Company lists · Data refreshed September 2026
Top 25 Family office accounting services based in Canada
RevenueBase identified 535 family office accounting services headquartered in Canada as of September 2026 and tracks 7,939 professional contacts across them, including 3,997 with verified work emails. Toronto is the largest hub.
This list covers family office accounting services headquartered in 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 20, 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.
The 25 largest family office accounting services based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,555 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 804 contacts → | ||||
Partial evidence “Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 407 contacts → | ||||
Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 192 contacts → | ||||
Indirect evidence “Work together with people excited by your goals and eager to address your unique business needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 122 contacts → | ||||
Indirect evidence “At Davis Martindale, our accountants work to bring you the peace of mind you’re in search of with a touch of personality.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 120 contacts → | ||||
Indirect evidence “BJC = compétence + connaissance + expérience BJC est un cabinet à guichet unique offrant une gamme complète de services comptables adaptés aux besoins des sociétés privées.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 94 contacts → | ||||
Partial evidence “GGFL is the tax planning and accounting firm for Ottawa’s successful business people.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 89 contacts → | ||||
Partial evidence “Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 88 contacts → | ||||
Partial evidence “At Gauvreau Accounting Tax Law Advisory, entrepreneurship drives everything we do.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 86 contacts → | ||||
Partial evidence “Located in the heart of Downtown Vancouver, Invictus Accounting Group LLP provides consulting, accounting and tax advisory for publicly listed and privately held companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 82 contacts → | ||||
Partial evidence “S+C Partners has been providing professional accounting, advisory and tax services across the GTA since 1987.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 78 contacts → | ||||
Partial evidence “Clearline Chartered Professional Accountants is an accounting firm based in Vancouver, Surrey and the Tri-Cities and is dedicated to bringing clarity, strategy and confidence to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 77 contacts → | ||||
Indirect evidence “Quality Service.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 64 contacts → | ||||
Indirect evidence “Grewal Guyatt LLP is a full-service professional services firm based out of the GTA that specializes in estate planning, tax consulting, business valuations and litigation support…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 57 contacts → | ||||
Partial evidence “The talented team at Stern Cohen specializes in accounting, tax, advisory, estate planning and bookkeeping services for businesses and not-for-profits in the Greater Toronto Area…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 53 contacts → | ||||
Indirect evidence “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 52 contacts → | ||||
Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 52 contacts → | ||||
Indirect evidence “Accountants equipped to help you grow and plan your organization into a strong, stable financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 51 contacts → | ||||
Partial evidence “Fort Group is located minutes away from downtown Winnipeg and provides professional accounting and business services tailored to your unique business and individual needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 51 contacts → | ||||
Indirect evidence “MOQUIN, AMYOT – S.E.N.C.R.L.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 43 contacts → | ||||
Indirect evidence “Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 43 contacts → | ||||
Indirect evidence “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 41 contacts → | ||||
Indirect evidence “Welcome to HGA!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 40 contacts → | ||||
Indirect evidence “Welcome to Farnham.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 40 contacts → | ||||
Strong evidence “Northwood Family Office is Canada's leading multi-family office, offering integrated planning, investment management, wealth administration and family engagement for families of…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: family office accounting services. 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 family office accounting services.
- Partial evidence
- Its own public description names part of family office accounting services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office accounting services. 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 535 family office accounting services based in Canada
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Family office accounting services 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 535 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 family office accounting services, 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 Canada whose own description of what they do matches “family office accounting services”. 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 family office accounting services), 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 family office accounting services, and records with no verified work email. Companies headquartered outside Canada 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, 3,997 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 20, 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.
Family office accounting services by metro
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 family office accounting services, 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 family office accounting services are there based in Canada?
RevenueBase identified 535 family office accounting services headquartered in 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?
BMO Private Wealth, headquartered in Toronto, tops this list with the largest team on record.
Which city has the most family office accounting services?
Toronto leads with 79 headquartered companies, followed by Calgary (42) and Mississauga (31).
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 3,997 verified decision-maker contacts tracked across these 535 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 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 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.
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