Company lists · Data refreshed October 2026
Top 25 Estate tax planners based in Canada
RevenueBase identified 41 company matches for estate tax planners associated with Canada as of October 2026 and tracks 168 professional contacts across them, including 86 with verified work emails. Toronto is the largest hub.
This list covers company matches for estate tax planners 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 22, 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 tax planners based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 29 contacts → | ||||
Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 2 | 18 contacts → | ||||
Exact match “Welcome to GUARDIAN TRUST.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 3 | 13 contacts → | ||||
Exact match “Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “OneLife is solutions oriented in every respect.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Taxplan Inc.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Law firm specializing in tax, trust and estate planning.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Pryor Tax Law is a boutique law firm with expertise in Canadian, U.S.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Our purpose as a law firm is to protect families and their legacies for generations to come.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “When preparing an Estate Plan, you are creating your Legacy.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Friedlan Law is a boutique tax and estate planning firm that focuses in two core areas.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “You've built a lifetime of financial success.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “a niche law practice providing tax and estate planning services to high net worth individuals, professionals and business owners.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “INSURANCE.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “An integrated approach to your wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Strategic Income, Wealth, Business and Estate Planning, with the goal of lessening the tax burden in each situation.” Recorded in the RevenueBase company graph · Oct 22, 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 tax planners”. 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 41 estate tax planners based in Canada
See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate tax planners based in Canada at a glance
As of Oct 22, 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 41 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 tax planners” 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 86 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 22, 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.
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 tax planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate tax planners are there based in Canada?
RevenueBase identified 41 company matches for estate tax planners 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?
Diversico, Experts-Conseils tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate tax planners?
Toronto leads with 6 company records, followed by Calgary (5) and Vancouver (5).
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 86 professional contacts with verified work emails tracked across these 41 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 22, 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.
More company lists
Company intelligence · public preview
Top 25 estate tax planners 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 41 matching company records for estate tax planners based in Canada, with 168 tracked contacts and 86 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: October 22, 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 tax planners 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 |  Diversico, Experts-Conseilsdiversico.caHQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 29 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GT Wealth Canadagtwealth.caHQ: Richmond, BC, CanadaReported employees: 51-200 | Richmond, BC, Canada | 51-200 | Exact match | 18 contacts → |
“Welcome to GUARDIAN TRUST.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Macmillan Estate Planning Corpmacmillanestate.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 13 contacts → |
“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Onelifeonelifewealth.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 12 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bull Financialbullfinancial.caHQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  The Campanella Groupcampanellagroup.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Continuum Legacy Partners INCcontinuumlp.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | TAX Plan INC Canadataxplann.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Taxplan Inc.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Liang TAX Lawyerstaxlegal.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Law firm specializing in tax, trust and estate planning.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Pryor TAX LAWpryortaxlaw.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Pryor Tax Law is a boutique law firm with expertise in Canadian, U.S.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hutchison Financialhutchisonfinancial.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lumina LAW Corporationluminalaw.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Our purpose as a law firm is to protect families and their legacies for generations to come.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Aurora, ON, CanadaReported employees: 1-10 | Aurora, ON, Canada | 1-10 | Exact match | 3 contacts → |
“When preparing an Estate Plan, you are creating your Legacy.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Macdonald TAX And Succession LAWmacdonaldtaxandsuccessionlaw.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  DSI Estate Planning INCdsiestate.comHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Return On Lifereturnonlife.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Friedlan LAWfriedlanlaw.comHQ: Richmond Hill, ON, CanadaReported employees: 1-10 | Richmond Hill, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Friedlan Law is a boutique tax and estate planning firm that focuses in two core areas.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cindy David Financial Group LTDcindydavid.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Paradigm Insurance INCparadigminsurance.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“You've built a lifetime of financial success.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Portfolio Estate LAWportfoliolaw.ca HQ: Etobicoke, ON, CanadaReported employees: 1-10 | Etobicoke, ON, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Sullivan LAW & TAXsullivanlt.ca HQ: St. Johns, NL, CanadaReported employees: 1-10 | St. Johns, NL, Canada | 1-10 | Exact match | 1 contacts → |
“a niche law practice providing tax and estate planning services to high net worth individuals, professionals and business owners.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sterling Park Financial Groupsterlingparkgrp.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 1 contacts → |
“INSURANCE.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Swell Private Wealthswellwealth.com HQ: Medicine Hat, AB, CanadaReported employees: 1-10 | Medicine Hat, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HGA Wealth & Estate Planninghgawealth.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“An integrated approach to your wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Strategic Income, Wealth, Business and Estate Planning, with the goal of lessening the tax burden in each situation.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 41 company matches
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Estate tax planners: dataset insights
October 22, 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
41 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 41 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: October 22, 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 ↗
Questions about this company list
What does Exact match mean for estate tax planners?
