Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 63 companies tracked

RevenueBase identified 63 estate planning advisors headquartered in Toronto, Canada as of September 2026 and tracks 4,847 professional contacts across them, including 1,232 with verified work emails. Toronto is the largest hub.

This list covers estate planning advisors headquartered in Toronto, 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

63Companies

4,847Contacts tracked

1,232Verified emails

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The 25 largest estate planning advisors based in Toronto, Canada

Ranked by team size

Top 25 of 63 estate planning advisors based in Toronto, 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	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 19, 2026	501-1,000	1,555 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 19, 2026
2	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
3	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
4	Generation Capital	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 19, 2026
5	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
6	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
7	Goddard Gamage LLP	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Goddard Gamage LLP is a boutique law firm dedicated to excellence in Estate and Elder Law.” Source: RevenueBase Database · checked Sep 19, 2026
8	Donovan Kochman LLP	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	15 contacts →
	Strong evidence “Donovan Kochman LLP is a boutique law firm focused on estate/trust litigation and estate planning/administration in Ontario, Canada.” Source: RevenueBase Database · checked Sep 19, 2026
9	PAL Insurance	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Source: RevenueBase Database · checked Sep 19, 2026
10	Robinsons LAW	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	10 contacts →
	Strong evidence “Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…” Source: RevenueBase Database · checked Sep 19, 2026
11	Rubach Wealth Holistic Family Advisors	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Source: RevenueBase Database · checked Sep 19, 2026
12	Michael Vukets & Associates	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Source: RevenueBase Database · checked Sep 19, 2026
13	Continuum Legacy Partners INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Source: RevenueBase Database · checked Sep 19, 2026
14	Aion LAW Partners LLP	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Our lawyers in Toronto are dedicated to the success of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
15	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 19, 2026
16	Feigelsohn Kellar	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Source: RevenueBase Database · checked Sep 19, 2026
17	Giroday LAW	Partial evidence	Toronto, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Practice focusing exclusively in Estate and Trust work.” Source: RevenueBase Database · checked Sep 19, 2026
18	Hutchison Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…” Source: RevenueBase Database · checked Sep 19, 2026
19	IVY Financial LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Source: RevenueBase Database · checked Sep 19, 2026
20	Beaconpoint Financial Security Limited	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	2 contacts →
	Strong evidence “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” Source: RevenueBase Database · checked Sep 19, 2026
21	Avenir Wealth Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “We understand that true wealth extends far beyond investment gains.” Source: RevenueBase Database · checked Sep 19, 2026
22	Irani LAW	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At Irani Law, we understand the complexities and challenges that come with managing both business and personal legal affairs.” Source: RevenueBase Database · checked Sep 19, 2026
23	Gilbert Wong Private Wealth INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Our focus is on the four key areas of financial security planning - Estate Preservation, Estate Creation, Business Insurance and Retirement Planning” Source: RevenueBase Database · checked Sep 19, 2026
24	Cogan Financial Capital Group LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “CFC is a boutique wealth management and planning firm built on the principle of personalized advice and tax strategies.” Source: RevenueBase Database · checked Sep 19, 2026
25	Coldwater Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “Coldwater Group helps business owners plan, restructure and position their privately held companies for an exit - either to management, to family or to third parties.” 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 63 estate planning advisors based in Toronto, Canada

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Estate planning advisors based in Toronto, Canada at a glance

As of Sep 19, 2026

25.4%Verified-email coverage

76.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 63 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 Toronto, 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 Toronto 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, 1,232 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 Toronto, Canada?

RevenueBase identified 63 estate planning advisors headquartered in Toronto, 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?

BMO Private Wealth, headquartered in Toronto, 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 1,232 verified decision-maker contacts tracked across these 63 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.