Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in Vancouver, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 49 companies tracked

RevenueBase identified 49 estate planning firms headquartered in Vancouver, Canada as of September 2026 and tracks 327 professional contacts across them, including 115 with verified work emails. Toronto is the largest hub.

This list covers estate planning firms headquartered in Vancouver, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

49Companies

327Contacts tracked

115Verified emails

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The 25 largest estate planning firms based in Vancouver, Canada

Ranked by team size

Top 25 of 49 estate planning firms based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning firms: 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	Legacy TAX Trust Lawyers	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 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 19, 2026
2	Solus Trust Company	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “Solus Trust is a Canadian trust company dedicated to offering personalized estate and trust services.” Source: RevenueBase Database · checked Sep 19, 2026
3	Onyx LAW Group	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “At Onyx Law Group, our mission is to walk with our clients to be their trusted advocate.” Source: RevenueBase Database · checked Sep 19, 2026
4	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
5	LAM Legal	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Lam Legal is a litigation-focused law firm representing clients in estate disputes, business and shareholder conflicts, construction disputes, and complex civil litigation across…” Source: RevenueBase Database · checked Sep 19, 2026
6	Scion LAW LLP	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “We are a wills, estates and trusts firm providing the highest quality legal services in a way that is responsive, accessible, and cost-effective.” Source: RevenueBase Database · checked Sep 19, 2026
7	Truvera Trust Corporation	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna.” Source: RevenueBase Database · checked Sep 19, 2026
8	Financial Confidence	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Source: RevenueBase Database · checked Sep 19, 2026
9	Pacific Place Group	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Formed in 1997, Pacific Place Group is the ultimate resource and one-stop destination for all your insurance and life planning needs.” Source: RevenueBase Database · checked Sep 19, 2026
10	Videre	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
11	Hillside Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families.” Source: RevenueBase Database · checked Sep 19, 2026
12	Ciccone Mckay Financial Group	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
13	Mclellan Herbert Locke LLP	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “McLellan Herbert is an estate planning and litigation firm that can help with your wills or estates matters in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 19, 2026
14	Parr Business LAW	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Parr Business Law is a Vancouver-based firm that specializes in supporting entrepreneurs and families by providing clear, affordable and comprehensive legal advice.” Source: RevenueBase Database · checked Sep 19, 2026
15	Vitality Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Vitality Wealth Management is a leading Wealth & Estate Planning firm in Vancouver.” Source: RevenueBase Database · checked Sep 19, 2026
16	Liang TAX Lawyers	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Law firm specializing in tax, trust and estate planning.” Source: RevenueBase Database · checked Sep 19, 2026
17	Munro And Crawford	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “At Munro & Crawford, our friendly, approachable service begins at the front door and never stops.” Source: RevenueBase Database · checked Sep 19, 2026
18	English BAY LAW Corporation	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
19	Oreck Karby Barristers & Solicitors	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Oreck Karby Barristers & Solicitors - Business Lawyers; Real Estate Lawyers; Estate Planning Lawyers; Private Lender Mortgages” Source: RevenueBase Database · checked Sep 19, 2026
20	Paragon Financial Services INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Source: RevenueBase Database · checked Sep 19, 2026
21	Neumann & Associates LAW Corporation	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Neumann & Associates Law Corporation is a Vancouver based law firm that understands the importance of a client-first approach when dealing with complex legal matters.” Source: RevenueBase Database · checked Sep 19, 2026
22	Cindy David Financial Group LTD	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Source: RevenueBase Database · checked Sep 19, 2026
23	Anchor Point Financial, INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Lumina LAW Corporation	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Our purpose as a law firm is to protect families and their legacies for generations to come.” Source: RevenueBase Database · checked Sep 19, 2026
25	Clarity Planning INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Integrating Corporate, Personal, and Legacy (CPL) financial planning to help business owners make smarter decisions across their business, finances, and future.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning firms. 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 firms.
Partial evidence: Its own public description names part of estate planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning firms. 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 49 estate planning firms based in Vancouver, Canada

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Estate planning firms based in Vancouver, Canada at a glance

As of Sep 19, 2026

35.2%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

277.6%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 49 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 firms, 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 Vancouver, Canada whose own description of what they do matches “estate planning firms”. 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 firms), 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 firms, and records with no verified work email. Companies headquartered outside Vancouver 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, 115 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Estate planning firms by metro in Canada

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate planning firms, 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 firms are there based in Vancouver, Canada?

RevenueBase identified 49 estate planning firms headquartered in Vancouver, 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?

Legacy TAX Trust Lawyers, headquartered in Vancouver, tops this list with the largest team on record.

Which city has the most estate planning firms?

Toronto leads with 136 headquartered companies, followed by Calgary (71) and Vancouver (49).

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 115 verified decision-maker contacts tracked across these 49 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

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