Company lists · Data refreshed November 2026
Top 17 Financial planning course providers based in Canada
RevenueBase identified 51 company matches for financial planning course providers associated with Canada as of November 2026 and tracks 849 professional contacts across them, including 167 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial planning course providers 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.
The 17 largest financial planning course providers based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 492 contacts → | ||||
Exact match “Corporate Finance Institute (CFI) is the global standard for practical, job-ready finance training and certification, trusted by leading banks, investment firms, and corporate…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 135 contacts → | ||||
Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 69 contacts → | ||||
Exact match “The Canadian Securities Institute (CSI), a leader in lifelong learning for financial professionals since 1970, is part of Fitch Learning, a global provider of professional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Knowledge Bureau™ is a widely respected financial education institute and publisher based in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “At Business Career College (BCC), we help financial services and insurance professionals get licensed, get certified, and move their careers forward.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “The CAFS designs and distributes online training for mutual fund representatives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Welcome to Empower, the leading educational platform in the financial industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “Based around financial literacy, our services include: Modular (project based) financial planning Retirement & Cash Flow planning (for Canadians and dual US/CDN citizens)…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “ITAC is committed to offering the highest quality of training to insurance and financial services professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “At Wealthy Unicorn, we believe financial education should be engaging, accessible, and fun.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “Formations offertes pour le renouvellement des permis en finances personnelles et en planification financière Plus de 20 formations pour 105 UFC reconnues par la Chambre de la…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Astrolabe Financial Groups Inc is a fee-for-service financial planning and education firm based out of the National Capital Region.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Bogress Financial was founded on the core principal that everyone, regardless of their financial standing, should use their resources responsibly and align their financial goals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Financial Planning Services” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “BUILD deeper relationships, DELIVER more value, EARN more money!” 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 course providers”. 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 17 of 51 financial planning course providers based in Canada
See the full list, filter by size, metro and specialty, and access 167 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning course providers based in Canada at a glance
As of Nov 6, 2026Companies by employee count
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 51 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 course providers” 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 167 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.
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 course providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning course providers are there based in Canada?
RevenueBase identified 51 company matches for financial planning course providers 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?
Corporate Finance Institute CFI tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning course providers?
Toronto leads with 15 company records, followed by Calgary (3) and Edmonton (3).
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 167 professional contacts with verified work emails tracked across these 51 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.
Ready to reach these companies? Verified emails and direct dials for all 51 financial planning course providers based in Canada. Start with a free account, no credit card.
Download this list →Related lists
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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.
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- Financial planning course providers based in Australia
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Company intelligence · public preview
Top 17 financial planning course providers based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 51 matching company records for financial planning course providers based in Canada, with 849 tracked contacts and 167 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 financial planning course providers based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Corporate Finance Institute CFIcorporatefinanceinstitute.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 492 contacts → |
“Corporate Finance Institute (CFI) is the global standard for practical, job-ready finance training and certification, trusted by leading banks, investment firms, and corporate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FP Canadafpcanada.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“The Canadian Securities Institute (CSI), a leader in lifelong learning for financial professionals since 1970, is part of Fitch Learning, a global provider of professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Knowledge Bureauknowledgebureau.comHQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 14 contacts → |
“Knowledge Bureau™ is a widely respected financial education institute and publisher based in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Business Career Collegebusinesscareercollege.comHQ: Edmonton, AB, CanadaReported employees: 51-200 | Edmonton, AB, Canada | 51-200 | Exact match | 8 contacts → |
“At Business Career College (BCC), we help financial services and insurance professionals get licensed, get certified, and move their careers forward.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Canadian Academy Of Financial Servicesacademiecsf.caHQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 6 contacts → |
“The CAFS designs and distributes online training for mutual fund representatives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Empower Groupempowerlifestylegroup.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Welcome to Empower, the leading educational platform in the financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Kingsview Financialkingsviewfinancial.ca HQ: Stoney Creek, ON, CanadaReported employees: 1-10 | Stoney Creek, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Modern Centsmoderncents.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Based around financial literacy, our services include: Modular (project based) financial planning Retirement & Cash Flow planning (for Canadians and dual US/CDN citizens)…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Itac INCitacinc.com HQ: Dartmouth, NS, CanadaReported employees: 1-10 | Dartmouth, NS, Canada | 1-10 | Exact match | 2 contacts → |
“ITAC is committed to offering the highest quality of training to insurance and financial services professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealthy Unicornwealthyunicorn.comHQ: Montreal, AB, CanadaReported employees: 11-50 | Montreal, AB, Canada | 11-50 | Exact match | 2 contacts → |
“At Wealthy Unicorn, we believe financial education should be engaging, accessible, and fun.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Louis Jolicoeurlouisjolicoeur.comHQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Formations offertes pour le renouvellement des permis en finances personnelles et en planification financière Plus de 20 formations pour 105 UFC reconnues par la Chambre de la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lifequest Financial Grouplifequestfinancial.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 1 contacts → |
“Our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Astrolabe Financial Group INCastrolabefinancial.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Astrolabe Financial Groups Inc is a fee-for-service financial planning and education firm based out of the National Capital Region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bogress Financial Groupbogressfinancialgroup.caHQ: Surrey, BC, CanadaReported employees: 1-10 | Surrey, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Bogress Financial was founded on the core principal that everyone, regardless of their financial standing, should use their resources responsibly and align their financial goals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SGR Wealth Managementsandrastewart.gpwealth.caHQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Financial Planning Services” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  The Plan Prostheplanpros.comHQ: Toronto, ON, CanadaReported employees: Not recorded | Toronto, ON, Canada | Not recorded | Exact match | 1 contacts → |
“BUILD deeper relationships, DELIVER more value, EARN more money!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 51 company matches
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Financial planning course providers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning course providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning course providers did RevenueBase find based in Canada?
