Company lists · Data refreshed November 2026
Top 25 Financial planning recruiters based in Canada
RevenueBase identified 140 company matches for financial planning recruiters associated with Canada as of November 2026 and tracks 719 professional contacts across them, including 203 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial planning recruiters 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 25 largest financial planning recruiters based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 39 contacts → | ||||
Exact match “Summit Search Group is a leading national recruitment firm committed to helping great employers find smart, motivated people to advance both the bottom line and individual career…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 29 contacts → | ||||
Exact match “Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “fishRecruit provides recruiting services to companies interested in hiring top talent and placement services to candidates looking for their next opportunity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “Peacock Sheridan Group is an independent financial planning firm that specializes in Insurance, Investment, and Business Succession Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Nous vous offrons des solutions agiles et flexibles pour maximiser vos objectifs financiers en toute tranquillité.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Collaborative Financial & Retirement Advice for Business & Individuals” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Fondé en 2004, PPTA Services financiers est un cabinet de services financiers indépendant qui détient une expertise reconnue en planification financière, notamment pour les…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “We are an independent financial services firm that helps individuals, families and business owners prepare for life’s events through financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Trinity Wealth Partners is an independent financial planning firm based in Bedford, NS serving clients around the province and country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Cabinet de services financiers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Education.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “at IntaGEN Wealth we concentrate on the 4 Fundamental Planning Keys that will unlock your financial freedom; Cashflow, Health, Savings, and Estate Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Platinum Talents - Agence de placement L’excellence dans le recrutement des talents financiers et comptables Chez Platinum Talents, nous mettons notre expertise au service des…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “We are a team of professional Financial Advisors offering holistic Financial Planning including: Financial Management, Investment Planning, Insurance and Risk Management, Tax…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “We provide independent financial planning, tax, & Investment management* to business owners and high-net-worth clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “GFA assurances et placements est un cabinet de services financiers regroupant une équipe de conseillers en sécurité financière et de représentants en épargnes collectives ainsi…” 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 recruiters”. 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 140 financial planning recruiters based in Canada
See the full list, filter by size, metro and specialty, and access 203 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters 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 140 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 recruiters” 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 203 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 recruiters 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Canada?
RevenueBase identified 140 company matches for financial planning recruiters 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?
Summit Search Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning recruiters?
Toronto leads with 25 company records, followed by Calgary (12) and Edmonton (9).
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 203 professional contacts with verified work emails tracked across these 140 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 140 financial planning recruiters based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Chicago, United States
- Financial planning recruiters based in Houston, United States
- Financial planning recruiters based in New York, United States
- Financial planning recruiters based in Australia
- Financial planning recruiters based in Brazil
- Financial planning recruiters based in Germany
- Financial planning recruiters based in India
- Financial planning recruiters based in Ireland
- Financial planning recruiters based in the Netherlands
- Financial planning recruiters based in South Africa
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Chicago, United States
- Financial planning recruiters based in Houston, United States
- Financial planning recruiters based in New York, United States
- Financial planning recruiters based in Australia
Company intelligence · public preview
Top 25 financial planning recruiters 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 140 matching company records for financial planning recruiters based in Canada, with 719 tracked contacts and 203 verified work emails.
This public preview shows 25 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 25 financial planning recruiters 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 |  Summit Search Groupsummitsearchgroup.comHQ: Oakville, AB, CanadaReported employees: 11-50 | Oakville, AB, Canada | 11-50 | Exact match | 39 contacts → |
“Summit Search Group is a leading national recruitment firm committed to helping great employers find smart, motivated people to advance both the bottom line and individual career…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Civa Recrutementcivarecrutement.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cielo Accounting Financial Talentcielocanada.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 25 contacts → |
“Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fishrecruit INCfishrecruit.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“fishRecruit provides recruiting services to companies interested in hiring top talent and placement services to candidates looking for their next opportunity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Peacock Sheridan Grouppeacocksheridan.comHQ: Kelowna, BC, CanadaReported employees: 11-50 | Kelowna, BC, Canada | 11-50 | Exact match | 10 contacts → |
