Company lists · Data refreshed November 2026
Top 25 Charitable planning advisors based in Canada
RevenueBase identified 51 company matches for charitable planning advisors associated with Canada as of November 2026 and tracks 296 professional contacts across them, including 150 with verified work emails. Toronto is the largest hub.
This list covers company matches for charitable planning advisors associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest charitable planning advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 51 contacts → | ||||
Exact match “To our clients, we are your trusted, strategic partner, consistently delivering superior results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 18 contacts → | ||||
Exact match “PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Canada Gives is a federally registered not-for-profit organization committed to helping philanthropists build and grow high-impact foundations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Benefaction Foundation is a public foundation registered with the Charities Directorate of the Canada Revenue Agency.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “CNCF offers strategies and giving options that allow you to give more than you ever thought possible and in ways that will have more impact on God’s kingdom while maximizing your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Our Mission: We assist Christians in planning, giving and managing their God given resources to accomplish His work.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “We operate one of the few Law Offices in BC that is exclusively focused on Estate, Tax and Charity Law.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “We are a socially responsible team with a focus on diversity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “The Elgin-St.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “MuslimGive is an independent, non-profit organization, established in 2023, that empowers donors to make responsible, well informed and impactful giving decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “We believe you deserve better solutions that will grow your wealth and protect your life savings.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “I help Canadian accredited investors earning $500K+ annually save significant tax and donate more efficiently using a CRA-approved flow-through share strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “As an accomplished senior fundraiser, our principal, Esther Jang and her team leverage their expert knowledge to partner with individuals, families, family offices, not for profit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Donnelly Advisors Group Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “David Pankiewich, CPA, CA, CEA works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “The Dena Foundation is a community based organization that makes charitable giving easy and rewarding so that individuals and families are given options to translate their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.” 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 “charitable planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 51 charitable planning advisors based in Canada
See the full list, filter by size, metro and specialty, and access 150 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Charitable planning advisors based in Canada at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 51 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 “charitable planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 150 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “charitable planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many charitable planning advisors are there based in Canada?
RevenueBase identified 51 company matches for charitable planning advisors associated with Canada as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Bgy, Services Financiers Intégrés INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most charitable planning advisors?
Toronto leads with 18 company records, followed by Calgary (4) and Vancouver (3).
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 150 professional contacts with verified work emails tracked across these 51 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.
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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 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
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- Lists A-Z
- New lists
- Charitable planning advisors based in the United Kingdom
- Charitable planning advisors based in the United States
- AI companies based in Canada
- Cybersecurity companies based in Canada
- Manufacturing companies based in Canada
- Media companies based in Canada
Company intelligence · public preview
Top 25 charitable planning advisors based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 51 matching company records for charitable planning advisors based in Canada, with 296 tracked contacts and 150 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 charitable planning advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Causeworxcauseworx.orgHQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 51 contacts → |
“To our clients, we are your trusted, strategic partner, consistently delivering superior results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Abundance Canadaabundance.caHQ: Winnipeg, AB, CanadaReported employees: 11-50 | Winnipeg, AB, Canada | 11-50 | Exact match | 29 contacts → |
“Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pggrowthpggrowth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Canada Givescanadagives.caHQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 13 contacts → |
“Canada Gives is a federally registered not-for-profit organization committed to helping philanthropists build and grow high-impact foundations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Benefaction Foundationbenefaction.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Benefaction Foundation is a public foundation registered with the Charities Directorate of the Canada Revenue Agency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bull Financialbullfinancial.caHQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Ottawa, CanadaReported employees: 11-50 | Ottawa, Canada | 11-50 | Exact match | 9 contacts → |
“CNCF offers strategies and giving options that allow you to give more than you ever thought possible and in ways that will have more impact on God’s kingdom while maximizing your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  wealthinsurance.comwealthinsurance.comHQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Christian Stewardship Servicescsservices.caHQ: Cambridge, ON, CanadaReported employees: 11-50 | Cambridge, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Our Mission: We assist Christians in planning, giving and managing their God given resources to accomplish His work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Michael Vukets & Associatesvukets.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Geoffrey W. White LAW Corporationbcestatelaw.comHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 7 contacts → |
“We operate one of the few Law Offices in BC that is exclusively focused on Estate, Tax and Charity Law.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Feigelsohn Kellarfeigelsohnkellar.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Starboard Wealth Plannersstarboardwealth.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 4 contacts → |
“We are a socially responsible team with a focus on diversity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: St Thomas, ON, CanadaReported employees: 1-10 | St Thomas, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The Elgin-St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Muslimgivemuslimgive.orgHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 2 contacts → |
“MuslimGive is an independent, non-profit organization, established in 2023, that empowers donors to make responsible, well informed and impactful giving decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  DSI Estate Planning INCdsiestate.comHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Solution Wealth Managementsolutionwealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We believe you deserve better solutions that will grow your wealth and protect your life savings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Return On Lifereturnonlife.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 1 contacts → |
“I help Canadian accredited investors earning $500K+ annually save significant tax and donate more efficiently using a CRA-approved flow-through share strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  E Jang Consultingejangconsulting.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“As an accomplished senior fundraiser, our principal, Esther Jang and her team leverage their expert knowledge to partner with individuals, families, family offices, not for profit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Donnelly Advisors Groupdonnellyadvisors.comHQ: Sidney, BC, CanadaReported employees: 1-10 | Sidney, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Donnelly Advisors Group Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  David Pankiewich Professional Corporationpankiewich.comHQ: Ajax, ON, CanadaReported employees: 1-10 | Ajax, ON, Canada | 1-10 | Exact match | 1 contacts → |
“David Pankiewich, CPA, CA, CEA works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The Dena Foundationdenafoundation.orgHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 1 contacts → |
“The Dena Foundation is a community based organization that makes charitable giving easy and rewarding so that individuals and families are given options to translate their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Swell Private Wealthswellwealth.comHQ: Medicine Hat, AB, CanadaReported employees: 1-10 | Medicine Hat, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 51 company matches
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Charitable planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for charitable planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many charitable planning advisors did RevenueBase find based in Canada?
