Company lists · Data refreshed November 2026
Top 25 Certified financial planners based in Canada
RevenueBase identified 2,670 company matches for certified financial planners associated with Canada as of November 2026 and tracks 60,546 professional contacts across them, including 20,005 with verified work emails. Toronto is the largest hub.
This list covers company matches for certified financial planners associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest certified financial planners based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,874 contacts → | ||||
Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 6,793 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 2,515 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 1,521 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 984 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 947 contacts → | ||||
Exact match “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 859 contacts → | ||||
Exact match “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 678 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 665 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 570 contacts → | ||||
Exact match “For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 458 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 412 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 328 contacts → | ||||
Exact match “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 309 contacts → | ||||
Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 268 contacts → | ||||
Exact match “At Manulife, we want to empower Canadians to live better.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 246 contacts → | ||||
Exact match “Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 235 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 226 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 211 contacts → | ||||
Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 205 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 173 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 151 contacts → | ||||
Exact match “Design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 146 contacts → | ||||
Exact match “Great wealth management starts with a simple question: what matters most to you?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 140 contacts → | ||||
Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 135 contacts → | ||||
Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “certified financial planners”. 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 2,670 certified financial planners based in Canada
See the full list, filter by size, metro and specialty, and access 20,005 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Certified financial planners based in Canada at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 2,670 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 “certified financial planners” 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 20,005 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Certified financial planners by metro
- Certified financial planners in Toronto327
- Certified financial planners in Calgary162
- Certified financial planners in Vancouver141
- Certified financial planners in Montreal123
- Certified financial planners in Mississauga97
- Certified financial planners in Winnipeg80
- Certified financial planners in Edmonton79
- Certified financial planners in Quebec77
- Certified financial planners in Ottawa75
- Certified financial planners in Markham50
- Certified financial planners in London47
- Certified financial planners in Oakville47
- Certified financial planners in Victoria43
- Certified financial planners in Halifax37
- Certified financial planners in Burlington36
- Certified financial planners in Kelowna33
- Certified financial planners in Waterloo32
- Certified financial planners in Saskatoon31
- Certified financial planners in Brampton30
- Certified financial planners in Kitchener30
- Certified financial planners in Laval30
- Certified financial planners in Surrey28
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 “certified financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many certified financial planners are there based in Canada?
RevenueBase identified 2,670 company matches for certified financial planners associated with Canada as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
RBC Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most certified financial planners?
Toronto leads with 327 company records, followed by Calgary (162) and Vancouver (141).
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 20,005 professional contacts with verified work emails tracked across these 2,670 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,670 certified financial planners based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Certified financial planners by geography
- Certified financial planners based in Buenos Aires, Argentina
- Certified financial planners based in Adelaide, Australia
- Certified financial planners based in Brisbane City, Australia
- Certified financial planners based in Brisbane, Australia
- Certified financial planners based in Bundall, Australia
- Certified financial planners based in Chatswood, Australia
- Certified financial planners based in Melbourne, Australia
- Certified financial planners based in North Sydney, Australia
- Certified financial planners based in Parramatta, Australia
- Certified financial planners based in Perth, Australia
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- Certified financial planners based in Sydney, Australia
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Certified financial planners based in Buenos Aires, Argentina
