Company lists · Data refreshed September 2026
Top 25 Estate planning consultants based in Canada
RevenueBase identified 506 company matches for estate planning consultants associated with 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 company matches for estate planning consultants 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 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 25 largest estate planning consultants based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,555 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 92 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 89 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 56 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 54 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 53 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 32 contacts → | ||||
Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 31 contacts → | ||||
Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 26 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “Elm Law is a Whitby-based law firm dedicated to providing capable and resourceful legal counsel to our clients in a cost-effective manner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 23 contacts → | ||||
Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “Goddard Gamage LLP is a boutique law firm dedicated to excellence in Estate and Elder Law.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “SUMMIT LEGAL GROUP provides legal services in the areas of Real Estate Law, Wills and Estate Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Cherkowski Marsden LLP is a client centered, service oriented law firm in Vernon, BC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 16 contacts → | ||||
Exact match “KH/Dunkley Law Group is a Calgary-based law firm specializing in all aspects of Real Estate, Corporate and Wills & Estates law.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 15 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Donovan Kochman LLP is a boutique law firm focused on estate/trust litigation and estate planning/administration in Ontario, Canada.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “OneLife is solutions oriented in every respect.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 15 contacts → | ||||
Exact match “We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” 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 consultants”. 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 506 estate planning consultants based in Canada
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Estate planning consultants based in Canada at a glance
As of Sep 20, 2026Companies by employee count
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
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 consultants” 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 2,079 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning consultants are there based in Canada?
RevenueBase identified 506 company matches for estate planning consultants associated with 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?
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 consultants?
Toronto leads with 69 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 2,079 professional contacts with verified work emails tracked across these 506 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 506 estate planning consultants based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Estate planning consultants by geography
- Estate planning consultants based in Calgary, Canada
- Estate planning consultants based in Toronto, Canada
- Estate planning consultants based in Vancouver, Canada
- Estate planning consultants based in Atlanta, United States
- Estate planning consultants based in Austin, United States
- Estate planning consultants based in Boca Raton, United States
- Estate planning consultants based in Boston, United States
- Estate planning consultants based in Charlotte, United States
- Estate planning consultants based in Chicago, United States
- Estate planning consultants based in Columbia, United States
- Estate planning consultants based in Dallas, United States
- Estate planning consultants based in Denver, United States
Browse the directory
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 consultants based in Calgary, Canada
- Estate planning consultants based in Toronto, Canada
- Estate planning consultants based in Vancouver, Canada
- Estate planning consultants based in Atlanta, United States
- Estate planning consultants based in Austin, United States
- Estate planning consultants based in Boca Raton, United States
Company intelligence · public preview
Top 25 estate planning consultants based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 506 matching company records for estate planning consultants based in Canada, with 6,736 tracked contacts and 2,079 verified work emails.
This public preview shows 25 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 25 estate planning consultants based in 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 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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. | |||||
| 3 |  Clearestateclearestate.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 92 contacts → |
“ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Moodys Private Clientmoodysprivateclient.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 89 contacts → |
“Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Targeted Strategies Grouptargetedstrategies.com HQ: Saskatoon, SK, CanadaReported employees: 51-200 | Saskatoon, SK, Canada | 51-200 | Exact match | 56 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 54 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Hull & Hull LLPhullandhull.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 53 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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. | |||||
| 9 |  Lawton Partners Wealth Managementlawtonpartners.caHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Diversico, Experts-Conseilsdiversico.caHQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 31 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Park Place Financialppfgroup.ca HQ: Peterborough, ON, CanadaReported employees: 11-50 | Peterborough, ON, Canada | 11-50 | Exact match | 26 contacts → |
“At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  ELM LAWelmlaw.caHQ: Whitby, ON, CanadaReported employees: 11-50 | Whitby, ON, Canada | 11-50 | Exact match | 23 contacts → |
“Elm Law is a Whitby-based law firm dedicated to providing capable and resourceful legal counsel to our clients in a cost-effective manner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Optimize Wealth Managementoptimize.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 23 contacts → |
“We are the next generation in premier wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Goddard Gamage LLPggslawyers.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Goddard Gamage LLP is a boutique law firm dedicated to excellence in Estate and Elder Law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Northfront Financialnorthfront.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 18 contacts → |
“At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Westcoast Wills & Estateswestcoastwills.comHQ: North Vancouver, BC, CanadaReported employees: 11-50 | North Vancouver, BC, Canada | 11-50 | Exact match | 18 contacts → |
“Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Summit Legal Group Calgarysummitlegalgroup.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 17 contacts → |
“SUMMIT LEGAL GROUP provides legal services in the areas of Real Estate Law, Wills and Estate Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cherkowski Marsden LLPcmlawyers.caHQ: Vernon, BC, CanadaReported employees: 11-50 | Vernon, BC, Canada | 11-50 | Exact match | 16 contacts → |
“Cherkowski Marsden LLP is a client centered, service oriented law firm in Vernon, BC.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  KH Dunkley LAW Groupkhlawgroup.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 16 contacts → |
“KH/Dunkley Law Group is a Calgary-based law firm specializing in all aspects of Real Estate, Corporate and Wills & Estates law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Arcus Legalarcuslegal.ca HQ: Halifax, NS, CanadaReported employees: 11-50 | Halifax, NS, Canada | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Donovan Kochman LLPdonovankochman.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Donovan Kochman LLP is a boutique law firm focused on estate/trust litigation and estate planning/administration in Ontario, Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Onelifeonelifewealth.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 15 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Veritable Wealth Advisoryveritablewealthadvisory.com HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 15 contacts → |
“We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 506 company matches
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Estate planning consultants: 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
506 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 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 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 consultants by metro
Questions about this company list
What does Exact match mean for estate planning consultants?
