Company lists · Data refreshed October 2026

Top 25 Financial advisors for healthcare professionals based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 74 companies tracked

RevenueBase identified 74 company matches for financial advisors for healthcare professionals associated with Toronto, Canada as of October 2026 and tracks 10,062 professional contacts across them, including 801 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for financial advisors for healthcare professionals associated with Toronto, 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

74Companies

10,062Contacts tracked

801Verified emails

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The 25 largest financial advisors for healthcare professionals based in Toronto, Canada

Ranked by team size

Top 25 of 74 company matches for financial advisors for healthcare professionals based in Toronto, 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	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
2	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
3	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
4	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
5	T.E. Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	20 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Olympian Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	16 contacts →
	Exact match “We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Flatiron Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “At Flatiron Wealth, our mission is to help our clients take control of their financial world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Brightview Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Individual, family, business or organization; wealth building is a major life goal for one and all.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Basis Wealth And Basis Benefits	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Protect Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Expertise -> Trust -> Peace of Mind Protect is a boutique insurance and financial planning firm, focused on meeting the needs of dentists, medical professionals and business…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Logan Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Integrated Financial Strategies	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Physicians and business owners need tailored insurance solutions to protect them against the risks associated with a premature death, accident, or sickness.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Genova Private Management INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Genova Private Management is an independent personal financial management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Levine Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Since 1967, we have been providing Physicians with insurance, tax and estate planning services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Four Point Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “You know where you want to go-we show you how to get there.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Torch Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Torch Financial has been looking after the needs of healthcare professionals for more than 12 years and has a thorough understanding of the field.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Karma Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Harris Douglas Asset Management INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “At Harris Douglas, we know that when your wealth is at stake, it’s not just money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Rockfield Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Hutchison Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	3 contacts →
	Exact match “We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Publow Advisory Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At Publow Advisory, your financial success is our top priority.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	IVY Financial LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Beaconpoint Financial Security Limited	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	2 contacts →
	Exact match “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Retirement Income Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “At Retirement Income Group we believe that a team approach will provide better long term results for our clients and their families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Moneystrat Securities INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match Recorded description not available. 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 74 financial advisors for healthcare professionals based in Toronto, Canada

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Financial advisors for healthcare professionals based in Toronto, Canada at a glance

As of Oct 12, 2026

8.0%Verified-email coverage

136.0Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 74 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 Toronto, 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 801 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 in Canada

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 Toronto, Canada?

RevenueBase identified 74 company matches for financial advisors for healthcare professionals associated with Toronto, 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?

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

Which city in Canada has the most financial advisors for healthcare professionals?

Toronto leads Canada 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 801 professional contacts with verified work emails tracked across these 74 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.