Company lists · Data refreshed September 2026
Top 22 Financial services associations based in Canada
RevenueBase identified 68 financial services associations headquartered in Canada as of September 2026 and tracks 616 professional contacts across them, including 185 with verified work emails. Toronto is the largest hub.
This list covers financial services associations 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 16, 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 22 largest financial services associations based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 127 contacts → | ||||
Indirect evidence “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 61 contacts → | ||||
Indirect evidence “Investments, Insurance, Advice” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 61 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 contacts → | ||||
Partial evidence “Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 26 contacts → | ||||
Partial evidence “Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Strong evidence “The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Strong evidence “Independent Financial Brokers is a national professional association.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “The Kelly Smith Group helps small and medium business with- Employee health - Employee retirement - Business owner financial & estate planning Certifications: CFP, CPA, CGA…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong evidence “The Risk Management Association (RMA) is a not-for-profit, member-driven industry association serving the financial services sector.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Financial Services” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “REER | CELI | Non-enregistré | Assurance vie | Assurance invalidité | Services aux entreprises” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Services financiers pour entreprises et particuliers.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Entreprise en services financiers” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Notre équipe est disponible et plus enthousiaste que jamais à vous offrir le meilleur service qui soit en matière de services financiers, assurances, placements ou autres.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Couloir Capital” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “ONE-STOP shop of Financial Services like: Home, Auto, Life Insurance, Investments, RESPs, Real Estate, Mortgages, Immigration and Tax Services and More.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Cabinet en services financiers” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “Financial Security Advisors and Investment Representatives with Atherton Financial and Quadrus Investment Services Ltd offer information on investments, mutual funds, and…” Source: RevenueBase Database · checked Sep 16, 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 services associations. 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 services associations.
- Partial evidence
- Its own public description names part of financial services associations, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services associations. 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 22 of 68 financial services associations based in Canada
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Financial services associations based in Canada at a glance
As of Sep 16, 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 68 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 services associations, 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 services associations”. 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 services associations), 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 services associations, 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, 185 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 16, 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.
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 services associations, 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 services associations are there based in Canada?
RevenueBase identified 68 financial services associations 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?
FP Canada, headquartered in Toronto, tops this list with the largest team on record.
Which city has the most financial services associations?
Toronto leads with 13 headquartered companies, followed by Mississauga (7) and Vancouver (5).
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 185 verified decision-maker contacts tracked across these 68 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 68 financial services associations based in Canada. Start with a free account, no credit card.
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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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