Company lists · Data refreshed September 2026
Top 25 Financial consulting firms based in Canada
RevenueBase identified 2,225 company matches for financial consulting firms associated with 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 company matches for financial consulting firms associated with 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 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.
The 25 largest financial consulting firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,387 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 934 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 908 contacts → | ||||
Exact match “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 897 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 431 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 401 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 263 contacts → | ||||
Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 255 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 192 contacts → | ||||
Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 126 contacts → | ||||
Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 97 contacts → | ||||
Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 95 contacts → | ||||
Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 71 contacts → | ||||
Exact match “Businesses require expertise and experience to drive profitable, sustainable growth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 64 contacts → | ||||
Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 60 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 58 contacts → | ||||
Exact match “A subsidiary of PEAK Financial Group.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 57 contacts → | ||||
Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 56 contacts → | ||||
Exact match “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 56 contacts → | ||||
Exact match “Depuis plus de 45 ans, les professionnels de Chiasson Gauvreau Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 55 contacts → | ||||
Exact match “Our goal is to see you reach your financial goals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 55 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 51 contacts → | ||||
Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 47 contacts → | ||||
Exact match “Fondée le 26 août 2009 par M.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 42 contacts → | ||||
Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 2, 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 consulting firms”. 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 2,225 financial consulting firms based in Canada
See the full list, filter by size, metro and specialty, and access 11,074 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial consulting firms based in Canada at a glance
As of Sep 2, 2026Companies by employee count
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 Canada whose business descriptions match “financial consulting firms” 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 11,074 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 September 2, 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 consulting firms by metro
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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial consulting firms are there based in Canada?
RevenueBase identified 2,225 company matches for financial consulting firms associated with Canada as of September 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?
BMO Nesbitt Burns tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial consulting firms?
Toronto leads with 313 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 11,074 professional contacts with verified work emails tracked across these 2,225 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 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
Financial consulting firms by geography
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- Financial consulting firms based in France
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
- Financial consulting firms based in Switzerland
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Germany
Company intelligence · public preview
Top 25 financial consulting firms based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,225 matching company records for financial consulting firms based in Canada, with 40,744 tracked contacts and 11,074 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial consulting firms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  BMO Nesbitt Burnsbmo.comHQ: HQ not recorded; location: Toronto, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Toronto, Canada | 1,001-5,000 | Exact match | 2,387 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Richardson Wealthrichardsonwealth.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 501-1,000 | HQ not recorded; location: Toronto, ON, Canada | 501-1,000 | Exact match | 934 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Canaccord Genuity Group INCcgf.comHQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Toronto, ON, Canada | 1,001-5,000 | Exact match | 908 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Perella Weinbergpwpartners.comHQ: HQ not recorded; location: Calgary, AB, CanadaReported employees: 501-1,000 | HQ not recorded; location: Calgary, AB, Canada | 501-1,000 | Exact match | 897 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ATB Wealthatb.comHQ: HQ not recorded; location: AB, CanadaReported employees: 501-1,000 | HQ not recorded; location: AB, Canada | 501-1,000 | Exact match | 431 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: HQ not recorded; location: Ottawa, ON, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Ottawa, ON, Canada | 1,001-5,000 | Exact match | 401 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 201-500 | HQ not recorded; location: Vancouver, BC, Canada | 201-500 | Exact match | 263 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: HQ not recorded; location: Quebec, CanadaReported employees: 501-1,000 | HQ not recorded; location: Quebec, Canada | 501-1,000 | Exact match | 255 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ventum Financialventumfinancial.comHQ: HQ not recorded; location: Port Alberni, BC, CanadaReported employees: 201-500 | HQ not recorded; location: Port Alberni, BC, Canada | 201-500 | Exact match | 192 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  HUB International Québec LTDhubinternational.comHQ: HQ not recorded; location: Ottawa, ON, CanadaReported employees: 10001+ | HQ not recorded; location: Ottawa, ON, Canada | 10001+ | Exact match | 126 contacts → |
