Company lists · Data refreshed September 2026

Top 25 Independent financial advisors based in Canada

Name: Independent financial advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 1,567 companies tracked

RevenueBase identified 1,567 independent financial advisors headquartered in Canada as of September 2026 and tracks 33,577 professional contacts across them, including 10,615 with verified work emails. Toronto is the largest hub.

This list covers independent financial advisors headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

1,567Companies

33,577Contacts tracked

10,615Verified emails

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The 25 largest independent financial advisors based in Canada

Ranked by team size

Top 25 of 1,567 independent financial advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to independent financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	6,589 contacts →
	Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
2	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 20, 2026	1,001-5,000	2,400 contacts →
	Strong evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 20, 2026
3	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
4	Manulife Wealth	Partial evidence	Oakville, ON, CanadaHQ checked Sep 20, 2026	1,001-5,000	1,079 contacts →
	Partial evidence “For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Source: RevenueBase Database · checked Sep 20, 2026
5	Richardson Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	941 contacts →
	Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 20, 2026
6	Investment Planning Counsel	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 20, 2026	501-1,000	807 contacts →
	Partial evidence “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Source: RevenueBase Database · checked Sep 20, 2026
7	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
8	ATB Wealth	Partial evidence	All Across, AB, CanadaHQ checked Sep 20, 2026	501-1,000	438 contacts →
	Partial evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 20, 2026
9	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
10	Aligned Capital Partners INC	Partial evidence	Burlington, ON, CanadaHQ checked Sep 20, 2026	51-200	331 contacts →
	Partial evidence “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Source: RevenueBase Database · checked Sep 20, 2026
11	Harbourfront Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	201-500	265 contacts →
	Partial evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
12	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Partial evidence	Québec, CanadaHQ checked Sep 20, 2026	501-1,000	257 contacts →
	Partial evidence “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Source: RevenueBase Database · checked Sep 20, 2026
13	MICA	Indirect evidence	Québec, CanadaHQ checked Sep 20, 2026	51-200	210 contacts →
	Indirect evidence “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Source: RevenueBase Database · checked Sep 20, 2026
14	Ventum Financial	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	201-500	193 contacts →
	Partial evidence “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 20, 2026
15	Sterling Mutuals INC	Strong evidence	Windsor, ON, CanadaHQ checked Sep 20, 2026	201-500	172 contacts →
	Strong evidence “We are an independent financial services dealer that focuses on independent advisors and their values.” Source: RevenueBase Database · checked Sep 20, 2026
16	Leede Financial INC	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 20, 2026	201-500	160 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
17	PWL Capital INC	Indirect evidence	│ Montreal, QC, CanadaHQ checked Sep 20, 2026	51-200	124 contacts →
	Indirect evidence “Great wealth management starts with a simple question: what matters most to you?” Source: RevenueBase Database · checked Sep 20, 2026
18	Mandeville Private Client INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 20, 2026	51-200	97 contacts →
	Indirect evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 20, 2026
19	Newport Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	96 contacts →
	Indirect evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 20, 2026
20	Echelon Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	73 contacts →
	Partial evidence “We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 20, 2026
21	Mérici Services Financiers INC	Partial evidence	Sherbrooke, QC, CanadaHQ checked Sep 20, 2026	51-200	68 contacts →
	Partial evidence “Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Source: RevenueBase Database · checked Sep 20, 2026
22	RGF Integrated Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	67 contacts →
	Partial evidence “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Source: RevenueBase Database · checked Sep 20, 2026
23	Customplan Financial Advisors INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1,001-5,000	61 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
24	Peak Securities INC	Partial evidence	Montréal, CanadaHQ checked Sep 20, 2026	1,001-5,000	59 contacts →
	Partial evidence “A subsidiary of PEAK Financial Group.” Source: RevenueBase Database · checked Sep 20, 2026
25	Solomon Financial Corporation	Strong evidence	Red Deer, AB, CanadaHQ checked Sep 20, 2026	51-200	55 contacts →
	Strong evidence “At Solomon we are passionate about financial education and building relationship with our advisors, clients and communities.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: independent financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names independent financial advisors.
Partial evidence: Its own public description names part of independent financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name independent financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,567 independent financial advisors based in Canada

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Independent financial advisors based in Canada at a glance

As of Sep 20, 2026

31.6%Verified-email coverage

21.4Average contacts per company

1-10Median size (employees)

10.2%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,214

11-50

248

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,567 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among independent financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “independent financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names independent financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among independent financial advisors, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 10,615 across the full list. 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 September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Independent financial advisors by metro

Independent financial advisors in Toronto160
Independent financial advisors in Calgary101
Independent financial advisors in Vancouver95
Independent financial advisors in Montreal57
Independent financial advisors in Winnipeg55
Independent financial advisors in Ottawa51
Independent financial advisors in Quebec48
Independent financial advisors in Edmonton46
Independent financial advisors in Mississauga40
Independent financial advisors in Oakville33
Independent financial advisors in London31
Independent financial advisors in Halifax29
Independent financial advisors in Markham28

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names independent financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many independent financial advisors are there based in Canada?

RevenueBase identified 1,567 independent financial advisors headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most independent financial advisors?

Toronto leads with 160 headquartered companies, followed by Calgary (101) and Vancouver (95).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 10,615 verified decision-maker contacts tracked across these 1,567 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.