Company lists · Data refreshed September 2026

Top 19 Estate planning accountants based in Ottawa, Canada

RevenueBase identified 45 estate planning accountants headquartered in Ottawa, Canada as of September 2026 and tracks 291 professional contacts across them, including 102 with verified work emails. Toronto is the largest hub.

This list covers estate planning accountants headquartered in Ottawa, 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
45Companies
291Contacts tracked
102Verified emails
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The 19 largest estate planning accountants based in Ottawa, Canada

Ranked by team size
Top 19 of 45 estate planning accountants based in Ottawa, 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 evidenceOttawa, ON, CanadaHQ checked Sep 20, 202651-20039 contacts →

Indirect evidence

“Accounting + Tax • Law • Wealth Family Office • Marketing + Design”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-5037 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“OneLife is solutions oriented in every respect.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

“We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-106 contacts →

Strong evidence

Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Entrepreneurs, Executives & Business Owners.you've been told your whole life to allocate your assets a certain way, right?”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Pryor Tax Law is a boutique law firm with expertise in Canadian, U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Foundation Private Wealth Management is an independent wealth management firm founded in 2009.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Inner Orbis is a boutique consulting company that helps business owners and professionals simplify the complexities of their personal and professional affairs.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“As an independent, fiduciary wealth management firm, we will help you secure a successful financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Trimaran Advisory Group is an Ottawa-based financial advisory practice built on the understanding that each family business has its own unique set of values and issues.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Building trusted professional relationships Helping you make informed financial decisions Guiding smart, strategic investments”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“Synergy Family Office was created to support as select few families manage, retain, protect and ultimately enjoy the wealth they have created or inherited.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 45 estate planning accountants based in Ottawa, Canada

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Estate planning accountants based in Ottawa, Canada at a glance

As of Sep 20, 2026
35.1%Verified-email coverage
6.5Average contacts per company
1-10Median size (employees)
433.3%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
10
51-200
2
10001+
1

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 45 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 Ottawa, 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 Ottawa 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, 102 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 Ottawa, Canada?

RevenueBase identified 45 estate planning accountants headquartered in Ottawa, 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?

TAAG, headquartered in Ottawa, 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 102 verified decision-maker contacts tracked across these 45 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.