Company lists · Data refreshed September 2026
Top 20 Association financial advisory firms based in Calgary, Canada
RevenueBase identified 63 company matches for association financial advisory firms associated with Calgary, Canada as of September 2026 and tracks 506 professional contacts across them, including 146 with verified work emails. Across Canada, Toronto is the largest hub for this category (116 companies); Calgary follows with 63.
This list covers company matches for association financial advisory firms associated with Calgary, 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 20 largest association financial advisory firms based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 42 contacts → | ||||
Exact match “At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 38 contacts → | ||||
Exact match “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “We are an independent Brokerage specialized in seeking and solving client's financial needs” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “The Small Business Accountants is a full service accounting firm specialized in the needs of small to mid-sized business, entrepreneurs, self-employed individuals and families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “As an independent financial planning boutique.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “AC Capital Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “PRAIRIE'S FINANCIAL ADVISORY BUSINESS IS FOCUSED ON DELIVERING IMPARTIAL, CREATIVE AND LONG-TERM IDEAS TO CLIENTS ACROSS THE FINANCIAL ADVISORY SPECTRUM.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Julie Shipley-Strickland is a Senior Wealth Advisor & Associate Portfolio Manager at Wellington-Altus, as well as a Member of IIROC & CIPF.” 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 20 of 63 association financial advisory firms based in Calgary, Canada
See the full list, filter by size, metro and specialty, and access 146 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Association financial advisory firms based in Calgary, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 63 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 Calgary, 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 146 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 in Canada
- Association financial advisory firms in Toronto116
- 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 Calgary, Canada?
RevenueBase identified 63 company matches for association financial advisory firms associated with Calgary, 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?
EAU Claire Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most association financial advisory firms?
Toronto leads Canada 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 146 professional contacts with verified work emails tracked across these 63 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 63 association financial advisory firms based in Calgary, Canada. Start with a free account, no credit card.
Download this list →Related lists
Association financial advisory firms by geography
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- 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 Edmonton, Canada
- Association financial advisory firms based in Mississauga, Canada
- Association financial advisory firms based in Montreal, 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 20 association financial advisory firms based in Calgary, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 63 matching company records for association financial advisory firms based in Calgary, Canada, with 506 tracked contacts and 146 verified work emails.
This public preview shows 20 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 20 association financial advisory firms based in Calgary, 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 | 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. | |||||
| 2 | Portfolio Strategies Corporationportfoliostrategies.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 42 contacts → |
“At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Wealthco. Group Of Companieswealthco.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 38 contacts → |
“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Dfsin Albertadfsinalberta.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 13 contacts → |
“At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | NW Financial Group Company INCnwfinancial.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 9 contacts → |
“We are an independent Brokerage specialized in seeking and solving client's financial needs” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  The Small Business Group Of Companies LTDsmallbusinesscompanies.caHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 9 contacts → |
“The Small Business Accountants is a full service accounting firm specialized in the needs of small to mid-sized business, entrepreneurs, self-employed individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lee-Owe Macleod Wealth Management INClomwealth.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PR Wealth Management INCprwealth.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 7 contacts → |
“PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Future Values Estate & Financial Planningfuturevalues.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  RED Barn Investment Counselredbarninvestmentcounsel.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | CH Financial LTDchfinancial.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Trailane Financialtrailanefinancial.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bergh Tatomir & Associatesberghtatomir.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“As an independent financial planning boutique.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Whitehorn Capitalwhitehorncapital.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Navigate Wealth Management INCnavwealth.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  AC Capitalaccapital.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“AC Capital Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Propel Insurance And Advisory INCpropeladvisory.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Prairie Advisory Corpprairieadvisory.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 1 contacts → |
“PRAIRIE'S FINANCIAL ADVISORY BUSINESS IS FOCUSED ON DELIVERING IMPARTIAL, CREATIVE AND LONG-TERM IDEAS TO CLIENTS ACROSS THE FINANCIAL ADVISORY SPECTRUM.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Westcap Wealth Planningwestcapwealth.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Julie Shipley-Strickland Wealth & Risk Managementadvisor.wellington-altus.caHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 1 contacts → |
“Julie Shipley-Strickland is a Senior Wealth Advisor & Associate Portfolio Manager at Wellington-Altus, as well as a Member of IIROC & CIPF.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 63 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
62 records in the displayed employee bands.
1 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 across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 63 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 in Canada
- Association financial advisory firms in Toronto116
- 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 Calgary, Canada?
The saved snapshot records 63 matching company records, 506 tracked contacts and 146 verified emails. The public preview displays 20 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 Edmonton, Canada
- Association financial advisory firms based in Mississauga, Canada
- Association financial advisory firms based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 20 association financial advisory firms based in Calgary, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/association-financial-advisory-firms/canada/calgary.
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 20 association financial advisory firms based in Calgary, Canada
RevenueBase records 63 matching company records for association financial advisory firms based in Calgary, Canada, with 506 tracked contacts and 146 verified work emails.
This public preview shows 20 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 20 association financial advisory firms based in Calgary, 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 | 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. | |||||
| 2 | Portfolio Strategies Corporationportfoliostrategies.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 42 contacts → |
“At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Wealthco. Group Of Companieswealthco.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 38 contacts → |
“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Dfsin Albertadfsinalberta.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 13 contacts → |
“At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | NW Financial Group Company INCnwfinancial.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 9 contacts → |
“We are an independent Brokerage specialized in seeking and solving client's financial needs” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | The Small Business Group Of Companies LTDsmallbusinesscompanies.ca HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 9 contacts → |
“The Small Business Accountants is a full service accounting firm specialized in the needs of small to mid-sized business, entrepreneurs, self-employed individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lee-Owe Macleod Wealth Management INClomwealth.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PR Wealth Management INCprwealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 7 contacts → |
“PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Future Values Estate & Financial Planningfuturevalues.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | RED Barn Investment Counselredbarninvestmentcounsel.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | CH Financial LTDchfinancial.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Trailane Financialtrailanefinancial.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bergh Tatomir & Associatesberghtatomir.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“As an independent financial planning boutique.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Whitehorn Capitalwhitehorncapital.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Navigate Wealth Management INCnavwealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | AC Capitalaccapital.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“AC Capital Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Propel Insurance And Advisory INCpropeladvisory.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Prairie Advisory Corpprairieadvisory.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 1 contacts → |
“PRAIRIE'S FINANCIAL ADVISORY BUSINESS IS FOCUSED ON DELIVERING IMPARTIAL, CREATIVE AND LONG-TERM IDEAS TO CLIENTS ACROSS THE FINANCIAL ADVISORY SPECTRUM.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Westcap Wealth Planningwestcapwealth.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Julie Shipley-Strickland Wealth & Risk Managementadvisor.wellington-altus.ca HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 1 contacts → |
“Julie Shipley-Strickland is a Senior Wealth Advisor & Associate Portfolio Manager at Wellington-Altus, as well as a Member of IIROC & CIPF.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 63 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
62 records in the displayed employee bands.
1 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 across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 63 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 in Canada
- Association financial advisory firms in Toronto116
- 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 Calgary, Canada?
The saved snapshot records 63 matching company records, 506 tracked contacts and 146 verified emails. The public preview displays 20 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.
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Cite this list
RevenueBase Data Team. Top 20 association financial advisory firms based in Calgary, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/association-financial-advisory-firms/canada/calgary.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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