Company lists · Data refreshed November 2026

Top 25 Growth stage financial advisors based in Toronto, Canada

Name: Growth stage financial advisors based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 263 companies tracked

RevenueBase identified 263 company matches for growth stage financial advisors associated with Toronto, Canada as of November 2026 and tracks 11,141 professional contacts across them, including 802 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for growth stage financial advisors 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

263Companies

11,141Contacts tracked

802Verified emails

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The 25 largest growth stage financial advisors based in Toronto, Canada

Ranked by team size

Top 25 of 263 company matches for growth stage financial advisors based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,515 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	35 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 · Nov 6, 2026 · View company records in RevenueBase
3	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	34 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Infor Financial	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	30 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 · Nov 6, 2026 · View company records in RevenueBase
5	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	20 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Olympian Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Wealth Stewards INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Growth Partners	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	18 contacts →
	Exact match “At Growth Partners our team of startup finance experts have supported 75+ ambitious startups with their growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	First North Consulting	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	17 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 · Nov 6, 2026 · View company records in RevenueBase
10	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Generation Pmca Corp	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Progress Group INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Progress Group is a one-stop financial services hub providing integrated tax planning, accounting, bookkeeping, real estate, mortgage brokerage, insurance, and fractional CFO…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Trusted Financial	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	13 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 · Nov 6, 2026 · View company records in RevenueBase
14	Frankel & Company	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “Frankel & Company provides fractional CFO leadership, controllership, and strategic finance services to technology companies from seed through scale-up and beyond.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Flatiron Wealth	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “At Flatiron Wealth, our mission is to help our clients take control of their financial world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Cranson Capital	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “Cranson Capital Securities is a boutique investment banking firm and Exempt Market Dealer specializing in private Canadian real estate investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Basis Wealth And Basis Benefits	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Plaza Capital	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Plaza Capital is a boutique merchant banking & advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Perimeter Markets INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	ACP	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “ACP is an investment bank that provides small and medium-sized businesses ("SMBs") with access to advisory solutions typically reserved for large corporations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Moneystrat Securities INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Schwaben Capital Group Limited	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Schwaben Capital Group Limited is an investment management and investment banking firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Forbes Andersen Technology INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 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 · Nov 6, 2026 · View company records in RevenueBase
24	Excelsior Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
25	Evergreen Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Helping Business Owners and Sales Professionals Grow, Preserve and Transition Their Wealth iA Private Wealth Inc.” 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 “growth stage financial 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 263 growth stage financial advisors based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 802 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Growth stage financial advisors based in Toronto, Canada at a glance

As of Nov 6, 2026

7.2%Verified-email coverage

42.4Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

201

11-50

51-200

201-500

1,001-5,000

5,001-10,000

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 263 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 “growth stage financial 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 802 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.

Growth stage financial advisors 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 “growth stage financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many growth stage financial advisors are there based in Toronto, Canada?

RevenueBase identified 263 company matches for growth stage financial advisors associated with Toronto, 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?

BMO Nesbitt Burns tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most growth stage financial advisors?

Toronto leads Canada with 263 company records, followed by Calgary (119) and Vancouver (118).

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 802 professional contacts with verified work emails tracked across these 263 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.

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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.