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 company matches for financial strategy consulting firms associated with 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 company matches for financial strategy consulting firms associated with Toronto, 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

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 company matches for financial strategy consulting firms based in Toronto, 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	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
2	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
3	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
4	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
5	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
6	First North Consulting	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	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 30, 2026 · View company records in RevenueBase
7	Monte Carlos Consulting INC	Exact match	Toronto, CanadaHQ recorded Sep 30, 2026	1-10	16 contacts →
	Exact match “Monte Carlos Consulting: where expertise meets efficiency.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Generation Pmca Corp	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	11-50	11 contacts →
	Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Rubach Wealth Holistic Family Advisors	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Lifecycle Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Forbes Andersen Technology INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Excelsior Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Guilfoyle Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	11-50	4 contacts →
	Exact match “Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Dextra Advisory	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Dextra Advisory is your one stop shop finance and strategy partner!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Advisorbranding	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Karma Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Ltci Consulting INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	The Vantage Talent Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Mc2 Business Advisors INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Anthem Business Consulting	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “With over 45 years of experience in the industry, Anthem Business Consulting provides a bespoke approach to both individuals and corporations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Publow Advisory Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “At Publow Advisory, your financial success is our top priority.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	CMP Business Advisors Professional Corporation	Exact match	Toronto, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Fractional CFO, Interim CFO, Management Consulting, Finance Transformation, Business Coaching Your business needs: • Meaningful information to manage your business • Financing and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Bulwark Financial Services	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Yourlife Financial Wealth Management Of Designed Securities LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “YourLife Financial Wealth Management of Aligned Capital Partners Inc, is a financial planning firm, located in North York, Ontario.” 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 24 of 182 financial strategy consulting firms based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 222 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 Toronto, 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 222 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 in Canada

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 Toronto, Canada?

RevenueBase identified 182 company matches for financial strategy consulting firms associated with Toronto, 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?

Sapling Financial Consultants INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

Toronto leads Canada 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 222 professional contacts with verified work emails tracked across these 182 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.