Company lists · Data refreshed November 2026
Top 25 Employee-owned financial services based in Canada
RevenueBase identified 1,260 company matches for employee-owned financial services associated with Canada as of November 2026 and tracks 35,987 professional contacts across them, including 11,353 with verified work emails. Toronto is the largest hub.
This list covers company matches for employee-owned financial services associated with 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 November 6, 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.
The 25 largest employee-owned financial services based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,793 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,515 contacts → | ||||
Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,521 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 984 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 947 contacts → | ||||
Exact match “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 684 contacts → | ||||
Exact match “Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 678 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 618 contacts → | ||||
Exact match “Prospera is committed to creating meaningful local impact, while offering our members more ways to manage everyday banking, opportunities to grow wealth and personalized support…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 458 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 454 contacts → | ||||
Exact match “First West Credit Union is British Columbia’s third-largest credit union with nearly $15.5 billion in total assets and assets under administration, more than members and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 265 contacts → | ||||
Exact match “McDougall Insurance & Financial is an insurance brokerage that offers an array of Insurance and Financial Services solutions to a broad range of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 260 contacts → | ||||
Exact match “Since 1946, the satisfaction and happiness of our members and clients have been our bottom line.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 235 contacts → | ||||
Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 211 contacts → | ||||
Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 205 contacts → | ||||
Exact match “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 180 contacts → | ||||
Exact match “Westoba Credit Union, becoming the new Assiniboine Credit Union, is a member-owned financial institution.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 173 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 151 contacts → | ||||
Exact match “Design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 140 contacts → | ||||
Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 118 contacts → | ||||
Exact match “If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 116 contacts → | ||||
Exact match “Cornerstone Credit Union is a full service financial institution, located in Saskatchewan, that’s owned and led by you, our member.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 109 contacts → | ||||
Exact match “As unique as you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 100 contacts → | ||||
Exact match “Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 99 contacts → | ||||
Exact match “About Us Caisse Financial Group is a bilingual financial co-operative where, as a member, you are also an owner who profits from our success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 96 contacts → | ||||
Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Nov 6, 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 “employee-owned financial services”. 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 1,260 employee-owned financial services based in Canada
See the full list, filter by size, metro and specialty, and access 11,353 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Employee-owned financial services based in Canada at a glance
As of Nov 6, 2026Companies by employee count
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 1,260 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 Canada whose business descriptions match “employee-owned financial services” 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 11,353 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 November 6, 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.
Employee-owned financial services by metro
- Employee-owned financial services in Toronto106
- Employee-owned financial services in Calgary61
- Employee-owned financial services in Montreal57
- Employee-owned financial services in Vancouver53
- Employee-owned financial services in Winnipeg48
- Employee-owned financial services in Mississauga42
- Employee-owned financial services in Quebec41
- Employee-owned financial services in Ottawa33
- Employee-owned financial services in London26
- Employee-owned financial services in Edmonton25
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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many employee-owned financial services are there based in Canada?
RevenueBase identified 1,260 company matches for employee-owned financial services associated with Canada as of November 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?
IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most employee-owned financial services?
Toronto leads with 106 company records, followed by Calgary (61) and Montreal (57).
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 11,353 professional contacts with verified work emails tracked across these 1,260 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,260 employee-owned financial services based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Brisbane, Australia
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Belo Horizonte, Brazil
- Employee-owned financial services based in Porto Alegre, Brazil
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Edmonton, Canada
- Employee-owned financial services based in London, Canada
- Employee-owned financial services based in Mississauga, Canada
- Employee-owned financial services based in Montreal, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Employee-owned financial services based in Brisbane, Australia
