Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 957 companies tracked

RevenueBase identified 957 company matches for financial strategy consulting firms associated with Canada as of September 2026 and tracks 10,229 professional contacts across them, including 3,932 with verified work emails and 817 with mobile numbers. Toronto is the largest hub.

This list covers company matches for financial strategy 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 30, 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 30, 2026 How this list was built

957Companies

10,229Contacts tracked

3,932Verified emails

817Mobile numbers

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The 25 largest financial strategy consulting firms based in Canada

Ranked by team size

Top 25 of 957 company matches for financial strategy consulting firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 30, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Lafond	Exact match	Montréal, QC, CanadaHQ recorded Sep 30, 2026	51-200	58 contacts →
	Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Consilium Assurance Groupe Conseil	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	54 contacts →
	Exact match “Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs projets et résoudre leurs enjeux personnels et d’affaires.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Bgy, Services Financiers Intégrés INC	Exact match	Québec, CanadaHQ recorded Sep 30, 2026	51-200	54 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	LLT LLP	Exact match	Chilliwack, BC, CanadaHQ recorded Sep 30, 2026	11-50	50 contacts →
	Exact match “At LLT we like smart work with a dose of fun.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Sapling Financial Consultants INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	11-50	45 contacts →
	Exact match “Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	SBA Insights INC	Exact match	Stoney Creek, ON, CanadaHQ recorded Sep 30, 2026	11-50	41 contacts →
	Exact match “SBA Insights provides the highest level of financial expertise to small and medium-sized enterprises.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Planica Services Financiers	Exact match	Québec, QC, CanadaHQ recorded Sep 30, 2026	11-50	40 contacts →
	Exact match “Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 30, 2026	11-50	37 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Infor Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
11	Galloway Botteselle & Company	Exact match	Vancouver, BC, CanadaHQ recorded Sep 30, 2026	11-50	29 contacts →
	Exact match “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	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 30, 2026 · View company records in RevenueBase
13	Twenty Eighty	Exact match	Calgary, AB, CanadaHQ recorded Sep 30, 2026	11-50	28 contacts →
	Exact match “Twenty Eighty helps owners, entrepreneurs, and founders transform their business through people-first, all-in-one financial advisory.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	The Steele Group	Exact match	Cambridge, ON, CanadaHQ recorded Sep 30, 2026	11-50	25 contacts →
	Exact match “Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Fitzpatrick & CO	Exact match	Charlottetown, PE, CanadaHQ recorded Sep 30, 2026	11-50	24 contacts →
	Exact match “With experience in multiple sectors and a focus on the Atlantic Canadian economic landscape, Fitzpatrick & Co.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Mensana Change Management LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	11-50	23 contacts →
	Exact match “CHICAGO \| TORONTO Mensana is a management consulting firm focused on executing the strategy of leading organizations, significantly impacting their financial performance through…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Finmetrix INC	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “Independent from all banks and brokers, FINMETRIX offers objective consulting services without hidden fees or financial product purchases.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Sorrell Financial	Exact match	Edmonton, AB, CanadaHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “Sorrell Financial is a unique financial advisor.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Bristol Capital Management	Exact match	Oakville, ON, CanadaHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “We are a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Innova Wealth Partners	Exact match	Sudbury, ON, CanadaHQ recorded Sep 30, 2026	11-50	20 contacts →
	Exact match “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Coaching Financier Trek	Exact match	Laval, QC, CanadaHQ recorded Sep 30, 2026	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 30, 2026 · View company records in RevenueBase
22	Discovery Financial Group	Exact match	Grande Prairie, AB, CanadaHQ recorded Sep 30, 2026	1-10	19 contacts →
	Exact match “Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Pinnacle Accounting And Finance Pinnacleaf	Exact match	Calgary, AB, CanadaHQ recorded Sep 30, 2026	11-50	18 contacts →
	Exact match “Pinnacle Accounting & Finance Ltd is a dynamic organization with a focus on the finance, accounting, and business consulting markets both nationally and internationally.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Trusted Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	11-50	18 contacts →
	Exact match “Trusted Financial is a premier strategic finance & advisory firm, dedicated to guiding founders, CEOs, and business owners of middle-market companies through their most critical…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Guindi	Exact match	Montreal, QC, CanadaHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “At Guindi CA, our focus is on adding real value for our clients.” Recorded in the RevenueBase company graph · Sep 30, 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 strategy 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 957 financial strategy consulting firms based in Canada

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Financial strategy consulting firms based in Canada at a glance

As of Sep 30, 2026

38.4%Verified-email coverage

8.0%Mobile-number coverage

10.7Average contacts per company

1-10Median size (employees)

19.0%Largest-city concentration · Toronto

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

770

11-50

151

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

1,2780–30

3,01731–60

17361–90

190–180

22180+

Company record updated

Median 93.5d

00–30

2,76131–60

2,81361–90

5,30190–180

683180+

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 strategy 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 3,932 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 30, 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 strategy 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 strategy consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 957 company matches for financial strategy 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial strategy consulting firms?

Toronto leads with 182 company records, followed by Calgary (64) 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 3,932 professional contacts with verified work emails tracked across these 957 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 30, 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.