Company lists · Data refreshed September 2026
Top 21 Estate planning advisors based in Vancouver, Canada
RevenueBase identified 45 company matches for estate planning advisors associated with Vancouver, Canada as of September 2026 and tracks 485 professional contacts across them, including 261 with verified work emails. Across Canada, Toronto is the largest hub for this category (63 companies); Vancouver has 45.
This list covers company matches for estate planning advisors associated with Vancouver, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 21 largest estate planning advisors based in Vancouver, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 265 contacts → | ||||
Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 43 contacts → | ||||
Exact match “Legacy Tax + Trust Lawyers is a dynamic boutique law firm in the heart of downtown Vancouver.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 18 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “We are a wills, estates and trusts firm providing the highest quality legal services in a way that is responsive, accessible, and cost-effective.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “At Videre, we specialize in working with business owners across North America guided by the principle that our clients' best interests align with our own.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “McLellan Herbert is an estate planning and litigation firm that can help with your wills or estates matters in Vancouver, British Columbia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Parr Business Law is a Vancouver-based firm that specializes in supporting entrepreneurs and families by providing clear, affordable and comprehensive legal advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Law firm specializing in tax, trust and estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “We listen to and engage with clients to provide legal advice with insight into a client’s business in the areas of: · Business Law (Private equity, business contracts…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Friedt Financial is a company based out of Vancouver, British Columbia, Canada.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Our purpose as a law firm is to protect families and their legacies for generations to come.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “An independent and boutique wealth management firm that provides financial peace-of-mind by breaking down the complexity of wealth management and creating customized solutions for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Based in British Columbia, Canada, our goal is simple: to protect the wealth that small businesses and families have worked hard to build.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “We are an independent financial advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “estate planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 21 of 45 estate planning advisors based in Vancouver, Canada
See the full list, filter by size, metro and specialty, and access 261 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning advisors based in Vancouver, Canada at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 45 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Vancouver, Canada whose business descriptions match “estate planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 261 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Estate planning advisors by metro in Canada
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning advisors are there based in Vancouver, Canada?
RevenueBase identified 45 company matches for estate planning advisors associated with Vancouver, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Harbourfront Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most estate planning advisors?
Toronto leads Canada with 63 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 261 professional contacts with verified work emails tracked across these 45 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 45 estate planning advisors based in Vancouver, Canada. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
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Company intelligence · public preview
Top 21 estate planning advisors based in Vancouver, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 45 matching company records for estate planning advisors based in Vancouver, Canada, with 485 tracked contacts and 261 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 estate planning advisors based in Vancouver, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Legacy TAX Trust Lawyerslegacylawyers.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 43 contacts → |
“Legacy Tax + Trust Lawyers is a dynamic boutique law firm in the heart of downtown Vancouver.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Scion LAW LLPscionlaw.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 14 contacts → |
“We are a wills, estates and trusts firm providing the highest quality legal services in a way that is responsive, accessible, and cost-effective.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Truvera Trust Corporationtruvera.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 14 contacts → |
“Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fieldhouse Capital Management INCfieldhousecap.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 7 contacts → |
“At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Financial Confidencefinancialconfidence.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Viderevidere.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
“At Videre, we specialize in working with business owners across North America guided by the principle that our clients' best interests align with our own.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ciccone Mckay Financial Groupciccone-mckay.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 5 contacts → |
“Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mclellan Herbert Locke LLPmclellanherbert.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“McLellan Herbert is an estate planning and litigation firm that can help with your wills or estates matters in Vancouver, British Columbia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Parr Business LAWparrbusinesslaw.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“Parr Business Law is a Vancouver-based firm that specializes in supporting entrepreneurs and families by providing clear, affordable and comprehensive legal advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Liang TAX Lawyerstaxlegal.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Law firm specializing in tax, trust and estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  English BAY LAW Corporationenglishbaylaw.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“We listen to and engage with clients to provide legal advice with insight into a client’s business in the areas of: · Business Law (Private equity, business contracts…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paragon Financial Services INCparagoninc.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cindy David Financial Group LTDcindydavid.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Anchor Point Financial, INCanchorpointfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Friedt Financialfriedtfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Friedt Financial is a company based out of Vancouver, British Columbia, Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lumina LAW Corporationluminalaw.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Our purpose as a law firm is to protect families and their legacies for generations to come.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Presman Wealth Managementpresmanwealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“An independent and boutique wealth management firm that provides financial peace-of-mind by breaking down the complexity of wealth management and creating customized solutions for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Brian Brotherstonvantagefg.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Based in British Columbia, Canada, our goal is simple: to protect the wealth that small businesses and families have worked hard to build.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Plumtree Wealth Strategiesplumtreewealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“We are an independent financial advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 45 company matches
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Estate planning advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
45 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 45 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning advisors by metro in Canada
Questions about this company list
What does Exact match mean for estate planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning advisors did RevenueBase find based in Vancouver, Canada?
