Company lists · Data refreshed October 2026
Top 25 Healthcare financial planning services based in Canada
RevenueBase identified 177 company matches for healthcare financial planning services associated with Canada as of October 2026 and tracks 2,152 professional contacts across them, including 388 with verified work emails. Toronto is the largest hub.
This list covers company matches for healthcare financial planning services 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.
The 25 largest healthcare financial planning services based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,132 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 | |||||
| 2 | 76 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 | |||||
| 3 | 53 contacts → | ||||
Exact match “Depuis 1969, MultiD permet aux médecins du Québec de prendre soin de ce qui compte.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 4 | 41 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 | |||||
| 5 | 37 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 6 | 30 contacts → | ||||
Exact match “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “FWH Chartered Professional Accountants specialize in helping physicians minimize taxes, mitigate risks and accumulate wealth.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “Improving the business of healthcare by supporting the people within it.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Groupe Gestion Globale is an accounting company based out of 560 West Henri-Bourassa Blvd, Montreal, Quebec, Canada.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “At Top Financial, our team of experienced advisors will show what types of care, treatments, and services are covered, including how much the insurance company will pay for…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “An independent boutique firm dedicated to Financial Planning for Health professionals.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “At Imperial Lifestyle Management, we specialize in financial planning for doctors, offering tailored financial solutions and robust tax strategies for physicians in Canada.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “RL & A est un cabinet de services financiers fondé par monsieur Guy Lévesque il y a plus de 40 ans.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Our focus is providing comprehensive financial plans to dentists and physicians across Canada.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Firme comptable de Montréal spécialisée en planification financière et fiscale pour professionnels de la santé.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “We Never Forget Whose Money It Is: YOURS” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “At Advico we believe there is no one size fits all approach to insurance planning.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “PREYRA SOLUTIONS GROUP helps health care leaders use data to enable change.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Education.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded in the RevenueBase company graph · Oct 13, 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 “healthcare financial planning services”. 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 177 healthcare financial planning services based in Canada
See the full list, filter by size, metro and specialty, and access 388 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Healthcare financial planning services based in Canada at a glance
As of Oct 13, 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 177 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 planning services” 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 388 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 planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many healthcare financial planning services are there based in Canada?
RevenueBase identified 177 company matches for healthcare financial planning services 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?
MD Financial Management Gestion Financière MD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most healthcare financial planning services?
Toronto leads with 24 company records, followed by Mississauga (13) and Calgary (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 388 professional contacts with verified work emails tracked across these 177 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.
Ready to reach these companies? Verified emails and direct dials for all 177 healthcare financial planning services based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Healthcare financial planning services by geography
- Healthcare financial planning services based in London, United Kingdom
- Healthcare financial planning services based in Atlanta, United States
- Healthcare financial planning services based in Dallas, United States
- Healthcare financial planning services based in Houston, United States
- Healthcare financial planning services based in New York, United States
- Healthcare financial planning services based in Australia
- Healthcare financial planning services based in Brazil
- Healthcare financial planning services based in France
- Healthcare financial planning services based in Germany
- Healthcare financial planning services based in India
- Healthcare financial planning services based in the Netherlands
- Healthcare financial planning services based in South Africa
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
- Healthcare financial planning services based in London, United Kingdom
- Healthcare financial planning services based in Atlanta, United States
- Healthcare financial planning services based in Dallas, United States
- Healthcare financial planning services based in Houston, United States
- Healthcare financial planning services based in New York, United States
- Healthcare financial planning services based in Australia
Company intelligence · public preview
Top 25 healthcare financial planning services 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 177 matching company records for healthcare financial planning services based in Canada, with 2,152 tracked contacts and 388 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: October 13, 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 healthcare financial planning services 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 | HQ: Ottawa, ON, CanadaReported employees: 1,001-5,000 | Ottawa, ON, Canada | 1,001-5,000 | Exact match | 1,132 contacts → |
“MD has one main goal: to help Canadian physicians and their families achieve financial well-being.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fonds Fmoqfondsfmoq.comHQ: Montréal, CanadaReported employees: 51-200 | Montréal, Canada | 51-200 | Exact match | 76 contacts → |
“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 description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Multidmultid.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 53 contacts → |
“Depuis 1969, MultiD permet aux médecins du Québec de prendre soin de ce qui compte.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Planica Services Financiersplanica.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 41 contacts → |
“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 description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bloom Burton & CObloomburton.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 37 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 30 contacts → |
“GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Halifax, NS, CanadaReported employees: 11-50 | Halifax, NS, Canada | 11-50 | Exact match | 21 contacts → |
“FWH Chartered Professional Accountants specialize in helping physicians minimize taxes, mitigate risks and accumulate wealth.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cirrus Consulting Groupcirrusconsultinggroup.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 21 contacts → |
“Improving the business of healthcare by supporting the people within it.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RFL Wealth Managementrflwealth.ca HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 16 contacts → |
“At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sommet Groupe Financiersommetgf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 13 contacts → |
“Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Groupe Gestion Globale, Société DE CPAggglobale.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 13 contacts → |
“Groupe Gestion Globale is an accounting company based out of 560 West Henri-Bourassa Blvd, Montreal, Quebec, Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | TOP Financial INCtopfinancial.ca HQ: Brampton, ON, CanadaReported employees: 11-50 | Brampton, ON, Canada | 11-50 | Exact match | 13 contacts → |
“At Top Financial, our team of experienced advisors will show what types of care, treatments, and services are covered, including how much the insurance company will pay for…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wealth & Estate Financial Canada INCwefci.com HQ: Mississauga, CanadaReported employees: 11-50 | Mississauga, Canada | 11-50 | Exact match | 12 contacts → |
“An independent boutique firm dedicated to Financial Planning for Health professionals.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Imperial Lifestyle Managementimperiallife.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 11 contacts → |
“At Imperial Lifestyle Management, we specialize in financial planning for doctors, offering tailored financial solutions and robust tax strategies for physicians in Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Precedence Private Wealthprecedencewealth.comHQ: Saskatoon, SK, CanadaReported employees: 1-10 | Saskatoon, SK, Canada | 1-10 | Exact match | 10 contacts → |
“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Roy, Lévesque & Associés Cabinet DE Services Financiersroylevesque.ca HQ: Magog, QC, CanadaReported employees: 1-10 | Magog, QC, Canada | 1-10 | Exact match | 10 contacts → |
“RL & A est un cabinet de services financiers fondé par monsieur Guy Lévesque il y a plus de 40 ans.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.comHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 9 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bluerock Wealth Managementbluerockwealth.ca HQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TPC Financial Group LTDtpcfinancial.com HQ: Victoria, BC, CanadaReported employees: 11-50 | Victoria, BC, Canada | 11-50 | Exact match | 9 contacts → |
“Our focus is providing comprehensive financial plans to dentists and physicians across Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Paul Rioux CPA INCpaulrioux.qc.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 9 contacts → |
“Firme comptable de Montréal spécialisée en planification financière et fiscale pour professionnels de la santé.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Financial Initiatives Counselficounsel.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 9 contacts → |
“We Never Forget Whose Money It Is: YOURS” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Advico Financial Planning Group INCadvico.caHQ: Sherwood Park, AB, CanadaReported employees: 11-50 | Sherwood Park, AB, Canada | 11-50 | Exact match | 8 contacts → |
“At Advico we believe there is no one size fits all approach to insurance planning.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Preyra Solutions Group PSGpreyrasolutions.comHQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 7 contacts → |
“PREYRA SOLUTIONS GROUP helps health care leaders use data to enable change.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Exceedia Consulting LTDexceedia.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Education.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Arbutus Financial Services LTDarbutusfinancial.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 177 company matches
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Healthcare financial planning services: dataset insights
October 13, 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
176 records in the displayed employee bands.
1 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 177 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: October 13, 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 healthcare financial planning services?
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 healthcare financial planning services did RevenueBase find based in Canada?
The saved snapshot records 177 matching company records, 2,152 tracked contacts and 388 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: October 13, 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
Healthcare financial planning services by geography
- Healthcare financial planning services based in London, United Kingdom
- Healthcare financial planning services based in Atlanta, United States
- Healthcare financial planning services based in Dallas, United States
- Healthcare financial planning services based in Houston, United States
- Healthcare financial planning services based in New York, United States
- Healthcare financial planning services based in Australia
- Healthcare financial planning services based in Brazil
- Healthcare financial planning services based in France
- Healthcare financial planning services based in Germany
- Healthcare financial planning services based in India
- Healthcare financial planning services based in the Netherlands
- Healthcare financial planning services based in South Africa
Cite this list
RevenueBase Data Team. Top 25 healthcare financial planning services based in Canada. Snapshot: October 13, 2026. https://revenuebase.ai/companies/healthcare-financial-planning-services/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
- Healthcare financial planning services based in London, United Kingdom
- Healthcare financial planning services based in Atlanta, United States
- Healthcare financial planning services based in Dallas, United States
- Healthcare financial planning services based in Houston, United States
- Healthcare financial planning services based in New York, United States
- Healthcare financial planning services based in Australia
Company intelligence · public preview
Top 25 healthcare financial planning services based in Canada
RevenueBase records 177 matching company records for healthcare financial planning services based in Canada, with 2,152 tracked contacts and 388 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: October 13, 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 healthcare financial planning services 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 | HQ: Ottawa, ON, CanadaReported employees: 1,001-5,000 | Ottawa, ON, Canada | 1,001-5,000 | Exact match | 1,132 contacts → |
“MD has one main goal: to help Canadian physicians and their families achieve financial well-being.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fonds Fmoqfondsfmoq.com HQ: Montréal, CanadaReported employees: 51-200 | Montréal, Canada | 51-200 | Exact match | 76 contacts → |
