Company lists · Data refreshed November 2026

Top 25 Executive financial planners based in Quebec, Canada

Name: Executive financial planners based in Quebec, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 59 companies tracked

RevenueBase identified 59 company matches for executive financial planners associated with Quebec, Canada as of November 2026 and tracks 551 professional contacts across them, including 281 with verified work emails. Across Canada, Toronto is the largest hub for this category (215 companies); Quebec has 59.

This list covers company matches for executive financial planners associated with Quebec, 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 November 6, 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 Nov 6, 2026 How this list was built

59Companies

551Contacts tracked

281Verified emails

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The 25 largest executive financial planners based in Quebec, Canada

Ranked by team size

Top 25 of 59 company matches for executive financial planners based in Quebec, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Exact match	Québec, CanadaHQ recorded Nov 6, 2026	501-1,000	235 contacts →
	Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Planica Services Financiers	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	41 contacts →
	Exact match “Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	39 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Diversico, Experts-Conseils	Exact match	Brossard, QC, CanadaHQ recorded Nov 6, 2026	51-200	32 contacts →
	Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	It360 Financial	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Actif Santé Financière	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Centre Financier Lebourgneuf	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	51-200	7 contacts →
	Exact match “Le Centre Financier Lebourgneuf est un cabinet de services financiers spécialisés dans la planification financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Myriad Private Wealth With IA Private Wealth	Exact match	Saint-laurent, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	C2 Services Financiers INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “C2 est un cabinet de services financiers indépendant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Pragma Planification Financière Active	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Planification financière / Assurance de personnes / Assurance collective de personnes” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Groupe Financier Millenium INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Au Groupe Financier Millénium, nous accompagnons les entrepreneurs, professionnels et clients à valeur nette élevée partout au Québec avec une approche avancée en planification…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Jolicoeur Lapierre Gestion Financière Inc, Cabinet DE Services Financiers	Exact match	Québec, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Jolicoeur Lapierre Gestion financière est un cabinet de planification financière, dynamique et compétent, spécialisé dans la sécurité financière des professionnels exerçant dans…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Concepta Groupe Financier	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Concepta Groupe Financier est un cabinet d’experts-conseillers en services financiers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Acolit	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Chez Acolit, notre priorité, c'est vous.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	LES Services Financiers GUY Duhaime INC	Exact match	St-hyactinthe, CanadaHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Entreprise de services financiers” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Tréma Conseils	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Tréma est une firme de services intégrés en comptabilité, en fiscalité et en planification financière, destinée aux entrepreneurs, aux travailleurs autonomes et aux conseillers…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Groupe Financier Powers INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “Solidement établi depuis plus de 35 ans, notre cabinet offre une expertise confirmée en matière d’assurances et de services financiers destinés à une clientèle d’affaires…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Services Financiers TON Courtier INC	Exact match	Dollard Des Ormeuax, CanadaHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “MISIÓN We believe that it is you, our customer, who makes our company live, and your current and future needs drive our functions and activities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Avego Gestion Privée	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Avego Gestion Privée, une approche en gestion de patrimoine pour laisser plus que des souvenirs derrière vous… ANALYSE COMPLÈTE Nous effectuons une analyse complète de votre…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Manera Services Financiers	Exact match	Québec, CanadaHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Nous sommes un cabinet de services financiers qui accompagne les personnes et les entreprises qui ont le désir sincère de créer, de fructifier, de protéger et de transmettre un…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	BMG Insurance & Financial Services	Exact match	St-laurent, CanadaHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Relationship building is key to our success!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Stratégica Services Financiers	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Stratégia Coaching Financier est un cabinet de services financiers complet et dynamique qui saura vous montrer la route de l'indépendance financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Blondeau Services Financiers	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Blondeau Services Financiers, c’est 40 ans d’expérience et une équipe passionnée qui vous donne accès à des conseils en assurance de personnes, placements et planification…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Plan1 Gestion Financière	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Chez PLAN1, nous avons pour mission de vous offrir un service professionnel et de qualité afin d'optimiser tous les aspects de vos finances.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Delisle Cabinet Conseils	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Assurance-Placement-Fiscalité Delisle Cabinet Conseils offre un service personnalisé et indépendant de planification financière avancée” Recorded in the RevenueBase company graph · Nov 6, 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 “executive financial 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 59 executive financial planners based in Quebec, Canada

See the full list, filter by size, metro and specialty, and access 281 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Executive financial planners based in Quebec, Canada at a glance

As of Nov 6, 2026

51.0%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole Canada list rather than for Quebec, so it is reported there. Company counts and contact totals on this page are exact for Quebec, over 59 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 Quebec, Canada whose business descriptions match “executive financial 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 281 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 November 6, 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.

Executive financial planners by metro in Canada

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 “executive financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many executive financial planners are there based in Quebec, Canada?

RevenueBase identified 59 company matches for executive financial planners associated with Quebec, Canada as of November 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?

SFL Gestion DE Patrimoine Partenaire DE Desjardins tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most executive financial planners?

Toronto leads Canada with 215 company records, followed by Calgary (126) and Vancouver (102). Quebec has 59.

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 281 professional contacts with verified work emails tracked across these 59 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 November 6, 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.