Company lists · Data refreshed September 2026
Top 25 Financial services consultants based in Toronto, Canada
RevenueBase identified 141 company matches for financial services consultants associated with Toronto, Canada as of September 2026 and tracks 458 professional contacts across them, including 164 with verified work emails. Across Canada, Toronto is the largest hub for this category.
This list covers company matches for financial services consultants associated with Toronto, 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 September 16, 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 consultants based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32 contacts → | ||||
Exact match “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 29 contacts → | ||||
Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 16 contacts → | ||||
Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “HiFi is a marketing consultancy created exclusively for the financial services industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “You know where you want to go-we show you how to get there.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Dean French Advisor Co.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “A Wealth Consulting firm dedicated to assisting HNW professionals and business owners with all their financial planning needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “At Strategic Success Consulting we uphold an ongoing commitment to providing an elevated level of personal service.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Publow Advisory, your financial success is our top priority.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Fractional CFO, Interim CFO, Management Consulting, Finance Transformation, Business Coaching Your business needs: • Meaningful information to manage your business • Financing and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “In today’s highly integrated and automated investment systems environment, there is no such thing as a single system implementation.” Recorded in the RevenueBase company graph · Sep 16, 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 consultants”. 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 141 financial services consultants based in Toronto, Canada
See the full list, filter by size, metro and specialty, and access 164 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services consultants based in Toronto, Canada at a glance
As of Sep 16, 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 141 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 Toronto, Canada whose business descriptions match “financial services consultants” 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 164 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 September 16, 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.
Financial services consultants by metro in Canada
- 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 Ottawa27
- Financial services consultants in Winnipeg25
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services consultants are there based in Toronto, Canada?
RevenueBase identified 141 company matches for financial services consultants associated with Toronto, Canada as of September 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?
Infor Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most financial services consultants?
Toronto leads Canada with 141 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 164 professional contacts with verified work emails tracked across these 141 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 September 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 141 financial services consultants based in Toronto, Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial services consultants by geography
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- Financial services consultants based in Curitiba, Brazil
- Financial services consultants based in Porto Alegre, Brazil
- Financial services consultants based in Rio De Janeiro, Brazil
- Financial services consultants based in Sao Paulo, Brazil
- Financial services consultants based in Calgary, Canada
- Financial services consultants based in Edmonton, Canada
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 consultants based in Adelaide, Australia
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Company intelligence · public preview
Top 25 financial services consultants based in Toronto, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 141 matching company records for financial services consultants based in Toronto, Canada, with 458 tracked contacts and 164 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: September 16, 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 consultants based in Toronto, 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 |  Infor Financialinforfg.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 32 contacts → |
“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 29 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  First North Consultingfirstnorth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Generation Pmca Corpgenerationpmca.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Established in Generation PMCA Corp.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Basis Wealth And Basis Benefitsbasiswealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lifecycle Wealthlifecyclewealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  HIFIworkwithhifi.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 6 contacts → |
“HiFi is a marketing consultancy created exclusively for the financial services industry.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Forbes Andersen Technology INCforbesandersentechnology.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Excelsior Financial Groupefgcanada.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Four Point Financialfourpointfinancial.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“You know where you want to go-we show you how to get there.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Guilfoyle Financial INCguilfoylefinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 4 contacts → |
“Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Dean French Advisor Co. LTDdeanfrench.comHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
“Dean French Advisor Co.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | GBK Strategic Financial Partnersgbkstrategic.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“A Wealth Consulting firm dedicated to assisting HNW professionals and business owners with all their financial planning needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic Success Consultingstrategicsuccessconsulting.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
“At Strategic Success Consulting we uphold an ongoing commitment to providing an elevated level of personal service.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Karma Financialkarmafinancial.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We’re a unique financial advisory firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ltci Consulting INCltciconsulting.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  The Vantage Talent Groupvantage-talent.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Mc2 Business Advisors INCmc2ba.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Anthem Business Consultinganthemconsulting.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Publow Advisory Grouppublowadvisory.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Publow Advisory, your financial success is our top priority.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CMP Business Advisors Professional Corporationcmpbusinessadvisors.caHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 3 contacts → |
“Fractional CFO, Interim CFO, Management Consulting, Finance Transformation, Business Coaching Your business needs: • Meaningful information to manage your business • Financing and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bulwark Financial Servicesbulwarkfc.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  IVY Financial LTDivyfinancial.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bridge Consulting Partners LTDbridgeconsulting.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“In today’s highly integrated and automated investment systems environment, there is no such thing as a single system implementation.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 141 company matches
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Financial services consultants: dataset insights
September 16, 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
140 records in the displayed employee bands.
