Company lists · Data refreshed September 2026

Top 25 Financial planning recruiters based in Toronto, Canada

RevenueBase identified 89 financial planning recruiters headquartered in Toronto, Canada as of September 2026 and tracks 436 professional contacts across them, including 160 with verified work emails. Toronto is the largest hub.

This list covers financial planning recruiters headquartered in Toronto, 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 19, 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 19, 2026 86% judged on-target in blind review
89Companies
436Contacts tracked
160Verified emails
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The 25 largest financial planning recruiters based in Toronto, Canada

Ranked by team size
Top 25 of 89 financial planning recruiters based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 19, 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
1Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 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 19, 2026
2Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 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 19, 2026
3Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5024 contacts →

Indirect evidence

“Mace Staffing is a leading Canadian-owned and operated staffing firm.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 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 19, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-5010 contacts →

Partial evidence

“Since 1992 McKinnon Targeted Recruiters has been developing relationships with many of North America's finest companies.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-509 contacts →

Partial evidence

“Exceptional investment management, real estate and financial services firms have been choosing us to recruit their next great leaders for over 40 years.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“At Toren & Associates, we help solve your biggest talent challenges in wealth and asset management by: Placement of leadership and sales human capital Building a scalable…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“NRP Search has over 50 years of combined recruiting experience and a team of recruitment specialists nationwide.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Founded in 1992, Peak Associates is made up of specialists who leverage industry expertise to assist core clients with strategic staffing requirements.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“We are Canada's most trusted recruiter of finance and accounting executives Our clients operate in virtually every industry sector and range from the largest multinationals to…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Dotted Line Consulting is a full-service recruiting and talent management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“You know where you want to go-we show you how to get there.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“We’re a unique financial advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“At Publow Advisory, your financial success is our top priority.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-503 contacts →

Indirect evidence

“Unleash Top Accounting & Finance Talent in Canada: Partner with Kassen Recruitment Build high-performing finance teams across Canada with Kassen Recruitment, your trusted…”

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…”

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 202611-502 contacts →

Strong evidence

Financial Advisors Providing Holistic Financial Planning | Helping You Protect What Matters Most We’re a team of financial planning experts.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“GRANITE CONSULTING At Granite Consulting we leverage our strong network of HR and Recruitment professionals to not only refer top talent, but to assess and recommend the…”

Source: RevenueBase Database · checked Sep 19, 2026
25Strong evidenceToronto, ON, CanadaHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“Pyramid Financial Planning was founded in 2010 from humble beginnings and has since experienced exponential growth in offering a multitude of personal financial planning services.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 89 financial planning recruiters based in Toronto, Canada

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Financial planning recruiters based in Toronto, Canada at a glance

As of Sep 19, 2026
36.7%Verified-email coverage
4.9Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Toronto
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
70
11-50
17
51-200
2

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 89 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 Toronto, 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 Toronto 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, 160 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 19, 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 in Canada

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 Toronto, Canada?

RevenueBase identified 89 financial planning recruiters headquartered in Toronto, 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?

Beachhead, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most financial planning recruiters?

Toronto leads with 89 headquartered companies, followed by Calgary (34) and Montreal (27).

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 160 verified decision-maker contacts tracked across these 89 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 19, 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.