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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
200Companies
13,369Contacts tracked
2,961Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fee-only financial advisors based in Canada

Ranked by team size
Top 25 of 200 fee-only financial advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fee-only financial advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 19, 20265,001-10,0006,589 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, 2026
2Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5043 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, 2026
3Indirect evidenceOakville, ON, CanadaHQ checked Sep 19, 202651-20042 contacts →

Indirect evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5031 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, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202651-20023 contacts →

Indirect evidence

“We are the next generation in premier wealth management.”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 19, 20261-1020 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, 2026
7Indirect evidenceVictoria, BC, CanadaHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceCambridge, ON, CanadaHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“At Steward Group, we believe finances are about more than dollars and cents.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceKanata, ON, CanadaHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceCalgary, AB, CanadaHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“We Never Forget Whose Money It Is: YOURS”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceQuébec, QC, CanadaHQ checked Sep 19, 20261-1010 contacts →

Partial evidence

“Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceVancouver, BC, CanadaHQ checked Sep 19, 2026201-5009 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, 2026
13Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 202611-509 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, 2026
14Partial evidenceMagog, QC, CanadaHQ checked Sep 19, 20261-109 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, 2026
15Strong evidenceBrampton, ON, CanadaHQ checked Sep 19, 202611-509 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, 2026
16Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceCalgary, AB, CanadaHQ checked Sep 19, 202611-508 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, 2026
18Indirect evidenceOttawa, ON, CanadaHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceLangley, BC, CanadaHQ checked Sep 19, 202611-507 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, 2026
20Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceEdmonton, AB, CanadaHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“A financial strategy goes beyond an investment strategy.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceHalifax, NS, CanadaHQ checked Sep 19, 20261-107 contacts →

Partial evidence

“A boutique financial planning firm working with clients across the country.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceDorval, QC, CanadaHQ checked Sep 19, 202611-507 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, 2026
24Partial evidenceKanata, ON, CanadaHQ checked Sep 19, 20261-106 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, 2026
25Partial evidenceLondon, ON, CanadaHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Full service financial planning, investment, and risk management using the Lifestyle Coach Program™.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 200 fee-only financial advisors based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,961 reachable decision-makers.

Free signup · no credit card

View the full list →

Fee-only financial advisors based in Canada at a glance

As of Sep 19, 2026
22.1%Verified-email coverage
66.8Average contacts per company
1-10Median size (employees)
11.0%Largest-city concentration · Toronto
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
153
11-50
35
51-200
4
201-500
2
1,001-5,000
1
5,001-10,000
2
10001+
1

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.

Ready to reach these companies? Verified emails and direct dials for all 200 fee-only financial advisors based in Canada. Start with a free account, no credit card.

Download this list →

Related lists

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.