Company lists · Data refreshed September 2026

Top 25 Financial services consulting firms based in Canada

Name: Financial services consulting firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 869 companies tracked

RevenueBase identified 869 financial services consulting firms headquartered in Canada as of September 2026 and tracks 6,902 professional contacts across them, including 3,481 with verified work emails and 742 with mobile numbers. Toronto is the largest hub.

This list covers financial services consulting firms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

869Companies

6,902Contacts tracked

3,481Verified emails

742Mobile numbers

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The 25 largest financial services consulting firms based in Canada

Ranked by team size

Top 25 of 869 financial services consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial services consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	BFL CanadaPartial evidence	AB, Canada	1,001-5,000	1,479
	“BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.” Source: company website · checked Sep 2, 2026
2	Perella WeinbergPartial evidence	Calgary, AB, Canada	501-1,000	897
	“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: company website · checked Sep 2, 2026
3	Eckler Ltd. Eckler LtéePartial evidence	Montreal, QC, Canada	201-500	400
	“At Eckler, we help organizations make confident decisions about risk and financial security.” Source: company website · checked Sep 2, 2026
4	Optimus SBRPartial evidence	Toronto, ON, Canada	201-500	313
	“Optimus SBR is Canada’s largest independent management consulting firm.” Source: company website · checked Sep 2, 2026
5	MICAIndirect evidence	Quebec, Canada	51-200	207
	“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Source: company website · checked Sep 2, 2026
6	HUB International Québec LTDIndirect evidence	Ottawa, ON, Canada	10001+	126
	“Hi, we're HUB.” Source: company website · checked Sep 2, 2026
7	Actualize ConsultingPartial evidence	Quebec City, Canada	51-200	115
	“Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Source: company website · checked Sep 2, 2026
8	Ellement Consulting GroupPartial evidence	Winnipeg, MB, Canada	51-200	73
	“Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Source: company website · checked Sep 2, 2026
9	LafondIndirect evidence	Montreal, QC, Canada	51-200	57
	“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Source: company website · checked Sep 2, 2026
10	Olympia Financial Group INCPartial evidence	Calgary, AB, Canada	201-500	56
	“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Source: company website · checked Sep 2, 2026
11	ComptincIndirect evidence	Montreal, QC, Canada	11-50	42
	“Grâce à une technologie innovante, accédez en temps réel à une qualité d'information supérieure à celle des industries traditionnelles.” Source: company website · checked Sep 2, 2026
12	NVS Professional CorporationPartial evidence	Markham, ON, Canada	11-50	39
	“At NVS, we want to be your financial advocate.” Source: company website · checked Sep 2, 2026
13	Solutia SDOPartial evidence	Toronto, ON, Canada	51-200	34
	“Solutia SDO Limited is an independent management consulting firm which began in 2003 and remains owned and operated by seasoned professionals.” Source: company website · checked Sep 2, 2026
14	Creative Planning Financial GroupPartial evidence	Toronto, ON, Canada	51-200	29
	“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: company website · checked Sep 2, 2026
15	Services Groupe PUR INCPartial evidence	Montreal, QC, Canada	11-50	20
	“Une firme de services-conseils innovatrice qui a pour mission d’accompagner les compagnies à créer de la valeur autour de leurs processus de divulgation financières…” Source: company website · checked Sep 2, 2026
16	Coaching Financier TrekPartial evidence	Laval, QC, Canada	11-50	19
	“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Source: company website · checked Sep 2, 2026
17	First North ConsultingPartial evidence	Toronto, ON, Canada	51-200	16
	“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: company website · checked Sep 2, 2026
18	Quadrant Chartered Professional Accountants And Chartered Business ValuatorsPartial evidence	Calgary, AB, Canada	11-50	15
	“Quadrant specializes in financial services for privately owned and operated business and not-for-profit organizations.” Source: company website · checked Sep 2, 2026
19	ProsphèreIndirect evidence	Rosemere, QC, Canada	11-50	12
	“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Source: company website · checked Sep 2, 2026
20	Propulsio 360Partial evidence	Montreal, QC, Canada	11-50	11
	“Notre mission consiste à rendre un service hautement personnalisé au niveau de la consultation d’affaires et des services juridiques, marketing et financier pour des entreprises…” Source: company website · checked Sep 2, 2026
21	Bell Financial INCPartial evidence	Aurora, ON, Canada	11-50	11
	“At Bell Financial we provide clients with comprehensive financial planning.” Source: company website · checked Sep 2, 2026
22	TYM Business Consulting INCIndirect evidence	Etobicoke, ON, Canada	11-50	11
	“Is the company healthy?” Source: company website · checked Sep 2, 2026
23	It360 FinancialPartial evidence	Quebec, QC, Canada	11-50	10
	“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Source: company website · checked Sep 2, 2026
24	The Halifax GroupPartial evidence	Ottawa, ON, Canada	11-50	10
	“The Halifax Group is a multi-service consulting company.” Source: company website · checked Sep 2, 2026
25	Gestion DE Risques VSR Canada INCIndirect evidence	Verdun, QC, Canada	11-50	9
	“AML Done Right.” Source: company website · checked Sep 2, 2026

Showing 25 of 869 financial services consulting firms based in Canada

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Financial services consulting firms based in Canada at a glance

As of Sep 2, 2026

1-10Median size (employees)

TorontoLargest hub · 206 HQs

742Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

648

11-50

170

51-200

201-500

501-1,000

1,001-5,000

10001+

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 consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “financial services consulting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among financial services consulting firms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence 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, 3,481 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 2, 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 consulting firms by metro

Financial services consulting firms in Toronto206
Financial services consulting firms in Montreal73
Financial services consulting firms in Vancouver59
Financial services consulting firms in Calgary58
Financial services consulting firms in Mississauga41
Financial services consulting firms in Edmonton32
Financial services consulting firms in Ottawa31
Financial services consulting firms in Quebec25

Frequently asked

How many financial services consulting firms are there based in Canada?

RevenueBase identified 869 financial services consulting firms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

BFL Canada, headquartered in Canada, tops this list with the largest team on record.

Which city has the most financial services consulting firms?

Toronto leads with 206 headquartered companies, followed by Montreal (73) and Vancouver (59).

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 3,481 verified decision-maker contacts tracked across these 869 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 2, 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 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.