Company lists · Data refreshed November 2026
Top 25 Financial services associations based in Canada
RevenueBase identified 73 company matches for financial services associations associated with Canada as of November 2026 and tracks 672 professional contacts across them, including 205 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial services associations 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 services associations based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 135 contacts → | ||||
Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 84 contacts → | ||||
Exact match “Investments, Insurance, Advice” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 62 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Established in 1952, Portfolio Management Association of Canada (PMAC) is a forum for Investment Management Firms to share best practices and industry knowledge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Independent Financial Brokers is a national professional association.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Entreprise en services financiers” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “The Kelly Smith Group helps small and medium business with- Employee health - Employee retirement - Business owner financial & estate planning Certifications: CFP, CPA, CGA…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Financial Services” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Couloir Capital” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Services financiers pour entreprises et particuliers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “The Canadian Leadership Congress is dedicated to creating events and research for leaders in the investment and financial services space in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “REER | CELI | Non-enregistré | Assurance vie | Assurance invalidité | Services aux entreprises” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “The Risk Management Association (RMA) is a not-for-profit, member-driven industry association serving the financial services sector.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “ONE-STOP shop of Financial Services like: Home, Auto, Life Insurance, Investments, RESPs, Real Estate, Mortgages, Immigration and Tax Services and More.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Cabinet en services financiers” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “The Advocis Banff School has been providing members of the financial services industry educational opportunities since 1954.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Financial Security Advisors and Investment Representatives with Atherton Financial and Quadrus Investment Services Ltd offer information on investments, mutual funds, and…” 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 services associations”. 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 73 financial services associations based in Canada
See the full list, filter by size, metro and specialty, and access 205 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services associations 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 73 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 services associations” 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 205 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.
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 services associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services associations are there based in Canada?
RevenueBase identified 73 company matches for financial services associations 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?
FP Canada tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services associations?
Toronto leads with 16 company records, followed by Calgary (6) and Mississauga (6).
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 205 professional contacts with verified work emails tracked across these 73 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 73 financial services associations based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial services associations by geography
- Financial services associations based in Paris, France
- Financial services associations based in London, United Kingdom
- Financial services associations based in New York, United States
- Financial services associations based in Australia
- Financial services associations based in Brazil
- Financial services associations based in France
- Financial services associations based in Germany
- Financial services associations based in India
- Financial services associations based in Italy
- Financial services associations based in the Netherlands
- Financial services associations based in South Africa
- Financial services associations based in the United Kingdom
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 services associations based in Paris, France
- Financial services associations based in London, United Kingdom
- Financial services associations based in New York, United States
- Financial services associations based in Australia
- Financial services associations based in Brazil
- Financial services associations based in France
Company intelligence · public preview
Top 25 financial services associations 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 73 matching company records for financial services associations based in Canada, with 672 tracked contacts and 205 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 services associations 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 |  FP Canadafpcanada.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cooperatorslocal.cooperators.caHQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 84 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: Vancouver, AB, CanadaReported employees: 1,001-5,000 | Vancouver, AB, Canada | 1,001-5,000 | Exact match | 62 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Financière MSA Financialmsafinancial.comHQ: Ville St. Laurent, QC, CanadaReported employees: 11-50 | Ville St. Laurent, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Financial Executives International Canada FEI Canadafeicanada.orgHQ: Etobicoke, ON, CanadaReported employees: 11-50 | Etobicoke, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Harvest Wealth Managementharvestwealth.caHQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CALUcalu.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 12 contacts → |
“The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PMACpmac.orgHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 12 contacts → |