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Belo Horizonte, Brazil
- Employee-owned financial services based in Porto Alegre, Brazil
- Employee-owned financial services based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 employee-owned financial services based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,260 matching company records for employee-owned financial services based in Canada, with 35,987 tracked contacts and 11,353 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 employee-owned financial services based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,515 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Raymond James LTDraymondjames.caHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,521 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Canaccord Genuity Group INCcgf.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 947 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alterna Savingsalterna.caHQ: Ottawa, ON, CanadaReported employees: 501-1,000 | Ottawa, ON, Canada | 501-1,000 | Exact match | 684 contacts → |
“Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 678 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Prosperaprospera.caHQ: Surrey, BC, CanadaReported employees: 501-1,000 | Surrey, BC, Canada | 501-1,000 | Exact match | 618 contacts → |
“Prospera is committed to creating meaningful local impact, while offering our members more ways to manage everyday banking, opportunities to grow wealth and personalized support…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 458 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | First West Credit Unionfirstwestcu.ca HQ: Langley Twp, BC, CanadaReported employees: 1,001-5,000 | Langley Twp, BC, Canada | 1,001-5,000 | Exact match | 454 contacts → |
“First West Credit Union is British Columbia’s third-largest credit union with nearly $15.5 billion in total assets and assets under administration, more than members and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mcdougall Insurance & Financialmcdougallinsurance.comHQ: Belleville, ON, CanadaReported employees: 201-500 | Belleville, ON, Canada | 201-500 | Exact match | 265 contacts → |
“McDougall Insurance & Financial is an insurance brokerage that offers an array of Insurance and Financial Services solutions to a broad range of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Coastal Communitycccu.caHQ: Vancouver Island, BC, CanadaReported employees: 501-1,000 | Vancouver Island, BC, Canada | 501-1,000 | Exact match | 260 contacts → |
“Since 1946, the satisfaction and happiness of our members and clients have been our bottom line.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 235 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ventum Financialventumfinancial.comHQ: Vancouver, ON, CanadaReported employees: 201-500 | Vancouver, ON, Canada | 201-500 | Exact match | 211 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  MICAmicasf.comHQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 205 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Westoba Credit Unionwestoba.comHQ: Brandon, MB, CanadaReported employees: 201-500 | Brandon, MB, Canada | 201-500 | Exact match | 180 contacts → |
“Westoba Credit Union, becoming the new Assiniboine Credit Union, is a member-owned financial institution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Leede Financial INCleede.caHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 173 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Designed Wealth Managementdesignedwealthmanagement.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 151 contacts → |
“Design.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  HUB International Québec LTDhubinternational.comHQ: Mont-royal, QC, CanadaReported employees: 10001+ | Mont-royal, QC, Canada | 10001+ | Exact match | 140 contacts → |
“Hi, we're HUB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Educators Financial Groupeducatorsfinancialgroup.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 118 contacts → |
“If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cornerstone Credit Unioncornerstonecu.comHQ: Yorkton, SK, CanadaReported employees: 201-500 | Yorkton, SK, Canada | 201-500 | Exact match | 116 contacts → |
“Cornerstone Credit Union is a full service financial institution, located in Saskatchewan, that’s owned and led by you, our member.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Tandia Financialtandia.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 109 contacts → |
“As unique as you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  EAU Claire Partnerseauclairepartners.comHQ: Calgary, CanadaReported employees: 201-500 | Calgary, Canada | 201-500 | Exact match | 100 contacts → |
“Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Winnipeg, MB, CanadaReported employees: 201-500 | Winnipeg, MB, Canada | 201-500 | Exact match | 99 contacts → |
“About Us Caisse Financial Group is a bilingual financial co-operative where, as a member, you are also an owner who profits from our success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Mandeville Private Client INCmandevilleinc.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 96 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,260 company matches
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Employee-owned financial services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,250 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,260 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Employee-owned financial services by metro
- Employee-owned financial services in Toronto106
- Employee-owned financial services in Calgary61
- Employee-owned financial services in Montreal57
- Employee-owned financial services in Vancouver53
- Employee-owned financial services in Winnipeg48
- Employee-owned financial services in Mississauga42
- Employee-owned financial services in Quebec41
- Employee-owned financial services in Ottawa33
- Employee-owned financial services in London26
- Employee-owned financial services in Edmonton25
Questions about this company list
What does Exact match mean for employee-owned financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many employee-owned financial services did RevenueBase find based in Canada?