- Certified financial planners based in Adelaide, Australia
- Certified financial planners based in Brisbane City, Australia
- Certified financial planners based in Brisbane, Australia
- Certified financial planners based in Bundall, Australia
- Certified financial planners based in Chatswood, Australia
Company intelligence · public preview
Top 25 certified financial planners 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 2,670 matching company records for certified financial planners based in Canada, with 60,546 tracked contacts and 20,005 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 certified financial planners 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 |  RBC Wealth Managementrbcwealthmanagement.comHQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,874 contacts → |
“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,515 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Raymond James LTDraymondjames.caHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,521 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Canaccord Genuity Group INCcgf.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 947 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Investment Planning Counselipcc.caHQ: Mississauga, ON, CanadaReported employees: 501-1,000 | Mississauga, ON, Canada | 501-1,000 | Exact match | 859 contacts → |
“Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 678 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 665 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Manulife Wealthmanulifewealth.ca HQ: Oakville, ON, CanadaReported employees: 1,001-5,000 | Oakville, ON, Canada | 1,001-5,000 | Exact match | 570 contacts → |
“For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 458 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, AB, CanadaReported employees: 1,001-5,000 | Toronto, AB, Canada | 1,001-5,000 | Exact match | 412 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Aligned Capital Partners INCalignedcapitalpartners.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 328 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 309 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Manulife Canadamanulife.caHQ: Waterloo, ON, CanadaReported employees: 10001+ | Waterloo, ON, Canada | 10001+ | Exact match | 268 contacts → |
“At Manulife, we want to empower Canadians to live better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Assomption VIE L Assumption Lifeassumption.caHQ: Moncton, NB, CanadaReported employees: 201-500 | Moncton, NB, Canada | 201-500 | Exact match | 246 contacts → |
“Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 235 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pfsl Investments Canada LTDprimericacanada.caHQ: Mississauga, ON, CanadaReported employees: 10001+ | Mississauga, ON, Canada | 10001+ | Exact match | 226 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Ventum Financialventumfinancial.comHQ: Vancouver, ON, CanadaReported employees: 201-500 | Vancouver, ON, Canada | 201-500 | Exact match | 211 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MICAmicasf.comHQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 205 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Leede Financial INCleede.caHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 173 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Designed Wealth Managementdesignedwealthmanagement.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 151 contacts → |
“Design.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PWL Capital INCpwlcapital.comHQ: │ Montreal, ON, CanadaReported employees: 51-200 | │ Montreal, ON, Canada | 51-200 | Exact match | 146 contacts → |
“Great wealth management starts with a simple question: what matters most to you?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  HUB International Québec LTDhubinternational.comHQ: Mont-royal, QC, CanadaReported employees: 10001+ | Mont-royal, QC, Canada | 10001+ | Exact match | 140 contacts → |
“Hi, we're HUB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  FP Canadafpcanada.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,670 company matches
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Certified financial planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,642 records in the displayed employee bands.
28 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 2,670 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Certified financial planners by metro
- Certified financial planners in Toronto327
- Certified financial planners in Calgary162
- Certified financial planners in Vancouver141
- Certified financial planners in Montreal123
- Certified financial planners in Mississauga97
- Certified financial planners in Winnipeg80
- Certified financial planners in Edmonton79
- Certified financial planners in Quebec77
- Certified financial planners in Ottawa75
- Certified financial planners in Markham50
- Certified financial planners in London47
- Certified financial planners in Oakville47
- Certified financial planners in Victoria43
- Certified financial planners in Halifax37
- Certified financial planners in Burlington36
- Certified financial planners in Kelowna33
- Certified financial planners in Waterloo32
- Certified financial planners in Saskatoon31
- Certified financial planners in Brampton30
- Certified financial planners in Kitchener30
- Certified financial planners in Laval30
- Certified financial planners in Surrey28
Questions about this company list
What does Exact match mean for certified financial planners?
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 certified financial planners did RevenueBase find based in Canada?
