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 company matches for financial services consulting firms associated with 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 company matches for financial services consulting firms 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 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 RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built

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 company matches for financial services consulting firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BFL Canada	Exact match	AB, Canada	1,001-5,000	1,479 contacts →
	Exact match “BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2	Perella Weinberg	Exact match	Calgary, AB, Canada	501-1,000	897 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3	Eckler Ltd. Eckler Ltée	Exact match	Montreal, QC, Canada	201-500	400 contacts →
	Exact match “At Eckler, we help organizations make confident decisions about risk and financial security.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4	Optimus SBR	Exact match	Toronto, ON, Canada	201-500	313 contacts →
	Exact match “Optimus SBR is Canada’s largest independent management consulting firm.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5	MICA	Exact match	Quebec, Canada	51-200	207 contacts →
	Exact match “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6	HUB International Québec LTD	Exact match	Ottawa, ON, Canada	10001+	126 contacts →
	Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7	Actualize Consulting	Exact match	Quebec City, Canada	51-200	115 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8	Ellement Consulting Group	Exact match	Winnipeg, MB, Canada	51-200	73 contacts →
	Exact match “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9	Lafond	Exact match	Montreal, QC, Canada	51-200	57 contacts →
	Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10	Olympia Financial Group INC	Exact match	Calgary, AB, Canada	201-500	56 contacts →
	Exact match “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11	Comptinc	Exact match	Montreal, QC, Canada	11-50	42 contacts →
	Exact match “Grâce à une technologie innovante, accédez en temps réel à une qualité d'information supérieure à celle des industries traditionnelles.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12	NVS Professional Corporation	Exact match	Markham, ON, Canada	11-50	39 contacts →
	Exact match “At NVS, we want to be your financial advocate.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13	Solutia SDO	Exact match	Toronto, ON, Canada	51-200	34 contacts →
	Exact match “Solutia SDO Limited is an independent management consulting firm which began in 2003 and remains owned and operated by seasoned professionals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14	Creative Planning Financial Group	Exact match	Toronto, ON, Canada	51-200	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 2, 2026 · View company records in RevenueBase
15	Services Groupe PUR INC	Exact match	Montreal, QC, Canada	11-50	20 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16	Coaching Financier Trek	Exact match	Laval, QC, Canada	11-50	19 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17	First North Consulting	Exact match	Toronto, ON, Canada	51-200	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 2, 2026 · View company records in RevenueBase
18	Quadrant Chartered Professional Accountants And Chartered Business Valuators	Exact match	Calgary, AB, Canada	11-50	15 contacts →
	Exact match “Quadrant specializes in financial services for privately owned and operated business and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19	Prosphère	Exact match	Rosemere, QC, Canada	11-50	12 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20	Propulsio 360	Exact match	Montreal, QC, Canada	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21	Bell Financial INC	Exact match	Aurora, ON, Canada	11-50	11 contacts →
	Exact match “At Bell Financial we provide clients with comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22	TYM Business Consulting INC	Exact match	Etobicoke, ON, Canada	11-50	11 contacts →
	Exact match “Is the company healthy?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23	It360 Financial	Exact match	Quebec, QC, Canada	11-50	10 contacts →
	Exact match “IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24	The Halifax Group	Exact match	Ottawa, ON, Canada	11-50	10 contacts →
	Exact match “The Halifax Group is a multi-service consulting company.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25	Gestion DE Risques VSR Canada INC	Exact match	Verdun, QC, Canada	11-50	9 contacts →
	Exact match “AML Done Right.” Recorded in the RevenueBase company graph · Sep 2, 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 consulting firms”. 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 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

50.4%Verified-email coverage

10.8%Mobile-number coverage

7.9Average contacts per company

1-10Median size (employees)

23.7%Largest-city concentration · Toronto

Sep 2, 2026Page data 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

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 consulting firms” 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 3,481 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 2, 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 consulting firms by metro

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 869 company matches for financial services consulting firms associated with 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?

BFL 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 consulting firms?

Toronto leads with 206 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 3,481 professional contacts with verified work emails tracked across these 869 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 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.