Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters based in Canada

RevenueBase identified 311 financial planning recruiters headquartered in Canada as of September 2026 and tracks 1,747 professional contacts across them, including 605 with verified work emails. Toronto is the largest hub.

This list covers financial planning recruiters headquartered in 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 20, 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 20, 2026 86% judged on-target in blind review
311Companies
1,747Contacts tracked
605Verified emails
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The 25 largest financial planning recruiters based in Canada

Ranked by team size
Top 25 of 311 financial planning recruiters based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning recruiters: 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
1Partial evidenceSt Albert, AB, CanadaHQ checked Sep 20, 202611-5045 contacts →

Partial evidence

“We are a team of Technical, Financial, Sales & Marketing professionals in our fields.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceCambridge, ON, CanadaHQ checked Sep 20, 202611-5044 contacts →

Indirect evidence

“Since 1982, TechHi has helped corporations in a variety of industries successfully manage their recruitment challenges.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLondon, ON, CanadaHQ checked Sep 20, 202611-5042 contacts →

Indirect evidence

“We deal primarily with business owners and their families.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-5037 contacts →

Partial evidence

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20034 contacts →

Indirect evidence

“BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20029 contacts →

Strong evidence

“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceMississauga, ON, CanadaHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“From strategy to execution, it is people that deliver performance.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceMontréal, QC, CanadaHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Fondé en 2003, CIVA Solutions Ressources Humaines Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceMontreal, QC, CanadaHQ checked Sep 20, 20261-1025 contacts →

Indirect evidence

“Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5023 contacts →

Indirect evidence

“Are you seeking that next, great job opportunity?”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceOakville, ON, CanadaHQ checked Sep 20, 202611-5022 contacts →

Strong evidence

“We are a full-service financial planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceKitchener, ON, CanadaHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“Elby is a full service, contingency and retainer based recruiting firm specializing in the placement of professionals across a variety of disciplines including Accounting &…”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceLaval, QC, CanadaHQ checked Sep 20, 202611-5019 contacts →

Partial evidence

“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceGrande Prairie, AB, CanadaHQ checked Sep 20, 20261-1019 contacts →

Strong evidence

“Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceMississauga, ON, CanadaHQ checked Sep 20, 202651-20019 contacts →

Indirect evidence

“Selecting talent is not easy, assembling the talent is even harder” Despite the changes in the economy, the market for talented and hardworking employees remains extremely…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceBrampton, ON, CanadaHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Power Recruitment Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceGravenhurst, ON, CanadaHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“At Strata Wealth & Risk Management Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-1016 contacts →

Strong evidence

“DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceMontréal, QC, CanadaHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“Établie depuis L’agence de placement Carrière plus est une équipe érigée d’anciens employés cadres ayant travaillé dans le domaine bancaire pendant plusieurs années.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“Mercer Bradley offers specialized recruitment of all levels of accounting professionals for preferred employers on a direct hire or temporary basis.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“VlaadCo | Vlaad and Company is a recruiting agency dedicated to providing tailored services to both firms and professionals in the financial services industry.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceCambridge, ON, CanadaHQ checked Sep 20, 20261-1013 contacts →

Indirect evidence

“At JOB-BORN Executive Search Inc, we understand that finding the perfect fit for your career or business can be a daunting task.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceSaskatoon, SK, CanadaHQ checked Sep 20, 20261-1011 contacts →

Strong evidence

“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceWestmount, CanadaHQ checked Sep 20, 202651-20011 contacts →

Partial evidence

“Le Centre financier SFL Grand Montréal est un cabinet de services financiers indépendant spécialisé en gestion de patrimoine.”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceKanata, ON, CanadaHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

“Exclusive Financial Planning firm with decades of expertise focused on all elements of Wealth Management.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 311 financial planning recruiters based in Canada

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Financial planning recruiters based in Canada at a glance

As of Sep 20, 2026
34.6%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
19.0%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
243
11-50
53
51-200
10
201-500
2

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 311 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 recruiters, 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 Canada whose own description of what they do matches “financial planning recruiters”. 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 recruiters), 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 recruiters, and records with no verified work email. Companies headquartered outside Canada 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, 605 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 20, 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.

Financial planning recruiters by metro

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 recruiters, 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 recruiters are there based in Canada?

RevenueBase identified 311 financial planning recruiters headquartered in 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?

Allison Jones Consulting Services INC, headquartered in St Albert, tops this list with the largest team on record.

Which city has the most financial planning recruiters?

Toronto leads with 59 headquartered companies, followed by Calgary (23) and Montreal (19).

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 605 verified decision-maker contacts tracked across these 311 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 20, 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.