Company lists · Data refreshed October 2026

Top 25 Healthcare financial advisors based in Canada

RevenueBase identified 1,295 company matches for healthcare financial advisors associated with Canada as of October 2026 and tracks 26,326 professional contacts across them, including 7,186 with verified work emails. Toronto is the largest hub.

This list covers company matches for healthcare financial 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 October 13, 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 Oct 13, 2026 How this list was built
1,295Companies
26,326Contacts tracked
7,186Verified emails
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The 25 largest healthcare financial advisors based in Canada

Ranked by team size
Top 25 of 1,295 company matches for healthcare financial advisors based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWinnipeg, MB, CanadaHQ recorded Oct 13, 20265,001-10,0006,677 contacts →

Exact match

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2Exact matchOttawa, ON, CanadaHQ recorded Oct 13, 20261,001-5,0001,132 contacts →

Exact match

“MD has one main goal: to help Canadian physicians and their families achieve financial well-being.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3Exact matchToronto, ON, CanadaHQ recorded Oct 13, 2026501-1,000966 contacts →

Exact match

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4Exact matchWinnipeg, MB, CanadaHQ recorded Oct 13, 20265,001-10,000650 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5Exact matchAll Across, AB, CanadaHQ recorded Oct 13, 2026501-1,000449 contacts →

Exact match

“ATB Wealth® is the wealth management division of ATB Financial*.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, CanadaHQ recorded Oct 13, 20261,001-5,000401 contacts →

Exact match

“At CG Wealth Management, we take a purposefully different approach to wealth management.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7Exact matchMontréal, QC, CanadaHQ recorded Oct 13, 202651-200223 contacts →

Exact match

“Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Oct 13, 202610001+198 contacts →

Exact match

“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
9Exact matchMont-royal, QC, CanadaHQ recorded Oct 13, 202610001+135 contacts →

Exact match

“Hi, we're HUB.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10Exact matchToronto, ON, CanadaHQ recorded Oct 13, 202651-200100 contacts →

Exact match

“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11Exact matchBurlington, ON, CanadaHQ recorded Oct 13, 202651-20090 contacts →

Exact match

“At Mandeville, your interests always come first when we suggest solutions or investment approaches.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12Exact matchMontréal, CanadaHQ recorded Oct 13, 202651-20076 contacts →

Exact match

“Filiale à part entière de la FMOQ, notre société a été créée par et pour les médecins pour contribuer à leur mieux-être financier.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13Exact matchWinnipeg, MB, CanadaHQ recorded Oct 13, 202651-20073 contacts →

Exact match

“Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14Exact matchToronto, ON, CanadaHQ recorded Oct 13, 202651-20055 contacts →

Exact match

“The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15Exact matchMontréal, QC, CanadaHQ recorded Oct 13, 202651-20054 contacts →

Exact match

“Lafond : un environnement d’accueil pour la PME et ses dirigeants.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16Exact matchWaterloo, ON, CanadaHQ recorded Oct 13, 202651-20053 contacts →

Exact match

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17Exact matchVancouver, BC, CanadaHQ recorded Oct 13, 202651-20050 contacts →

Exact match

“ZLC is a boutique financial services firm based in Vancouver.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
18Exact matchQuébec, CanadaHQ recorded Oct 13, 202651-20048 contacts →

Exact match

“Fondé en 2006, BGY Services financiers intégrés inc.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19Exact matchPrince George, BC, CanadaHQ recorded Oct 13, 202611-5047 contacts →

Exact match

“CBIG is a fully integrated financial services organization.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20Exact matchOakville, ON, CanadaHQ recorded Oct 13, 202651-20044 contacts →

Exact match

“Bellwether Investment Management Inc.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21Exact matchLaval, QC, CanadaHQ recorded Oct 13, 202611-5042 contacts →

Exact match

“WhiteHaven is a multi licensed financial firm that offers the following to its clients:* Asset management tailored to clients needs * Mutual funds * Life & disability insurance”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
22Exact matchQuébec, QC, CanadaHQ recorded Oct 13, 202611-5041 contacts →

Exact match

“Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23Exact matchLondon, ON, CanadaHQ recorded Oct 13, 202611-5039 contacts →

Exact match

“We deal primarily with business owners and their families.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24Exact matchSaskatoon, SK, CanadaHQ recorded Oct 13, 202611-5039 contacts →

Exact match

“Established more than 30 years ago in Saskatoon, Saskatchewan, Wiegers Financial & Benefits is a full-service financial planning, benefits consulting, and group retirement…”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25Exact matchCampbell River, BC, CanadaHQ recorded Oct 13, 202611-5038 contacts →

Exact match

“Alitis Investment Counsel Inc.”

Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase

Showing 25 of 1,295 healthcare financial advisors based in Canada

See the full list, filter by size, metro and specialty, and access 7,186 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Healthcare financial advisors based in Canada at a glance

As of Oct 13, 2026
27.3%Verified-email coverage
20.3Average contacts per company
1-10Median size (employees)
9.4%Largest-city concentration · Toronto
Oct 13, 2026Page data refreshed

Companies by employee count

1-10
999
11-50
225
51-200
39
201-500
5
501-1,000
5
1,001-5,000
4
5,001-10,000
4
10001+
6

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 1,295 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 “healthcare 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 7,186 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 October 13, 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 “healthcare financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many healthcare financial advisors are there based in Canada?

RevenueBase identified 1,295 company matches for healthcare financial advisors associated with Canada as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most healthcare financial advisors?

Toronto leads with 122 company records, followed by Calgary (72) and Vancouver (67).

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 7,186 professional contacts with verified work emails tracked across these 1,295 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 October 13, 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.