Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Toronto, Canada

Name: Corporate 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 98 companies tracked

RevenueBase identified 98 company matches for corporate financial planning firms associated with Toronto, Canada as of September 2026 and tracks 360 professional contacts across them, including 129 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for corporate 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

98Companies

360Contacts tracked

129Verified emails

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

Ranked by team size

Top 25 of 98 company matches for corporate 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	Infor Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	32 contacts →
	Exact match “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	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
3	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
4	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
5	Team Jackie Porter	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Team Jackie Porter works with Canadian women entrepreneurs, lawyers, and incorporated professionals to build financial plans that are clear, coordinated, and built for the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Lifecycle Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Forbes Andersen Technology INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Reynbridge	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Accounting, Business Development, and Financial Services” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Excelsior Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Four Point Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “You know where you want to go-we show you how to get there.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Full Circle Financial	Exact match	Toronto, CanadaHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Achieving financial well-being requires more than just a partial solution.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Karma Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Modern Cents	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Based around financial literacy, our services include: Modular (project based) financial planning Retirement & Cash Flow planning (for Canadians and dual US/CDN citizens)…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Ltci Consulting INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Hutchison Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	3 contacts →
	Exact match “We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Anthem Business Consulting	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Publow Advisory Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “At Publow Advisory, your financial success is our top priority.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Financial Wealth Builders INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Personalized Holistic Planning As an independent firm we keep our client list small, so we can focus on your specific situation and what’s most important to you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Merrick Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Based in the financial center of Toronto, we are a team of fee-only financial planners who provide unbiased financial advice for a fee.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Yourlife Financial Wealth Management Of Designed Securities LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “YourLife Financial Wealth Management of Aligned Capital Partners Inc, is a financial planning firm, located in North York, Ontario.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	IVY Financial LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Blueprint Wealth & Estate Planning INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We are a financial planning firm that helps our clients identify what's important, secure what they value, and pass on what is lasting.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Beaconpoint Financial Security Limited	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	2 contacts →
	Exact match “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Gilbert Wong Private Wealth INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Our focus is on the four key areas of financial security planning - Estate Preservation, Estate Creation, Business Insurance and Retirement Planning” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Marsrock Capital Group 昕石资本	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	2 contacts →
	Exact match “Headquartered in the Greater Toronto Area of Canada's financial center, MarsRock Capital Group, a team member of Mortgage Alliance (Lic #: 10530), we are committed to serving our…” 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 “corporate 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 98 corporate financial planning firms based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 129 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 19, 2026

35.8%Verified-email coverage

3.7Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 98 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 “corporate 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 129 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.

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

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

RevenueBase identified 98 company matches for corporate 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?

Infor Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

Toronto leads Canada with 98 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 129 professional contacts with verified work emails tracked across these 98 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.