Company lists · Data refreshed September 2026

Top 25 Customer financial services based in Canada

RevenueBase identified 255 customer financial services headquartered in Canada as of September 2026 and tracks 221,441 professional contacts across them, including 81,790 with verified work emails. Toronto is the largest hub.

This list covers customer financial services headquartered in 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 16, 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 16, 2026 86% judged on-target in blind review
255Companies
221,441Contacts tracked
81,790Verified emails
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The 25 largest customer financial services based in Canada

Ranked by team size
Top 25 of 255 customer financial services based in Canada, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to customer financial services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceToronto, ON, CanadaHQ checked Sep 16, 202610001+75,611 contacts →

Indirect evidence

“Welcome to Scotiabank.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 16, 202610001+60,326 contacts →

Partial evidence

“Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.”

Source: RevenueBase Database · checked Sep 16, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 16, 202610001+29,246 contacts →

Partial evidence

“Manulife is a leading international financial services group that helps people make their decisions easier and lives better.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceMontreal, QC, CanadaHQ checked Sep 16, 202610001+18,732 contacts →

Indirect evidence

“At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 16, 20265,001-10,00010,594 contacts →

Indirect evidence

“RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 16, 202610001+8,191 contacts →

Indirect evidence

“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 16, 20265,001-10,0005,945 contacts →

Indirect evidence

“For more than 85 years, ATB has been reimagining the way we do business.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 16, 20261,001-5,0005,321 contacts →

Partial evidence

“BMO Capital Markets is a leading, full-service North American financial services provider operating in 16 North American offices and 29 worldwide, offering corporate…”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceEdmonton, AB, CanadaHQ checked Sep 16, 20261,001-5,0001,389 contacts →

Partial evidence

“Whether you need expert advice and specialized financial services for your business banking, personal banking or wealth management – CWB has everything you need.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceToronto, ON, CanadaHQ checked Sep 16, 20261,001-5,000913 contacts →

Partial evidence

“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceOakville, ON, CanadaHQ checked Sep 16, 20261,001-5,000807 contacts →

Partial evidence

“As the financial services arm of Canadian Tire Corporation, Ltd, one of Canada’s most trusted and recognized retailers in the country, we are a growing and thriving bank.”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 16, 202610001+196 contacts →

Indirect evidence

“At Manulife, we want to empower Canadians to live better.”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceToronto, ON, CanadaHQ checked Sep 16, 202651-200192 contacts →

Partial evidence

“We're Community Trust, and we aren't your typical financial institution.”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceSherbrooke, QC, CanadaHQ checked Sep 16, 2026201-50085 contacts →

Partial evidence

“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceMontreal, QC, CanadaHQ checked Sep 16, 2026201-50064 contacts →

Indirect evidence

“In 2016 Raymond James Ltd.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceScarborough, ON, CanadaHQ checked Sep 16, 2026n/a61 contacts →

Indirect evidence

“Investments, Insurance, Advice”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceVancouver, BC, CanadaHQ checked Sep 16, 20261,001-5,00061 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceCalgary, AB, CanadaHQ checked Sep 16, 2026201-50054 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 16, 2026
19Partial evidencePrince George, BC, CanadaHQ checked Sep 16, 202611-5049 contacts →

Partial evidence

“CBIG is a fully integrated financial services organization.”

Source: RevenueBase Database · checked Sep 16, 2026
20Indirect evidenceClarington, ON, CanadaHQ checked Sep 16, 202651-20032 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
21Partial evidenceToronto, ON, CanadaHQ checked Sep 16, 202611-5017 contacts →

Partial evidence

“Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…”

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceSaint-eustache, QC, CanadaHQ checked Sep 16, 202611-5014 contacts →

Indirect evidence

“Gamma Gestion de patrimoine Inc.”

Source: RevenueBase Database · checked Sep 16, 2026
23Indirect evidenceKentville, NS, CanadaHQ checked Sep 16, 202611-5012 contacts →

Indirect evidence

“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.”

Source: RevenueBase Database · checked Sep 16, 2026
24Partial evidenceKanata, ON, CanadaHQ checked Sep 16, 202611-5012 contacts →

Partial evidence

“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…”

Source: RevenueBase Database · checked Sep 16, 2026
25Indirect evidenceCalgary, AB, CanadaHQ checked Sep 16, 202611-5012 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 255 customer financial services based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 81,790 reachable decision-makers.

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Customer financial services based in Canada at a glance

As of Sep 16, 2026
36.9%Verified-email coverage
868.4Average contacts per company
1-10Median size (employees)
11.4%Largest-city concentration · Toronto
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
172
11-50
50
51-200
7
201-500
6
501-1,000
1
1,001-5,000
9
5,001-10,000
3
10001+
6

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 255 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 customer financial services, 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 Canada whose own description of what they do matches “customer financial services”. 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 customer financial services), 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 customer financial services, and records with no verified work email. Companies headquartered outside Canada 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, 81,790 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 16, 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.

Customer financial services by metro

  • Customer financial services in Toronto29

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 customer financial services, 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 customer financial services are there based in Canada?

RevenueBase identified 255 customer financial services headquartered in 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?

Scotiabank, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most customer financial services?

Toronto leads with 29 headquartered companies, followed by Montreal (15) and Calgary (12).

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 81,790 verified decision-maker contacts tracked across these 255 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 16, 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.