Company lists · Data refreshed September 2026
Top 25 Fee-only financial advisors based in Canada
RevenueBase identified 200 fee-only financial advisors headquartered in Canada as of September 2026 and tracks 13,369 professional contacts across them, including 2,961 with verified work emails. Toronto is the largest hub.
This list covers fee-only financial advisors 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 19, 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 fee-only financial advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 43 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Indirect evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 contacts → | ||||
Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Strong evidence “Our vision is to elevate Canadian's wealth management experience with a financial advisory model that provides robust, customized financial planning paired with top-tier…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 contacts → | ||||
Indirect evidence “DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Partial evidence “Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “We Never Forget Whose Money It Is: YOURS” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 contacts → | ||||
Partial evidence “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Partial evidence “At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Indirect evidence “Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “RL & A est un cabinet de services financiers fondé par monsieur Guy Lévesque il y a plus de 40 ans.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Strong evidence “Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial evidence “With no required minimums and complimentary advising and financial planning, Everything Financial delivers Canada’s most intelligent and transparent wealth management services for…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Partial evidence “A financial strategy goes beyond an investment strategy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Partial evidence “A boutique financial planning firm working with clients across the country.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Partial evidence “Since our founding in 1979, DD Humes has been recognized for excellence in trust, client satisfaction, quality of advice, and financial results.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Partial evidence “We are an independent financial services firm that helps individuals, families and business owners prepare for life’s events through financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Partial evidence “Full service financial planning, investment, and risk management using the Lifestyle Coach Program™.” Source: RevenueBase Database · checked Sep 19, 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: fee-only financial advisors. 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 fee-only financial advisors.
- Partial evidence
- Its own public description names part of fee-only financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fee-only financial advisors. 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 200 fee-only financial advisors based in Canada
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Fee-only financial advisors based in Canada at a glance
As of Sep 19, 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 200 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 fee-only financial advisors, 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 “fee-only financial advisors”. 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 fee-only financial advisors), 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 fee-only financial advisors, 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, 2,961 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 19, 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.
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 fee-only financial advisors, 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 fee-only financial advisors are there based in Canada?
RevenueBase identified 200 fee-only financial advisors 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?
IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.
Which city has the most fee-only financial advisors?
Toronto leads with 22 headquartered companies, followed by Vancouver (11) and Calgary (10).
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 2,961 verified decision-maker contacts tracked across these 200 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 19, 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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