Company lists · Data refreshed September 2026

Top 25 Athlete financial advisors based in Canada

Name: Athlete financial advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 130 companies tracked

RevenueBase identified 130 athlete financial advisors headquartered in Canada as of September 2026 and tracks 571 professional contacts across them, including 223 with verified work emails. Toronto is the largest hub.

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

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

130Companies

571Contacts tracked

223Verified emails

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The 25 largest athlete financial advisors based in Canada

Ranked by team size

Top 25 of 130 athlete financial advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to athlete financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Tricert	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 19, 2026	51-200	52 contacts →
	Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 19, 2026
2	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
3	Innova Wealth Partners	Partial evidence	Sudbury, ON, CanadaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Source: RevenueBase Database · checked Sep 19, 2026
4	PEL Chartered Professional Accountants INC	Indirect evidence	Burnaby, BC, CanadaHQ checked Sep 19, 2026	51-200	14 contacts →
	Indirect evidence “There's a lot more to PEL CPA than just getting your taxes done.” Source: RevenueBase Database · checked Sep 19, 2026
5	Cabinet DE Services Financiers Sfita	Partial evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “Le Cabinet de services financiers SFITA accompagne les entrepreneur·e·s et professionnel·le·s incorporé·e·s dans l’optimisation de leur situation financière personnelle et…” Source: RevenueBase Database · checked Sep 19, 2026
6	Beyond Wealth Management	Indirect evidence	Regina, SK, CanadaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Beyond Wealth was founded in 2011 by Leander Dueck.” Source: RevenueBase Database · checked Sep 19, 2026
7	Steward Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 19, 2026
8	Bellwether Family Wealth	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 19, 2026	51-200	11 contacts →
	Indirect evidence “Bellwether Family Wealth is a division of Bellwether Investment Management Inc, a boutique investment manager.” Source: RevenueBase Database · checked Sep 19, 2026
9	Panorama Wealth Management	Partial evidence	Kanata, ON, CanadaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026
10	Bull Financial	Partial evidence	Oshawa, ON, CanadaHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Source: RevenueBase Database · checked Sep 19, 2026
11	Sharma Wealth Management	Indirect evidence	Mississauga, ON, CanadaHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in the areas of Tax Planning…” Source: RevenueBase Database · checked Sep 19, 2026
12	Partenaire-Conseils Groupe Financier & Gestion Privée	Indirect evidence	Laval, QC, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Source: RevenueBase Database · checked Sep 19, 2026
13	Navigator Financial Corp	Indirect evidence	London, ON, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Navigator was created specifically to support elite performers in business and sport.” Source: RevenueBase Database · checked Sep 19, 2026
14	Legacy Wealth Advisors	Strong evidence	Brampton, ON, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…” Source: RevenueBase Database · checked Sep 19, 2026
15	Acquire Wealth Management	Indirect evidence	Oak Bluff, MB, CanadaHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Investments • Insurance • Tax Planning” Source: RevenueBase Database · checked Sep 19, 2026
16	Elev8 Wealth Advisors INC	Indirect evidence	Regina, SK, CanadaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “We're an advice business.” Source: RevenueBase Database · checked Sep 19, 2026
17	Oakstone Wealth	Partial evidence	Burlington, ON, CanadaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “A client focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies.” Source: RevenueBase Database · checked Sep 19, 2026
18	Black KEY Financial Consulting INC	Strong evidence	Markham, ON, CanadaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Full Financial planning and service, determine your financial situation, develop your financial goal and our advisor always looking for new ways to relief your tax burden, manage…” Source: RevenueBase Database · checked Sep 19, 2026
19	Ironwood Wealth Management Group	Partial evidence	Fonthill, ON, CanadaHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “We provide independent financial planning, tax, & Investment management* to business owners and high-net-worth clients.” Source: RevenueBase Database · checked Sep 19, 2026
20	Whitewater Financial	Partial evidence	Kitchener, ON, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “At WhiteWater Financial, we help protect and preserve the wealth you’ve worked hard to build - for today, tomorrow, and the generations that follow.” Source: RevenueBase Database · checked Sep 19, 2026
21	CH Financial LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
22	Eastcap Wealth Planning INC O A Stewart Fisher Financial	Partial evidence	Waterloo, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “EastCap Wealth Planning Inc has merged with Stewart Fisher Financial of Windsor.” Source: RevenueBase Database · checked Sep 19, 2026
23	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 19, 2026
24	Utley Financial Group	Strong evidence	Chatham, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Stephanie Sparks is a financial advisor with over 8 years of experience.” Source: RevenueBase Database · checked Sep 19, 2026
25	Zelos Investment Counsel	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: athlete financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names athlete financial advisors.
Partial evidence: Its own public description names part of athlete financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name athlete financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 130 athlete financial advisors based in Canada

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Athlete financial advisors based in Canada at a glance

As of Sep 19, 2026

39.1%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

10.8%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 130 companies.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “athlete financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names athlete financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among athlete financial advisors, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 223 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

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

How many athlete financial advisors are there based in Canada?

RevenueBase identified 130 athlete financial advisors headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Tricert, headquartered in Waterloo, tops this list with the largest team on record.

Which city has the most athlete financial advisors?

Toronto leads with 14 headquartered companies, followed by Calgary (7) and Mississauga (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 223 verified decision-maker contacts tracked across these 130 companies.

How current is this list?

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

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About this data

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