The saved snapshot records 2,670 matching company records, 60,546 tracked contacts and 20,005 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Certified financial planners by geography
- Certified financial planners based in Buenos Aires, Argentina
- Certified financial planners based in Adelaide, Australia
- Certified financial planners based in Brisbane City, Australia
- Certified financial planners based in Brisbane, Australia
- Certified financial planners based in Bundall, Australia
- Certified financial planners based in Chatswood, Australia
- Certified financial planners based in Melbourne, Australia
- Certified financial planners based in North Sydney, Australia
- Certified financial planners based in Parramatta, Australia
- Certified financial planners based in Perth, Australia
- Certified financial planners based in Subiaco, Australia
- Certified financial planners based in Sydney, Australia
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 certified financial planners based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/certified-financial-planners/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
- Certified financial planners based in Buenos Aires, Argentina
- Certified financial planners based in Adelaide, Australia
- Certified financial planners based in Brisbane City, Australia
- Certified financial planners based in Brisbane, Australia
- Certified financial planners based in Bundall, Australia
- Certified financial planners based in Chatswood, Australia
Company intelligence · public preview
Top 25 certified financial planners based in Canada
RevenueBase records 2,670 matching company records for certified financial planners based in Canada, with 60,546 tracked contacts and 20,005 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 certified financial planners 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 | RBC Wealth Managementrbcwealthmanagement.com HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,874 contacts → |
“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,515 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Raymond James LTDraymondjames.ca HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,521 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Canaccord Genuity Group INCcgf.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 947 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Investment Planning Counselipcc.ca HQ: Mississauga, ON, CanadaReported employees: 501-1,000 | Mississauga, ON, Canada | 501-1,000 | Exact match | 859 contacts → |
“Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 678 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 665 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Manulife Wealthmanulifewealth.ca HQ: Oakville, ON, CanadaReported employees: 1,001-5,000 | Oakville, ON, Canada | 1,001-5,000 | Exact match | 570 contacts → |
“For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 458 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, AB, CanadaReported employees: 1,001-5,000 | Toronto, AB, Canada | 1,001-5,000 | Exact match | 412 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Aligned Capital Partners INCalignedcapitalpartners.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 328 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 309 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Manulife Canadamanulife.ca HQ: Waterloo, ON, CanadaReported employees: 10001+ | Waterloo, ON, Canada | 10001+ | Exact match | 268 contacts → |
“At Manulife, we want to empower Canadians to live better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Assomption VIE L Assumption Lifeassumption.ca HQ: Moncton, NB, CanadaReported employees: 201-500 | Moncton, NB, Canada | 201-500 | Exact match | 246 contacts → |
“Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 235 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pfsl Investments Canada LTDprimericacanada.ca HQ: Mississauga, ON, CanadaReported employees: 10001+ | Mississauga, ON, Canada | 10001+ | Exact match | 226 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Ventum Financialventumfinancial.com HQ: Vancouver, ON, CanadaReported employees: 201-500 | Vancouver, ON, Canada | 201-500 | Exact match | 211 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MICAmicasf.com HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 205 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Leede Financial INCleede.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 173 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Designed Wealth Managementdesignedwealthmanagement.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 151 contacts → |
“Design.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PWL Capital INCpwlcapital.com HQ: │ Montreal, ON, CanadaReported employees: 51-200 | │ Montreal, ON, Canada | 51-200 | Exact match | 146 contacts → |
“Great wealth management starts with a simple question: what matters most to you?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HUB International Québec LTDhubinternational.com HQ: Mont-royal, QC, CanadaReported employees: 10001+ | Mont-royal, QC, Canada | 10001+ | Exact match | 140 contacts → |
“Hi, we're HUB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | FP Canadafpcanada.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,670 company matches
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Certified financial planners: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,642 records in the displayed employee bands.
28 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 2,670 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Certified financial planners by metro
- Certified financial planners in Toronto327
- Certified financial planners in Calgary162
- Certified financial planners in Vancouver141
- Certified financial planners in Montreal123
- Certified financial planners in Mississauga97
- Certified financial planners in Winnipeg80
- Certified financial planners in Edmonton79
- Certified financial planners in Quebec77
- Certified financial planners in Ottawa75
- Certified financial planners in Markham50
- Certified financial planners in London47
- Certified financial planners in Oakville47
- Certified financial planners in Victoria43
- Certified financial planners in Halifax37
- Certified financial planners in Burlington36
- Certified financial planners in Kelowna33
- Certified financial planners in Waterloo32
- Certified financial planners in Saskatoon31
- Certified financial planners in Brampton30
- Certified financial planners in Kitchener30
- Certified financial planners in Laval30
- Certified financial planners in Surrey28
Questions about this company list
What does Exact match mean for certified financial planners?
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 certified financial planners did RevenueBase find based in Canada?
The saved snapshot records 2,670 matching company records, 60,546 tracked contacts and 20,005 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 certified financial planners based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/certified-financial-planners/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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- Certified financial planners based in Buenos Aires, Argentina
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