1 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 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 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: September 16, 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 ↗
Financial services consultants by metro in Canada
- 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 Ottawa27
- Financial services consultants in Winnipeg25
Questions about this company list
What does Exact match mean for financial services consultants?
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 consultants did RevenueBase find based in Toronto, Canada?
The saved snapshot records 141 matching company records, 458 tracked contacts and 164 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: September 16, 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 consultants by geography
- Financial services consultants based in Adelaide, Australia
- Financial services consultants based in Brisbane, Australia
- Financial services consultants based in Melbourne, Australia
- Financial services consultants based in Sydney, Australia
- Financial services consultants based in Belo Horizonte, Brazil
- Financial services consultants based in Campinas, Brazil
- Financial services consultants based in Curitiba, Brazil
- Financial services consultants based in Porto Alegre, Brazil
- Financial services consultants based in Rio De Janeiro, Brazil
- Financial services consultants based in Sao Paulo, Brazil
- Financial services consultants based in Calgary, Canada
- Financial services consultants based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 financial services consultants based in Toronto, Canada. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-consultants/canada/toronto.
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 consultants based in Adelaide, Australia
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- Financial services consultants based in Melbourne, Australia
- Financial services consultants based in Sydney, Australia
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- Financial services consultants based in Campinas, Brazil
Company intelligence · public preview
Top 25 financial services consultants based in Toronto, Canada
RevenueBase records 141 matching company records for financial services consultants based in Toronto, Canada, with 458 tracked contacts and 164 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: September 16, 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 consultants based in Toronto, 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 | Infor Financialinforfg.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 32 contacts → |
“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 29 contacts → |
“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | First North Consultingfirstnorth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Generation Pmca Corpgenerationpmca.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Established in Generation PMCA Corp.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Basis Wealth And Basis Benefitsbasiswealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lifecycle Wealthlifecyclewealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HIFIworkwithhifi.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 6 contacts → |
“HiFi is a marketing consultancy created exclusively for the financial services industry.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Forbes Andersen Technology INCforbesandersentechnology.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Excelsior Financial Groupefgcanada.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Four Point Financialfourpointfinancial.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“You know where you want to go-we show you how to get there.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Guilfoyle Financial INCguilfoylefinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 4 contacts → |
“Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Dean French Advisor Co. LTDdeanfrench.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
“Dean French Advisor Co.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | GBK Strategic Financial Partnersgbkstrategic.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“A Wealth Consulting firm dedicated to assisting HNW professionals and business owners with all their financial planning needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic Success Consultingstrategicsuccessconsulting.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
“At Strategic Success Consulting we uphold an ongoing commitment to providing an elevated level of personal service.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Karma Financialkarmafinancial.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We’re a unique financial advisory firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ltci Consulting INCltciconsulting.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Vantage Talent Groupvantage-talent.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mc2 Business Advisors INCmc2ba.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Anthem Business Consultinganthemconsulting.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Publow Advisory Grouppublowadvisory.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Publow Advisory, your financial success is our top priority.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CMP Business Advisors Professional Corporationcmpbusinessadvisors.ca HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 3 contacts → |
“Fractional CFO, Interim CFO, Management Consulting, Finance Transformation, Business Coaching Your business needs: • Meaningful information to manage your business • Financing and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bulwark Financial Servicesbulwarkfc.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | IVY Financial LTDivyfinancial.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bridge Consulting Partners LTDbridgeconsulting.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“In today’s highly integrated and automated investment systems environment, there is no such thing as a single system implementation.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 141 company matches
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Financial services consultants: dataset insights
September 16, 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
140 records in the displayed employee bands.
1 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 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 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: September 16, 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 ↗
Financial services consultants by metro in Canada
- 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 Ottawa27
- Financial services consultants in Winnipeg25
Questions about this company list
What does Exact match mean for financial services consultants?
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 consultants did RevenueBase find based in Toronto, Canada?
The saved snapshot records 141 matching company records, 458 tracked contacts and 164 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: September 16, 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.
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Cite this list
RevenueBase Data Team. Top 25 financial services consultants based in Toronto, Canada. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-consultants/canada/toronto.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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