The saved snapshot records 51 matching company records, 296 tracked contacts and 150 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
Charitable planning advisors by geography
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 charitable planning advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/charitable-planning-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Charitable planning advisors based in the United Kingdom
- Charitable planning advisors based in the United States
- AI companies based in Canada
- Cybersecurity companies based in Canada
- Manufacturing companies based in Canada
- Media companies based in Canada
Company intelligence · public preview
Top 25 charitable planning advisors based in Canada
RevenueBase records 51 matching company records for charitable planning advisors based in Canada, with 296 tracked contacts and 150 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 charitable planning advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Causeworxcauseworx.org HQ: Toronto, CanadaReported employees: 51-200 | Toronto, Canada | 51-200 | Exact match | 51 contacts → |
“To our clients, we are your trusted, strategic partner, consistently delivering superior results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Abundance Canadaabundance.ca HQ: Winnipeg, AB, CanadaReported employees: 11-50 | Winnipeg, AB, Canada | 11-50 | Exact match | 29 contacts → |
“Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pggrowthpggrowth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Canada Givescanadagives.ca HQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 13 contacts → |
“Canada Gives is a federally registered not-for-profit organization committed to helping philanthropists build and grow high-impact foundations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Benefaction Foundationbenefaction.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Benefaction Foundation is a public foundation registered with the Charities Directorate of the Canada Revenue Agency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bull Financialbullfinancial.ca HQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Ottawa, CanadaReported employees: 11-50 | Ottawa, Canada | 11-50 | Exact match | 9 contacts → |
“CNCF offers strategies and giving options that allow you to give more than you ever thought possible and in ways that will have more impact on God’s kingdom while maximizing your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | wealthinsurance.comwealthinsurance.com HQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Christian Stewardship Servicescsservices.ca HQ: Cambridge, ON, CanadaReported employees: 11-50 | Cambridge, ON, Canada | 11-50 | Exact match | 8 contacts → |
“Our Mission: We assist Christians in planning, giving and managing their God given resources to accomplish His work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Michael Vukets & Associatesvukets.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Geoffrey W. White LAW Corporationbcestatelaw.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 7 contacts → |
“We operate one of the few Law Offices in BC that is exclusively focused on Estate, Tax and Charity Law.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Feigelsohn Kellarfeigelsohnkellar.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Starboard Wealth Plannersstarboardwealth.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 4 contacts → |
“We are a socially responsible team with a focus on diversity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: St Thomas, ON, CanadaReported employees: 1-10 | St Thomas, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The Elgin-St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Muslimgivemuslimgive.org HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 2 contacts → |
“MuslimGive is an independent, non-profit organization, established in 2023, that empowers donors to make responsible, well informed and impactful giving decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | DSI Estate Planning INCdsiestate.com HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Solution Wealth Managementsolutionwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We believe you deserve better solutions that will grow your wealth and protect your life savings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Return On Lifereturnonlife.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 1 contacts → |
“I help Canadian accredited investors earning $500K+ annually save significant tax and donate more efficiently using a CRA-approved flow-through share strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | E Jang Consultingejangconsulting.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“As an accomplished senior fundraiser, our principal, Esther Jang and her team leverage their expert knowledge to partner with individuals, families, family offices, not for profit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Donnelly Advisors Groupdonnellyadvisors.com HQ: Sidney, BC, CanadaReported employees: 1-10 | Sidney, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Donnelly Advisors Group Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | David Pankiewich Professional Corporationpankiewich.com HQ: Ajax, ON, CanadaReported employees: 1-10 | Ajax, ON, Canada | 1-10 | Exact match | 1 contacts → |
“David Pankiewich, CPA, CA, CEA works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The Dena Foundationdenafoundation.org HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 1 contacts → |
“The Dena Foundation is a community based organization that makes charitable giving easy and rewarding so that individuals and families are given options to translate their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Swell Private Wealthswellwealth.com HQ: Medicine Hat, AB, CanadaReported employees: 1-10 | Medicine Hat, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Charitable planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for charitable planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many charitable planning advisors did RevenueBase find based in Canada?
The saved snapshot records 51 matching company records, 296 tracked contacts and 150 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 charitable planning advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/charitable-planning-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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