Company lists · Data refreshed November 2026

Top 25 Financial planning consulting services based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 1,990 companies tracked

RevenueBase identified 1,990 company matches for financial planning consulting services associated with Canada as of November 2026 and tracks 23,687 professional contacts across them, including 7,010 with verified work emails. Toronto is the largest hub.

This list covers company matches for financial planning consulting services 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

1,990Companies

23,687Contacts tracked

7,010Verified emails

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The 25 largest financial planning consulting services based in Canada

Ranked by team size

Top 25 of 1,990 company matches for financial planning consulting services 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	ATB Wealth	Exact match	All Across, AB, CanadaHQ recorded Nov 6, 2026	501-1,000	458 contacts →
	Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, AB, CanadaHQ recorded Nov 6, 2026	1,001-5,000	412 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	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
5	Clearline CPA	Exact match	Surrey, BC, CanadaHQ recorded Nov 6, 2026	51-200	78 contacts →
	Exact match “Clearline Chartered Professional Accountants is an accounting firm based in Vancouver, Surrey and the Tri-Cities and is dedicated to bringing clarity, strategy and confidence to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	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
7	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
8	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
9	Lafond	Exact match	Montréal, QC, CanadaHQ recorded Nov 6, 2026	51-200	62 contacts →
	Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Peak Securities INC	Exact match	Montréal, CanadaHQ recorded Nov 6, 2026	1,001-5,000	58 contacts →
	Exact match “A subsidiary of PEAK Financial Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Romanovsky & Associates LLP	Exact match	Edmonton & Toronto, CanadaHQ recorded Nov 6, 2026	11-50	55 contacts →
	Exact match “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	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
13	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
14	ZLC Financial	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “ZLC is a boutique financial services firm based in Vancouver.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	LLT LLP	Exact match	Chilliwack, BC, CanadaHQ recorded Nov 6, 2026	11-50	51 contacts →
	Exact match “At LLT we like smart work with a dose of fun.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	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
17	SFL Québec Mauricie Appalaches	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	51-200	49 contacts →
	Exact match “SFL Gestion de patrimoine est un réseau de distribution de produits et de services financiers axé sur la gestion de patrimoine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Soluce Fiscalité ET Comptabilité INC	Exact match	Trois-rivières, QC, CanadaHQ recorded Nov 6, 2026	51-200	44 contacts →
	Exact match “Fondée le 26 août 2009 par M.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	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
20	A-Kan Insurance Proud Member Of Canadian Broker Network	Exact match	Edmonton, AB, CanadaHQ recorded Nov 6, 2026	11-50	43 contacts →
	Exact match “We provide expert financial advice to both individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	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
22	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
23	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
24	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
25	Gold Leaf Financial Group INC	Exact match	Sudbury, ON, CanadaHQ recorded Nov 6, 2026	11-50	36 contacts →
	Exact match “Legacy is built over a lifetime-that’s why we’re here.” 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 consulting services”. 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 1,990 financial planning consulting services based in Canada

See the full list, filter by size, metro and specialty, and access 7,010 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting services based in Canada at a glance

As of Nov 6, 2026

29.6%Verified-email coverage

11.9Average contacts per company

1-10Median size (employees)

11.1%Largest-city concentration · Toronto

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

1,583

11-50

313

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 1,990 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 consulting services” 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 7,010 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 consulting services 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 consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting services are there based in Canada?

RevenueBase identified 1,990 company matches for financial planning consulting services 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 consulting services?

Toronto leads with 221 company records, followed by Calgary (120) and Vancouver (96).

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 7,010 professional contacts with verified work emails tracked across these 1,990 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.