Company lists · Data refreshed November 2026

Top 25 Financial planning consulting services based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 221 companies tracked

RevenueBase identified 221 company matches for financial planning consulting services associated with Toronto, Canada as of November 2026 and tracks 7,115 professional contacts across them, including 325 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for financial planning consulting services associated with Toronto, 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

221Companies

7,115Contacts tracked

325Verified emails

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The 25 largest financial planning consulting services based in Toronto, Canada

Ranked by team size

Top 25 of 221 company matches for financial planning consulting services based in Toronto, 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	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	35 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	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
3	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	20 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Olympian Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Wealth Stewards INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	First North Consulting	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	17 contacts →
	Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Bridgewell Financial	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Generation Pmca Corp	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Progress Group INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Progress Group is a one-stop financial services hub providing integrated tax planning, accounting, bookkeeping, real estate, mortgage brokerage, insurance, and fractional CFO…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Mansha Plan	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Mansha is a private wealth firm serving business owners, entrepreneurs and families whose financial lives have become more complex than any one product or advisor can solve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Flatiron Wealth	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “At Flatiron Wealth, our mission is to help our clients take control of their financial world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Rubach Wealth Holistic Family Advisors	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Bell Kearns And Associates LTD	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Brightview Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	9 contacts →
	Exact match “Individual, family, business or organization; wealth building is a major life goal for one and all.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Basis Wealth And Basis Benefits	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	CAP Advisors INC	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Team Jackie Porter	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Team Jackie Porter works with Canadian women entrepreneurs, lawyers, and incorporated professionals to build financial plans that are clear, coordinated, and built for the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Logan Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Waxman Planning	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Armando Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Over the last half decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Stewart & Kett Financial Advisors INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “For over 25 years, Stewart & Kett Financial Advisors Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Moneystrat Securities INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Genova Private Management INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Genova Private Management is an independent personal financial management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Strategic Success Consulting	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At Strategic Success Consulting we uphold an ongoing commitment to providing an elevated level of personal service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Forbes Andersen Technology INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…” 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 221 financial planning consulting services based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 325 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting services based in Toronto, Canada at a glance

As of Nov 6, 2026

4.6%Verified-email coverage

32.2Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

169

11-50

51-200

201-500

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 221 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 Toronto, 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 325 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 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 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 Toronto, Canada?

RevenueBase identified 221 company matches for financial planning consulting services associated with Toronto, 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?

Creative Planning Financial Group 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 services?

Toronto leads Canada 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 325 professional contacts with verified work emails tracked across these 221 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.