Company lists · Data refreshed September 2026

Top 25 Financial coaching services based in Canada

Name: Financial coaching services based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 484 companies tracked

RevenueBase identified 484 financial coaching services headquartered in Canada as of September 2026 and tracks 8,097 professional contacts across them, including 3,208 with verified work emails. Toronto is the largest hub.

This list covers financial coaching services headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

484Companies

8,097Contacts tracked

3,208Verified emails

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The 25 largest financial coaching services based in Canada

Ranked by team size

Top 25 of 484 financial coaching services based in Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	6,589 contacts →
	Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
2	RGF Integrated Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 19, 2026	11-50	67 contacts →
	Partial evidence “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Source: RevenueBase Database · checked Sep 19, 2026
3	Money Mentors, Alberta	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	37 contacts →
	Partial evidence “Our Mission Statement: To educate Albertans in personal money management and the wise use of credit, and to provide alternatives for families and individuals facing financial…” Source: RevenueBase Database · checked Sep 19, 2026
4	Aspire CFO	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “Invest in your finance function with a Fractional CFO: Our expert CFOs specialize in transforming your finance function and your business performance.” Source: RevenueBase Database · checked Sep 19, 2026
5	Twenty Eighty	Partial evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “Twenty Eighty helps owners, entrepreneurs, and founders transform their business through people-first, all-in-one financial advisory.” Source: RevenueBase Database · checked Sep 19, 2026
6	The Steele Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 19, 2026	11-50	25 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
7	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
8	Innova Wealth Partners	Partial evidence	Sudbury, ON, CanadaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
9	Parallel Wealth Financial Group	Partial evidence	Langley, BC, CanadaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Source: RevenueBase Database · checked Sep 19, 2026
10	Cabinet DE Services Financiers Sfita	Partial evidence	Montréal, QC, CanadaHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “Le Cabinet de services financiers SFITA accompagne les entrepreneur·e·s et professionnel·le·s incorporé·e·s dans l’optimisation de leur situation financière personnelle et…” Source: RevenueBase Database · checked Sep 19, 2026
11	Stoilen Alston & Lang	Partial evidence	Delta, BC, CanadaHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “We offer services to help individuals and small and medium sized owner managed businesses navigate their financial futures.” Source: RevenueBase Database · checked Sep 19, 2026
12	Sterling Financial	Strong evidence	Victoria, BC, CanadaHQ checked Sep 19, 2026	1-10	13 contacts →
	Strong evidence “Providing wholistic accounting services ElderCare Divorce and Separation Financial Coaching Tax returns Compilations” Source: RevenueBase Database · checked Sep 19, 2026
13	Steward Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 19, 2026
14	Moore Wrinn Financial Group	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “The team at Moore Wrinn Financial Group Inc.” Source: RevenueBase Database · checked Sep 19, 2026
15	Precedence Private Wealth	Partial evidence	Saskatoon, SK, CanadaHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Source: RevenueBase Database · checked Sep 19, 2026
16	Wise Riddell Financial Group	Partial evidence	Oakville, ON, CanadaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Source: RevenueBase Database · checked Sep 19, 2026
17	PR Services Financiers INC	Partial evidence	St-jean-sur-richelieu, QC, CanadaHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Financial Services PR was born from an entrepreneur's passion for helping Quebecers improve their financial health.” Source: RevenueBase Database · checked Sep 19, 2026
18	Actif Santé Financière	Partial evidence	Québec, QC, CanadaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Source: RevenueBase Database · checked Sep 19, 2026
19	Alpha Oasis INC	Partial evidence	Scarborough, ON, CanadaHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “We care dearly about your financial performance and your growth and we achieve this by working hard to build a strong relationship with you.” Source: RevenueBase Database · checked Sep 19, 2026
20	Partenaire-Conseils Groupe Financier & Gestion Privée	Indirect evidence	Laval, QC, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Source: RevenueBase Database · checked Sep 19, 2026
21	Stratéginc	Partial evidence	Saint-bruno-de-montarville, QC, CanadaHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Nous vous offrons des solutions agiles et flexibles pour maximiser vos objectifs financiers en toute tranquillité.” Source: RevenueBase Database · checked Sep 19, 2026
22	Navigator Financial Corp	Indirect evidence	London, ON, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Navigator was created specifically to support elite performers in business and sport.” Source: RevenueBase Database · checked Sep 19, 2026
23	Legacy Wealth Advisors	Partial evidence	Brampton, ON, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…” Source: RevenueBase Database · checked Sep 19, 2026
24	Exceedia Consulting LTD	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Education.” Source: RevenueBase Database · checked Sep 19, 2026
25	Credit Lift INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Helping people put together a plan to become debt free, while avoiding bankruptcy Dealing with credit cards, lines-of-credit or any other kind of debt can be stressful and…” Source: RevenueBase Database · checked Sep 19, 2026

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 coaching services. 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 coaching services.
Partial evidence: Its own public description names part of financial coaching services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial coaching services. 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 25 of 484 financial coaching services based in Canada

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Financial coaching services based in Canada at a glance

As of Sep 19, 2026

39.6%Verified-email coverage

16.7Average contacts per company

1-10Median size (employees)

13.8%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

417

11-50

51-200

201-500

501-1,000

5,001-10,000

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 484 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 coaching services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “financial coaching services”. 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 coaching services), 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 coaching services, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,208 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial coaching services by metro

Financial coaching services in Toronto67
Financial coaching services in Calgary34

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 coaching services, 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 coaching services are there based in Canada?

RevenueBase identified 484 financial coaching services headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most financial coaching services?

Toronto leads with 67 headquartered companies, followed by Calgary (34) and Mississauga (22).

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 3,208 verified decision-maker contacts tracked across these 484 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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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.