Company lists · Data refreshed November 2026

Top 25 Financial planning companies based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 1,405 companies tracked

RevenueBase identified 1,405 company matches for financial planning companies associated with Canada as of November 2026 and tracks 13,569 professional contacts across them, including 5,436 with verified work emails. Toronto is the largest hub.

This list covers company matches for financial planning companies 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 November 6, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

1,405Companies

13,569Contacts tracked

5,436Verified emails

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The 25 largest financial planning companies based in Canada

Ranked by team size

Top 25 of 1,405 company matches for financial planning companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Assomption VIE L Assumption Life	Exact match	Moncton, NB, CanadaHQ recorded Nov 6, 2026	201-500	246 contacts →
	Exact match “Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Designed Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	RGF Integrated Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	11-50	70 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Olympia Financial Group INC	Exact match	Calgary, AB, CanadaHQ recorded Nov 6, 2026	201-500	64 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 · Nov 6, 2026 · View company records in RevenueBase
6	Customplan Financial Advisors INC	Exact match	Vancouver, AB, CanadaHQ recorded Nov 6, 2026	1,001-5,000	62 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Planswell	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	55 contacts →
	Exact match “Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Safebridge Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	54 contacts →
	Exact match “At SafeBridge, our vision is to drive transformational change in the Canadian Mortgage Industry by redefining the traditional customer experience through our proprietary Mortgage…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Nov 6, 2026	51-200	54 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 · Nov 6, 2026 · View company records in RevenueBase
10	Cbig Canadian Benefits Investment And Insurance Group INC	Exact match	Prince George, BC, CanadaHQ recorded Nov 6, 2026	11-50	52 contacts →
	Exact match “CBIG is a fully integrated financial services organization.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Bgy, Services Financiers Intégrés INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	SPM Financial	Exact match	London, ON, CanadaHQ recorded Nov 6, 2026	11-50	43 contacts →
	Exact match “We deal primarily with business owners and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Planica Services Financiers	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	41 contacts →
	Exact match “Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	39 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Alitis Investment Counsel	Exact match	Campbell River, BC, CanadaHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “Alitis Investment Counsel Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Save TAX Solutions	Exact match	Mississauga, ON, CanadaHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Nov 6, 2026	11-50	37 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	CU Financial Management	Exact match	Bedford, NB, CanadaHQ recorded Nov 6, 2026	11-50	35 contacts →
	Exact match “At CU Financial Management, our experienced advisors provide tailored financial planning for every stage of life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	34 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Lawton Partners Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	51-200	32 contacts →
	Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	T.E. Wealth	Exact match	Toronto, QC, CanadaHQ recorded Nov 6, 2026	51-200	31 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Galloway Botteselle & Company	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Brilliance Financial Solutions	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	11-50	29 contacts →
	Exact match “Trailblazing excellence in providing holistic financial plan to our clients so that they can plan well, to live well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Groupe Investors	Exact match	Montréal, QC, CanadaHQ recorded Nov 6, 2026	501-1,000	27 contacts →
	Exact match “Améliorez votre avenir avec l'aide d'un conseiller financier du Groupe Investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	The Steele Group	Exact match	Cambridge, ON, CanadaHQ recorded Nov 6, 2026	11-50	26 contacts →
	Exact match “Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Recorded in the RevenueBase company graph · Nov 6, 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 planning companies”. 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 1,405 financial planning companies based in Canada

See the full list, filter by size, metro and specialty, and access 5,436 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning companies based in Canada at a glance

As of Nov 6, 2026

40.1%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

8.7%Largest-city concentration · Toronto

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

1,129

11-50

218

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,405 companies.

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 planning companies” 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 5,436 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 November 6, 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 planning companies 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 planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning companies are there based in Canada?

RevenueBase identified 1,405 company matches for financial planning companies associated with Canada as of November 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning companies?

Toronto leads with 122 company records, followed by Calgary (78) and Vancouver (69).

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 5,436 professional contacts with verified work emails tracked across these 1,405 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 November 6, 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 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.