Company lists · Data refreshed September 2026

Top 25 Family office consulting firms based in Calgary, Canada

Name: Family office consulting firms based in Calgary, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 85 companies tracked

RevenueBase identified 85 family office consulting firms headquartered in Calgary, Canada as of September 2026 and tracks 518 professional contacts across them, including 187 with verified work emails. Across Canada, Toronto is the largest hub for this category (216 companies); Calgary has 85.

This list covers family office consulting firms headquartered in Calgary, 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 28, 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 28, 2026 86% judged on-target in blind review

85Companies

518Contacts tracked

187Verified emails

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The 25 largest family office consulting firms based in Calgary, Canada

Ranked by team size

Top 25 of 85 family office consulting firms based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office consulting 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	Moodys Private Client	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	89 contacts →
	Indirect 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 28, 2026
2	Viridian Family Office	Strong evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “Viridian Family Office guides and supports families to ensure their success for generations.” Source: RevenueBase Database · checked Sep 28, 2026
3	Northfront Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Source: RevenueBase Database · checked Sep 28, 2026
4	Macmillan Estate Planning Corp	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
5	West OAK Family Office	Strong evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	12 contacts →
	Strong evidence “West Oak Family Office is built different from what most high-net-worth families are used to.” Source: RevenueBase Database · checked Sep 28, 2026
6	Popowich Karmali Advisory Group	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Source: RevenueBase Database · checked Sep 28, 2026
7	Financial Initiatives Counsel	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “We Never Forget Whose Money It Is: YOURS” Source: RevenueBase Database · checked Sep 28, 2026
8	Sandstone Asset Management INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families…” Source: RevenueBase Database · checked Sep 28, 2026
9	Palisade Capital Management LTD	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Palisade Capital is a Calgary-based portfolio manager and investment fund manager.” Source: RevenueBase Database · checked Sep 28, 2026
10	The Small Business Group Of Companies LTD	Partial evidence	Calgary, CanadaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “The Small Business Accountants is a full service accounting firm specialized in the needs of small to mid-sized business, entrepreneurs, self-employed individuals and families.” Source: RevenueBase Database · checked Sep 28, 2026
11	The Wealth Council	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Source: RevenueBase Database · checked Sep 28, 2026
12	Camber Private Wealth	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Source: RevenueBase Database · checked Sep 28, 2026
13	Milestone Wealth Management LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure…” Source: RevenueBase Database · checked Sep 28, 2026
14	Lee-Owe Macleod Wealth Management INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 28, 2026
15	Properly Investment Company	Strong evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Properly Investment Company has existed in various forms for three generations and formalized as a Family Office in 2016.” Source: RevenueBase Database · checked Sep 28, 2026
16	Unbiased Financial Services INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning.” Source: RevenueBase Database · checked Sep 28, 2026
17	The Wealth Strategists	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We hold our clients’ best interests at heart.” Source: RevenueBase Database · checked Sep 28, 2026
18	Reyes Group With IA Private Wealth INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Reyes Group, we believe in enriching the lives around us.” Source: RevenueBase Database · checked Sep 28, 2026
19	RED Barn Investment Counsel	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	CH Financial LTD	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Source: RevenueBase Database · checked Sep 28, 2026
21	Zelos Investment Counsel	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Source: RevenueBase Database · checked Sep 28, 2026
22	Dentro Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Dentro Financial is a boutique financial services firm combining your personal and corporate financial goals into one integrated financial solution.” Source: RevenueBase Database · checked Sep 28, 2026
23	Moraine Wealth Advisory	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Source: RevenueBase Database · checked Sep 28, 2026
24	Three60 Wealth & Estate Solutions INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses.” Source: RevenueBase Database · checked Sep 28, 2026
25	Generations Planning Group INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “We provide total wealth management services to clients who have a desire to achieve a full life.” Source: RevenueBase Database · checked Sep 28, 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: family office consulting 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 family office consulting firms.
Partial evidence: Its own public description names part of family office consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office consulting 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 85 family office consulting firms based in Calgary, Canada

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Family office consulting firms based in Calgary, Canada at a glance

As of Sep 28, 2026

36.1%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 85 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 consulting 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 Calgary, Canada whose own description of what they do matches “family office consulting 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 family office consulting 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 family office consulting firms, and records with no verified work email. Companies headquartered outside Calgary 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, 187 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 28, 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 consulting 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 family office consulting 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 family office consulting firms are there based in Calgary, Canada?

RevenueBase identified 85 family office consulting firms headquartered in Calgary, 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?

Moodys Private Client, headquartered in Calgary, tops this list with the largest team on record.

Which city in Canada has the most family office consulting firms?

Toronto leads Canada with 216 headquartered companies, followed by Vancouver (88) and Calgary (85).

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 187 verified decision-maker contacts tracked across these 85 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 28, 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.