The saved snapshot records 51 matching company records, 849 tracked contacts and 167 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning course providers by geography
- Financial planning course providers based in Australia
- Financial planning course providers based in Brazil
- Financial planning course providers based in Germany
- Financial planning course providers based in India
- Financial planning course providers based in South Africa
- Financial planning course providers based in the United Kingdom
- Financial planning course providers based in the United States
Cite this list
RevenueBase Data Team. Top 17 financial planning course providers based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-course-providers/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning course providers based in Australia
- Financial planning course providers based in Brazil
- Financial planning course providers based in Germany
- Financial planning course providers based in India
- Financial planning course providers based in South Africa
- Financial planning course providers based in the United Kingdom
Company intelligence · public preview
Top 17 financial planning course providers based in Canada
RevenueBase records 51 matching company records for financial planning course providers based in Canada, with 849 tracked contacts and 167 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 financial planning course providers based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Corporate Finance Institute CFIcorporatefinanceinstitute.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 492 contacts → |
“Corporate Finance Institute (CFI) is the global standard for practical, job-ready finance training and certification, trusted by leading banks, investment firms, and corporate…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FP Canadafpcanada.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 69 contacts → |
“The Canadian Securities Institute (CSI), a leader in lifelong learning for financial professionals since 1970, is part of Fitch Learning, a global provider of professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Knowledge Bureauknowledgebureau.com HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 14 contacts → |
“Knowledge Bureau™ is a widely respected financial education institute and publisher based in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Business Career Collegebusinesscareercollege.com HQ: Edmonton, AB, CanadaReported employees: 51-200 | Edmonton, AB, Canada | 51-200 | Exact match | 8 contacts → |
“At Business Career College (BCC), we help financial services and insurance professionals get licensed, get certified, and move their careers forward.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Canadian Academy Of Financial Servicesacademiecsf.ca HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 6 contacts → |
“The CAFS designs and distributes online training for mutual fund representatives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Empower Groupempowerlifestylegroup.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Welcome to Empower, the leading educational platform in the financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Kingsview Financialkingsviewfinancial.ca HQ: Stoney Creek, ON, CanadaReported employees: 1-10 | Stoney Creek, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Modern Centsmoderncents.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Based around financial literacy, our services include: Modular (project based) financial planning Retirement & Cash Flow planning (for Canadians and dual US/CDN citizens)…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Itac INCitacinc.com HQ: Dartmouth, NS, CanadaReported employees: 1-10 | Dartmouth, NS, Canada | 1-10 | Exact match | 2 contacts → |
“ITAC is committed to offering the highest quality of training to insurance and financial services professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthy Unicornwealthyunicorn.com HQ: Montreal, AB, CanadaReported employees: 11-50 | Montreal, AB, Canada | 11-50 | Exact match | 2 contacts → |
“At Wealthy Unicorn, we believe financial education should be engaging, accessible, and fun.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Louis Jolicoeurlouisjolicoeur.com HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Formations offertes pour le renouvellement des permis en finances personnelles et en planification financière Plus de 20 formations pour 105 UFC reconnues par la Chambre de la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lifequest Financial Grouplifequestfinancial.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 1 contacts → |
“Our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Astrolabe Financial Group INCastrolabefinancial.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Astrolabe Financial Groups Inc is a fee-for-service financial planning and education firm based out of the National Capital Region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bogress Financial Groupbogressfinancialgroup.ca HQ: Surrey, BC, CanadaReported employees: 1-10 | Surrey, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Bogress Financial was founded on the core principal that everyone, regardless of their financial standing, should use their resources responsibly and align their financial goals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SGR Wealth Managementsandrastewart.gpwealth.ca HQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Financial Planning Services” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | The Plan Prostheplanpros.com HQ: Toronto, ON, CanadaReported employees: Not recorded | Toronto, ON, Canada | Not recorded | Exact match | 1 contacts → |
“BUILD deeper relationships, DELIVER more value, EARN more money!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 51 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning course providers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning course providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning course providers did RevenueBase find based in Canada?
The saved snapshot records 51 matching company records, 849 tracked contacts and 167 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning course providers by geography
- Financial planning course providers based in Australia
- Financial planning course providers based in Brazil
- Financial planning course providers based in Germany
- Financial planning course providers based in India
- Financial planning course providers based in South Africa
- Financial planning course providers based in the United Kingdom
- Financial planning course providers based in the United States
Cite this list
RevenueBase Data Team. Top 17 financial planning course providers based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-course-providers/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial planning course providers based in Australia
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