The saved snapshot records 45 matching company records, 485 tracked contacts and 261 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning advisors by geography
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
- Estate planning advisors based in Toulouse, France
- Estate planning advisors based in Atlanta, United States
- Estate planning advisors based in Austin, United States
- Estate planning advisors based in Bellevue, United States
- Estate planning advisors based in Boca Raton, United States
- Estate planning advisors based in Boston, United States
- Estate planning advisors based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 21 estate planning advisors based in Vancouver, Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-advisors/canada/vancouver.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning advisors based in Calgary, Canada
- Estate planning advisors based in Toronto, Canada
- Estate planning advisors based in Bordeaux, France
- Estate planning advisors based in Lyon, France
- Estate planning advisors based in Paris, France
- Estate planning advisors based in Toulouse, France
Company intelligence · public preview
Top 21 estate planning advisors based in Vancouver, Canada
RevenueBase records 45 matching company records for estate planning advisors based in Vancouver, Canada, with 485 tracked contacts and 261 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 estate planning advisors based in Vancouver, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Legacy TAX Trust Lawyerslegacylawyers.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 43 contacts → |
“Legacy Tax + Trust Lawyers is a dynamic boutique law firm in the heart of downtown Vancouver.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Scion LAW LLPscionlaw.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 14 contacts → |
“We are a wills, estates and trusts firm providing the highest quality legal services in a way that is responsive, accessible, and cost-effective.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Truvera Trust Corporationtruvera.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 14 contacts → |
“Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fieldhouse Capital Management INCfieldhousecap.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 7 contacts → |
“At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Financial Confidencefinancialconfidence.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Viderevidere.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
“At Videre, we specialize in working with business owners across North America guided by the principle that our clients' best interests align with our own.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ciccone Mckay Financial Groupciccone-mckay.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 5 contacts → |
“Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mclellan Herbert Locke LLPmclellanherbert.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“McLellan Herbert is an estate planning and litigation firm that can help with your wills or estates matters in Vancouver, British Columbia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Parr Business LAWparrbusinesslaw.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“Parr Business Law is a Vancouver-based firm that specializes in supporting entrepreneurs and families by providing clear, affordable and comprehensive legal advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Liang TAX Lawyerstaxlegal.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Law firm specializing in tax, trust and estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | English BAY LAW Corporationenglishbaylaw.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“We listen to and engage with clients to provide legal advice with insight into a client’s business in the areas of: · Business Law (Private equity, business contracts…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paragon Financial Services INCparagoninc.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cindy David Financial Group LTDcindydavid.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Anchor Point Financial, INCanchorpointfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Friedt Financialfriedtfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Friedt Financial is a company based out of Vancouver, British Columbia, Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lumina LAW Corporationluminalaw.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Our purpose as a law firm is to protect families and their legacies for generations to come.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Presman Wealth Managementpresmanwealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“An independent and boutique wealth management firm that provides financial peace-of-mind by breaking down the complexity of wealth management and creating customized solutions for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Brian Brotherstonvantagefg.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Based in British Columbia, Canada, our goal is simple: to protect the wealth that small businesses and families have worked hard to build.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Plumtree Wealth Strategiesplumtreewealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“We are an independent financial advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 45 company matches
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Estate planning advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
45 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 45 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning advisors by metro in Canada
Questions about this company list
What does Exact match mean for estate planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning advisors did RevenueBase find based in Vancouver, Canada?
The saved snapshot records 45 matching company records, 485 tracked contacts and 261 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 21 estate planning advisors based in Vancouver, Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-advisors/canada/vancouver.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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