“Hi, we're HUB.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mandeville Private Client INCmandevilleinc.comHQ: HQ not recorded; location: Saint John, NB, CanadaReported employees: 51-200 | HQ not recorded; location: Saint John, NB, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Newport Private Wealthnewportprivatewealth.caHQ: HQ not recorded; location: Kelowna, BC, CanadaReported employees: 51-200 | HQ not recorded; location: Kelowna, BC, Canada | 51-200 | Exact match | 95 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Part Time CFO Services LLPparttimecfoservices.caHQ: HQ not recorded; location: Hamilton Township, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Hamilton Township, ON, Canada | 51-200 | Exact match | 71 contacts → |
“Businesses require expertise and experience to drive profitable, sustainable growth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  3macs, A Division Of Raymond Jamesraymondjames.caHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 201-500 | HQ not recorded; location: Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: HQ not recorded; location: Regina, SK, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Regina, SK, Canada | 1,001-5,000 | Exact match | 60 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Peak Securities INCpeakgroup.comHQ: HQ not recorded; location: Montreal, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Montreal, Canada | 1,001-5,000 | Exact match | 58 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lafondlafond.caHQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 51-200 | HQ not recorded; location: Montreal, QC, Canada | 51-200 | Exact match | 57 contacts → |
“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Olympia Financial Group INColympiafinancial.comHQ: HQ not recorded; location: Calgary, AB, CanadaReported employees: 201-500 | HQ not recorded; location: Calgary, AB, Canada | 201-500 | Exact match | 56 contacts → |
“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Chiasson Gauvreau INCchiassongauvreau.caHQ: HQ not recorded; location: Chateauguay, QC, CanadaReported employees: 51-200 | HQ not recorded; location: Chateauguay, QC, Canada | 51-200 | Exact match | 56 contacts → |
“Depuis plus de 45 ans, les professionnels de Chiasson Gauvreau Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Acumen Capital Partnersacumencapital.comHQ: HQ not recorded; location: Calgary, AB, CanadaReported employees: 51-200 | HQ not recorded; location: Calgary, AB, Canada | 51-200 | Exact match | 55 contacts → |
“Our goal is to see you reach your financial goals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: HQ not recorded; location: Quebec, CanadaReported employees: 51-200 | HQ not recorded; location: Quebec, Canada | 51-200 | Exact match | 55 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Tricerttricert.caHQ: HQ not recorded; location: Waterloo, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Waterloo, ON, Canada | 51-200 | Exact match | 51 contacts → |
“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Soluce Fiscalité ET Comptabilité INCsoluce.caHQ: HQ not recorded; location: Trois-Rivieres, CanadaReported employees: 51-200 | HQ not recorded; location: Trois-Rivieres, Canada | 51-200 | Exact match | 47 contacts → |
“Fondée le 26 août 2009 par M.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lohn Caulder LLPlohncaulder.comHQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 51-200 | HQ not recorded; location: Vancouver, BC, Canada | 51-200 | Exact match | 43 contacts → |
“Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bellwether Investment Managementbellvest.caHQ: HQ not recorded; location: Antigonish, NS, CanadaReported employees: 51-200 | HQ not recorded; location: Antigonish, NS, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,225 company matches
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Financial consulting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
2,186 records in the displayed employee bands.
39 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial consulting firms by metro
Questions about this company list
What does Exact match mean for financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial consulting firms did RevenueBase find based in Canada?
The saved snapshot records 2,225 matching company records, 40,744 tracked contacts and 11,074 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial consulting firms by geography
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
- Financial consulting firms based in Switzerland
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in Canada. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-consulting-firms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
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Company intelligence · public preview
Top 25 financial consulting firms based in Canada
