Company lists · Data refreshed November 2026
Top 25 Financial wellness advisors based in Canada
RevenueBase identified 201 company matches for financial wellness advisors associated with Canada as of November 2026 and tracks 786 professional contacts across them, including 299 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial wellness advisors 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 November 6, 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.
The 25 largest financial wellness advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Exact match “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 36 contacts → | ||||
Exact match “Legacy is built over a lifetime-that’s why we’re here.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 32 contacts → | ||||
Exact match “Valeo+ concentrates its efforts on supporting medium and large companies wishing to create favorable conditions regarding the productivity of their organization.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 22 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “The team at Moore Wrinn Financial Group Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “ElektraFi provides an intuitive financial wellness platform and impartial advisors, delivering benefits that reduce employee financial stress, improve retention, and boost…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Discovery Financial’s purpose is to help our clients achieve their financial goals and objectives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “YourStyle Financial consists of two financial planners in Winnipeg who are tax consultants and experts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Collaborative Financial & Retirement Advice for Business & Individuals” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Your assurance of excellence in Advisor services At the heart of financial wellness, we are all individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Now Retirement By Design; we help individuals and businesses navigate their financial journey with clarity and confidence-from planning to retirement and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Welcome to Empower, the leading educational platform in the financial industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Helping people put together a plan to become debt free, while avoiding bankruptcy Dealing with credit cards, lines-of-credit or any other kind of debt can be stressful and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “À Code F, nous nous donnons pour objectif d’objectif d'éduquer, accompagner et outiller financièrement les travailleurs grâce à des des services de coaching financier, des…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Financial Life Planning is comprehensive financial advice that centers around the relationship between client and Financial Planner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Est.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “We believe everyone deserves the chance to write their financial story.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Our passion is helping people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 wellness advisors”. 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 201 financial wellness advisors based in Canada
See the full list, filter by size, metro and specialty, and access 299 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial wellness advisors based in Canada at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 201 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 Canada whose business descriptions match “financial wellness advisors” 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 299 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 November 6, 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.
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 wellness advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial wellness advisors are there based in Canada?
RevenueBase identified 201 company matches for financial wellness advisors associated with Canada as of November 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?
RGF Integrated 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 wellness advisors?
Toronto leads with 25 company records, followed by Calgary (16) and Edmonton (11).
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 299 professional contacts with verified work emails tracked across these 201 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 201 financial wellness advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial wellness advisors by geography
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- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
- Financial wellness advisors based in Johannesburg, South Africa
- Financial wellness advisors based in London, United Kingdom
- Financial wellness advisors based in Atlanta, United States
- Financial wellness advisors based in Charlotte, United States
- Financial wellness advisors based in Dallas, United States
- Financial wellness advisors based in Houston, United States
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial wellness advisors based in Melbourne, Australia
- Financial wellness advisors based in Sydney, Australia
- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
Company intelligence · public preview
Top 25 financial wellness advisors based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 201 matching company records for financial wellness advisors based in Canada, with 786 tracked contacts and 299 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial wellness advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  RGF Integrated Wealth Managementrgfwealth.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 70 contacts → |
“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Gold Leaf Financial Group INCgoldleaf.incHQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 36 contacts → |
“Legacy is built over a lifetime-that’s why we’re here.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Valeo Groupvaleo.plusHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Valeo+ concentrates its efforts on supporting medium and large companies wishing to create favorable conditions regarding the productivity of their organization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Innova Wealth Partnersinwp.caHQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Moore Wrinn Financial Groupmwfg.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 14 contacts → |
“The team at Moore Wrinn Financial Group Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Elektrafielektrafi.ioHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 13 contacts → |
“ElektraFi provides an intuitive financial wellness platform and impartial advisors, delivering benefits that reduce employee financial stress, improve retention, and boost…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  It360 Financialfinancesti360.comHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 13 contacts → |
“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mcauley Financial Servicesmcauleyfinancial.comHQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Discovery Financial Servicesdiscoveryfs.caHQ: Moncton, NB, CanadaReported employees: 1-10 | Moncton, NB, Canada | 1-10 | Exact match | 9 contacts → |
“Discovery Financial’s purpose is to help our clients achieve their financial goals and objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Yourstyle Financial INCyourstylefinancial.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
“YourStyle Financial consists of two financial planners in Winnipeg who are tax consultants and experts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  RED Seal Financial LTDredsealfinancial.comHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 6 contacts → |
“Your assurance of excellence in Advisor services At the heart of financial wellness, we are all individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Buss Financial Group NOW Retirement By Designretirementby.designHQ: London, ON, CanadaReported employees: 11-50 | London, ON, Canada | 11-50 | Exact match | 6 contacts → |
“Now Retirement By Design; we help individuals and businesses navigate their financial journey with clarity and confidence-from planning to retirement and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Empower Groupempowerlifestylegroup.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Welcome to Empower, the leading educational platform in the financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Credit Lift INCcreditlift.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 5 contacts → |
“Helping people put together a plan to become debt free, while avoiding bankruptcy Dealing with credit cards, lines-of-credit or any other kind of debt can be stressful and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 5 contacts → |
“À Code F, nous nous donnons pour objectif d’objectif d'éduquer, accompagner et outiller financièrement les travailleurs grâce à des des services de coaching financier, des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | K2financek2finance.ca HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 4 contacts → |
“K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cornerstone Capital Financial Groupcornerstonecfg.caHQ: Brantford, ON, CanadaReported employees: 1-10 | Brantford, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Life Planning is comprehensive financial advice that centers around the relationship between client and Financial Planner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Timan & Associatestiman-associates.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 4 contacts → |
“Est.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  FSW Wealth Partnersfswpartners.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 4 contacts → |
“We believe everyone deserves the chance to write their financial story.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Charla Smith & Company LTDcsmithco.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Our passion is helping people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Visual Wealthvisualwealth.caHQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 201 company matches
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Financial wellness advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
199 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 201 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial wellness advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial wellness advisors did RevenueBase find based in Canada?
