Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Calgary, Canada

Name: Estate planning advisors based in Calgary, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 46 companies tracked

RevenueBase identified 46 estate planning advisors headquartered in Calgary, Canada as of September 2026 and tracks 267 professional contacts across them, including 126 with verified work emails. Toronto is the largest hub.

This list covers estate planning advisors headquartered in Calgary, 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

46Companies

267Contacts tracked

126Verified emails

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The 25 largest estate planning advisors based in Calgary, Canada

Ranked by team size

Top 25 of 46 estate planning advisors based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Moodys Private Client	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	89 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 19, 2026
2	Northfront Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Source: RevenueBase Database · checked Sep 19, 2026
3	Macmillan Estate Planning Corp	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	13 contacts →
	Strong evidence “Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
4	Popowich Karmali Advisory Group	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Source: RevenueBase Database · checked Sep 19, 2026
5	Urban LAW Group	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Our primary area of practice is Real Estate and Wills & Estates and we rely upon our 40 plus years of collective experience.” Source: RevenueBase Database · checked Sep 19, 2026
6	Underwood Gilholme	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “TRUSTED COUNSEL Wills & Estates Planning for Albertans "That was better than I expected.""I don't know why I put it off so long.""What a relief!" We hear these sort of comments a…” Source: RevenueBase Database · checked Sep 19, 2026
7	Vanderleek LAW	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “VanderLeek Law has been helping families and individuals plan their futures for over 30 years.” Source: RevenueBase Database · checked Sep 19, 2026
8	The Wealth Council	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Source: RevenueBase Database · checked Sep 19, 2026
9	Vest Estate LAW	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong evidence “Vest Estate Law helps with Estate Planning, Wills, Personal Directives, and Enduring Power of Attorney.” Source: RevenueBase Database · checked Sep 19, 2026
10	Lee-Owe Macleod Wealth Management INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	7 contacts →
	Strong evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 19, 2026
11	Reyes Group With IA Private Wealth INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Reyes Group, we believe in enriching the lives around us.” Source: RevenueBase Database · checked Sep 19, 2026
12	RED Barn Investment Counsel	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
13	CH Financial LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Source: RevenueBase Database · checked Sep 19, 2026
14	Moraine Wealth Advisory	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Source: RevenueBase Database · checked Sep 19, 2026
15	Erven Planning INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Estate and Retirement Planning for small to medium sized business owners and their key executives.” Source: RevenueBase Database · checked Sep 19, 2026
16	Three60 Wealth & Estate Solutions INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses.” Source: RevenueBase Database · checked Sep 19, 2026
17	DSI Estate Planning INC	Strong evidence	Calgary, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Source: RevenueBase Database · checked Sep 19, 2026
18	Guardian Estate Company	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Guardian Estate Company provides independent will and estate planning services and is Canada’s first brokerage for trust and estate solutions.” Source: RevenueBase Database · checked Sep 19, 2026
19	Quickestate	Strong evidence	Calgary, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “QuickEstate™ is a complete estate organization and settlement system that benefits clients and advisors.” Source: RevenueBase Database · checked Sep 19, 2026
20	Macdonald TAX And Succession LAW	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Source: RevenueBase Database · checked Sep 19, 2026
21	Money Advisor Wealth Management & IPC Investment Corporation	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “We are a highly respected financial planning and wealth management firm entrusted and accountable to our clients success in achieving their future hopes, dreams, goals…” Source: RevenueBase Database · checked Sep 19, 2026
22	The Last Word LAW Wills & Estates	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Dynamic Wills and Estates practice that focuses on making estate planning simple and easy.” Source: RevenueBase Database · checked Sep 19, 2026
23	Maxxentum INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Executors carry the heavy weight of managing the details and needs of both the deceased and their loved ones.” Source: RevenueBase Database · checked Sep 19, 2026
24	Westcap Wealth Planning	Strong evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	1 contacts →
	Strong evidence “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
25	Modern Wills LAW	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “We truly wish to make a difference in the lives of our clients.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names estate planning advisors.
Partial evidence: Its own public description names part of estate planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 46 estate planning advisors based in Calgary, Canada

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Estate planning advisors based in Calgary, Canada at a glance

As of Sep 19, 2026

47.2%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

137.0%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 46 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 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 Calgary, Canada whose own description of what they do matches “estate planning 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 estate planning 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 estate planning advisors, and records with no verified work email. Companies headquartered outside Calgary 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, 126 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.

Estate planning advisors by metro in Canada

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 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 estate planning advisors are there based in Calgary, Canada?

RevenueBase identified 46 estate planning advisors headquartered in Calgary, 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?

Moodys Private Client, headquartered in Calgary, tops this list with the largest team on record.

Which city has the most estate planning advisors?

Toronto leads with 63 headquartered companies, followed by Calgary (46) and Vancouver (45).

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 126 verified decision-maker contacts tracked across these 46 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.