Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 2,225 companies tracked

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, how directly it supports the match, 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 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 Match evidence 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

Unlock all 2,225 companies 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. Evidence rates how directly each company's own description names financial consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	BMO Nesbitt BurnsPartial evidence	Toronto, Canada	1,001-5,000	2,387
	“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: company website · checked Sep 2, 2026
2	Richardson WealthIndirect evidence	Toronto, ON, Canada	501-1,000	934
	“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: company website · checked Sep 2, 2026
3	Canaccord Genuity Group INCPartial evidence	Toronto, ON, Canada	1,001-5,000	908
	“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: company website · checked Sep 2, 2026
4	Perella WeinbergPartial evidence	Calgary, AB, Canada	501-1,000	897
	“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: company website · checked Sep 2, 2026
5	ATB WealthPartial evidence	AB, Canada	501-1,000	431
	“ATB Wealth® is the wealth management division of ATB Financial*.” Source: company website · checked Sep 2, 2026
6	Canaccord Genuity Wealth Management CanadaIndirect evidence	Ottawa, ON, Canada	1,001-5,000	401
	“At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: company website · checked Sep 2, 2026
7	Harbourfront Wealth ManagementIndirect evidence	Vancouver, BC, Canada	201-500	263
	“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: company website · checked Sep 2, 2026
8	SFL Gestion DE Patrimoine Partenaire DE DesjardinsPartial evidence	Quebec, Canada	501-1,000	255
	“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: company website · checked Sep 2, 2026
9	Ventum FinancialIndirect evidence	Port Alberni, BC, Canada	201-500	192
	“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: company website · checked Sep 2, 2026
10	HUB International Québec LTDIndirect evidence	Ottawa, ON, Canada	10001+	126
	“Hi, we're HUB.” Source: company website · checked Sep 2, 2026
11	Mandeville Private Client INCIndirect evidence	Saint John, NB, Canada	51-200	97
	“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: company website · checked Sep 2, 2026
12	Newport Private WealthIndirect evidence	Kelowna, BC, Canada	51-200	95
	“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: company website · checked Sep 2, 2026
13	Part Time CFO Services LLPIndirect evidence	Hamilton Township, ON, Canada	51-200	71
	“Businesses require expertise and experience to drive profitable, sustainable growth.” Source: company website · checked Sep 2, 2026
14	3macs, A Division Of Raymond JamesIndirect evidence	Montreal, QC, Canada	201-500	64
	“In 2016 Raymond James Ltd.” Source: company website · checked Sep 2, 2026
15	Customplan Financial Advisors INCIndirect evidence	Regina, SK, Canada	1,001-5,000	60
	Source: company website · checked Sep 2, 2026
16	Peak Securities INCPartial evidence	Montreal, Canada	1,001-5,000	58
	“A subsidiary of PEAK Financial Group.” Source: company website · checked Sep 2, 2026
17	LafondIndirect evidence	Montreal, QC, Canada	51-200	57
	“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Source: company website · checked Sep 2, 2026
18	Olympia Financial Group INCPartial evidence	Calgary, AB, Canada	201-500	56
	“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Source: company website · checked Sep 2, 2026
19	Chiasson Gauvreau INCIndirect evidence	Chateauguay, QC, Canada	51-200	56
	“Depuis plus de 45 ans, les professionnels de Chiasson Gauvreau Inc.” Source: company website · checked Sep 2, 2026
20	Acumen Capital PartnersPartial evidence	Calgary, AB, Canada	51-200	55
	“Our goal is to see you reach your financial goals.” Source: company website · checked Sep 2, 2026
21	Bgy, Services Financiers Intégrés INCPartial evidence	Quebec, Canada	51-200	55
	“Fondé en 2006, BGY Services financiers intégrés inc.” Source: company website · checked Sep 2, 2026
22	TricertIndirect evidence	Waterloo, ON, Canada	51-200	51
	“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: company website · checked Sep 2, 2026
23	Soluce Fiscalité ET Comptabilité INCIndirect evidence	Trois-Rivieres, Canada	51-200	47
	“Fondée le 26 août 2009 par M.” Source: company website · checked Sep 2, 2026
24	Lohn Caulder LLPIndirect evidence	Vancouver, BC, Canada	51-200	43
	“Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Source: company website · checked Sep 2, 2026
25	Bellwether Investment ManagementIndirect evidence	Antigonish, NS, Canada	51-200	42
	“Bellwether Investment Management Inc.” Source: company website · 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

See all 2,225 companies

Financial consulting firms based in Canada at a glance

As of Sep 2, 2026

1-10Median size (employees)

TorontoLargest hub · 313 HQs

3,556Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

1,687

11-50

378

51-200

201-500

501-1,000

1,001-5,000

10001+

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 evidence 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 SmartSearch, 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.
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 an evidence 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.

Financial consulting firms by metro

Financial consulting firms in Toronto313
Financial consulting firms in Calgary141
Financial consulting firms in Vancouver136
Financial consulting firms in Montreal124
Financial consulting firms in Mississauga72
Financial consulting firms in Quebec68
Financial consulting firms in Edmonton66
Financial consulting firms in Ottawa59

Frequently asked

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.

Get the full list

Related lists

Financial consulting firms by geography

Browse the directory

Browse: Companies home · All Canada lists · All Financial consulting firms lists · New 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 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.