The saved snapshot records 201 matching company records, 786 tracked contacts and 299 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial wellness advisors by geography
- Financial wellness advisors based in Melbourne, Australia
- Financial wellness advisors based in Sydney, Australia
- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
- Financial wellness advisors based in Johannesburg, South Africa
- Financial wellness advisors based in London, United Kingdom
- Financial wellness advisors based in Atlanta, United States
- Financial wellness advisors based in Charlotte, United States
- Financial wellness advisors based in Dallas, United States
- Financial wellness advisors based in Houston, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial wellness advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-wellness-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial wellness advisors based in Melbourne, Australia
- Financial wellness advisors based in Sydney, Australia
- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
Company intelligence · public preview
Top 25 financial wellness advisors based in Canada
RevenueBase records 201 matching company records for financial wellness advisors based in Canada, with 786 tracked contacts and 299 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial wellness advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | RGF Integrated Wealth Managementrgfwealth.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 70 contacts → |
“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Gold Leaf Financial Group INCgoldleaf.inc HQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 36 contacts → |
“Legacy is built over a lifetime-that’s why we’re here.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Valeo Groupvaleo.plus HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Valeo+ concentrates its efforts on supporting medium and large companies wishing to create favorable conditions regarding the productivity of their organization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Innova Wealth Partnersinwp.ca HQ: Sudbury, ON, CanadaReported employees: 11-50 | Sudbury, ON, Canada | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Moore Wrinn Financial Groupmwfg.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 14 contacts → |
“The team at Moore Wrinn Financial Group Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Elektrafielektrafi.io HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 13 contacts → |
“ElektraFi provides an intuitive financial wellness platform and impartial advisors, delivering benefits that reduce employee financial stress, improve retention, and boost…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | It360 Financialfinancesti360.com HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 13 contacts → |
“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mcauley Financial Servicesmcauleyfinancial.com HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Discovery Financial Servicesdiscoveryfs.ca HQ: Moncton, NB, CanadaReported employees: 1-10 | Moncton, NB, Canada | 1-10 | Exact match | 9 contacts → |
“Discovery Financial’s purpose is to help our clients achieve their financial goals and objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Yourstyle Financial INCyourstylefinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
“YourStyle Financial consists of two financial planners in Winnipeg who are tax consultants and experts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | RED Seal Financial LTDredsealfinancial.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 6 contacts → |
“Your assurance of excellence in Advisor services At the heart of financial wellness, we are all individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Buss Financial Group NOW Retirement By Designretirementby.design HQ: London, ON, CanadaReported employees: 11-50 | London, ON, Canada | 11-50 | Exact match | 6 contacts → |
“Now Retirement By Design; we help individuals and businesses navigate their financial journey with clarity and confidence-from planning to retirement and beyond.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Empower Groupempowerlifestylegroup.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Welcome to Empower, the leading educational platform in the financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Credit Lift INCcreditlift.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 5 contacts → |
“Helping people put together a plan to become debt free, while avoiding bankruptcy Dealing with credit cards, lines-of-credit or any other kind of debt can be stressful and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 5 contacts → |
“À Code F, nous nous donnons pour objectif d’objectif d'éduquer, accompagner et outiller financièrement les travailleurs grâce à des des services de coaching financier, des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | K2financek2finance.ca HQ: Sherbrooke, QC, CanadaReported employees: 11-50 | Sherbrooke, QC, Canada | 11-50 | Exact match | 4 contacts → |
“K2 Finance est un vrai cabinet de services financiers multidisciplinaire avec une conscience sociale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cornerstone Capital Financial Groupcornerstonecfg.ca HQ: Brantford, ON, CanadaReported employees: 1-10 | Brantford, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Financial Life Planning is comprehensive financial advice that centers around the relationship between client and Financial Planner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Timan & Associatestiman-associates.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 4 contacts → |
“Est.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | FSW Wealth Partnersfswpartners.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 4 contacts → |
“We believe everyone deserves the chance to write their financial story.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Charla Smith & Company LTDcsmithco.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Our passion is helping people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Visual Wealthvisualwealth.ca HQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 201 company matches
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Financial wellness advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
199 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 201 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial wellness advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial wellness advisors did RevenueBase find based in Canada?
The saved snapshot records 201 matching company records, 786 tracked contacts and 299 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial wellness advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-wellness-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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