Company lists · Data refreshed September 2026
Top 15 Financial advisors for high net worth based in Markham, Canada
RevenueBase identified 34 financial advisors for high net worth headquartered in Markham, Canada as of September 2026 and tracks 153 professional contacts across them, including 31 with verified work emails. Toronto is the largest hub.
This list covers financial advisors for high net worth headquartered in Markham, 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 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 15 largest financial advisors for high net worth based in Markham, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 16 contacts → | ||||
Indirect evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 10 contacts → | ||||
Indirect evidence “Northstone Wealth & Estate's vision is to be recognized for the quality of service we provide to our clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6 contacts → | ||||
Strong evidence “Full Financial planning and service, determine your financial situation, develop your financial goal and our advisor always looking for new ways to relief your tax burden, manage…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 contacts → | ||||
Strong evidence “SG Wealth Management offers comprehensive financial planning, wealth management and investment advisory services to over clients across Canada.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 4 contacts → | ||||
Indirect evidence “Building, growing and preserving wealth takes planning and a comprehensive, holistic vision.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Indirect evidence “It's All About You"” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Partial evidence “MTA Financial was formed almost a decade ago by a small group of professional accountants with a simple idea.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “Visconti Financial Group is a Financial Planning firm based out of Markham, Ontario, Canada.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “Financial planning company which including investment planning, insurance planning, retirement planning, education saving planning and estate planning” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Partial evidence “With over 20 years of success, Raymond has the experience to understand the needs of his clients and provides them with customized solutions to achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “A personal message from Mark Halpern, CFP, TEP, company founder and President My path to this profession began when my late father suffered a fatal heart attack in 1974.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “At Rebuck & Associates we strive to bring clarity and understanding to our clients in the fields of financial and succession planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisors for high net worth. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisors for high net worth.
- Partial evidence
- Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisors for high net worth. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 15 of 34 financial advisors for high net worth based in Markham, Canada
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Financial advisors for high net worth based in Markham, Canada at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Markham, so it is reported there. Company counts and contact totals on this page are exact for Markham, over 34 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 financial advisors for high net worth, 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 Markham, Canada whose own description of what they do matches “financial advisors for high net worth”. 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 financial advisors for high net worth), 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 financial advisors for high net worth, and records with no verified work email. Companies headquartered outside Markham 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, 31 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 20, 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.
Financial advisors for high net worth by metro in Canada
- Financial advisors for high net worth in Toronto238
- Financial advisors for high net worth in Calgary123
- Financial advisors for high net worth in Vancouver99
- Financial advisors for high net worth in Montreal77
- Financial advisors for high net worth in Edmonton56
- Financial advisors for high net worth in Winnipeg53
- Financial advisors for high net worth in Quebec50
- Financial advisors for high net worth in Ottawa49
- Financial advisors for high net worth in Mississauga47
- Financial advisors for high net worth in Oakville37
- Financial advisors for high net worth in London34
- Financial advisors for high net worth in Markham34
- Financial advisors for high net worth in Halifax28
- Financial advisors for high net worth in Burlington27
- Financial advisors for high net worth in Kelowna25
- Financial advisors for high net worth in Waterloo25
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 financial advisors for high net worth, 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 financial advisors for high net worth are there based in Markham, Canada?
RevenueBase identified 34 financial advisors for high net worth headquartered in Markham, 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?
Lifeplan Investments, headquartered in Markham, tops this list with the largest team on record.
Which city has the most financial advisors for high net worth?
Toronto leads with 238 headquartered companies, followed by Calgary (123) and Vancouver (99).
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 31 verified decision-maker contacts tracked across these 34 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 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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