Company lists · Data refreshed October 2026
Top 25 Insurance advisors for high net worth based in Canada
RevenueBase identified 115 company matches for insurance advisors for high net worth associated with Canada as of October 2026 and tracks 1,522 professional contacts across them, including 153 with verified work emails. Toronto is the largest hub.
This list covers company matches for insurance advisors for high net worth 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 16, 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 insurance advisors for high net worth based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 22 contacts → | ||||
Exact match “Sorrell Financial is a unique financial advisor.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 2 | 18 contacts → | ||||
Exact match “Welcome to GUARDIAN TRUST.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 3 | 17 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 4 | 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 16, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “Beyond Wealth was founded in 2011 by Leander Dueck.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “We are FOREST.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 8 | 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 16, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 10 | 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 16, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Rosen Group Private Wealth Management specializes in personalized wealth management and family office services for high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 13 | 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 16, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “PWL's Montreal office was established in 1996 and serves the needs of affluent Montreal families, businesspeople, and professionals.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Full Financial planning and service, determine your financial situation, develop your financial goal and our advisor always looking for new ways to relief your tax burden, manage…” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Himmelman & Associates Financial Advisors Inc is a financial services company based out of Dresden Row, Halifax, Nova Scotia, Canada.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 21 | 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 16, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “At Access we are a team of wealth advisors for a select group of professionals, business owners and families, who are focused on building and leaving a lasting legacy.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “We help people rethink wealth.” Recorded in the RevenueBase company graph · Oct 16, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…” Recorded in the RevenueBase company graph · Oct 16, 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 “insurance advisors for high net worth”. 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 115 insurance advisors for high net worth based in Canada
See the full list, filter by size, metro and specialty, and access 153 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance advisors for high net worth based in Canada at a glance
As of Oct 16, 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 115 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 “insurance advisors for high net worth” 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 153 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 16, 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 “insurance advisors for high net worth”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance advisors for high net worth are there based in Canada?
RevenueBase identified 115 company matches for insurance advisors for high net worth 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?
Sorrell Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance advisors for high net worth?
Toronto leads with 21 company records, followed by Montreal (7) and Edmonton (6).
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 153 professional contacts with verified work emails tracked across these 115 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 115 insurance advisors for high net worth based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
- Insurance advisors for high net worth based in the United States
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
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
Company intelligence · public preview
Top 25 insurance advisors for high net worth 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 115 matching company records for insurance advisors for high net worth based in Canada, with 1,522 tracked contacts and 153 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 16, 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 insurance advisors for high net worth 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 |  Sorrell Financialsorrell.caHQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 22 contacts → |
“Sorrell Financial is a unique financial advisor.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GT Wealth Canadagtwealth.caHQ: Richmond, BC, CanadaReported employees: 51-200 | Richmond, BC, Canada | 51-200 | Exact match | 18 contacts → |
“Welcome to GUARDIAN TRUST.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 17 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wellington-Altus Financial INCwellington-altus.caHQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 14 contacts → |
“Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Beyond Wealth Managementbeyondwealth.ca HQ: Regina, SK, CanadaReported employees: 11-50 | Regina, SK, Canada | 11-50 | Exact match | 13 contacts → |
“Beyond Wealth was founded in 2011 by Leander Dueck.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Forestdavidforest.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
“We are FOREST.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  wealthinsurance.comwealthinsurance.comHQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rosen Group Private Wealth Managementrosengroup.ca HQ: Pointe-claire, QC, CanadaReported employees: 11-50 | Pointe-claire, QC, Canada | 11-50 | Exact match | 6 contacts → |
“Rosen Group Private Wealth Management specializes in personalized wealth management and family office services for high-net-worth individuals and families.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Myriad Private Wealth With IA Private Wealthmyriadprivatewealth.comHQ: Saint-laurent, CanadaReported employees: 1-10 | Saint-laurent, Canada | 1-10 | Exact match | 6 contacts → |
“Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Financial Confidencefinancialconfidence.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  PWL Capital Montrealpwlcapital.comHQ: | montreal, QC, CanadaReported employees: 11-50 | | montreal, QC, Canada | 11-50 | Exact match | 6 contacts → |
“PWL's Montreal office was established in 1996 and serves the needs of affluent Montreal families, businesspeople, and professionals.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Black KEY Financial Consulting INCblackkeyfinance.comHQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Full Financial planning and service, determine your financial situation, develop your financial goal and our advisor always looking for new ways to relief your tax burden, manage…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CK Wealth Managementckwealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Himmelman & Associates Financial Advisorshimmelman.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 5 contacts → |
“Himmelman & Associates Financial Advisors Inc is a financial services company based out of Dresden Row, Halifax, Nova Scotia, Canada.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tower Street Wealthtowerstreetwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Focalpoint Financial Group INCfocalpointfinancial.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brooks Westbrooksandwest.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Access Family Office Corpaccessfo.com HQ: Ancaster, ON, CanadaReported employees: 1-10 | Ancaster, ON, Canada | 1-10 | Exact match | 4 contacts → |
“At Access we are a team of wealth advisors for a select group of professionals, business owners and families, who are focused on building and leaving a lasting legacy.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealthverse INCwealthverse.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We help people rethink wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 4 contacts → |
“Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 115 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
115 records in the displayed employee bands.
