Company lists · Data refreshed October 2026

Top 25 Financial advisors for healthcare professionals based in Canada

Name: Financial advisors for healthcare professionals based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 925 companies tracked

RevenueBase identified 925 company matches for financial advisors for healthcare professionals associated with Canada as of October 2026 and tracks 22,645 professional contacts across them, including 5,107 with verified work emails. Toronto is the largest hub.

This list covers company matches for financial advisors for healthcare professionals 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

925Companies

22,645Contacts tracked

5,107Verified emails

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The 25 largest financial advisors for healthcare professionals based in Canada

Ranked by team size

Top 25 of 925 company matches for financial advisors for healthcare professionals based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 12, 2026	5,001-10,000	6,677 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	MD Financial Management Gestion Financière MD	Exact match	Ottawa, ON, CanadaHQ recorded Oct 12, 2026	1,001-5,000	1,132 contacts →
	Exact match “MD has one main goal: to help Canadian physicians and their families achieve financial well-being.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	501-1,000	966 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	FDP Gestion Privée	Exact match	Montréal, QC, CanadaHQ recorded Oct 12, 2026	51-200	223 contacts →
	Exact match “Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Fonds Fmoq	Exact match	Montréal, CanadaHQ recorded Oct 12, 2026	51-200	76 contacts →
	Exact match “Filiale à part entière de la FMOQ, notre société a été créée par et pour les médecins pour contribuer à leur mieux-être financier.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Oct 12, 2026	51-200	53 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	ZLC Financial	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	51-200	50 contacts →
	Exact match “ZLC is a boutique financial services firm based in Vancouver.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Bgy, Services Financiers Intégrés INC	Exact match	Québec, CanadaHQ recorded Oct 12, 2026	51-200	48 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Bellwether Investment Management	Exact match	Oakville, ON, CanadaHQ recorded Oct 12, 2026	51-200	44 contacts →
	Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Planica Services Financiers	Exact match	Québec, QC, CanadaHQ recorded Oct 12, 2026	11-50	41 contacts →
	Exact match “Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	SPM Financial	Exact match	London, ON, CanadaHQ recorded Oct 12, 2026	11-50	39 contacts →
	Exact match “We deal primarily with business owners and their families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Gold Leaf Financial Group INC	Exact match	Sudbury, ON, CanadaHQ recorded Oct 12, 2026	11-50	37 contacts →
	Exact match “Legacy is built over a lifetime-that’s why we’re here.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Oct 12, 2026	11-50	35 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Oct 12, 2026	11-50	35 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Lawton Partners Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 12, 2026	51-200	32 contacts →
	Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	32 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Galloway Botteselle & Company	Exact match	Vancouver, BC, CanadaHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	ROI Corporation	Exact match	Oakville, ON, CanadaHQ recorded Oct 12, 2026	11-50	27 contacts →
	Exact match “ROI CORPORATION: CANADA’S APPRAISER AND BUSINESS BROKER Welcome to ROI Corporation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	27 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 · Oct 12, 2026 · View company records in RevenueBase
20	The Steele Group	Exact match	Cambridge, ON, CanadaHQ recorded Oct 12, 2026	11-50	26 contacts →
	Exact match “Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Archer	Exact match	Québec, QC, CanadaHQ recorded Oct 12, 2026	11-50	26 contacts →
	Exact match “At Archer, we are dedicated to helping Canadian families achieve their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Innova Wealth Partners	Exact match	Sudbury, ON, CanadaHQ recorded Oct 12, 2026	11-50	23 contacts →
	Exact match “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Qube Investment Management INC	Exact match	Edmonton, AB, CanadaHQ recorded Oct 12, 2026	11-50	23 contacts →
	Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	22 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	FWH Chartered Professional Accountants	Exact match	Halifax, NS, CanadaHQ recorded Oct 12, 2026	11-50	21 contacts →
	Exact match “FWH Chartered Professional Accountants specialize in helping physicians minimize taxes, mitigate risks and accumulate wealth.” Recorded in the RevenueBase company graph · Oct 12, 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 advisors for healthcare professionals”. 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 925 financial advisors for healthcare professionals based in Canada

See the full list, filter by size, metro and specialty, and access 5,107 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors for healthcare professionals based in Canada at a glance

As of Oct 12, 2026

22.6%Verified-email coverage

24.5Average contacts per company

1-10Median size (employees)

8.0%Largest-city concentration · Toronto

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

728

11-50

155

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 925 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 advisors for healthcare professionals” 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 5,107 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 October 12, 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.

Financial advisors for healthcare professionals by metro

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 advisors for healthcare professionals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors for healthcare professionals are there based in Canada?

RevenueBase identified 925 company matches for financial advisors for healthcare professionals associated with Canada as of October 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial advisors for healthcare professionals?

Toronto leads with 74 company records, followed by Calgary (49) and Vancouver (49).

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 5,107 professional contacts with verified work emails tracked across these 925 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 October 12, 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 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.