Company lists · Data refreshed November 2026
Top 25 Charity financial advisors based in Canada
RevenueBase identified 115 company matches for charity financial advisors associated with Canada as of November 2026 and tracks 580 professional contacts across them, including 178 with verified work emails. Toronto is the largest hub.
This list covers company matches for charity financial 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 charity financial 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 | 22 contacts → | ||||
Exact match “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 19 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “Cremasco Financial Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Knowledge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 6 contacts → | ||||
Exact match “As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “At Adamson Wealth Group, we help individuals, families, professionals, and business owners make confident financial decisions through personalized advice and long-term planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Hummingbird Financial Corporation (HBFC) is a premier Canadian-based professional organization offering a full suite of financial, advisory, and consulting services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Cabinet de services financiers - Services aux individus, entrepreneurs & entreprises.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “True pension style investing, consistent experience driven advice, a one-stop financial services boutique office at The Wealthbuilding Group-Harbourfront Wealth Management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Although everyone earns money, it is one of the most misunderstood elements in today's world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “At NorthShore Financial & Insurance Services, we offer an extensive range of financial planning services for families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Mission To deliver effective results and create positive innovation and strategic changes in the charitable sector.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Navigo Financial Solutions believes that experience and expertise alone are not enough.” 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 “charity financial 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 115 charity financial advisors based in Canada
See the full list, filter by size, metro and specialty, and access 178 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Charity financial 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 115 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 “charity financial 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 178 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 “charity financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many charity financial advisors are there based in Canada?
RevenueBase identified 115 company matches for charity financial 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 charity financial advisors?
Toronto leads with 18 company records, followed by Mississauga (7) and Edmonton (5).
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 178 professional contacts with verified work emails tracked across these 115 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 115 charity financial advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
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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
- Charity financial advisors based in London, United Kingdom
- Charity financial advisors based in Australia
- Charity financial advisors based in Brazil
- Charity financial advisors based in Germany
- Charity financial advisors based in India
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Company intelligence · public preview
Top 25 charity financial 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 115 matching company records for charity financial advisors based in Canada, with 580 tracked contacts and 178 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 charity financial 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 |  Innova Wealth Partnersinwp.caHQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 22 contacts → |
“Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Bell Kearns And Associates LTDbellkearns.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Guelph, ON, CanadaReported employees: 11-50 | Guelph, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Cremasco Financial Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Caldwell Wealth & Estate Advisory LTDcaldwelladvisory.caHQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Knowledge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fundsource26 INCfundsource26.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.comHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 8 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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. | |||||
| 10 |  Madison Financialmadisonfinancial.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Adamson Wealth Groupadamsonwealthgroup.comHQ: Fonthill, ON, CanadaReported employees: 1-10 | Fonthill, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Adamson Wealth Group, we help individuals, families, professionals, and business owners make confident financial decisions through personalized advice and long-term planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Hummingbird Financial Corporation (HBFC) is a premier Canadian-based professional organization offering a full suite of financial, advisory, and consulting services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | K2financek2finance.ca HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 4 contacts → |
“K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mosaïk Cabinet DE Services Financiersmosaikfinances.comHQ: Boisbriand, QC, CanadaReported employees: 1-10 | Boisbriand, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Cabinet de services financiers - Services aux individus, entrepreneurs & entreprises.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Wealthbuilding Group Harbourfront Wealth Managementwealthbuilding.caHQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 4 contacts → |
“True pension style investing, consistent experience driven advice, a one-stop financial services boutique office at The Wealthbuilding Group-Harbourfront Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Treegrove Investment Management INCtreegrove.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  Karma Financialkarmafinancial.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We’re a unique financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kingsview Financialkingsviewfinancial.ca HQ: Stoney Creek, ON, CanadaReported employees: 1-10 | Stoney Creek, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  CBA Wealthcbawealth.comHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Financial Decisions INCfinancialdecisions.caHQ: Sudbury, CanadaReported employees: 1-10 | Sudbury, Canada | 1-10 | Exact match | 3 contacts → |
“Although everyone earns money, it is one of the most misunderstood elements in today's world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Asican Financialasicanfinancial.comHQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Northshore Financial & Insurance Services LTDnorthshorefinancial.caHQ: Halton Hills, ON, CanadaReported employees: 1-10 | Halton Hills, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At NorthShore Financial & Insurance Services, we offer an extensive range of financial planning services for families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mission INCbuildyourmission.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Mission To deliver effective results and create positive innovation and strategic changes in the charitable sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Future Values Estate & Financial Planningfuturevalues.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Navigo Financial Solutionsnavigofinancial.comHQ: Oakville, CanadaReported employees: 1-10 | Oakville, Canada | 1-10 | Exact match | 3 contacts → |
“Navigo Financial Solutions believes that experience and expertise alone are not enough.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 115 company matches
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Charity financial 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
111 records in the displayed employee bands.