RevenueBase records 2,225 matching company records for financial consulting firms based in Canada, with 40,744 tracked contacts and 11,074 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial consulting firms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BMO Nesbitt Burnsbmo.com HQ: HQ not recorded; location: Toronto, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Toronto, Canada | 1,001-5,000 | Exact match | 2,387 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Richardson Wealthrichardsonwealth.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 501-1,000 | HQ not recorded; location: Toronto, ON, Canada | 501-1,000 | Exact match | 934 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Canaccord Genuity Group INCcgf.com HQ: HQ not recorded; location: Toronto, ON, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Toronto, ON, Canada | 1,001-5,000 | Exact match | 908 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Perella Weinbergpwpartners.com HQ: HQ not recorded; location: Calgary, AB, CanadaReported employees: 501-1,000 | HQ not recorded; location: Calgary, AB, Canada | 501-1,000 | Exact match | 897 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ATB Wealthatb.com HQ: HQ not recorded; location: AB, CanadaReported employees: 501-1,000 | HQ not recorded; location: AB, Canada | 501-1,000 | Exact match | 431 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: HQ not recorded; location: Ottawa, ON, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Ottawa, ON, Canada | 1,001-5,000 | Exact match | 401 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 201-500 | HQ not recorded; location: Vancouver, BC, Canada | 201-500 | Exact match | 263 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: HQ not recorded; location: Quebec, CanadaReported employees: 501-1,000 | HQ not recorded; location: Quebec, Canada | 501-1,000 | Exact match | 255 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ventum Financialventumfinancial.com HQ: HQ not recorded; location: Port Alberni, BC, CanadaReported employees: 201-500 | HQ not recorded; location: Port Alberni, BC, Canada | 201-500 | Exact match | 192 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HUB International Québec LTDhubinternational.com HQ: HQ not recorded; location: Ottawa, ON, CanadaReported employees: 10001+ | HQ not recorded; location: Ottawa, ON, Canada | 10001+ | Exact match | 126 contacts → |
“Hi, we're HUB.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mandeville Private Client INCmandevilleinc.com HQ: HQ not recorded; location: Saint John, NB, CanadaReported employees: 51-200 | HQ not recorded; location: Saint John, NB, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Newport Private Wealthnewportprivatewealth.ca HQ: HQ not recorded; location: Kelowna, BC, CanadaReported employees: 51-200 | HQ not recorded; location: Kelowna, BC, Canada | 51-200 | Exact match | 95 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Part Time CFO Services LLPparttimecfoservices.ca HQ: HQ not recorded; location: Hamilton Township, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Hamilton Township, ON, Canada | 51-200 | Exact match | 71 contacts → |
“Businesses require expertise and experience to drive profitable, sustainable growth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 3macs, A Division Of Raymond Jamesraymondjames.ca HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 201-500 | HQ not recorded; location: Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: HQ not recorded; location: Regina, SK, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Regina, SK, Canada | 1,001-5,000 | Exact match | 60 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Peak Securities INCpeakgroup.com HQ: HQ not recorded; location: Montreal, CanadaReported employees: 1,001-5,000 | HQ not recorded; location: Montreal, Canada | 1,001-5,000 | Exact match | 58 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lafondlafond.ca HQ: HQ not recorded; location: Montreal, QC, CanadaReported employees: 51-200 | HQ not recorded; location: Montreal, QC, Canada | 51-200 | Exact match | 57 contacts → |
“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Olympia Financial Group INColympiafinancial.com HQ: HQ not recorded; location: Calgary, AB, CanadaReported employees: 201-500 | HQ not recorded; location: Calgary, AB, Canada | 201-500 | Exact match | 56 contacts → |
“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Chiasson Gauvreau INCchiassongauvreau.ca HQ: HQ not recorded; location: Chateauguay, QC, CanadaReported employees: 51-200 | HQ not recorded; location: Chateauguay, QC, Canada | 51-200 | Exact match | 56 contacts → |
“Depuis plus de 45 ans, les professionnels de Chiasson Gauvreau Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Acumen Capital Partnersacumencapital.com HQ: HQ not recorded; location: Calgary, AB, CanadaReported employees: 51-200 | HQ not recorded; location: Calgary, AB, Canada | 51-200 | Exact match | 55 contacts → |
“Our goal is to see you reach your financial goals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: HQ not recorded; location: Quebec, CanadaReported employees: 51-200 | HQ not recorded; location: Quebec, Canada | 51-200 | Exact match | 55 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tricerttricert.ca HQ: HQ not recorded; location: Waterloo, ON, CanadaReported employees: 51-200 | HQ not recorded; location: Waterloo, ON, Canada | 51-200 | Exact match | 51 contacts → |
“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Soluce Fiscalité ET Comptabilité INCsoluce.ca HQ: HQ not recorded; location: Trois-Rivieres, CanadaReported employees: 51-200 | HQ not recorded; location: Trois-Rivieres, Canada | 51-200 | Exact match | 47 contacts → |
“Fondée le 26 août 2009 par M.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lohn Caulder LLPlohncaulder.com HQ: HQ not recorded; location: Vancouver, BC, CanadaReported employees: 51-200 | HQ not recorded; location: Vancouver, BC, Canada | 51-200 | Exact match | 43 contacts → |
“Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bellwether Investment Managementbellvest.ca HQ: HQ not recorded; location: Antigonish, NS, CanadaReported employees: 51-200 | HQ not recorded; location: Antigonish, NS, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,225 company matches
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Financial consulting firms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
2,186 records in the displayed employee bands.
39 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial consulting firms by metro
Questions about this company list
What does Exact match mean for financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial consulting firms did RevenueBase find based in Canada?
The saved snapshot records 2,225 matching company records, 40,744 tracked contacts and 11,074 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in Canada. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-consulting-firms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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