Company lists · Data refreshed September 2026

Top 25 Estate planning consultants based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 506 companies tracked

RevenueBase identified 506 estate planning consultants headquartered in Canada as of September 2026 and tracks 6,736 professional contacts across them, including 2,079 with verified work emails. Toronto is the largest hub.

This list covers estate planning consultants headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

506Companies

6,736Contacts tracked

2,079Verified emails

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The 25 largest estate planning consultants based in Canada

Ranked by team size

Top 25 of 506 estate planning consultants based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning consultants: 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 20, 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 20, 2026
2	Harbourfront Wealth Management	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	201-500	265 contacts →
	Indirect evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
3	Clearestate	Strong evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	51-200	92 contacts →
	Strong evidence “ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Source: RevenueBase Database · checked Sep 20, 2026
4	Moodys Private Client	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 20, 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 20, 2026
5	The Targeted Strategies Group	Indirect evidence	Saskatoon, SK, CanadaHQ checked Sep 20, 2026	51-200	56 contacts →
	Indirect evidence “For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families protect, preserve, and optimize net worth by using…” Source: RevenueBase Database · checked Sep 20, 2026
6	Bgy, Services Financiers Intégrés INC	Indirect evidence	Québec, CanadaHQ checked Sep 20, 2026	51-200	54 contacts →
	Indirect evidence “Fondé en 2006, BGY Services financiers intégrés inc.” Source: RevenueBase Database · checked Sep 20, 2026
7	Hull & Hull LLP	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	53 contacts →
	Partial evidence “Trust, Estate and Capacity LitigationTrust Experience™ Hull & Hull LLP is proud to be recognized as a regional and national leader in trust, estate and capacity litigation…” Source: RevenueBase Database · checked Sep 20, 2026
8	Legacy TAX Trust Lawyers	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	43 contacts →
	Indirect evidence “Legacy Tax + Trust Lawyers is a dynamic boutique law firm in the heart of downtown Vancouver.” Source: RevenueBase Database · checked Sep 20, 2026
9	Lawton Partners Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	51-200	32 contacts →
	Indirect evidence “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Source: RevenueBase Database · checked Sep 20, 2026
10	Diversico, Experts-Conseils	Indirect evidence	Brossard, QC, CanadaHQ checked Sep 20, 2026	51-200	31 contacts →
	Indirect evidence “Planification fiscale, financière et successorale” Source: RevenueBase Database · checked Sep 20, 2026
11	Park Place Financial	Indirect evidence	Peterborough, ON, CanadaHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect evidence “At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Source: RevenueBase Database · checked Sep 20, 2026
12	ELM LAW	Indirect evidence	Whitby, ON, CanadaHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Elm Law is a Whitby-based law firm dedicated to providing capable and resourceful legal counsel to our clients in a cost-effective manner.” Source: RevenueBase Database · checked Sep 20, 2026
13	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
14	Coaching Financier Trek	Indirect evidence	Laval, QC, CanadaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Source: RevenueBase Database · checked Sep 20, 2026
15	Goddard Gamage LLP	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
16	Northfront Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 20, 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 20, 2026
17	Westcoast Wills & Estates	Partial evidence	North Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Source: RevenueBase Database · checked Sep 20, 2026
18	Summit Legal Group Calgary	Strong evidence	Calgary, AB, CanadaHQ checked Sep 20, 2026	1-10	17 contacts →
	Strong evidence “SUMMIT LEGAL GROUP provides legal services in the areas of Real Estate Law, Wills and Estate Planning.” Source: RevenueBase Database · checked Sep 20, 2026
19	Cherkowski Marsden LLP	Indirect evidence	Vernon, BC, CanadaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Cherkowski Marsden LLP is a client centered, service oriented law firm in Vernon, BC.” Source: RevenueBase Database · checked Sep 20, 2026
20	KH Dunkley LAW Group	Partial evidence	Calgary, AB, CanadaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “KH/Dunkley Law Group is a Calgary-based law firm specializing in all aspects of Real Estate, Corporate and Wills & Estates law.” Source: RevenueBase Database · checked Sep 20, 2026
21	Arcus Legal	Strong evidence	Halifax, NS, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Strong evidence “Whether you’re an individual or a business owner, if you need effective legal advice in tax planning, real estate, business law or estate planning, we have you covered at every…” Source: RevenueBase Database · checked Sep 20, 2026
22	Donovan Kochman LLP	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
23	Onelife	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “OneLife is solutions oriented in every respect.” Source: RevenueBase Database · checked Sep 20, 2026
24	PAL Insurance	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect 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 20, 2026
25	Veritable Wealth Advisory	Partial evidence	Burlington, ON, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” Source: RevenueBase Database · checked Sep 20, 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 consultants. 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 consultants.
Partial evidence: Its own public description names part of estate planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning consultants. 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 506 estate planning consultants based in Canada

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Estate planning consultants based in Canada at a glance

As of Sep 20, 2026

30.9%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

13.6%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

406

11-50

51-200

201-500

501-1,000

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 506 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 consultants, 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 Canada whose own description of what they do matches “estate planning consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside Canada 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, 2,079 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Estate planning consultants by metro

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 consultants, 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 consultants are there based in Canada?

RevenueBase identified 506 estate planning consultants headquartered in 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 consultants?

Toronto leads with 69 headquartered companies, followed by Calgary (45) and Vancouver (34).

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 2,079 verified decision-maker contacts tracked across these 506 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.