“Peacock Sheridan Group is an independent financial planning firm that specializes in Insurance, Investment, and Business Succession Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Precedence Private Wealthprecedencewealth.comHQ: Saskatoon, SK, CanadaReported employees: 1-10 | Saskatoon, SK, Canada | 1-10 | Exact match | 9 contacts → |
“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Collins Recruitment Groupcollinsrecruit.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stratégincstrateginc.comHQ: Saint-bruno-de-montarville, QC, CanadaReported employees: 1-10 | Saint-bruno-de-montarville, QC, Canada | 1-10 | Exact match | 8 contacts → |
“Nous vous offrons des solutions agiles et flexibles pour maximiser vos objectifs financiers en toute tranquillité.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.comHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 8 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Dean Financial LTDdeanfinancial.caHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 8 contacts → |
“DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ridge Planning Group INCridgewealth.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ppta Services Financiersppta.caHQ: Gatineau, QC, CanadaReported employees: 11-50 | Gatineau, QC, Canada | 11-50 | Exact match | 7 contacts → |
“Fondé en 2004, PPTA Services financiers est un cabinet de services financiers indépendant qui détient une expertise reconnue en planification financière, notamment pour les…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Aspire Wealth Groupaspirewealth.caHQ: Kanata, ON, CanadaReported employees: 1-10 | Kanata, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We are an independent financial services firm that helps individuals, families and business owners prepare for life’s events through financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bullseye Recruitment INCbullseyerecruitment.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Trinity Wealth Partnerstrinitywealthpartners.caHQ: Bedford, NS, CanadaReported employees: 1-10 | Bedford, NS, Canada | 1-10 | Exact match | 7 contacts → |
“Trinity Wealth Partners is an independent financial planning firm based in Bedford, NS serving clients around the province and country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Planification Licaplanificationlica.caHQ: Saint-léonard, QC, CanadaReported employees: 11-50 | Saint-léonard, QC, Canada | 11-50 | Exact match | 5 contacts → |
“Cabinet de services financiers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mirabel Management INCmirabelmanagement.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Exceedia Consulting LTDexceedia.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 5 contacts → |
“Education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Intagen Wealth INCintagenwealth.comHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 5 contacts → |
“at IntaGEN Wealth we concentrate on the 4 Fundamental Planning Keys that will unlock your financial freedom; Cashflow, Health, Savings, and Estate Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Platinum Talentsplatinum-talents.caHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 5 contacts → |
“Platinum Talents - Agence de placement L’excellence dans le recrutement des talents financiers et comptables Chez Platinum Talents, nous mettons notre expertise au service des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Paragon Financial Services INCparagoninc.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lupin Planning Group INClupinplanninggroup.caHQ: Conception Bay South, CanadaReported employees: 1-10 | Conception Bay South, Canada | 1-10 | Exact match | 4 contacts → |
“We are a team of professional Financial Advisors offering holistic Financial Planning including: Financial Management, Investment Planning, Insurance and Risk Management, Tax…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ironwood Wealth Management Groupironwoodcanada.comHQ: Fonthill, ON, CanadaReported employees: 11-50 | Fonthill, ON, Canada | 11-50 | Exact match | 4 contacts → |
“We provide independent financial planning, tax, & Investment management* to business owners and high-net-worth clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  GFA Assurances ET Placements INCequipegfa.comHQ: Rouyn-noranda, QC, CanadaReported employees: 1-10 | Rouyn-noranda, QC, Canada | 1-10 | Exact match | 4 contacts → |
“GFA assurances et placements est un cabinet de services financiers regroupant une équipe de conseillers en sécurité financière et de représentants en épargnes collectives ainsi…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 140 company matches
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Financial planning recruiters: 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
136 records in the displayed employee bands.
4 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 140 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 ↗
Financial planning recruiters by metro
Questions about this company list
What does Exact match mean for financial planning recruiters?
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 recruiters did RevenueBase find based in Canada?
The saved snapshot records 140 matching company records, 719 tracked contacts and 203 verified emails. The public preview displays 25 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 recruiters by geography
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Chicago, United States
- Financial planning recruiters based in Houston, United States
- Financial planning recruiters based in New York, United States
- Financial planning recruiters based in Australia
- Financial planning recruiters based in Brazil
- Financial planning recruiters based in Germany
- Financial planning recruiters based in India
- Financial planning recruiters based in Ireland
- Financial planning recruiters based in the Netherlands
- Financial planning recruiters based in South Africa
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/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 recruiters based in Toronto, Canada
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Chicago, United States
- Financial planning recruiters based in Houston, United States
- Financial planning recruiters based in New York, United States
- Financial planning recruiters based in Australia
Company intelligence · public preview
Top 25 financial planning recruiters based in Canada
RevenueBase records 140 matching company records for financial planning recruiters based in Canada, with 719 tracked contacts and 203 verified work emails.