The saved snapshot records 1,260 matching company records, 35,987 tracked contacts and 11,353 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Brisbane, Australia
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Belo Horizonte, Brazil
- Employee-owned financial services based in Porto Alegre, Brazil
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Edmonton, Canada
- Employee-owned financial services based in London, Canada
- Employee-owned financial services based in Mississauga, Canada
- Employee-owned financial services based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 25 employee-owned financial services based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/employee-owned-financial-services/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Employee-owned financial services based in Brisbane, Australia
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Belo Horizonte, Brazil
- Employee-owned financial services based in Porto Alegre, Brazil
- Employee-owned financial services based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 employee-owned financial services based in Canada
RevenueBase records 1,260 matching company records for employee-owned financial services based in Canada, with 35,987 tracked contacts and 11,353 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 employee-owned financial services based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,793 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,515 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Raymond James LTDraymondjames.ca HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,521 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 984 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Canaccord Genuity Group INCcgf.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 947 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alterna Savingsalterna.ca HQ: Ottawa, ON, CanadaReported employees: 501-1,000 | Ottawa, ON, Canada | 501-1,000 | Exact match | 684 contacts → |
“Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 678 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Prosperaprospera.ca HQ: Surrey, BC, CanadaReported employees: 501-1,000 | Surrey, BC, Canada | 501-1,000 | Exact match | 618 contacts → |
“Prospera is committed to creating meaningful local impact, while offering our members more ways to manage everyday banking, opportunities to grow wealth and personalized support…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 458 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | First West Credit Unionfirstwestcu.ca HQ: Langley Twp, BC, CanadaReported employees: 1,001-5,000 | Langley Twp, BC, Canada | 1,001-5,000 | Exact match | 454 contacts → |
“First West Credit Union is British Columbia’s third-largest credit union with nearly $15.5 billion in total assets and assets under administration, more than members and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mcdougall Insurance & Financialmcdougallinsurance.com HQ: Belleville, ON, CanadaReported employees: 201-500 | Belleville, ON, Canada | 201-500 | Exact match | 265 contacts → |
“McDougall Insurance & Financial is an insurance brokerage that offers an array of Insurance and Financial Services solutions to a broad range of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Coastal Communitycccu.ca HQ: Vancouver Island, BC, CanadaReported employees: 501-1,000 | Vancouver Island, BC, Canada | 501-1,000 | Exact match | 260 contacts → |
“Since 1946, the satisfaction and happiness of our members and clients have been our bottom line.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 235 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ventum Financialventumfinancial.com HQ: Vancouver, ON, CanadaReported employees: 201-500 | Vancouver, ON, Canada | 201-500 | Exact match | 211 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MICAmicasf.com HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 205 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Westoba Credit Unionwestoba.com HQ: Brandon, MB, CanadaReported employees: 201-500 | Brandon, MB, Canada | 201-500 | Exact match | 180 contacts → |
“Westoba Credit Union, becoming the new Assiniboine Credit Union, is a member-owned financial institution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Leede Financial INCleede.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 173 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Designed Wealth Managementdesignedwealthmanagement.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 151 contacts → |
“Design.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HUB International Québec LTDhubinternational.com HQ: Mont-royal, QC, CanadaReported employees: 10001+ | Mont-royal, QC, Canada | 10001+ | Exact match | 140 contacts → |
“Hi, we're HUB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Educators Financial Groupeducatorsfinancialgroup.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 118 contacts → |
“If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cornerstone Credit Unioncornerstonecu.com HQ: Yorkton, SK, CanadaReported employees: 201-500 | Yorkton, SK, Canada | 201-500 | Exact match | 116 contacts → |
“Cornerstone Credit Union is a full service financial institution, located in Saskatchewan, that’s owned and led by you, our member.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tandia Financialtandia.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 109 contacts → |
“As unique as you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | EAU Claire Partnerseauclairepartners.com HQ: Calgary, CanadaReported employees: 201-500 | Calgary, Canada | 201-500 | Exact match | 100 contacts → |
“Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Winnipeg, MB, CanadaReported employees: 201-500 | Winnipeg, MB, Canada | 201-500 | Exact match | 99 contacts → |
“About Us Caisse Financial Group is a bilingual financial co-operative where, as a member, you are also an owner who profits from our success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mandeville Private Client INCmandevilleinc.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 96 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,260 company matches
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Employee-owned financial services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,250 records in the displayed employee bands.
10 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,260 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Employee-owned financial services by metro
- Employee-owned financial services in Toronto106
- Employee-owned financial services in Calgary61
- Employee-owned financial services in Montreal57
- Employee-owned financial services in Vancouver53
- Employee-owned financial services in Winnipeg48
- Employee-owned financial services in Mississauga42
- Employee-owned financial services in Quebec41
- Employee-owned financial services in Ottawa33
- Employee-owned financial services in London26
- Employee-owned financial services in Edmonton25
Questions about this company list
What does Exact match mean for employee-owned financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many employee-owned financial services did RevenueBase find based in Canada?
The saved snapshot records 1,260 matching company records, 35,987 tracked contacts and 11,353 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Brisbane, Australia
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Belo Horizonte, Brazil
- Employee-owned financial services based in Porto Alegre, Brazil
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Edmonton, Canada
- Employee-owned financial services based in London, Canada
- Employee-owned financial services based in Mississauga, Canada
- Employee-owned financial services based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 25 employee-owned financial services based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/employee-owned-financial-services/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Employee-owned financial services based in Brisbane, Australia
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Belo Horizonte, Brazil
- Employee-owned financial services based in Porto Alegre, Brazil
- Employee-owned financial services based in Rio De Janeiro, Brazil