Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Vancouver, Canada

RevenueBase identified 138 financial consulting firms headquartered in Vancouver, Canada as of September 2026 and tracks 1,279 professional contacts across them, including 703 with verified work emails and 118 with mobile numbers. Across Canada, Toronto is the largest hub for this category (313 companies); Vancouver has 136.

This list covers financial consulting firms headquartered in Vancouver, 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
138Companies
1,279Contacts tracked
703Verified emails
118Mobile numbers
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The 25 largest financial consulting firms based in Vancouver, Canada

Ranked by team size
Top 25 of 138 financial consulting firms based in Vancouver, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 2026201-500265 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 12, 2026
2Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 2026201-500193 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 12, 2026
3Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5067 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 12, 2026
4Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261,001-5,00061 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
5Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 202651-20050 contacts →

Partial evidence

“ZLC is a boutique financial services firm based in Vancouver.”

Source: RevenueBase Database · checked Sep 12, 2026
6Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202651-20043 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
7Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5029 contacts →

Partial evidence

“GBCO helps organizations and individuals prioritize and improve their financial well-being.”

Source: RevenueBase Database · checked Sep 12, 2026
8Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5024 contacts →

Indirect evidence

“Malaspina Consultants is known as having been a pioneer in the idea of a shared economy for accounting services.”

Source: RevenueBase Database · checked Sep 12, 2026
9Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5020 contacts →

Indirect evidence

“We are confident in our services and we assure that all the process to be perfect as we are experts in the business since 2010.”

Source: RevenueBase Database · checked Sep 12, 2026
10Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-1018 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
11Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5015 contacts →

Indirect evidence

“OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.”

Source: RevenueBase Database · checked Sep 12, 2026
12Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5014 contacts →

Indirect evidence

“Providing uncompromised, objective transaction advice to businesses across all industries in the mid-market, Capital West Partners has established a reputation for flawless deal…”

Source: RevenueBase Database · checked Sep 12, 2026
13Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-1012 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
14Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
15Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-5010 contacts →

Partial evidence

“Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.”

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-509 contacts →

Indirect evidence

“Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management…”

Source: RevenueBase Database · checked Sep 12, 2026
17Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-108 contacts →

Partial evidence

“Portfolio Planning is a one-stop-shop for all your financial planning needs.”

Source: RevenueBase Database · checked Sep 12, 2026
18Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-108 contacts →

Indirect evidence

“Why SaaS Wealth Insurance?”

Source: RevenueBase Database · checked Sep 12, 2026
19Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-507 contacts →

Partial evidence

“At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.”

Source: RevenueBase Database · checked Sep 12, 2026
20Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-507 contacts →

Partial evidence

“Arbutus Financial provides comprehensive financial services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 12, 2026
21Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-107 contacts →

Partial evidence

“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.”

Source: RevenueBase Database · checked Sep 12, 2026
22Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 202611-507 contacts →

Indirect evidence

“Formed in 1997, Pacific Place Group is the ultimate resource and one-stop destination for all your insurance and life planning needs.”

Source: RevenueBase Database · checked Sep 12, 2026
23Partial evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-106 contacts →

Partial evidence

“At Shivji Financial Services, clients are friends and friends are like family.”

Source: RevenueBase Database · checked Sep 12, 2026
24Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-106 contacts →

Indirect evidence

“Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families.”

Source: RevenueBase Database · checked Sep 12, 2026
25Indirect evidenceVancouver, BC, CanadaHQ checked Sep 12, 20261-106 contacts →

Indirect evidence

“Through expertise and dedication to process, we help families achieve a combination of results and clarity that truly affords peace of mind.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 25 of 138 financial consulting firms based in Vancouver, Canada

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Financial consulting firms based in Vancouver, Canada at a glance

As of Sep 12, 2026
55.0%Verified-email coverage
9.2%Mobile-number coverage
9.3Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
102
11-50
26
51-200
5
201-500
4
1,001-5,000
1

Freshness & accuracy

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

Email last verified

Median 14.0d

Company record updated

Median 62.0d

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 Vancouver, 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 Vancouver 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, 703 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.

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 Vancouver, Canada?

RevenueBase identified 138 financial consulting firms headquartered in Vancouver, 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?

Harbourfront Wealth Management, headquartered in Vancouver, 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 703 verified decision-maker contacts tracked across these 138 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.