Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 315 companies tracked

RevenueBase identified 315 financial consulting firms headquartered in Toronto, Canada as of September 2026 and tracks 27,248 professional contacts across them, including 7,471 with verified work emails and 4,375 with mobile numbers. Across Canada, Toronto is the largest hub for this category.

This list covers financial consulting firms headquartered in Toronto, 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 12, 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 12, 2026 86% judged on-target in blind review

315Companies

27,248Contacts tracked

7,471Verified emails

4,375Mobile numbers

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The 25 largest financial consulting firms based in Toronto, Canada

Ranked by team size

Top 25 of 315 financial consulting firms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 12, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	RBC Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	10001+	8,191 contacts →
	Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 12, 2026
2	BMO Nesbitt Burns	Partial evidence	Toronto, CanadaHQ checked Sep 12, 2026	1,001-5,000	2,400 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 12, 2026
3	Richardson Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	501-1,000	941 contacts →
	Indirect evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 12, 2026
4	Canaccord Genuity Group INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1,001-5,000	913 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 12, 2026
5	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 12, 2026
6	Newport Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	96 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 12, 2026
7	Lipton LLP	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	77 contacts →
	Indirect evidence “Quality Service.” Source: RevenueBase Database · checked Sep 12, 2026
8	Canfin Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	48 contacts →
	Partial evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 12, 2026
9	Sapling Financial Consultants INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	45 contacts →
	Partial evidence “Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Source: RevenueBase Database · checked Sep 12, 2026
10	Integral Wealth Securities Limited	Indirect evidence	Toronto, CanadaHQ checked Sep 12, 2026	11-50	35 contacts →
	Indirect evidence “Established in 2003, Integral Wealth Securities Limited is a private, independent, IIROC-licensed investment dealer headquartered in Toronto with offices in Calgary, Vancouver…” Source: RevenueBase Database · checked Sep 12, 2026
11	CI Private Wealth Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	201-500	34 contacts →
	Indirect evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 12, 2026
12	Infor Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	32 contacts →
	Partial evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 12, 2026
13	Sblr LLP Chartered Professional Accountants	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	31 contacts →
	Indirect evidence “SBLR LLP is a rapidly evolving mid-sized accounting and tax firm that focuses on delivering top service to the small and medium-size entrepreneurial business owner.” Source: RevenueBase Database · checked Sep 12, 2026
14	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	31 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 12, 2026
15	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	29 contacts →
	Partial evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 12, 2026
16	Generation Capital	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	26 contacts →
	Indirect evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 12, 2026
17	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 12, 2026
18	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 12, 2026
19	OM Financial INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	1-10	22 contacts →
	Partial evidence “OM is a comprehensive Insurance and Investment Firm that comes with over 20 years of collective expertise in offering financial services across the corporate world.” Source: RevenueBase Database · checked Sep 12, 2026
20	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 12, 2026
21	Clariti Strategic Advisors	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	20 contacts →
	Indirect evidence “Clariti Strategic Advisors™ is a strategic and investment banking advisory firm that provides unsurpassed clarity, creativity, integrity and value to our clients.” Source: RevenueBase Database · checked Sep 12, 2026
22	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 12, 2026
23	Bridgewell Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	17 contacts →
	Partial evidence “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Source: RevenueBase Database · checked Sep 12, 2026
24	First North Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	51-200	16 contacts →
	Partial evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 12, 2026
25	Watt Carmichael INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 12, 2026	11-50	16 contacts →
	Indirect evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Source: RevenueBase Database · checked Sep 12, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial consulting firms. 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 315 financial consulting firms based in Toronto, Canada

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Financial consulting firms based in Toronto, Canada at a glance

As of Sep 12, 2026

27.4%Verified-email coverage

16.1%Mobile-number coverage

86.5Average contacts per company

1-10Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

215

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

6,2840–30

1,14331–60

2861–90

190–180

15180+

Company record updated

Median 63.0d

00–30

12,99931–60

10,70261–90

2,53990–180

1,008180+

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 Toronto, 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 Toronto 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, 7,471 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 12, 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 in Canada

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 Toronto, Canada?

RevenueBase identified 315 financial consulting firms headquartered in Toronto, 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most financial consulting firms?

Toronto leads Canada 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 7,471 verified decision-maker contacts tracked across these 315 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 12, 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.