4 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 115 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 charity financial 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 charity financial advisors did RevenueBase find based in Canada?
The saved snapshot records 115 matching company records, 580 tracked contacts and 178 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
Charity financial advisors by geography
- Charity financial advisors based in London, United Kingdom
- Charity financial advisors based in Australia
- Charity financial advisors based in Brazil
- Charity financial advisors based in Germany
- Charity financial advisors based in India
- Charity financial advisors based in Ireland
- Charity financial advisors based in the Netherlands
- Charity financial advisors based in New Zealand
- Charity financial advisors based in South Africa
- Charity financial advisors based in the United Kingdom
- Charity financial advisors based in the United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 charity financial advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/charity-financial-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
- Charity financial advisors based in London, United Kingdom
- Charity financial advisors based in Australia
- Charity financial advisors based in Brazil
- Charity financial advisors based in Germany
- Charity financial advisors based in India
- Charity financial advisors based in Ireland
Company intelligence · public preview
Top 25 charity financial advisors based in Canada
RevenueBase records 115 matching company records for charity financial advisors based in Canada, with 580 tracked contacts and 178 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 charity financial 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 | Innova Wealth Partnersinwp.ca HQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 22 contacts → |
“Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bell Kearns And Associates LTDbellkearns.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 10 contacts → |
“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Guelph, ON, CanadaReported employees: 11-50 | Guelph, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Cremasco Financial Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Caldwell Wealth & Estate Advisory LTDcaldwelladvisory.ca HQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Knowledge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fundsource26 INCfundsource26.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.com HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 8 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 | Madison Financialmadisonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Adamson Wealth Groupadamsonwealthgroup.com HQ: Fonthill, ON, CanadaReported employees: 1-10 | Fonthill, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Adamson Wealth Group, we help individuals, families, professionals, and business owners make confident financial decisions through personalized advice and long-term planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Hummingbird Financial Corporation (HBFC) is a premier Canadian-based professional organization offering a full suite of financial, advisory, and consulting services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | K2financek2finance.ca HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 4 contacts → |
“K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mosaïk Cabinet DE Services Financiersmosaikfinances.com HQ: Boisbriand, QC, CanadaReported employees: 1-10 | Boisbriand, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Cabinet de services financiers - Services aux individus, entrepreneurs & entreprises.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Wealthbuilding Group Harbourfront Wealth Managementwealthbuilding.ca HQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 4 contacts → |
“True pension style investing, consistent experience driven advice, a one-stop financial services boutique office at The Wealthbuilding Group-Harbourfront Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Treegrove Investment Management INCtreegrove.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Karma Financialkarmafinancial.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We’re a unique financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kingsview Financialkingsviewfinancial.ca HQ: Stoney Creek, ON, CanadaReported employees: 1-10 | Stoney Creek, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | CBA Wealthcbawealth.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Financial Decisions INCfinancialdecisions.ca HQ: Sudbury, CanadaReported employees: 1-10 | Sudbury, Canada | 1-10 | Exact match | 3 contacts → |
“Although everyone earns money, it is one of the most misunderstood elements in today's world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Asican Financialasicanfinancial.com HQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Northshore Financial & Insurance Services LTDnorthshorefinancial.ca HQ: Halton Hills, ON, CanadaReported employees: 1-10 | Halton Hills, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At NorthShore Financial & Insurance Services, we offer an extensive range of financial planning services for families and businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mission INCbuildyourmission.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Mission To deliver effective results and create positive innovation and strategic changes in the charitable sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Future Values Estate & Financial Planningfuturevalues.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Navigo Financial Solutionsnavigofinancial.com HQ: Oakville, CanadaReported employees: 1-10 | Oakville, Canada | 1-10 | Exact match | 3 contacts → |
“Navigo Financial Solutions believes that experience and expertise alone are not enough.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 115 company matches
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Charity financial 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
111 records in the displayed employee bands.
4 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 115 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 charity financial 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 charity financial advisors did RevenueBase find based in Canada?
The saved snapshot records 115 matching company records, 580 tracked contacts and 178 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 charity financial advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/charity-financial-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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