Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Toronto, Canada

Name: Comprehensive financial planning firms based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 179 companies tracked

RevenueBase identified 179 company matches for comprehensive financial planning firms associated with Toronto, Canada as of September 2026 and tracks 16,753 professional contacts across them, including 2,210 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for comprehensive financial planning firms associated with Toronto, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

179Companies

16,753Contacts tracked

2,210Verified emails

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The 25 largest comprehensive financial planning firms based in Toronto, Canada

Ranked by team size

Top 25 of 179 company matches for comprehensive financial planning firms based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 19, 2026	501-1,000	1,555 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	96 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	48 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	43 contacts →
	Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	CI Private Wealth Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	201-500	34 contacts →
	Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Generation Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	26 contacts →
	Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	23 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	T.E. Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	23 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Wealth Stewards INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Bridgewell Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Watt Carmichael INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Progress Group INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Progress Group is a one-stop financial services hub providing integrated tax planning, accounting, bookkeeping, real estate, mortgage brokerage, insurance, and fractional CFO…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Generation Pmca Corp	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Coleford Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Flatiron Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “At Flatiron Wealth, our mission is to help our clients take control of their financial world.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Longview Asset Management LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Longview Asset Management is a private, independent investment management firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Brightview Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Individual, family, business or organization; wealth building is a major life goal for one and all.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Rubach Wealth Holistic Family Advisors	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	CAP Advisors INC	Exact match	Toronto, CanadaHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Basis Wealth And Basis Benefits	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “comprehensive financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 179 comprehensive financial planning firms based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 2,210 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Comprehensive financial planning firms based in Toronto, Canada at a glance

As of Sep 19, 2026

13.2%Verified-email coverage

93.6Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

121

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 179 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 Toronto, Canada whose business descriptions match “comprehensive financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 2,210 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Comprehensive financial planning firms by metro in Canada

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 “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many comprehensive financial planning firms are there based in Toronto, Canada?

RevenueBase identified 179 company matches for comprehensive financial planning firms associated with Toronto, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most comprehensive financial planning firms?

Toronto leads Canada with 179 company records, followed by Calgary (109) and Vancouver (101).

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 2,210 professional contacts with verified work emails tracked across these 179 companies; direct dials are available where recorded.

How current is this list?

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

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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.