Company lists · Data refreshed October 2026
Top 25 Income distribution planning services based in Toronto, Canada
RevenueBase identified 128 company matches for income distribution planning services associated with Toronto, Canada as of October 2026 and tracks 783 professional contacts across them, including 260 with verified work emails. Across Canada, Toronto is the largest hub for this category.
This list covers company matches for income distribution planning services 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 October 14, 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 income distribution planning services based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 55 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 14, 2026 · View company records in RevenueBase | |||||
| 2 | 27 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 · Oct 14, 2026 · View company records in RevenueBase | |||||
| 3 | 24 contacts → | ||||
Exact match “Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 7 | 16 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 · Oct 14, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Longview Asset Management is a private, independent investment management firm.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 11 | 9 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 · Oct 14, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Individual, family, business or organization; wealth building is a major life goal for one and all.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Over the last half decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 15 | 7 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 · Oct 14, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Our primary focus is to preserve and protect wealth while seeking safe and solid growth to outpace the rising costs of living.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Genova Private Management is an independent personal financial management firm.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “You know where you want to go-we show you how to get there.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Achieving financial well-being requires more than just a partial solution.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Oct 14, 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 “income distribution 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 128 income distribution planning services based in Toronto, Canada
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Income distribution planning services based in Toronto, Canada at a glance
As of Oct 14, 2026Companies by employee count
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 128 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 “income distribution 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 260 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 14, 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.
Income distribution planning services by metro in Canada
- Income distribution planning services in Calgary82
- Income distribution planning services in Vancouver78
- Income distribution planning services in Winnipeg54
- Income distribution planning services in Ottawa49
- Income distribution planning services in Edmonton47
- Income distribution planning services in Mississauga45
- Income distribution planning services in Montreal43
- Income distribution planning services in Oakville30
- Income distribution planning services in London29
- Income distribution planning services in Markham26
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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many income distribution planning services are there based in Toronto, Canada?
RevenueBase identified 128 company matches for income distribution planning services associated with Toronto, 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?
Canfin Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most income distribution planning services?
Toronto leads Canada with 128 company records, followed by Calgary (82) and Vancouver (78).
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 260 professional contacts with verified work emails tracked across these 128 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 128 income distribution planning services based in Toronto, Canada. Start with a free account, no credit card.
Download this list →Related lists
Income distribution planning services by geography
- Income distribution planning services based in Adelaide, Australia
- Income distribution planning services based in Brisbane, Australia
- Income distribution planning services based in Melbourne, Australia
- Income distribution planning services based in Perth, Australia
- Income distribution planning services based in Sydney, Australia
- Income distribution planning services based in Belo Horizonte, Brazil
- Income distribution planning services based in Rio De Janeiro, Brazil
- Income distribution planning services based in Sao Paulo, Brazil
- Income distribution planning services based in Calgary, Canada
- Income distribution planning services based in Edmonton, Canada
- Income distribution planning services based in London, Canada
- Income distribution planning services based in Markham, Canada
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
- Income distribution planning services based in Adelaide, Australia
- Income distribution planning services based in Brisbane, Australia
- Income distribution planning services based in Melbourne, Australia
- Income distribution planning services based in Perth, Australia
- Income distribution planning services based in Sydney, Australia
- Income distribution planning services based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 income distribution planning services based in Toronto, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 128 matching company records for income distribution planning services based in Toronto, Canada, with 783 tracked contacts and 260 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 14, 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 income distribution planning services based in Toronto, 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 |  Canfin Wealth Managementcanfin.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 55 contacts → |
“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 description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 27 contacts → |
“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 description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Longevity Wealthlongevityachieved.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 24 contacts → |
“Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Optimize Wealth Managementoptimize.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 22 contacts → |
“We are the next generation in premier wealth management.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  T.E. Wealthtewealth.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 20 contacts → |
“For more than 45 years, T.E.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Wealth Stewards INCwealthstewards.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Olympian Financial INColympianfinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rubach Wealth Holistic Family Advisorsrubachwealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bell Kearns And Associates LTDbellkearns.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Flatiron Wealthflatironwealth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“At Flatiron Wealth, our mission is to help our clients take control of their financial world.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Brightview Wealth Managementbvwealth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Individual, family, business or organization; wealth building is a major life goal for one and all.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CAP Advisors INCcapadvisorsinc.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 8 contacts → |
“A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Armando Wealth Managementarmandowealth.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Over the last half decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Basis Wealth And Basis Benefitsbasiswealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Waxman Planningwaxmanplanning.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hudson Wealth And Trust Planning Group INChudsonwealth.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Our primary focus is to preserve and protect wealth while seeking safe and solid growth to outpace the rising costs of living.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Continuum Legacy Partners INCcontinuumlp.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Genova Private Management INCgenovaprivate.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Genova Private Management is an independent personal financial management firm.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Michael Vukets & Associatesvukets.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 5 contacts → |
“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Lifecycle Wealthlifecyclewealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Four Point Financialfourpointfinancial.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“You know where you want to go-we show you how to get there.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Guilfoyle Financial INCguilfoylefinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 4 contacts → |
“Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Full Circle Financialfullcirclefinancial.caHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
“Achieving financial well-being requires more than just a partial solution.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Karma Financialkarmafinancial.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We’re a unique financial advisory firm.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 128 company matches
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Income distribution planning services: dataset insights
October 14, 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
127 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 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 128 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 14, 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 ↗
Income distribution planning services by metro in Canada
- Income distribution planning services in Calgary82
- Income distribution planning services in Vancouver78
- Income distribution planning services in Winnipeg54
- Income distribution planning services in Ottawa49
- Income distribution planning services in Edmonton47
- Income distribution planning services in Mississauga45
- Income distribution planning services in Montreal43
- Income distribution planning services in Oakville30
- Income distribution planning services in London29
- Income distribution planning services in Markham26
Questions about this company list
What does Exact match mean for income distribution 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 income distribution planning services did RevenueBase find based in Toronto, Canada?
