Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Toronto, Canada

Name: Financial services consultants based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 141 companies tracked

RevenueBase identified 141 financial services consultants headquartered in Toronto, Canada as of September 2026 and tracks 458 professional contacts across them, including 164 with verified work emails. Toronto is the largest hub.

This list covers financial services consultants 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 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

141Companies

458Contacts tracked

164Verified emails

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The 25 largest financial services consultants based in Toronto, Canada

Ranked by team size

Top 25 of 141 financial services consultants based in Toronto, 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 consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Infor Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	11-50	32 contacts →
	Partial evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 16, 2026
2	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	51-200	29 contacts →
	Partial 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 16, 2026
3	First North Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	51-200	16 contacts →
	Partial evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 16, 2026
4	Generation Pmca Corp	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “Established in Generation PMCA Corp.” Source: RevenueBase Database · checked Sep 16, 2026
5	Basis Wealth And Basis Benefits	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	7 contacts →
	Partial evidence “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Source: RevenueBase Database · checked Sep 16, 2026
6	Lifecycle Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “We are a tight knit-team of professionals with over 80 years of combined experience.” Source: RevenueBase Database · checked Sep 16, 2026
7	HIFI	Strong evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	51-200	6 contacts →
	Strong evidence “HiFi is a marketing consultancy created exclusively for the financial services industry.” Source: RevenueBase Database · checked Sep 16, 2026
8	Forbes Andersen Technology INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on…” Source: RevenueBase Database · checked Sep 16, 2026
9	Excelsior Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Source: RevenueBase Database · checked Sep 16, 2026
10	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 16, 2026
11	Evergreen Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	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, 2026
12	Guilfoyle Financial INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	11-50	4 contacts →
	Partial evidence “Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Source: RevenueBase Database · checked Sep 16, 2026
13	Dean French Advisor Co. LTD	Indirect evidence	Toronto, CanadaHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Dean French Advisor Co.” Source: RevenueBase Database · checked Sep 16, 2026
14	GBK Strategic Financial Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “A Wealth Consulting firm dedicated to assisting HNW professionals and business owners with all their financial planning needs.” Source: RevenueBase Database · checked Sep 16, 2026
15	Strategic Success Consulting	Indirect evidence	Toronto, CanadaHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “At Strategic Success Consulting we uphold an ongoing commitment to providing an elevated level of personal service.” Source: RevenueBase Database · checked Sep 16, 2026
16	Karma Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
17	Ltci Consulting INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial 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 16, 2026
18	The Vantage Talent Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	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 16, 2026
19	Mc2 Business Advisors INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Source: RevenueBase Database · checked Sep 16, 2026
20	Anthem Business Consulting	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Source: RevenueBase Database · checked Sep 16, 2026
21	Publow Advisory Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “At Publow Advisory, your financial success is our top priority.” Source: RevenueBase Database · checked Sep 16, 2026
22	CMP Business Advisors Professional Corporation	Partial evidence	Toronto, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “Fractional CFO, Interim CFO, Management Consulting, Finance Transformation, Business Coaching Your business needs: • Meaningful information to manage your business • Financing and…” Source: RevenueBase Database · checked Sep 16, 2026
23	Bulwark Financial Services	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Source: RevenueBase Database · checked Sep 16, 2026
24	IVY Financial LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial 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 16, 2026
25	Bridge Consulting Partners LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “In today’s highly integrated and automated investment systems environment, there is no such thing as a single system implementation.” Source: RevenueBase Database · checked Sep 16, 2026

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 consultants. 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 consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultants. 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 141 financial services consultants based in Toronto, Canada

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Financial services consultants based in Toronto, Canada at a glance

As of Sep 16, 2026

35.8%Verified-email coverage

3.2Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

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 141 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 consultants, 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 services consultants”. 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 consultants), 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 consultants, 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, 164 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.

Financial services consultants by metro in Canada

Financial services consultants in Toronto141
Financial services consultants in Calgary65
Financial services consultants in Vancouver61
Financial services consultants in Montreal54
Financial services consultants in Mississauga47
Financial services consultants in Edmonton38
Financial services consultants in Quebec32
Financial services consultants in Ottawa27
Financial services consultants in Winnipeg25

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 consultants, 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 consultants are there based in Toronto, Canada?

RevenueBase identified 141 financial services consultants 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?

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

Which city has the most financial services consultants?

Toronto leads with 141 headquartered companies, followed by Calgary (65) and Vancouver (61).

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 164 verified decision-maker contacts tracked across these 141 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.