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 consultants did RevenueBase find based in Canada?
The saved snapshot records 506 matching company records, 6,736 tracked contacts and 2,079 verified emails. The public preview displays 25 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 consultants by geography
- Estate planning consultants based in Calgary, Canada
- Estate planning consultants based in Toronto, Canada
- Estate planning consultants based in Vancouver, Canada
- Estate planning consultants based in Atlanta, United States
- Estate planning consultants based in Austin, United States
- Estate planning consultants based in Boca Raton, United States
- Estate planning consultants based in Boston, United States
- Estate planning consultants based in Charlotte, United States
- Estate planning consultants based in Chicago, United States
- Estate planning consultants based in Columbia, United States
- Estate planning consultants based in Dallas, United States
- Estate planning consultants based in Denver, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 estate planning consultants based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-consultants/canada.
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 consultants based in Calgary, Canada
- Estate planning consultants based in Toronto, Canada
- Estate planning consultants based in Vancouver, Canada
- Estate planning consultants based in Atlanta, United States
- Estate planning consultants based in Austin, United States
- Estate planning consultants based in Boca Raton, United States
Company intelligence · public preview
Top 25 estate planning consultants based in Canada
RevenueBase records 506 matching company records for estate planning consultants based in Canada, with 6,736 tracked contacts and 2,079 verified work emails.
This public preview shows 25 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 25 estate planning consultants based in 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 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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. | |||||
| 3 | Clearestateclearestate.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 92 contacts → |
“ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Moodys Private Clientmoodysprivateclient.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 89 contacts → |
“Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Targeted Strategies Grouptargetedstrategies.com HQ: Saskatoon, SK, CanadaReported employees: 51-200 | Saskatoon, SK, Canada | 51-200 | Exact match | 56 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 54 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hull & Hull LLPhullandhull.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 53 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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. | |||||
| 9 | Lawton Partners Wealth Managementlawtonpartners.ca HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Diversico, Experts-Conseilsdiversico.ca HQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 31 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Park Place Financialppfgroup.ca HQ: Peterborough, ON, CanadaReported employees: 11-50 | Peterborough, ON, Canada | 11-50 | Exact match | 26 contacts → |
“At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ELM LAWelmlaw.ca HQ: Whitby, ON, CanadaReported employees: 11-50 | Whitby, ON, Canada | 11-50 | Exact match | 23 contacts → |
“Elm Law is a Whitby-based law firm dedicated to providing capable and resourceful legal counsel to our clients in a cost-effective manner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Optimize Wealth Managementoptimize.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 23 contacts → |
“We are the next generation in premier wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Goddard Gamage LLPggslawyers.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Goddard Gamage LLP is a boutique law firm dedicated to excellence in Estate and Elder Law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Northfront Financialnorthfront.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 18 contacts → |
“At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Westcoast Wills & Estateswestcoastwills.com HQ: North Vancouver, BC, CanadaReported employees: 11-50 | North Vancouver, BC, Canada | 11-50 | Exact match | 18 contacts → |
“Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Summit Legal Group Calgarysummitlegalgroup.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 17 contacts → |
“SUMMIT LEGAL GROUP provides legal services in the areas of Real Estate Law, Wills and Estate Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cherkowski Marsden LLPcmlawyers.ca HQ: Vernon, BC, CanadaReported employees: 11-50 | Vernon, BC, Canada | 11-50 | Exact match | 16 contacts → |
“Cherkowski Marsden LLP is a client centered, service oriented law firm in Vernon, BC.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KH Dunkley LAW Groupkhlawgroup.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 16 contacts → |
“KH/Dunkley Law Group is a Calgary-based law firm specializing in all aspects of Real Estate, Corporate and Wills & Estates law.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Arcus Legalarcuslegal.ca HQ: Halifax, NS, CanadaReported employees: 11-50 | Halifax, NS, Canada | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Donovan Kochman LLPdonovankochman.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Donovan Kochman LLP is a boutique law firm focused on estate/trust litigation and estate planning/administration in Ontario, Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Onelifeonelifewealth.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 15 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Veritable Wealth Advisoryveritablewealthadvisory.com HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 15 contacts → |
“We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 506 company matches
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Estate planning consultants: 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
506 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 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 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 consultants by metro
Questions about this company list
What does Exact match mean for estate planning consultants?
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 consultants did RevenueBase find based in Canada?
The saved snapshot records 506 matching company records, 6,736 tracked contacts and 2,079 verified emails. The public preview displays 25 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 25 estate planning consultants based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-consultants/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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