Company lists · Data refreshed November 2026
Top 25 Financial advisor associations based in Canada
RevenueBase identified 83 company matches for financial advisor associations associated with Canada as of November 2026 and tracks 793 professional contacts across them, including 279 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial advisor associations associated with 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.
The 25 largest financial advisor associations based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 135 contacts → | ||||
Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 80 contacts → | ||||
Exact match “Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 62 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 41 contacts → | ||||
Exact match “At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 35 contacts → | ||||
Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Qu’est-ce que l’ARSF?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Independent Financial Brokers is a national professional association.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Giving Financial Advisors The Best of Both Worlds.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Working together for a better tomorrow.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Savin Insurance Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “The Financial Independence Club is a team of independent financial planners, financial security advisors and various other financial professionals focused on finding the best…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Little & Davies is not a financial institution.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match Recorded description not available. 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 “financial advisor associations”. 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 83 financial advisor associations based in Canada
See the full list, filter by size, metro and specialty, and access 279 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial advisor associations based in Canada at a glance
As of Nov 6, 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 83 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 Canada whose business descriptions match “financial advisor associations” 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 279 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.
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 “financial advisor associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisor associations are there based in Canada?
RevenueBase identified 83 company matches for financial advisor associations associated with 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?
FP Canada tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisor associations?
Toronto leads with 17 company records, followed by Montreal (6) and Edmonton (5).
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 279 professional contacts with verified work emails tracked across these 83 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.
Ready to reach these companies? Verified emails and direct dials for all 83 financial advisor associations based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial advisor associations by geography
- Financial advisor associations based in New York, United States
- Financial advisor associations based in San Diego, United States
- Financial advisor associations based in Australia
- Financial advisor associations based in France
- Financial advisor associations based in India
- Financial advisor associations based in the Netherlands
- Financial advisor associations based in South Africa
- Financial advisor associations based in the United Kingdom
- Financial advisor associations based in the United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisor associations based in New York, United States
- Financial advisor associations based in San Diego, United States
- Financial advisor associations based in Australia
- Financial advisor associations based in France
- Financial advisor associations based in India
- Financial advisor associations based in the Netherlands
Company intelligence · public preview
Top 25 financial advisor associations based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 83 matching company records for financial advisor associations based in Canada, with 793 tracked contacts and 279 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisor associations based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  FP Canadafpcanada.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Advocisadvocis.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 80 contacts → |
“Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: Vancouver, AB, CanadaReported employees: 1,001-5,000 | Vancouver, AB, Canada | 1,001-5,000 | Exact match | 62 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Portfolio Strategies Corporationportfoliostrategies.caHQ: Calgary, ON, CanadaReported employees: 201-500 | Calgary, ON, Canada | 201-500 | Exact match | 41 contacts → |
“At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 35 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Financière MSA Financialmsafinancial.comHQ: Ville St. Laurent, QC, CanadaReported employees: 11-50 | Ville St. Laurent, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Financial Executives International Canada FEI Canadafeicanada.orgHQ: Etobicoke, ON, CanadaReported employees: 11-50 | Etobicoke, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Money Coaches Canada INCmoneycoachescanada.caHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 21 contacts → |
“We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Dfsin Albertadfsinalberta.caHQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 14 contacts → |
“At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Harvest Wealth Managementharvestwealth.caHQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  CALUcalu.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 12 contacts → |
“The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 10 contacts → |
“Qu’est-ce que l’ARSF?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Standop Programstandop.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Independent Financial Brokers is a national professional association.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Madison Financialmadisonfinancial.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lifeplan Financial Grouplifeplangroup.caHQ: Victoria, BC, CanadaReported employees: 1-10 | Victoria, BC, Canada | 1-10 | Exact match | 6 contacts → |
“Giving Financial Advisors The Best of Both Worlds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  National Wealth Management INCnationalwealth.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 5 contacts → |
“Working together for a better tomorrow.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Savin Insurance Limitedsavininsurance.comHQ: Ajax, ON, CanadaReported employees: 1-10 | Ajax, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Savin Insurance Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Financial Independence Clubtficlub.caHQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 5 contacts → |
“The Financial Independence Club is a team of independent financial planners, financial security advisors and various other financial professionals focused on finding the best…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Evergreen Wealth Managementevergreenwealthmanagement.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Little & Davies Insurance And Financial Planninglittleanddavies.comHQ: Victoria, BC, CanadaReported employees: 1-10 | Victoria, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Little & Davies is not a financial institution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Point B Financial Worldsource Wealth Management INCpointbfinancial.caHQ: London, ON, CanadaReported employees: 1-10 | London, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Jacobsen Financial Consulting INCjacobsenfinancial.caHQ: Camrose, AB, CanadaReported employees: 1-10 | Camrose, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Sader Financial Advisors Groupsaderfinancial.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 83 company matches
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Financial advisor associations: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
79 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 83 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial advisor associations?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisor associations did RevenueBase find based in Canada?