“Established in 1952, Portfolio Management Association of Canada (PMAC) is a forum for Investment Management Firms to share best practices and industry knowledge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Triview Capital LTDtriviewcapital.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Independent Financial Brokers is a national professional association.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Courtage Conseil Birarbirar.comHQ: Brossard, QC, CanadaReported employees: 1-10 | Brossard, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Entreprise en services financiers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Kelly Smith Group INCkellysmithgroup.caHQ: Aurora, ON, CanadaReported employees: 1-10 | Aurora, ON, Canada | 1-10 | Exact match | 5 contacts → |
“The Kelly Smith Group helps small and medium business with- Employee health - Employee retirement - Business owner financial & estate planning Certifications: CFP, CPA, CGA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Evergreen Wealth Managementevergreenwealthmanagement.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Stasuik & Associatesstasuik.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Services” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Point B Financial Worldsource Wealth Management INCpointbfinancial.caHQ: London, ON, CanadaReported employees: 1-10 | London, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Couloir Capital LTDcouloircapital.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Couloir Capital” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  PAGÉpageservicesfinanciers.comHQ: Saguenay, QC, CanadaReported employees: 1-10 | Saguenay, QC, Canada | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Solo Financial Services INCsolofs.comHQ: Laval, CanadaReported employees: 11-50 | Laval, Canada | 11-50 | Exact match | 2 contacts → |
“Services financiers pour entreprises et particuliers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Canadian Leadership Congressleadershipcongress.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“The Canadian Leadership Congress is dedicated to creating events and research for leaders in the investment and financial services space in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Services Financiers Daneaultdaneault.caHQ: Repentigny, QC, CanadaReported employees: 1-10 | Repentigny, QC, Canada | 1-10 | Exact match | 2 contacts → |
“REER | CELI | Non-enregistré | Assurance vie | Assurance invalidité | Services aux entreprises” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  RMA Torontormatoronto.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“The Risk Management Association (RMA) is a not-for-profit, member-driven industry association serving the financial services sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Universal Financial Strategies INCufsfin.comHQ: Brampton, CanadaReported employees: 11-50 | Brampton, Canada | 11-50 | Exact match | 1 contacts → |
“ONE-STOP shop of Financial Services like: Home, Auto, Life Insurance, Investments, RESPs, Real Estate, Mortgages, Immigration and Tax Services and More.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Phenix Groupe Financierphenixgf.caHQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Cabinet en services financiers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Advocis Banff Schoolbanffschool.comHQ: Banff, AB, CanadaReported employees: 1-10 | Banff, AB, Canada | 1-10 | Exact match | 1 contacts → |
“The Advocis Banff School has been providing members of the financial services industry educational opportunities since 1954.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Atherton Financial Group INCathertonfinancial.ca HQ: Midland, ON, CanadaReported employees: 1-10 | Midland, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Financial Security Advisors and Investment Representatives with Atherton Financial and Quadrus Investment Services Ltd offer information on investments, mutual funds, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Financial services associations: 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
73 records in the displayed employee bands.
0 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 73 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 ↗
Questions about this company list
What does Exact match mean for financial services associations?
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 services associations did RevenueBase find based in Canada?
The saved snapshot records 73 matching company records, 672 tracked contacts and 205 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 services associations by geography
- Financial services associations based in Paris, France
- Financial services associations based in London, United Kingdom
- Financial services associations based in New York, United States
- Financial services associations based in Australia
- Financial services associations based in Brazil
- Financial services associations based in France
- Financial services associations based in Germany
- Financial services associations based in India
- Financial services associations based in Italy
- Financial services associations based in the Netherlands
- Financial services associations based in South Africa
- Financial services associations based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services associations based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-services-associations/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 services associations based in Paris, France
- Financial services associations based in London, United Kingdom
- Financial services associations based in New York, United States
- Financial services associations based in Australia
- Financial services associations based in Brazil
- Financial services associations based in France
Company intelligence · public preview
Top 25 financial services associations based in Canada
RevenueBase records 73 matching company records for financial services associations based in Canada, with 672 tracked contacts and 205 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 services associations 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 | FP Canadafpcanada.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 135 contacts → |
“FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 84 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: Vancouver, AB, CanadaReported employees: 1,001-5,000 | Vancouver, AB, Canada | 1,001-5,000 | Exact match | 62 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Financière MSA Financialmsafinancial.com HQ: Ville St. Laurent, QC, CanadaReported employees: 11-50 | Ville St. Laurent, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Founded in 1978 and federally chartered, MSA Financial is a firm in brokerage of financial services and is a registered financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Financial Executives International Canada FEI Canadafeicanada.org HQ: Etobicoke, ON, CanadaReported employees: 11-50 | Etobicoke, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Financial Executives International Canada (FEI Canada) is the leading voice and informed choice for senior financial executives across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Harvest Wealth Managementharvestwealth.ca HQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CALUcalu.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 12 contacts → |
“The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PMACpmac.org HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 12 contacts → |
“Established in 1952, Portfolio Management Association of Canada (PMAC) is a forum for Investment Management Firms to share best practices and industry knowledge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Triview Capital LTDtriviewcapital.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Independent Financial Brokers is a national professional association.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Courtage Conseil Birarbirar.com HQ: Brossard, QC, CanadaReported employees: 1-10 | Brossard, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Entreprise en services financiers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Kelly Smith Group INCkellysmithgroup.ca HQ: Aurora, ON, CanadaReported employees: 1-10 | Aurora, ON, Canada | 1-10 | Exact match | 5 contacts → |
“The Kelly Smith Group helps small and medium business with- Employee health - Employee retirement - Business owner financial & estate planning Certifications: CFP, CPA, CGA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Evergreen Wealth Managementevergreenwealthmanagement.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stasuik & Associatesstasuik.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Services” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Point B Financial Worldsource Wealth Management INCpointbfinancial.ca HQ: London, ON, CanadaReported employees: 1-10 | London, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Couloir Capital LTDcouloircapital.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Couloir Capital” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | PAGÉpageservicesfinanciers.com HQ: Saguenay, QC, CanadaReported employees: 1-10 | Saguenay, QC, Canada | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Solo Financial Services INCsolofs.com HQ: Laval, CanadaReported employees: 11-50 | Laval, Canada | 11-50 | Exact match | 2 contacts → |
“Services financiers pour entreprises et particuliers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Canadian Leadership Congressleadershipcongress.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“The Canadian Leadership Congress is dedicated to creating events and research for leaders in the investment and financial services space in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Services Financiers Daneaultdaneault.ca HQ: Repentigny, QC, CanadaReported employees: 1-10 | Repentigny, QC, Canada | 1-10 | Exact match | 2 contacts → |
“REER | CELI | Non-enregistré | Assurance vie | Assurance invalidité | Services aux entreprises” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | RMA Torontormatoronto.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“The Risk Management Association (RMA) is a not-for-profit, member-driven industry association serving the financial services sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Universal Financial Strategies INCufsfin.com HQ: Brampton, CanadaReported employees: 11-50 | Brampton, Canada | 11-50 | Exact match | 1 contacts → |
“ONE-STOP shop of Financial Services like: Home, Auto, Life Insurance, Investments, RESPs, Real Estate, Mortgages, Immigration and Tax Services and More.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Phenix Groupe Financierphenixgf.ca HQ: Laval, QC, CanadaReported employees: 1-10 | Laval, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Cabinet en services financiers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Advocis Banff Schoolbanffschool.com HQ: Banff, AB, CanadaReported employees: 1-10 | Banff, AB, Canada | 1-10 | Exact match | 1 contacts → |
“The Advocis Banff School has been providing members of the financial services industry educational opportunities since 1954.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Atherton Financial Group INCathertonfinancial.ca HQ: Midland, ON, CanadaReported employees: 1-10 | Midland, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Financial Security Advisors and Investment Representatives with Atherton Financial and Quadrus Investment Services Ltd offer information on investments, mutual funds, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Financial services associations: 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
73 records in the displayed employee bands.
0 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 73 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 ↗
Questions about this company list
What does Exact match mean for financial services associations?
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 services associations did RevenueBase find based in Canada?
The saved snapshot records 73 matching company records, 672 tracked contacts and 205 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 services associations by geography
- Financial services associations based in Paris, France
- Financial services associations based in London, United Kingdom
- Financial services associations based in New York, United States
- Financial services associations based in Australia
- Financial services associations based in Brazil
- Financial services associations based in France
- Financial services associations based in Germany
- Financial services associations based in India
- Financial services associations based in Italy
- Financial services associations based in the Netherlands
- Financial services associations based in South Africa
- Financial services associations based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services associations based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-services-associations/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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- Financial services associations based in Paris, France
- Financial services associations based in London, United Kingdom
- Financial services associations based in New York, United States
- Financial services associations based in Australia
- Financial services associations based in Brazil
- Financial services associations based in France