“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 description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Multidmultid.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 53 contacts → |
“Depuis 1969, MultiD permet aux médecins du Québec de prendre soin de ce qui compte.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Planica Services Financiersplanica.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 41 contacts → |
“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 description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bloom Burton & CObloomburton.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 37 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 30 contacts → |
“GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Halifax, NS, CanadaReported employees: 11-50 | Halifax, NS, Canada | 11-50 | Exact match | 21 contacts → |
“FWH Chartered Professional Accountants specialize in helping physicians minimize taxes, mitigate risks and accumulate wealth.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cirrus Consulting Groupcirrusconsultinggroup.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 21 contacts → |
“Improving the business of healthcare by supporting the people within it.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RFL Wealth Managementrflwealth.ca HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 16 contacts → |
“At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sommet Groupe Financiersommetgf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 13 contacts → |
“Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Groupe Gestion Globale, Société DE CPAggglobale.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 13 contacts → |
“Groupe Gestion Globale is an accounting company based out of 560 West Henri-Bourassa Blvd, Montreal, Quebec, Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | TOP Financial INCtopfinancial.ca HQ: Brampton, ON, CanadaReported employees: 11-50 | Brampton, ON, Canada | 11-50 | Exact match | 13 contacts → |
“At Top Financial, our team of experienced advisors will show what types of care, treatments, and services are covered, including how much the insurance company will pay for…” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wealth & Estate Financial Canada INCwefci.com HQ: Mississauga, CanadaReported employees: 11-50 | Mississauga, Canada | 11-50 | Exact match | 12 contacts → |
“An independent boutique firm dedicated to Financial Planning for Health professionals.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Imperial Lifestyle Managementimperiallife.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 11 contacts → |
“At Imperial Lifestyle Management, we specialize in financial planning for doctors, offering tailored financial solutions and robust tax strategies for physicians in Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Precedence Private Wealthprecedencewealth.com HQ: Saskatoon, SK, CanadaReported employees: 1-10 | Saskatoon, SK, Canada | 1-10 | Exact match | 10 contacts → |
“Precedence Private Wealth is a full service financial planning firm located in Saskatoon Saskatchewan.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Roy, Lévesque & Associés Cabinet DE Services Financiersroylevesque.ca HQ: Magog, QC, CanadaReported employees: 1-10 | Magog, QC, Canada | 1-10 | Exact match | 10 contacts → |
“RL & A est un cabinet de services financiers fondé par monsieur Guy Lévesque il y a plus de 40 ans.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.com HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 9 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bluerock Wealth Managementbluerockwealth.ca HQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TPC Financial Group LTDtpcfinancial.com HQ: Victoria, BC, CanadaReported employees: 11-50 | Victoria, BC, Canada | 11-50 | Exact match | 9 contacts → |
“Our focus is providing comprehensive financial plans to dentists and physicians across Canada.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Paul Rioux CPA INCpaulrioux.qc.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 9 contacts → |
“Firme comptable de Montréal spécialisée en planification financière et fiscale pour professionnels de la santé.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Financial Initiatives Counselficounsel.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 9 contacts → |
“We Never Forget Whose Money It Is: YOURS” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Advico Financial Planning Group INCadvico.ca HQ: Sherwood Park, AB, CanadaReported employees: 11-50 | Sherwood Park, AB, Canada | 11-50 | Exact match | 8 contacts → |
“At Advico we believe there is no one size fits all approach to insurance planning.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Preyra Solutions Group PSGpreyrasolutions.com HQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 7 contacts → |
“PREYRA SOLUTIONS GROUP helps health care leaders use data to enable change.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Exceedia Consulting LTDexceedia.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Education.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Arbutus Financial Services LTDarbutusfinancial.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded description excerpt · October 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 177 company matches
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Healthcare financial planning services: dataset insights
October 13, 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
176 records in the displayed employee bands.
1 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 177 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: October 13, 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 healthcare financial planning services?
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 healthcare financial planning services did RevenueBase find based in Canada?
The saved snapshot records 177 matching company records, 2,152 tracked contacts and 388 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: October 13, 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
Healthcare financial planning services by geography
- Healthcare financial planning services based in London, United Kingdom
- Healthcare financial planning services based in Atlanta, United States
- Healthcare financial planning services based in Dallas, United States
- Healthcare financial planning services based in Houston, United States
- Healthcare financial planning services based in New York, United States
- Healthcare financial planning services based in Australia
- Healthcare financial planning services based in Brazil
- Healthcare financial planning services based in France
- Healthcare financial planning services based in Germany
- Healthcare financial planning services based in India
- Healthcare financial planning services based in the Netherlands
- Healthcare financial planning services based in South Africa
Cite this list
RevenueBase Data Team. Top 25 healthcare financial planning services based in Canada. Snapshot: October 13, 2026. https://revenuebase.ai/companies/healthcare-financial-planning-services/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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- Healthcare financial planning services based in New York, United States
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