The saved snapshot records 83 matching company records, 793 tracked contacts and 279 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisor associations by geography
- Financial advisor associations based in New York, United States
- Financial advisor associations based in San Diego, United States
- Financial advisor associations based in Australia
- Financial advisor associations based in France
- Financial advisor associations based in India
- Financial advisor associations based in the Netherlands
- Financial advisor associations based in South Africa
- Financial advisor associations based in the United Kingdom
- Financial advisor associations based in the United States
Cite this list
RevenueBase Data Team. Top 25 financial advisor associations based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisor-associations/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisor associations based in New York, United States
- Financial advisor associations based in San Diego, United States
- Financial advisor associations based in Australia
- Financial advisor associations based in France
- Financial advisor associations based in India
- Financial advisor associations based in the Netherlands
Company intelligence · public preview
Top 25 financial advisor associations based in Canada
RevenueBase records 83 matching company records for financial advisor associations based in Canada, with 793 tracked contacts and 279 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisor associations based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | FP Canadafpcanada.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Advocisadvocis.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 80 contacts → |
“Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: Vancouver, AB, CanadaReported employees: 1,001-5,000 | Vancouver, AB, Canada | 1,001-5,000 | Exact match | 62 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Portfolio Strategies Corporationportfoliostrategies.ca HQ: Calgary, ON, CanadaReported employees: 201-500 | Calgary, ON, Canada | 201-500 | Exact match | 41 contacts → |
“At Portfolio Strategies we believe that clients benefit from working with advisors who have an unbiased choice of investment offerings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 35 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Financière MSA Financialmsafinancial.com HQ: Ville St. Laurent, QC, CanadaReported employees: 11-50 | Ville St. Laurent, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Financial Executives International Canada FEI Canadafeicanada.org HQ: Etobicoke, ON, CanadaReported employees: 11-50 | Etobicoke, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Money Coaches Canada INCmoneycoachescanada.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 21 contacts → |
“We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dfsin Albertadfsinalberta.ca HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 14 contacts → |
“At Desjardins Financial Security Independent Network (DFSIN), advisors enjoy the best of both worlds: the freedom to run their business their way, and the support of one of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Harvest Wealth Managementharvestwealth.ca HQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CALUcalu.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 12 contacts → |
“The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 10 contacts → |
“Qu’est-ce que l’ARSF?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Standop Programstandop.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Independent Financial Brokers is a national professional association.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Madison Financialmadisonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lifeplan Financial Grouplifeplangroup.ca HQ: Victoria, BC, CanadaReported employees: 1-10 | Victoria, BC, Canada | 1-10 | Exact match | 6 contacts → |
“Giving Financial Advisors The Best of Both Worlds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | National Wealth Management INCnationalwealth.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 5 contacts → |
“Working together for a better tomorrow.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Savin Insurance Limitedsavininsurance.com HQ: Ajax, ON, CanadaReported employees: 1-10 | Ajax, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Savin Insurance Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Financial Independence Clubtficlub.ca HQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 5 contacts → |
“The Financial Independence Club is a team of independent financial planners, financial security advisors and various other financial professionals focused on finding the best…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Evergreen Wealth Managementevergreenwealthmanagement.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Little & Davies Insurance And Financial Planninglittleanddavies.com HQ: Victoria, BC, CanadaReported employees: 1-10 | Victoria, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Little & Davies is not a financial institution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Point B Financial Worldsource Wealth Management INCpointbfinancial.ca HQ: London, ON, CanadaReported employees: 1-10 | London, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Jacobsen Financial Consulting INCjacobsenfinancial.ca HQ: Camrose, AB, CanadaReported employees: 1-10 | Camrose, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Sader Financial Advisors Groupsaderfinancial.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 83 company matches
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Financial advisor associations: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
79 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 83 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial advisor associations?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisor associations did RevenueBase find based in Canada?
The saved snapshot records 83 matching company records, 793 tracked contacts and 279 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisor associations by geography
- Financial advisor associations based in New York, United States
- Financial advisor associations based in San Diego, United States
- Financial advisor associations based in Australia
- Financial advisor associations based in France
- Financial advisor associations based in India
- Financial advisor associations based in the Netherlands
- Financial advisor associations based in South Africa
- Financial advisor associations based in the United Kingdom
- Financial advisor associations based in the United States
Cite this list
RevenueBase Data Team. Top 25 financial advisor associations based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisor-associations/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial advisor associations based in New York, United States
- Financial advisor associations based in San Diego, United States
- Financial advisor associations based in Australia
- Financial advisor associations based in France
- Financial advisor associations based in India
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