Company lists · Data refreshed October 2026

Top 25 Estate planning architects based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 796 companies tracked

RevenueBase identified 796 company matches for estate planning architects associated with Canada as of October 2026 and tracks 11,017 professional contacts across them, including 3,193 with verified work emails. Toronto is the largest hub.

This list covers company matches for estate planning architects associated with 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

796Companies

11,017Contacts tracked

3,193Verified emails

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The 25 largest estate planning architects based in Canada

Ranked by team size

Top 25 of 796 company matches for estate planning architects based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Oct 12, 2026	501-1,000	1,614 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1,001-5,000	401 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Harbourfront Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	201-500	298 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 · Oct 12, 2026 · View company records in RevenueBase
4	Richards Buell Sutton LLP	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	51-200	141 contacts →
	Exact match “BC's oldest firm with a history of over 150 years of delivering practical, quality, and cost-effective legal services to the community since 1871.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	100 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Moodys Private Client	Exact match	Calgary, AB, CanadaHQ recorded Oct 12, 2026	11-50	99 contacts →
	Exact match “Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Clearestate	Exact match	Montreal, QC, CanadaHQ recorded Oct 12, 2026	51-200	86 contacts →
	Exact match “ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	55 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Romanovsky & Associates LLP	Exact match	Edmonton & Toronto, CanadaHQ recorded Oct 12, 2026	11-50	54 contacts →
	Exact match “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	ZLC Financial	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	51-200	50 contacts →
	Exact match “ZLC is a boutique financial services firm based in Vancouver.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Bgy, Services Financiers Intégrés INC	Exact match	Québec, CanadaHQ recorded Oct 12, 2026	51-200	48 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	44 contacts →
	Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Legacy TAX Trust Lawyers	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	11-50	40 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 · Oct 12, 2026 · View company records in RevenueBase
14	Alitis Investment Counsel	Exact match	Campbell River, BC, CanadaHQ recorded Oct 12, 2026	11-50	38 contacts →
	Exact match “Alitis Investment Counsel Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Simmons DA Silva LLP	Exact match	Brampton, ON, CanadaHQ recorded Oct 12, 2026	51-200	38 contacts →
	Exact match “The lawyers at Simmons da Silva LLP provide legal advice to entrepreneurial business owners and managers on commercial matters, and to individuals on personal issues.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Oct 12, 2026	11-50	35 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Lawton Partners Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 12, 2026	51-200	32 contacts →
	Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Guardian Capital Advisors	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	201-500	32 contacts →
	Exact match “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	32 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Solus Trust Company	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “Solus Trust is a Canadian trust company dedicated to offering personalized estate and trust services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Diversico, Experts-Conseils	Exact match	Brossard, QC, CanadaHQ recorded Oct 12, 2026	51-200	29 contacts →
	Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Blue Bridge Wealth Management INC & Family Office Services	Exact match	Montreal, QC, CanadaHQ recorded Oct 12, 2026	11-50	28 contacts →
	Exact match “Blue Bridge is a family office established in Montreal in 2002.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Park Place Financial	Exact match	Peterborough, ON, CanadaHQ recorded Oct 12, 2026	11-50	24 contacts →
	Exact match “At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Generation Capital	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	24 contacts →
	Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Tupman & Bloom LLP	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “Tupman & Bloom LLP is a Toronto based Trust and Estate litigation and Appellate Law Firm.” Recorded in the RevenueBase company graph · Oct 12, 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 architects”. 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 25 of 796 estate planning architects based in Canada

See the full list, filter by size, metro and specialty, and access 3,193 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects based in Canada at a glance

As of Oct 12, 2026

29.0%Verified-email coverage

13.8Average contacts per company

1-10Median size (employees)

13.8%Largest-city concentration · Toronto

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

612

11-50

149

51-200

201-500

501-1,000

1,001-5,000

10001+

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 796 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 Canada whose business descriptions match “estate planning architects” 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 3,193 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 October 12, 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 architects by metro

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 architects”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning architects are there based in Canada?

RevenueBase identified 796 company matches for estate planning architects associated with Canada as of October 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?

BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most estate planning architects?

Toronto leads with 110 company records, followed by Calgary (70) and Vancouver (60).

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 3,193 professional contacts with verified work emails tracked across these 796 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 October 12, 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 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.