This public preview shows 25 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 25 financial planning recruiters 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 | Summit Search Groupsummitsearchgroup.com HQ: Oakville, AB, CanadaReported employees: 11-50 | Oakville, AB, Canada | 11-50 | Exact match | 39 contacts → |
“Summit Search Group is a leading national recruitment firm committed to helping great employers find smart, motivated people to advance both the bottom line and individual career…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Civa Recrutementcivarecrutement.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Fondé en 2003, CIVA Solutions Ressources Humaines Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cielo Accounting Financial Talentcielocanada.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 25 contacts → |
“Cielo is a recruitment firm specialized in placing finance and accounting professionals, from Analyst to CFO.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fishrecruit INCfishrecruit.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“fishRecruit provides recruiting services to companies interested in hiring top talent and placement services to candidates looking for their next opportunity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Peacock Sheridan Grouppeacocksheridan.com HQ: Kelowna, BC, CanadaReported employees: 11-50 | Kelowna, BC, Canada | 11-50 | Exact match | 10 contacts → |
“Peacock Sheridan Group is an independent financial planning firm that specializes in Insurance, Investment, and Business Succession Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Precedence Private Wealthprecedencewealth.com HQ: Saskatoon, SK, CanadaReported employees: 1-10 | Saskatoon, SK, Canada | 1-10 | Exact match | 9 contacts → |
“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Collins Recruitment Groupcollinsrecruit.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stratégincstrateginc.com HQ: Saint-bruno-de-montarville, QC, CanadaReported employees: 1-10 | Saint-bruno-de-montarville, QC, Canada | 1-10 | Exact match | 8 contacts → |
“Nous vous offrons des solutions agiles et flexibles pour maximiser vos objectifs financiers en toute tranquillité.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.com HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 8 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dean Financial LTDdeanfinancial.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 8 contacts → |
“DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ridge Planning Group INCridgewealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ppta Services Financiersppta.ca HQ: Gatineau, QC, CanadaReported employees: 11-50 | Gatineau, QC, Canada | 11-50 | Exact match | 7 contacts → |
“Fondé en 2004, PPTA Services financiers est un cabinet de services financiers indépendant qui détient une expertise reconnue en planification financière, notamment pour les…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Aspire Wealth Groupaspirewealth.ca HQ: Kanata, ON, CanadaReported employees: 1-10 | Kanata, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We are an independent financial services firm that helps individuals, families and business owners prepare for life’s events through financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bullseye Recruitment INCbullseyerecruitment.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Trinity Wealth Partnerstrinitywealthpartners.ca HQ: Bedford, NS, CanadaReported employees: 1-10 | Bedford, NS, Canada | 1-10 | Exact match | 7 contacts → |
“Trinity Wealth Partners is an independent financial planning firm based in Bedford, NS serving clients around the province and country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Planification Licaplanificationlica.ca HQ: Saint-léonard, QC, CanadaReported employees: 11-50 | Saint-léonard, QC, Canada | 11-50 | Exact match | 5 contacts → |
“Cabinet de services financiers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mirabel Management INCmirabelmanagement.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Exceedia Consulting LTDexceedia.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 5 contacts → |
“Education.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Intagen Wealth INCintagenwealth.com HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 5 contacts → |
“at IntaGEN Wealth we concentrate on the 4 Fundamental Planning Keys that will unlock your financial freedom; Cashflow, Health, Savings, and Estate Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Platinum Talentsplatinum-talents.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 5 contacts → |
“Platinum Talents - Agence de placement L’excellence dans le recrutement des talents financiers et comptables Chez Platinum Talents, nous mettons notre expertise au service des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Paragon Financial Services INCparagoninc.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lupin Planning Group INClupinplanninggroup.ca HQ: Conception Bay South, CanadaReported employees: 1-10 | Conception Bay South, Canada | 1-10 | Exact match | 4 contacts → |
“We are a team of professional Financial Advisors offering holistic Financial Planning including: Financial Management, Investment Planning, Insurance and Risk Management, Tax…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ironwood Wealth Management Groupironwoodcanada.com HQ: Fonthill, ON, CanadaReported employees: 11-50 | Fonthill, ON, Canada | 11-50 | Exact match | 4 contacts → |
“We provide independent financial planning, tax, & Investment management* to business owners and high-net-worth clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | GFA Assurances ET Placements INCequipegfa.com HQ: Rouyn-noranda, QC, CanadaReported employees: 1-10 | Rouyn-noranda, QC, Canada | 1-10 | Exact match | 4 contacts → |
“GFA assurances et placements est un cabinet de services financiers regroupant une équipe de conseillers en sécurité financière et de représentants en épargnes collectives ainsi…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial planning recruiters: 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
136 records in the displayed employee bands.
4 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 140 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 ↗
Financial planning recruiters by metro
Questions about this company list
What does Exact match mean for financial planning recruiters?
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 recruiters did RevenueBase find based in Canada?
The saved snapshot records 140 matching company records, 719 tracked contacts and 203 verified emails. The public preview displays 25 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.
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Financial planning recruiters by geography
- Financial planning recruiters based in Toronto, Canada
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- Financial planning recruiters based in Houston, United States
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Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/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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