Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Canada

RevenueBase identified 464 esop advisors headquartered in Canada as of September 2026 and tracks 2,937 professional contacts across them, including 1,008 with verified work emails. Toronto is the largest hub.

This list covers esop advisors 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 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
464Companies
2,937Contacts tracked
1,008Verified emails
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The 25 largest esop advisors based in Canada

Ranked by team size
Top 25 of 464 esop advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to esop advisors: 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 evidenceVancouver, BC, CanadaHQ checked Sep 19, 202651-200165 contacts →

Indirect evidence

“The all-in-one liquidity platform for private companies and their shareholders.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCalgary, CanadaHQ checked Sep 19, 2026201-500114 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSaskatoon, SK, CanadaHQ checked Sep 19, 202651-20056 contacts →

Indirect evidence

“For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families protect, preserve, and optimize net worth by using…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceMarkham, ON, CanadaHQ checked Sep 19, 202651-20052 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceCalgary, AB, CanadaHQ checked Sep 19, 2026201-50042 contacts →

Partial evidence

“At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMississauga, ON, CanadaHQ checked Sep 19, 202611-5037 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceOttawa, ON, CanadaHQ checked Sep 19, 202611-5037 contacts →

Partial evidence

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceEdmonton, AB, CanadaHQ checked Sep 19, 202611-5034 contacts →

Partial evidence

“Results-driven deal and valuation advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5032 contacts →

Indirect 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
10Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202651-20029 contacts →

Partial 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
11Partial evidenceMontréal, QC, CanadaHQ checked Sep 19, 202611-5025 contacts →

Partial evidence

“Formula Growth Limited is an independent investment advisor that was founded in 1960.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceToronto, CanadaHQ checked Sep 19, 202611-5024 contacts →

Partial evidence

“Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5024 contacts →

Partial evidence

“IBK Capital is an independent and privately owned investment banking firm which offers a full range of financial advisory services.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceLaval, QC, CanadaHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceToronto (oakville), ON, CanadaHQ checked Sep 19, 202611-5019 contacts →

Partial evidence

“Stillwater Capital is One of North America's leading mid-market M&A advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceGrimsby, ON, CanadaHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“Trusted Financial is a premier strategic finance & advisory firm, dedicated to guiding founders, CEOs, and business owners of middle-market companies through their most critical…”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceVancouver Island, ON, CanadaHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“Our dedicated leadership began the journey in the insurance industry and became experts as Advisors seeing clients, before building a team of Advisors and Support Staff.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“George & Bell Consulting Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202651-20016 contacts →

Indirect evidence

“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“FMI Capital Partners Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceWestmount, QC, CanadaHQ checked Sep 19, 20261-1016 contacts →

Indirect evidence

“Fusions.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceLaval, CanadaHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“In 1994, having noted that a new approach was necessary in the field of brokerage and consulting services in insurance and group annuities, Group Censeo inc.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceMarkham, CanadaHQ checked Sep 19, 20261-1015 contacts →

Partial evidence

“HJ Group is a family-owned advisory firm, named after founder Harry James and formerly known as the Harry James Group.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceMississauga, ON, CanadaHQ checked Sep 19, 202611-5014 contacts →

Partial evidence

“Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 464 esop advisors based in Canada

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Esop advisors based in Canada at a glance

As of Sep 19, 2026
34.3%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
23.9%Largest-city concentration · Toronto
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
346
11-50
90
51-200
18
201-500
5
1,001-5,000
1

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 464 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 1,008 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.

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 esop advisors, 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 esop advisors are there based in Canada?

RevenueBase identified 464 esop advisors 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?

HIIVE, headquartered in Vancouver, tops this list with the largest team on record.

Which city has the most esop advisors?

Toronto leads with 111 headquartered companies, followed by Vancouver (41) and Calgary (40).

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 1,008 verified decision-maker contacts tracked across these 464 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.