Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Mississauga, Canada

RevenueBase identified 85 financial planning consulting firms headquartered in Mississauga, Canada as of September 2026 and tracks 348 professional contacts across them, including 80 with verified work emails. Across Canada, Toronto is the largest hub for this category (193 companies); Mississauga has 85.

This list covers financial planning consulting firms headquartered in Mississauga, 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 30, 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 30, 2026 86% judged on-target in blind review
85Companies
348Contacts tracked
80Verified emails
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The 25 largest financial planning consulting firms based in Mississauga, Canada

Ranked by team size
Top 25 of 85 financial planning consulting firms based in Mississauga, Canada, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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
1Strong evidenceMississauga, ON, CanadaHQ checked Sep 30, 202611-5037 contacts →

Strong evidence

“Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 202611-5024 contacts →

Indirect evidence

“Madan Chartered Accountant is one of Mississauga’s best accounting firms.”

Source: RevenueBase Database · checked Sep 30, 2026
3Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 202611-5013 contacts →

Partial evidence

“By understanding our clients’ core values we are able to offer clarity with respect to risk, investment, succession or estate planning on an entirely different level than other…”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 202611-5012 contacts →

Partial evidence

“At Serre Financial, we know money equals opportunity-for business, for family, for life.”

Source: RevenueBase Database · checked Sep 30, 2026
5Strong evidenceMississauga, CanadaHQ checked Sep 30, 202611-5012 contacts →

Strong evidence

“An independent boutique firm dedicated to Financial Planning for Health professionals.”

Source: RevenueBase Database · checked Sep 30, 2026
6Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-1012 contacts →

Partial evidence

“At SDF Consulting, we believe finance should empower-not overwhelm-business owners.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 202611-5010 contacts →

Partial evidence

“At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in the areas of Tax Planning…”

Source: RevenueBase Database · checked Sep 30, 2026
8Strong evidenceMississauga, ON, CanadaHQ checked Sep 30, 202611-509 contacts →

Strong evidence

“startMYplan is financial services, consulting and management built for a lightning fast world.”

Source: RevenueBase Database · checked Sep 30, 2026
9Strong evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-106 contacts →

Strong evidence

“Woodgate Financial is a financial planning firm dedicated to providing our clients with comprehensive wealth building and management solutions to help you make the most of your…”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-106 contacts →

Indirect evidence

“At Accureta Wealth Management™, iA Private Wealth, we believe that Canadian's desire to own their own homes, educate their children, save for a comfortable retirement, and, along…”

Source: RevenueBase Database · checked Sep 30, 2026
11Strong evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-105 contacts →

Strong evidence

“Sabre Strategic Partners (SSP) is a full service financial planning company operating in the Greater Toronto area for over 25 years.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 2026201-5004 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceMississauga, CanadaHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“We have over 30 years of collective experience providing expert insurance and investment advice for both businesses and individuals.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“GenNext is not your typical accounting firm.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-103 contacts →

Partial evidence

“Eagle Ridge Financial provides financial services to individuals, families, and small- to large-sized businesses.”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“At Catalyst Solutions, we are passionate about helping small and mid-sized businesses, corporations, startups, and high net-worth professionals navigate the complexities of…”

Source: RevenueBase Database · checked Sep 30, 2026
18Strong evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-103 contacts →

Strong evidence

“KPAG Consulting is a full-service financial firm offering tax planning, investment analysis, financial reporting, and business consulting.”

Source: RevenueBase Database · checked Sep 30, 2026
19Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“Universe Business & Tax Consultants Inc.”

Source: RevenueBase Database · checked Sep 30, 2026
20Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“Phoenix Management is about providing effective recommendations and developing immediate actionable plans to more efficiently manage your wealth and your life.”

Source: RevenueBase Database · checked Sep 30, 2026
21Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Bearing Capital Partners is a firm of specialists dedicated to simplifying your business and personal financial affairs.”

Source: RevenueBase Database · checked Sep 30, 2026
22Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…”

Source: RevenueBase Database · checked Sep 30, 2026
23Partial evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“At AMCO Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own.”

Source: RevenueBase Database · checked Sep 30, 2026
24Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Alpha Accountzy is an accounting, tax preparation and business advisory company located in Mississauga, Ontario.”

Source: RevenueBase Database · checked Sep 30, 2026
25Indirect evidenceMississauga, ON, CanadaHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 85 financial planning consulting firms based in Mississauga, Canada

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Financial planning consulting firms based in Mississauga, Canada at a glance

As of Sep 30, 2026
23.0%Verified-email coverage
4.1Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
18
201-500
2

Email recency for this list is measured across the whole Canada list rather than for Mississauga, so it is reported there. Company counts and contact totals on this page are exact for Mississauga, over 85 companies.

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 planning 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 Mississauga, Canada whose own description of what they do matches “financial planning 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 planning 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 planning consulting firms, and records with no verified work email. Companies headquartered outside Mississauga 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, 80 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 30, 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 planning 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 planning consulting firms are there based in Mississauga, Canada?

RevenueBase identified 85 financial planning consulting firms headquartered in Mississauga, 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?

Save TAX Solutions, headquartered in Mississauga, tops this list with the largest team on record.

Which city in Canada has the most financial planning consulting firms?

Toronto leads Canada with 193 headquartered companies, followed by Calgary (111) and Vancouver (93). Mississauga has 85.

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 80 verified decision-maker contacts tracked across these 85 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 30, 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.