Company lists · Data refreshed September 2026
Top 25 Corporate financial planning firms based in Calgary, Canada
RevenueBase identified 59 corporate financial planning firms headquartered in Calgary, Canada as of September 2026 and tracks 296 professional contacts across them, including 104 with verified work emails. Toronto is the largest hub.
This list covers corporate financial planning firms headquartered in Calgary, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest corporate financial planning firms based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 54 contacts → | ||||
Partial evidence “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 contacts → | ||||
Indirect evidence “Pinnacle Accounting & Finance Ltd is a dynamic organization with a focus on the finance, accounting, and business consulting markets both nationally and internationally.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Indirect evidence “We Never Forget Whose Money It Is: YOURS” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Indirect evidence “We are Retirement Income Planners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Education.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Partial evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Partial evidence “Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “We hold our clients’ best interests at heart.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Strong evidence “Future Values Estate & Financial Planning provides comprehensive financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Strong evidence “Dentro Financial is a boutique financial services firm combining your personal and corporate financial goals into one integrated financial solution.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Strong evidence “As an independent financial planning boutique.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “AC Capital Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “We bring strong track records of leadership and execution across a wide range of experiences including investment banking, senior lending, structured debt, private equity and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “We help you curate your financial life by working toward an integrated financial plan.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “We are a highly respected financial planning and wealth management firm entrusted and accountable to our clients success in achieving their future hopes, dreams, goals…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “PRAIRIE'S FINANCIAL ADVISORY BUSINESS IS FOCUSED ON DELIVERING IMPARTIAL, CREATIVE AND LONG-TERM IDEAS TO CLIENTS ACROSS THE FINANCIAL ADVISORY SPECTRUM.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “We serve qualified businesses through planning, advice and service for the purposes of improving confidence, efficiency, security and legacy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Financial and management Consulting services” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Strong evidence “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: corporate financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names corporate financial planning firms.
- Partial evidence
- Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name corporate financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 59 corporate financial planning firms based in Calgary, Canada
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Corporate financial planning firms based in Calgary, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 59 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Calgary, Canada whose own description of what they do matches “corporate financial planning firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names corporate financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among corporate financial planning firms, and records with no verified work email. Companies headquartered outside Calgary are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 104 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Corporate financial planning firms by metro in Canada
- Corporate financial planning firms in Toronto98
- Corporate financial planning firms in Calgary59
- Corporate financial planning firms in Vancouver44
- Corporate financial planning firms in Mississauga40
- Corporate financial planning firms in Edmonton37
- Corporate financial planning firms in Montreal36
- Corporate financial planning firms in Ottawa36
- Corporate financial planning firms in Quebec30
- Corporate financial planning firms in Winnipeg29
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names corporate financial planning firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many corporate financial planning firms are there based in Calgary, Canada?
RevenueBase identified 59 corporate financial planning firms headquartered in Calgary, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Olympia Financial Group INC, headquartered in Calgary, tops this list with the largest team on record.
Which city has the most corporate financial planning firms?
Toronto leads with 98 headquartered companies, followed by Calgary (59) and Vancouver (44).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 104 verified decision-maker contacts tracked across these 59 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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