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, its RevenueBase Smart Search rating, 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 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to financial services consulting firms: 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	BFL Canada	Partial evidence	AB, Canada	1,001-5,000	1,479 contacts →
	Partial evidence “BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.” Source: RevenueBase Database · checked Sep 2, 2026
2	Perella Weinberg	Partial evidence	Calgary, AB, Canada	501-1,000	897 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
3	Eckler Ltd. Eckler Ltée	Partial evidence	Montreal, QC, Canada	201-500	400 contacts →
	Partial evidence “At Eckler, we help organizations make confident decisions about risk and financial security.” Source: RevenueBase Database · checked Sep 2, 2026
4	Optimus SBR	Partial evidence	Toronto, ON, Canada	201-500	313 contacts →
	Partial evidence “Optimus SBR is Canada’s largest independent management consulting firm.” Source: RevenueBase Database · checked Sep 2, 2026
5	MICA	Indirect evidence	Quebec, Canada	51-200	207 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
6	HUB International Québec LTD	Indirect evidence	Ottawa, ON, Canada	10001+	126 contacts →
	Indirect evidence “Hi, we're HUB.” Source: RevenueBase Database · checked Sep 2, 2026
7	Actualize Consulting	Partial evidence	Quebec City, Canada	51-200	115 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
8	Ellement Consulting Group	Partial evidence	Winnipeg, MB, Canada	51-200	73 contacts →
	Partial evidence “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Source: RevenueBase Database · checked Sep 2, 2026
9	Lafond	Indirect evidence	Montreal, QC, Canada	51-200	57 contacts →
	Indirect evidence “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Source: RevenueBase Database · checked Sep 2, 2026
10	Olympia Financial Group INC	Partial evidence	Calgary, AB, Canada	201-500	56 contacts →
	Partial evidence “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Source: RevenueBase Database · checked Sep 2, 2026
11	Comptinc	Indirect evidence	Montreal, QC, Canada	11-50	42 contacts →
	Indirect evidence “Grâce à une technologie innovante, accédez en temps réel à une qualité d'information supérieure à celle des industries traditionnelles.” Source: RevenueBase Database · checked Sep 2, 2026
12	NVS Professional Corporation	Partial evidence	Markham, ON, Canada	11-50	39 contacts →
	Partial evidence “At NVS, we want to be your financial advocate.” Source: RevenueBase Database · checked Sep 2, 2026
13	Solutia SDO	Partial evidence	Toronto, ON, Canada	51-200	34 contacts →
	Partial evidence “Solutia SDO Limited is an independent management consulting firm which began in 2003 and remains owned and operated by seasoned professionals.” Source: RevenueBase Database · checked Sep 2, 2026
14	Creative Planning Financial Group	Partial evidence	Toronto, ON, Canada	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 2, 2026
15	Services Groupe PUR INC	Partial evidence	Montreal, QC, Canada	11-50	20 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
16	Coaching Financier Trek	Partial evidence	Laval, QC, Canada	11-50	19 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
17	First North Consulting	Partial evidence	Toronto, ON, Canada	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 2, 2026
18	Quadrant Chartered Professional Accountants And Chartered Business Valuators	Partial evidence	Calgary, AB, Canada	11-50	15 contacts →
	Partial evidence “Quadrant specializes in financial services for privately owned and operated business and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 2, 2026
19	Prosphère	Indirect evidence	Rosemere, QC, Canada	11-50	12 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
20	Propulsio 360	Partial evidence	Montreal, QC, Canada	11-50	11 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
21	Bell Financial INC	Partial evidence	Aurora, ON, Canada	11-50	11 contacts →
	Partial evidence “At Bell Financial we provide clients with comprehensive financial planning.” Source: RevenueBase Database · checked Sep 2, 2026
22	TYM Business Consulting INC	Indirect evidence	Etobicoke, ON, Canada	11-50	11 contacts →
	Indirect evidence “Is the company healthy?” Source: RevenueBase Database · checked Sep 2, 2026
23	It360 Financial	Partial evidence	Quebec, QC, Canada	11-50	10 contacts →
	Partial evidence “IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Source: RevenueBase Database · checked Sep 2, 2026
24	The Halifax Group	Partial evidence	Ottawa, ON, Canada	11-50	10 contacts →
	Partial evidence “The Halifax Group is a multi-service consulting company.” Source: RevenueBase Database · checked Sep 2, 2026
25	Gestion DE Risques VSR Canada INC	Indirect evidence	Verdun, QC, Canada	11-50	9 contacts →
	Indirect evidence “AML Done Right.” Source: RevenueBase Database · checked Sep 2, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of financial services consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consulting firms. 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 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

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 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 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.
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 consulting firms), 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 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 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, 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

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 consulting firms, 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 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 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.