms 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 1,031 matching company records for association financial advisory firms based in Canada, with 26,052 tracked contacts and 6,234 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: September 19, 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 association financial advisory firms 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 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 686 contacts → |
“Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Financial Horizonsfinancialhorizons.com HQ: Kitchener, ON, CanadaReported employees: 201-500 | Kitchener, ON, Canada | 201-500 | Exact match | 330 contacts → |
“When you partner with Financial Horizons, our team of experts becomes your team of experts.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 257 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  MICAmicasf.comHQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 210 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sterling Mutuals INCsterlingmutuals.com HQ: Windsor, ON, CanadaReported employees: 201-500 | Windsor, ON, Canada | 201-500 | Exact match | 172 contacts → |
“We are an independent financial services dealer that focuses on independent advisors and their values.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Prime Quadrantprimequadrant.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 116 contacts → |
“Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | EAU Claire Partnerseauclairepartners.com HQ: Calgary, CanadaReported employees: 201-500 | Calgary, Canada | 201-500 | Exact match | 114 contacts → |
“Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | QFSqfscanada.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 101 contacts → |
“Want to Feel like family?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Advocisadvocis.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 86 contacts → |
“Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lipton LLPliptonllp.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 77 contacts → |
“Quality Service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CAL Legrow Insurance & Financial Groupcallegrow.com HQ: St. John's, NL, CanadaReported employees: 51-200 | St. John's, NL, Canada | 51-200 | Exact match | 74 contacts → |
“We’re a group of dedicated individuals who work tirelessly for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mérici Services Financiers INCmerici.com HQ: Sherbrooke, QC, CanadaReported employees: 51-200 | Sherbrooke, QC, Canada | 51-200 | Exact match | 68 contacts → |
“Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  3macs, A Division Of Raymond Jamesraymondjames.caHQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 61 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 61 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Peak Securities INCpeakgroup.comHQ: Montréal, CanadaReported employees: 1,001-5,000 | Montréal, Canada | 1,001-5,000 | Exact match | 59 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | ORR Insurance & Investmentorrinsurance.net HQ: Stratford, ON, CanadaReported employees: 51-200 | Stratford, ON, Canada | 51-200 | Exact match | 58 contacts → |
“As a fourth generation family business, we understand the importance of protecting your loved ones, ensuring your livelihood, and building a financial future – for the years…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 54 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tricerttricert.caHQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 52 contacts → |
“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Equity Associates INCequityassociates.ca HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 52 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  ZLC Financialzlc.netHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 50 contacts → |
“ZLC is a boutique financial services firm based in Vancouver.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Raymond James USA LTDrjlu.comHQ: Vancouver, BC, CanadaReported employees: Not recorded | Vancouver, BC, Canada | Not recorded | Exact match | 46 contacts → |
“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Westcourt Capitalwestcourtcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 44 contacts → |
“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,031 company matches
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Association financial advisory firms: dataset insights
September 19, 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
1,021 records in the displayed employee bands.
10 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 1,031 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: September 19, 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 ↗
Association financial advisory firms by metro
- Association financial advisory firms in Toronto116
- Association financial advisory firms in Calgary63
- Association financial advisory firms in Vancouver51
- Association financial advisory firms in Montreal45
- Association financial advisory firms in Edmonton34
- Association financial advisory firms in Winnipeg34
- Association financial advisory firms in Mississauga29
Questions about this company list
What does Exact match mean for association financial advisory firms?
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 association financial advisory firms did RevenueBase find based in Canada?