The saved snapshot records 128 matching company records, 783 tracked contacts and 260 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 14, 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
Income distribution planning services by geography
- Income distribution planning services based in Adelaide, Australia
- Income distribution planning services based in Brisbane, Australia
- Income distribution planning services based in Melbourne, Australia
- Income distribution planning services based in Perth, Australia
- Income distribution planning services based in Sydney, Australia
- Income distribution planning services based in Belo Horizonte, Brazil
- Income distribution planning services based in Rio De Janeiro, Brazil
- Income distribution planning services based in Sao Paulo, Brazil
- Income distribution planning services based in Calgary, Canada
- Income distribution planning services based in Edmonton, Canada
- Income distribution planning services based in London, Canada
- Income distribution planning services based in Markham, Canada
Cite this list
RevenueBase Data Team. Top 25 income distribution planning services based in Toronto, Canada. Snapshot: October 14, 2026. https://revenuebase.ai/companies/income-distribution-planning-services/canada/toronto.
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
- Income distribution planning services based in Adelaide, Australia
- Income distribution planning services based in Brisbane, Australia
- Income distribution planning services based in Melbourne, Australia
- Income distribution planning services based in Perth, Australia
- Income distribution planning services based in Sydney, Australia
- Income distribution planning services based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 income distribution planning services based in Toronto, Canada
RevenueBase records 128 matching company records for income distribution planning services based in Toronto, Canada, with 783 tracked contacts and 260 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 14, 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 income distribution planning services based in Toronto, 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 | Canfin Wealth Managementcanfin.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 55 contacts → |
“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 description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 27 contacts → |
“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 description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Longevity Wealthlongevityachieved.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 24 contacts → |
“Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Optimize Wealth Managementoptimize.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 22 contacts → |
“We are the next generation in premier wealth management.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | T.E. Wealthtewealth.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 20 contacts → |
“For more than 45 years, T.E.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Wealth Stewards INCwealthstewards.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Olympian Financial INColympianfinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“We provide our clients with intelligent, independent Wealth Management, Retirement Planning, Asset Management, Tax Planning and Financial Advice.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rubach Wealth Holistic Family Advisorsrubachwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bell Kearns And Associates LTDbellkearns.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Flatiron Wealthflatironwealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“At Flatiron Wealth, our mission is to help our clients take control of their financial world.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Brightview Wealth Managementbvwealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Individual, family, business or organization; wealth building is a major life goal for one and all.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CAP Advisors INCcapadvisorsinc.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 8 contacts → |
“A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Armando Wealth Managementarmandowealth.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Over the last half decade I have been working with high income and high net worth professionals and business owners on writing, implementing and monitoring their financial plans.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Basis Wealth And Basis Benefitsbasiswealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Waxman Planningwaxmanplanning.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hudson Wealth And Trust Planning Group INChudsonwealth.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Our primary focus is to preserve and protect wealth while seeking safe and solid growth to outpace the rising costs of living.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Continuum Legacy Partners INCcontinuumlp.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Genova Private Management INCgenovaprivate.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Genova Private Management is an independent personal financial management firm.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Michael Vukets & Associatesvukets.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 5 contacts → |
“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lifecycle Wealthlifecyclewealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Four Point Financialfourpointfinancial.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“You know where you want to go-we show you how to get there.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Guilfoyle Financial INCguilfoylefinancial.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 4 contacts → |
“Guilfoyle Financial assists entrepreneurs and higher net worth Canadians with their insurance and investment strategies.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Full Circle Financialfullcirclefinancial.ca HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
“Achieving financial well-being requires more than just a partial solution.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Karma Financialkarmafinancial.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“We’re a unique financial advisory firm.” Recorded description excerpt · October 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 128 company matches
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Income distribution planning services: dataset insights
October 14, 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
127 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 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 128 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 14, 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 ↗
Income distribution planning services by metro in Canada
- Income distribution planning services in Calgary82
- Income distribution planning services in Vancouver78
- Income distribution planning services in Winnipeg54
- Income distribution planning services in Ottawa49
- Income distribution planning services in Edmonton47
- Income distribution planning services in Mississauga45
- Income distribution planning services in Montreal43
- Income distribution planning services in Oakville30
- Income distribution planning services in London29
- Income distribution planning services in Markham26
Questions about this company list
What does Exact match mean for income distribution 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 income distribution planning services did RevenueBase find based in Toronto, Canada?
The saved snapshot records 128 matching company records, 783 tracked contacts and 260 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 14, 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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Cite this list
RevenueBase Data Team. Top 25 income distribution planning services based in Toronto, Canada. Snapshot: October 14, 2026. https://revenuebase.ai/companies/income-distribution-planning-services/canada/toronto.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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