Company lists · Data refreshed September 2026

Top 24 Financial strategy consulting firms based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 182 companies tracked

RevenueBase identified 182 financial strategy consulting firms headquartered in Toronto, Canada as of September 2026 and tracks 600 professional contacts across them, including 222 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers financial strategy consulting firms headquartered in Toronto, 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 30, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

182Companies

600Contacts tracked

222Verified emails

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The 24 largest financial strategy consulting firms based in Toronto, Canada

Ranked by team size

Top 24 of 182 financial strategy consulting firms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy 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	Sapling Financial Consultants INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	11-50	45 contacts →
	Partial evidence “Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Source: RevenueBase Database · checked Sep 30, 2026
2	Infor Financial	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	11-50	32 contacts →
	Strong evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 30, 2026
3	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	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 30, 2026
4	Mensana Change Management LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	11-50	23 contacts →
	Strong evidence “CHICAGO \| TORONTO Mensana is a management consulting firm focused on executing the strategy of leading organizations, significantly impacting their financial performance through…” Source: RevenueBase Database · checked Sep 30, 2026
5	Trusted Financial	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	11-50	18 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
6	First North Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	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 30, 2026
7	Monte Carlos Consulting INC	Partial evidence	Toronto, CanadaHQ checked Sep 30, 2026	1-10	16 contacts →
	Partial evidence “Monte Carlos Consulting: where expertise meets efficiency.” Source: RevenueBase Database · checked Sep 30, 2026
8	Generation Pmca Corp	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	11-50	11 contacts →
	Indirect evidence “Established in Generation PMCA Corp.” Source: RevenueBase Database · checked Sep 30, 2026
9	Rubach Wealth Holistic Family Advisors	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	9 contacts →
	Partial evidence “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Source: RevenueBase Database · checked Sep 30, 2026
10	Lifecycle Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “We are a tight knit-team of professionals with over 80 years of combined experience.” Source: RevenueBase Database · checked Sep 30, 2026
11	Forbes Andersen Technology INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
12	Excelsior Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	5 contacts →
	Partial evidence “Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Source: RevenueBase Database · checked Sep 30, 2026
13	Guilfoyle Financial INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	11-50	4 contacts →
	Strong evidence “Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Source: RevenueBase Database · checked Sep 30, 2026
14	Dextra Advisory	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “Dextra Advisory is your one stop shop finance and strategy partner!” Source: RevenueBase Database · checked Sep 30, 2026
15	Advisorbranding	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “Because we work exclusively within the financial services industry, we understand how to position advisory practices and asset management firms strategically, so that they can…” Source: RevenueBase Database · checked Sep 30, 2026
16	Karma Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026
17	Ltci Consulting INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Source: RevenueBase Database · checked Sep 30, 2026
18	The Vantage Talent Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Source: RevenueBase Database · checked Sep 30, 2026
19	Mc2 Business Advisors INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Source: RevenueBase Database · checked Sep 30, 2026
20	Anthem Business Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Source: RevenueBase Database · checked Sep 30, 2026
21	Publow Advisory Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “At Publow Advisory, your financial success is our top priority.” Source: RevenueBase Database · checked Sep 30, 2026
22	CMP Business Advisors Professional Corporation	Strong evidence	Toronto, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “Fractional CFO, Interim CFO, Management Consulting, Finance Transformation, Business Coaching Your business needs: • Meaningful information to manage your business • Financing and…” Source: RevenueBase Database · checked Sep 30, 2026
23	Bulwark Financial Services	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Source: RevenueBase Database · checked Sep 30, 2026
24	Yourlife Financial Wealth Management Of Designed Securities LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “YourLife Financial Wealth Management of Aligned Capital Partners Inc, is a financial planning firm, located in North York, Ontario.” Source: RevenueBase Database · checked Sep 30, 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 strategy 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 strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy 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 strategy 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 24 of 182 financial strategy consulting firms based in Toronto, Canada

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Financial strategy consulting firms based in Toronto, Canada at a glance

As of Sep 30, 2026

37.0%Verified-email coverage

3.3Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

144

11-50

51-200

201-500

1,001-5,000

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 182 companies.

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 strategy 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 Toronto, Canada whose own description of what they do matches “financial strategy 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 strategy 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 strategy consulting firms, and records with no verified work email. Companies headquartered outside Toronto 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, 222 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 30, 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 strategy consulting firms by metro in Canada

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 strategy 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 strategy consulting firms are there based in Toronto, Canada?

RevenueBase identified 182 financial strategy consulting firms headquartered in Toronto, 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?

Sapling Financial Consultants INC, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most financial strategy consulting firms?

Toronto leads Canada with 182 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 222 verified decision-maker contacts tracked across these 182 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 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 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.