The saved snapshot records 1,031 matching company records, 26,052 tracked contacts and 6,234 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: September 19, 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
Association financial advisory firms by geography
- Association financial advisory firms based in Adelaide, Australia
- Association financial advisory firms based in Brisbane, Australia
- Association financial advisory firms based in Melbourne, Australia
- Association financial advisory firms based in Perth, Australia
- Association financial advisory firms based in Sydney, Australia
- Association financial advisory firms based in Belo Horizonte, Brazil
- Association financial advisory firms based in Porto Alegre, Brazil
- Association financial advisory firms based in Rio De Janeiro, Brazil
- Association financial advisory firms based in Sao Paulo, Brazil
- Association financial advisory firms based in Calgary, Canada
- Association financial advisory firms based in Edmonton, Canada
- Association financial advisory firms based in Mississauga, Canada
Cite this list
RevenueBase Data Team. Top 25 association financial advisory firms based in Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/association-financial-advisory-firms/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
- Association financial advisory firms based in Adelaide, Australia
- Association financial advisory firms based in Brisbane, Australia
- Association financial advisory firms based in Melbourne, Australia
- Association financial advisory firms based in Perth, Australia
- Association financial advisory firms based in Sydney, Australia
- Association financial advisory firms based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 association financial advisory firms based in Canada
RevenueBase records 1,031 matching company records for association financial advisory firms based in Canada, with 26,052 tracked contacts and 6,234 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: September 19, 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 association financial advisory firms 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 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 686 contacts → |
“Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Financial Horizonsfinancialhorizons.com HQ: Kitchener, ON, CanadaReported employees: 201-500 | Kitchener, ON, Canada | 201-500 | Exact match | 330 contacts → |
“When you partner with Financial Horizons, our team of experts becomes your team of experts.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 257 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MICAmicasf.com HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 210 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sterling Mutuals INCsterlingmutuals.com HQ: Windsor, ON, CanadaReported employees: 201-500 | Windsor, ON, Canada | 201-500 | Exact match | 172 contacts → |
“We are an independent financial services dealer that focuses on independent advisors and their values.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Prime Quadrantprimequadrant.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 116 contacts → |
“Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | EAU Claire Partnerseauclairepartners.com HQ: Calgary, CanadaReported employees: 201-500 | Calgary, Canada | 201-500 | Exact match | 114 contacts → |
“Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | QFSqfscanada.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 101 contacts → |
“Want to Feel like family?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Advocisadvocis.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 86 contacts → |
“Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lipton LLPliptonllp.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 77 contacts → |
“Quality Service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CAL Legrow Insurance & Financial Groupcallegrow.com HQ: St. John's, NL, CanadaReported employees: 51-200 | St. John's, NL, Canada | 51-200 | Exact match | 74 contacts → |
“We’re a group of dedicated individuals who work tirelessly for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mérici Services Financiers INCmerici.com HQ: Sherbrooke, QC, CanadaReported employees: 51-200 | Sherbrooke, QC, Canada | 51-200 | Exact match | 68 contacts → |
“Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 3macs, A Division Of Raymond Jamesraymondjames.ca HQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 61 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 61 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Peak Securities INCpeakgroup.com HQ: Montréal, CanadaReported employees: 1,001-5,000 | Montréal, Canada | 1,001-5,000 | Exact match | 59 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | ORR Insurance & Investmentorrinsurance.net HQ: Stratford, ON, CanadaReported employees: 51-200 | Stratford, ON, Canada | 51-200 | Exact match | 58 contacts → |
“As a fourth generation family business, we understand the importance of protecting your loved ones, ensuring your livelihood, and building a financial future – for the years…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 54 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tricerttricert.ca HQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 52 contacts → |
“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Equity Associates INCequityassociates.ca HQ: Markham, ON, CanadaReported employees: 51-200 | Markham, ON, Canada | 51-200 | Exact match | 52 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | ZLC Financialzlc.net HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 50 contacts → |
“ZLC is a boutique financial services firm based in Vancouver.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Raymond James USA LTDrjlu.com HQ: Vancouver, BC, CanadaReported employees: Not recorded | Vancouver, BC, Canada | Not recorded | Exact match | 46 contacts → |
“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Westcourt Capitalwestcourtcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 44 contacts → |
“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,031 company matches
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Association financial advisory firms: dataset insights
September 19, 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
1,021 records in the displayed employee bands.
10 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 1,031 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: September 19, 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 ↗
Association financial advisory firms by metro
- Association financial advisory firms in Toronto116
- Association financial advisory firms in Calgary63
- Association financial advisory firms in Vancouver51
- Association financial advisory firms in Montreal45
- Association financial advisory firms in Edmonton34
- Association financial advisory firms in Winnipeg34
- Association financial advisory firms in Mississauga29
Questions about this company list
What does Exact match mean for association financial advisory firms?
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 association financial advisory firms did RevenueBase find based in Canada?
The saved snapshot records 1,031 matching company records, 26,052 tracked contacts and 6,234 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: September 19, 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
Association financial advisory firms by geography
- Association financial advisory firms based in Adelaide, Australia
- Association financial advisory firms based in Brisbane, Australia
- Association financial advisory firms based in Melbourne, Australia
- Association financial advisory firms based in Perth, Australia
- Association financial advisory firms based in Sydney, Australia
- Association financial advisory firms based in Belo Horizonte, Brazil
- Association financial advisory firms based in Porto Alegre, Brazil
- Association financial advisory firms based in Rio De Janeiro, Brazil
- Association financial advisory firms based in Sao Paulo, Brazil
- Association financial advisory firms based in Calgary, Canada
- Association financial advisory firms based in Edmonton, Canada
- Association financial advisory firms based in Mississauga, Canada
Cite this list
RevenueBase Data Team. Top 25 association financial advisory firms based in Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/association-financial-advisory-firms/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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- Association financial advisory firms based in Perth, Australia
- Association financial advisory firms based in Sydney, Australia
- Association financial advisory firms based in Belo Horizonte, Brazil