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 tax planners did RevenueBase find based in Canada?
The saved snapshot records 41 matching company records, 168 tracked contacts and 86 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: October 22, 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 tax planners by geography
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 estate tax planners based in Canada. Snapshot: October 22, 2026. https://revenuebase.ai/companies/estate-tax-planners/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 estate tax planners based in Canada
RevenueBase records 41 matching company records for estate tax planners based in Canada, with 168 tracked contacts and 86 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: October 22, 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 tax planners 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 | Diversico, Experts-Conseilsdiversico.ca HQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 29 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GT Wealth Canadagtwealth.ca HQ: Richmond, BC, CanadaReported employees: 51-200 | Richmond, BC, Canada | 51-200 | Exact match | 18 contacts → |
“Welcome to GUARDIAN TRUST.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Macmillan Estate Planning Corpmacmillanestate.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 13 contacts → |
“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Onelifeonelifewealth.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 12 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bull Financialbullfinancial.ca HQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | The Campanella Groupcampanellagroup.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Continuum Legacy Partners INCcontinuumlp.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | TAX Plan INC Canadataxplann.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Taxplan Inc.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Liang TAX Lawyerstaxlegal.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Law firm specializing in tax, trust and estate planning.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Pryor TAX LAWpryortaxlaw.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Pryor Tax Law is a boutique law firm with expertise in Canadian, U.S.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hutchison Financialhutchisonfinancial.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lumina LAW Corporationluminalaw.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Our purpose as a law firm is to protect families and their legacies for generations to come.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Aurora, ON, CanadaReported employees: 1-10 | Aurora, ON, Canada | 1-10 | Exact match | 3 contacts → |
“When preparing an Estate Plan, you are creating your Legacy.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Macdonald TAX And Succession LAWmacdonaldtaxandsuccessionlaw.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | DSI Estate Planning INCdsiestate.com HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Return On Lifereturnonlife.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Friedlan LAWfriedlanlaw.com HQ: Richmond Hill, ON, CanadaReported employees: 1-10 | Richmond Hill, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Friedlan Law is a boutique tax and estate planning firm that focuses in two core areas.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cindy David Financial Group LTDcindydavid.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Paradigm Insurance INCparadigminsurance.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“You've built a lifetime of financial success.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Portfolio Estate LAWportfoliolaw.ca HQ: Etobicoke, ON, CanadaReported employees: 1-10 | Etobicoke, ON, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Sullivan LAW & TAXsullivanlt.ca HQ: St. Johns, NL, CanadaReported employees: 1-10 | St. Johns, NL, Canada | 1-10 | Exact match | 1 contacts → |
“a niche law practice providing tax and estate planning services to high net worth individuals, professionals and business owners.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sterling Park Financial Groupsterlingparkgrp.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 1 contacts → |
“INSURANCE.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Swell Private Wealthswellwealth.com HQ: Medicine Hat, AB, CanadaReported employees: 1-10 | Medicine Hat, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HGA Wealth & Estate Planninghgawealth.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 1 contacts → |
“An integrated approach to your wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Strategic Income, Wealth, Business and Estate Planning, with the goal of lessening the tax burden in each situation.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 41 company matches
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Estate tax planners: dataset insights
October 22, 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
41 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 41 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: October 22, 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 ↗
Questions about this company list
What does Exact match mean for estate tax planners?
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 tax planners did RevenueBase find based in Canada?
The saved snapshot records 41 matching company records, 168 tracked contacts and 86 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: October 22, 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 tax planners based in Canada. Snapshot: October 22, 2026. https://revenuebase.ai/companies/estate-tax-planners/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