Company lists · Data refreshed September 2026

Top 25 Estate tax planning firms based in Canada

RevenueBase identified 102 company matches for estate tax planning firms associated with Canada as of September 2026 and tracks 580 professional contacts across them, including 297 with verified work emails. Toronto is the largest hub.

This list covers company matches for estate tax planning firms 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
102Companies
580Contacts tracked
297Verified emails
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The 25 largest estate tax planning firms based in Canada

Ranked by team size
Top 25 of 102 company matches for estate tax planning firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMontreal, QC, CanadaHQ recorded Sep 20, 202651-20092 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
2Exact matchEdmonton & Toronto, CanadaHQ recorded Sep 20, 202611-5053 contacts →

Exact match

“At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchVancouver, BC, CanadaHQ recorded Sep 20, 202611-5043 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
4Exact matchBrossard, QC, CanadaHQ recorded Sep 20, 202651-20031 contacts →

Exact match

“Planification fiscale, financière et successorale”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchNorth Vancouver, BC, CanadaHQ recorded Sep 20, 202611-5018 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
6Exact matchOttawa, ON, CanadaHQ recorded Sep 20, 202611-5015 contacts →

Exact match

“OneLife is solutions oriented in every respect.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchVancouver, BC, CanadaHQ recorded Sep 20, 20261-1014 contacts →

Exact match

“We are a wills, estates and trusts firm providing the highest quality legal services in a way that is responsive, accessible, and cost-effective.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchCalgary, AB, CanadaHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchMontreal, QC, CanadaHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“Founded in 1988, our industry leading law firm provides sophisticated cross border and domestic tax, estate planning, immigration and real estate legal services to high net-worth…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchMontreal, QC, CanadaHQ recorded Sep 20, 20261-1011 contacts →

Exact match

“We are a boutique law firm specializing in tax planning for private clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchOshawa, ON, CanadaHQ recorded Sep 20, 202611-5010 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 · Sep 20, 2026 · View company records in RevenueBase
12Exact matchToronto, ON, CanadaHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchDartmouth, NS, CanadaHQ recorded Sep 20, 202611-509 contacts →

Exact match

“At Harbinger Law, our focus is on corporate law, estate and tax planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchWinnipeg, MB, CanadaHQ recorded Sep 20, 202611-508 contacts →

Exact match

“At Tradition Law, we view our role as more than just legal advisors; we are trusted partners in navigating the complexities of estate matters.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchKelowna, BC, CanadaHQ recorded Sep 20, 20261-107 contacts →

Exact match

“Rooted in a strong work ethic, individual client care and commitment to results, Hergott Law has evolved from the legal warfare of litigation and defending injured victims’ rights…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchOakville, ON, CanadaHQ recorded Sep 20, 20261-106 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 · Sep 20, 2026 · View company records in RevenueBase
17Exact matchKelowna, BC, CanadaHQ recorded Sep 20, 202611-506 contacts →

Exact match

“Sabey Rule LLP is an Estate and Trusts Boutique Law Firm, specializing in Estate Planning, Estate Administration, and Estate Litigation.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchToronto, ON, CanadaHQ recorded Sep 20, 20261-106 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 · Sep 20, 2026 · View company records in RevenueBase
19Exact matchKitchener, ON, CanadaHQ recorded Sep 20, 202611-506 contacts →

Exact match

“We are tax accountants.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchQuébec, QC, CanadaHQ recorded Sep 20, 20261-106 contacts →

Exact match

“C2 est un cabinet de services financiers indépendant.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchVaughan, ON, CanadaHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Berger Law is a leading tax, business/corporate and estate planning law firm in the Greater Toronto Area.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchToronto, ON, CanadaHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We specialize in dealing with complex situations such as families with investment income, holding companies, estates and family trusts.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchRed Deer, AB, CanadaHQ recorded Sep 20, 20261-105 contacts →

Exact match

“For over 25 years we’ve been serving Central Alberta providing comprehensive planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchAbbotsford, BC, CanadaHQ recorded Sep 20, 20261-105 contacts →

Exact match

“We are a law firm focusing on estate law.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchMississauga, ON, CanadaHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Taxplan Inc.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 102 estate tax planning firms based in Canada

See the full list, filter by size, metro and specialty, and access 297 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate tax planning firms based in Canada at a glance

As of Sep 20, 2026
51.2%Verified-email coverage
5.7Average contacts per company
1-10Median size (employees)
12.7%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
83
11-50
17
51-200
2

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 102 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 planning firms” 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 297 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.

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

How many estate tax planning firms are there based in Canada?

RevenueBase identified 102 company matches for estate tax planning firms 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?

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

Which city has the most estate tax planning firms?

Toronto leads with 13 company records, followed by Vancouver (9) and Calgary (6).

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 297 professional contacts with verified work emails tracked across these 102 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.

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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.