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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review
68Companies
616Contacts tracked
185Verified emails
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The 22 largest financial services associations based in Canada

Ranked by team size
Top 22 of 68 financial services associations based in Canada, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services associations: 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 16, 202651-200127 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, 2026
2Indirect evidenceScarborough, ON, CanadaHQ checked Sep 16, 2026n/a61 contacts →

Indirect evidence

“Investments, Insurance, Advice”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceVancouver, BC, CanadaHQ checked Sep 16, 20261,001-5,00061 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceVille St. Laurent, QC, CanadaHQ checked Sep 16, 202611-5031 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, 2026
5Partial evidenceEtobicoke, ON, CanadaHQ checked Sep 16, 202611-5026 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, 2026
6Strong evidenceOttawa, ON, CanadaHQ checked Sep 16, 20261-1015 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, 2026
7Indirect evidenceKentville, NS, CanadaHQ checked Sep 16, 202611-5012 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, 2026
8Indirect evidenceCalgary, AB, CanadaHQ checked Sep 16, 202611-5012 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
9Strong evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-106 contacts →

Strong evidence

“Independent Financial Brokers is a national professional association.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceAurora, ON, CanadaHQ checked Sep 16, 20261-105 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, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 16, 20261-104 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, 2026
12Strong evidenceToronto, ON, CanadaHQ checked Sep 16, 20261-104 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, 2026
13Partial evidenceOttawa, ON, CanadaHQ checked Sep 16, 20261-104 contacts →

Partial evidence

Financial Services”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceLondon, ON, CanadaHQ checked Sep 16, 20261-104 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, 2026
15Indirect evidenceRepentigny, QC, CanadaHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“REER | CELI | Non-enregistré | Assurance vie | Assurance invalidité | Services aux entreprises”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceLaval, CanadaHQ checked Sep 16, 202611-503 contacts →

Partial evidence

“Services financiers pour entreprises et particuliers.”

Source: RevenueBase Database · checked Sep 16, 2026
17Partial evidenceBrossard, QC, CanadaHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“Entreprise en services financiers

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceSaguenay, QC, CanadaHQ checked Sep 16, 20261-102 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, 2026
19Indirect evidenceVancouver, BC, CanadaHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Couloir Capital”

Source: RevenueBase Database · checked Sep 16, 2026
20Partial evidenceBrampton, CanadaHQ checked Sep 16, 202611-501 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, 2026
21Partial evidenceLaval, QC, CanadaHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“Cabinet en services financiers

Source: RevenueBase Database · checked Sep 16, 2026
22Partial evidenceMidland, ON, CanadaHQ checked Sep 16, 20261-101 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, 2026

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, 2026
30.0%Verified-email coverage
9.1Average contacts per company
1-10Median size (employees)
19.1%Largest-city concentration · Toronto
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
21
51-200
4
201-500
2
501-1,000
1
1,001-5,000
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 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.

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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.