Company lists · Data refreshed September 2026

Top 18 Financial planning consulting firms based in Montreal, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 72 companies tracked

RevenueBase identified 72 company matches for financial planning consulting firms associated with Montreal, Canada as of September 2026 and tracks 377 professional contacts across them, including 108 with verified work emails. Across Canada, Toronto is the largest hub for this category (193 companies); Montreal has 72.

This list covers company matches for financial planning consulting firms associated with Montreal, 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 30, 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 Sep 30, 2026 How this list was built

72Companies

377Contacts tracked

108Verified emails

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The 18 largest financial planning consulting firms based in Montreal, Canada

Ranked by team size

Top 18 of 72 company matches for financial planning consulting firms based in Montreal, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	Groupe PAF	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	30 contacts →
	Exact match “Le Groupe PAF offre des services aux entreprises et aux particuliers à travers trois divisions; PAF Redressement, PAF Services Comptables et PAF Financement.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Brilliance Financial Solutions	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	28 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 · Sep 30, 2026 · View company records in RevenueBase
3	Propulsio 360	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	12 contacts →
	Exact match “Notre mission consiste à rendre un service hautement personnalisé au niveau de la consultation d’affaires et des services juridiques, marketing et financier pour des entreprises…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Breton Services Comptables, CPA	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “Que ce soit pour votre entreprise ou pour des services fiscaux personnalisés, notre équipe compétente et dédiée vous propose des services sur mesure qui vous permettront…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Trihey Financial Group INC	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Gclarouche & Associates	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “GCL & associates - Partners in your success Financing: • Business financial evaluation; • Start-ups; • Acquisition & expansion; • Innovation; • Development of exports and asset…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Timan & Associates	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	4 contacts →
	Exact match “Est.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Planification Financière Cloran Financial Planning	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Conseillers en sécurité financière indépendants et planification financière avancée Financial Planning Advisory Services Ross Cloran, B.A.A, AVA, CFP, ChFC / B.Com, CLU, CFP, ChFC…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Groupe M Bacal Group	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “A family business that has been "in the family" for over 30 years.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Oberoi Financial Group INC	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “We work exclusively with you-and for you.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Groupe MCB	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Une équipe de gestion de patrimoine fondé pour aider les entrepreneurs, les professionnels et les retraités avec leurs finances- Gestion de vos placements - Assurance Vie…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Lemieux Gestion DE Patrimoine	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Animés par le même désir d’aider entrepreneurs, gens d’affaires et particuliers avec leurs finances, père et fils unissent leurs forces pour vous offrir un service-conseil…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	I2 Wealth Cross Border Planning	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “i2 Wealth is a fee-based cross border planning firm that provides a range of financial services, spanning from hourly consultations and retirement analyses to fully scaled cross…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Rabaska Partners	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Rabaska Partners provides high-impact strategic and financial advice to corporations by providing exceptional resources and results on matters crucial to companies’ growth and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Melkonian Finance	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Our mission is simple, we strive to provide our clients with answers for all their financial needs.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Ohana Capital	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “OHANA CAPITAL provides financing related consulting services to private & public corporations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	L.S. Financial Services INC	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Our Commitment to You At LS Financial, we are dedicated to providing exceptional service, professional advice, and personalized financial strategies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Levee Future Planning	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “I’m Victor Levee, founder of Levee Future Planning, based in Montreal, Canada.” Recorded in the RevenueBase company graph · Sep 30, 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 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 18 of 72 financial planning consulting firms based in Montreal, Canada

See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 30, 2026

28.6%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 72 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 Montreal, Canada whose business descriptions match “financial planning 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 108 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 30, 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 consulting firms by metro in Canada

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Montreal, Canada?

RevenueBase identified 72 company matches for financial planning consulting firms associated with Montreal, 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?

Groupe PAF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

Toronto leads Canada with 193 company records, followed by Calgary (111) and Vancouver (93). Montreal has 72.

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 108 professional contacts with verified work emails tracked across these 72 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 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 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.