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 corporate financial planning firms headquartered in Toronto, Canada as of September 2026 and tracks 360 professional contacts across them, including 129 with verified work emails. Toronto is the largest hub.

This list covers corporate financial planning firms headquartered in Toronto, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

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 corporate financial planning firms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Infor Financial	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	32 contacts →
	Strong evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 19, 2026
2	Creative Planning Financial Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	29 contacts →
	Strong evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 19, 2026
3	Progress Group INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	13 contacts →
	Strong evidence “Progress Group is a one-stop financial services hub providing integrated tax planning, accounting, bookkeeping, real estate, mortgage brokerage, insurance, and fractional CFO…” Source: RevenueBase Database · checked Sep 19, 2026
4	Generation Pmca Corp	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Established in Generation PMCA Corp.” Source: RevenueBase Database · checked Sep 19, 2026
5	Team Jackie Porter	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Team Jackie Porter works with Canadian women entrepreneurs, lawyers, and incorporated professionals to build financial plans that are clear, coordinated, and built for the…” Source: RevenueBase Database · checked Sep 19, 2026
6	Lifecycle Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We are a tight knit-team of professionals with over 80 years of combined experience.” Source: RevenueBase Database · checked Sep 19, 2026
7	Forbes Andersen Technology INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
8	Reynbridge	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Accounting, Business Development, and Financial Services” Source: RevenueBase Database · checked Sep 19, 2026
9	Excelsior Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Source: RevenueBase Database · checked Sep 19, 2026
10	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 19, 2026
11	Full Circle Financial	Partial evidence	Toronto, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Achieving financial well-being requires more than just a partial solution.” Source: RevenueBase Database · checked Sep 19, 2026
12	Karma Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
13	Modern Cents	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Based around financial literacy, our services include: Modular (project based) financial planning Retirement & Cash Flow planning (for Canadians and dual US/CDN citizens)…” Source: RevenueBase Database · checked Sep 19, 2026
14	Ltci Consulting INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Source: RevenueBase Database · checked Sep 19, 2026
15	Hutchison Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
16	Anthem Business Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Source: RevenueBase Database · checked Sep 19, 2026
17	Publow Advisory Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “At Publow Advisory, your financial success is our top priority.” Source: RevenueBase Database · checked Sep 19, 2026
18	Financial Wealth Builders INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
19	Merrick Financial INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Based in the financial center of Toronto, we are a team of fee-only financial planners who provide unbiased financial advice for a fee.” Source: RevenueBase Database · checked Sep 19, 2026
20	Yourlife Financial Wealth Management Of Designed Securities LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “YourLife Financial Wealth Management of Aligned Capital Partners Inc, is a financial planning firm, located in North York, Ontario.” Source: RevenueBase Database · checked Sep 19, 2026
21	IVY Financial LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Source: RevenueBase Database · checked Sep 19, 2026
22	Blueprint Wealth & Estate Planning INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “We are a financial planning firm that helps our clients identify what's important, secure what they value, and pass on what is lasting.” Source: RevenueBase Database · checked Sep 19, 2026
23	Beaconpoint Financial Security Limited	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	2 contacts →
	Strong evidence “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” Source: RevenueBase Database · checked Sep 19, 2026
24	Gilbert Wong Private Wealth INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Our focus is on the four key areas of financial security planning - Estate Preservation, Estate Creation, Business Insurance and Retirement Planning” Source: RevenueBase Database · checked Sep 19, 2026
25	Marsrock Capital Group 昕石资本	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026

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 98 corporate financial planning firms based in Toronto, Canada

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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)

100.0%Largest-city concentration · Toronto

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

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 Toronto, 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 Toronto 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, 129 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 Toronto, Canada?

RevenueBase identified 98 corporate financial planning firms headquartered in Toronto, 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?

Infor Financial, headquartered in Toronto, 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 129 verified decision-maker contacts tracked across these 98 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.