Company lists · Data refreshed September 2026
Top 25 Financial planning staffing companies based in Toronto, Canada
RevenueBase identified 95 financial planning staffing companies headquartered in Toronto, Canada as of September 2026 and tracks 506 professional contacts across them, including 132 with verified work emails. Across Canada, Toronto is the largest hub for this category.
This list covers financial planning staffing companies 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 28, 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.
The 25 largest financial planning staffing companies based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68 contacts → | ||||
Indirect evidence “PTC Recruiting and Consulting is a leading talent and advisory firm serving North America.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 34 contacts → | ||||
Partial evidence “BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 29 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 24 contacts → | ||||
Partial evidence “Mace Staffing is a leading Canadian-owned and operated staffing firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Indirect evidence “Are you seeking that next, great job opportunity?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Indirect evidence “fishRecruit provides recruiting services to companies interested in hiring top talent and placement services to candidates looking for their next opportunity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “Since 1992 McKinnon Targeted Recruiters has been developing relationships with many of North America's finest companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Collins Recruitment Group (CRG) is a unique executive search firm for employers and candidates alike.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “The Brynel Group is a full-service Recruitment Consulting Agency with a unique approach of leveraging former industry professionals to recruit active industry professionals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Dotted Line Consulting is a full-service recruiting and talent management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “At T6 Talent Partners, we excel at building strong teams and scaling companies through strategic partnerships and expert support.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “At Publow Advisory, your financial success is our top priority.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 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 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 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 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 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 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 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 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “IT’S ABOUT YOU AND YOUR FUTURE We believe one of your most important financial decisions is choosing a professional advisor who is trustworthy, knowledgeable and above all, who…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “TouchStone Personnel is a full service Recruitment Employment Firm providing Permanent and temporary to permanent Placements in virtually every career category.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “We are a team of skilled and experienced, Professional Recruiters, Coaches and Consultants, with over 50 years of combined experience.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning staffing companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial planning staffing companies.
- Partial evidence
- Its own public description names part of financial planning staffing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning staffing companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 95 financial planning staffing companies based in Toronto, Canada
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Financial planning staffing companies based in Toronto, Canada at a glance
As of Sep 28, 2026Companies by employee count
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 95 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 staffing companies, 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 staffing companies”. 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 staffing companies), 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 staffing companies, 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, 132 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 28, 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 staffing companies 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 staffing companies, 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 staffing companies are there based in Toronto, Canada?
RevenueBase identified 95 financial planning staffing companies 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?
PTC Recruiting, headquartered in Toronto, tops this list with the largest team on record.
Which city in Canada has the most financial planning staffing companies?
Toronto leads Canada with 95 headquartered companies, followed by Montreal (35) and Mississauga (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 132 verified decision-maker contacts tracked across these 95 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 28, 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.
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