Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Canada

RevenueBase identified 1,605 estate planning accountants headquartered in Canada as of September 2026 and tracks 37,836 professional contacts across them, including 13,031 with verified work emails. Toronto is the largest hub.

This list covers estate planning accountants 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 20, 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 20, 2026 86% judged on-target in blind review
1,605Companies
37,836Contacts tracked
13,031Verified emails
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The 25 largest estate planning accountants based in Canada

Ranked by team size
Top 25 of 1,605 estate planning accountants based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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 20, 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 20, 2026
2Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 contacts →

Indirect evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceToronto, CanadaHQ checked Sep 20, 2026501-1,0001,555 contacts →

Indirect evidence

“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 2026501-1,000941 contacts →

Indirect evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceAll Across, AB, CanadaHQ checked Sep 20, 2026501-1,000438 contacts →

Indirect evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 20261,001-5,000407 contacts →

Indirect evidence

“At CG Wealth Management, we take a purposefully different approach to wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 2026201-500265 contacts →

Indirect evidence

“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-200192 contacts →

Indirect evidence

“Work together with people excited by your goals and eager to address your unique business needs.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 2026201-500182 contacts →

Indirect evidence

“Cidel is a Canadian private bank and asset manager.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-200116 contacts →

Indirect evidence

“Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBurlington, ON, CanadaHQ checked Sep 20, 202651-20097 contacts →

Indirect evidence

“At Mandeville, your interests always come first when we suggest solutions or investment approaches.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20096 contacts →

Indirect evidence

“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceToronto, CanadaHQ checked Sep 20, 202651-20094 contacts →

Indirect evidence

“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 202611-5089 contacts →

Indirect evidence

“Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidencePeterborough, ON, CanadaHQ checked Sep 20, 202651-20088 contacts →

Indirect evidence

“At Gauvreau Accounting Tax Law Advisory, entrepreneurship drives everything we do.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20077 contacts →

Indirect evidence

“Quality Service.”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceRichmond Hill, ON, CanadaHQ checked Sep 20, 202651-20064 contacts →

Strong evidence

“Grewal Guyatt LLP is a full-service professional services firm based out of the GTA that specializes in estate planning, tax consulting, business valuations and litigation support…”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceQuébec, CanadaHQ checked Sep 20, 202651-20054 contacts →

Indirect evidence

“Fondé en 2006, BGY Services financiers intégrés inc.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceEdmonton & Toronto, CanadaHQ checked Sep 20, 202611-5053 contacts →

Indirect evidence

“At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 20, 202651-20052 contacts →

Indirect evidence

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202651-20050 contacts →

Indirect evidence

“ZLC is a boutique financial services firm based in Vancouver.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20048 contacts →

Indirect evidence

“The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceQuébec, QC, CanadaHQ checked Sep 20, 202651-20046 contacts →

Indirect evidence

“SFL Gestion de patrimoine est un réseau de distribution de produits et de services financiers axé sur la gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 202651-20043 contacts →

Partial evidence

“Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 1,605 estate planning accountants based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 13,031 reachable decision-makers.

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Estate planning accountants based in Canada at a glance

As of Sep 20, 2026
34.4%Verified-email coverage
23.6Average contacts per company
1-10Median size (employees)
12.1%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
1,219
11-50
286
51-200
54
201-500
15
501-1,000
8
1,001-5,000
4
5,001-10,000
3
10001+
7

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 1,605 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 estate planning accountants, 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 “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, 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, 13,031 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 20, 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 estate planning accountants, 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 estate planning accountants are there based in Canada?

RevenueBase identified 1,605 estate planning accountants 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most estate planning accountants?

Toronto leads with 195 headquartered companies, followed by Calgary (122) and Vancouver (99).

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 13,031 verified decision-maker contacts tracked across these 1,605 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 20, 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.