Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Canada

RevenueBase identified 2,225 financial consulting firms headquartered in Canada as of September 2026 and tracks 40,744 professional contacts across them, including 11,074 with verified work emails and 3,556 with mobile numbers. Toronto is the largest hub.

This list covers financial consulting firms 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
2,225Companies
40,744Contacts tracked
11,074Verified emails
3,556Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial consulting firms based in Canada

Ranked by team size
Top 25 of 2,225 financial consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceToronto, Canada1,001-5,0002,387 contacts →

Partial evidence

“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…”

Source: RevenueBase Database · checked Sep 2, 2026
2Indirect evidenceToronto, ON, Canada501-1,000934 contacts →

Indirect evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 2, 2026
3Partial evidenceToronto, ON, Canada1,001-5,000908 contacts →

Partial evidence

“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…”

Source: RevenueBase Database · checked Sep 2, 2026
4Partial evidenceCalgary, AB, Canada501-1,000897 contacts →

Partial evidence

“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…”

Source: RevenueBase Database · checked Sep 2, 2026
5Partial evidenceAB, Canada501-1,000431 contacts →

Partial evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 2, 2026
6Indirect evidenceOttawa, ON, Canada1,001-5,000401 contacts →

Indirect evidence

“At CG Wealth Management, we take a purposefully different approach to wealth management.”

Source: RevenueBase Database · checked Sep 2, 2026
7Indirect evidenceVancouver, BC, Canada201-500263 contacts →

Indirect evidence

“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.”

Source: RevenueBase Database · checked Sep 2, 2026
8Partial evidenceQuebec, Canada501-1,000255 contacts →

Partial evidence

“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…”

Source: RevenueBase Database · checked Sep 2, 2026
9Indirect evidencePort Alberni, BC, Canada201-500192 contacts →

Indirect evidence

“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.”

Source: RevenueBase Database · checked Sep 2, 2026
10Indirect evidenceOttawa, ON, Canada10001+126 contacts →

Indirect evidence

“Hi, we're HUB.”

Source: RevenueBase Database · checked Sep 2, 2026
11Indirect evidenceSaint John, NB, Canada51-20097 contacts →

Indirect evidence

“At Mandeville, your interests always come first when we suggest solutions or investment approaches.”

Source: RevenueBase Database · checked Sep 2, 2026
12Indirect evidenceKelowna, BC, Canada51-20095 contacts →

Indirect evidence

“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.”

Source: RevenueBase Database · checked Sep 2, 2026
13Indirect evidenceHamilton Township, ON, Canada51-20071 contacts →

Indirect evidence

“Businesses require expertise and experience to drive profitable, sustainable growth.”

Source: RevenueBase Database · checked Sep 2, 2026
14Indirect evidenceMontreal, QC, Canada201-50064 contacts →

Indirect evidence

“In 2016 Raymond James Ltd.”

Source: RevenueBase Database · checked Sep 2, 2026
15Indirect evidenceRegina, SK, Canada1,001-5,00060 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 2, 2026
16Partial evidenceMontreal, Canada1,001-5,00058 contacts →

Partial evidence

“A subsidiary of PEAK Financial Group.”

Source: RevenueBase Database · checked Sep 2, 2026
17Indirect evidenceMontreal, QC, Canada51-20057 contacts →

Indirect evidence

“Lafond : un environnement d’accueil pour la PME et ses dirigeants.”

Source: RevenueBase Database · checked Sep 2, 2026
18Partial evidenceCalgary, AB, Canada201-50056 contacts →

Partial evidence

“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.”

Source: RevenueBase Database · checked Sep 2, 2026
19Indirect evidenceChateauguay, QC, Canada51-20056 contacts →

Indirect evidence

“Depuis plus de 45 ans, les professionnels de Chiasson Gauvreau Inc.”

Source: RevenueBase Database · checked Sep 2, 2026
20Partial evidenceCalgary, AB, Canada51-20055 contacts →

Partial evidence

“Our goal is to see you reach your financial goals.”

Source: RevenueBase Database · checked Sep 2, 2026
21Partial evidenceQuebec, Canada51-20055 contacts →

Partial evidence

“Fondé en 2006, BGY Services financiers intégrés inc.”

Source: RevenueBase Database · checked Sep 2, 2026
22Indirect evidenceWaterloo, ON, Canada51-20051 contacts →

Indirect evidence

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Source: RevenueBase Database · checked Sep 2, 2026
23Indirect evidenceTrois-Rivieres, Canada51-20047 contacts →

Indirect evidence

“Fondée le 26 août 2009 par M.”

Source: RevenueBase Database · checked Sep 2, 2026
24Indirect evidenceVancouver, BC, Canada51-20043 contacts →

Indirect evidence

“Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.”

Source: RevenueBase Database · checked Sep 2, 2026
25Indirect evidenceAntigonish, NS, Canada51-20042 contacts →

Indirect evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 2, 2026

Showing 25 of 2,225 financial consulting firms based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 11,074 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial consulting firms based in Canada at a glance

As of Sep 2, 2026
27.2%Verified-email coverage
8.7%Mobile-number coverage
18.3Average contacts per company
1-10Median size (employees)
14.1%Largest-city concentration · Toronto
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
1,687
11-50
378
51-200
76
201-500
14
501-1,000
13
1,001-5,000
13
10001+
5

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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 11,074 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 2, 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.

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 consulting firms, 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 consulting firms are there based in Canada?

RevenueBase identified 2,225 financial consulting firms 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?

BMO Nesbitt Burns, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most financial consulting firms?

Toronto leads with 313 headquartered companies, followed by Calgary (141) and Vancouver (136).

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 11,074 verified decision-maker contacts tracked across these 2,225 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 2, 2026.

Ready to reach these companies? Verified emails and direct dials for all 2,225 financial consulting firms based in Canada. Start with a free account, no credit card.

Download this list →

Related lists

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.