0 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 115 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 16, 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 insurance advisors for high net worth?
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 insurance advisors for high net worth did RevenueBase find based in Canada?
The saved snapshot records 115 matching company records, 1,522 tracked contacts and 153 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 16, 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
Insurance advisors for high net worth by geography
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
- Insurance advisors for high net worth based in India
- Insurance advisors for high net worth based in South Africa
- Insurance advisors for high net worth based in the United Kingdom
- Insurance advisors for high net worth based in the United States
Cite this list
RevenueBase Data Team. Top 25 insurance advisors for high net worth based in Canada. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/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
- Insurance advisors for high net worth based in London, United Kingdom
- Insurance advisors for high net worth based in New York, United States
- Insurance advisors for high net worth based in Australia
- Insurance advisors for high net worth based in Brazil
- Insurance advisors for high net worth based in France
- Insurance advisors for high net worth based in Germany
Company intelligence · public preview
Top 25 insurance advisors for high net worth based in Canada
RevenueBase records 115 matching company records for insurance advisors for high net worth based in Canada, with 1,522 tracked contacts and 153 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 16, 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 insurance advisors for high net worth 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 | Sorrell Financialsorrell.ca HQ: Edmonton, AB, CanadaReported employees: 11-50 | Edmonton, AB, Canada | 11-50 | Exact match | 22 contacts → |
“Sorrell Financial is a unique financial advisor.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GT Wealth Canadagtwealth.ca HQ: Richmond, BC, CanadaReported employees: 51-200 | Richmond, BC, Canada | 51-200 | Exact match | 18 contacts → |
“Welcome to GUARDIAN TRUST.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 17 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wellington-Altus Financial INCwellington-altus.ca HQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 14 contacts → |
“Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Beyond Wealth Managementbeyondwealth.ca HQ: Regina, SK, CanadaReported employees: 11-50 | Regina, SK, Canada | 11-50 | Exact match | 13 contacts → |
“Beyond Wealth was founded in 2011 by Leander Dueck.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Forestdavidforest.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
“We are FOREST.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | wealthinsurance.comwealthinsurance.com HQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rosen Group Private Wealth Managementrosengroup.ca HQ: Pointe-claire, QC, CanadaReported employees: 11-50 | Pointe-claire, QC, Canada | 11-50 | Exact match | 6 contacts → |
“Rosen Group Private Wealth Management specializes in personalized wealth management and family office services for high-net-worth individuals and families.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Myriad Private Wealth With IA Private Wealthmyriadprivatewealth.com HQ: Saint-laurent, CanadaReported employees: 1-10 | Saint-laurent, Canada | 1-10 | Exact match | 6 contacts → |
“Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Financial Confidencefinancialconfidence.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | PWL Capital Montrealpwlcapital.com HQ: | montreal, QC, CanadaReported employees: 11-50 | | montreal, QC, Canada | 11-50 | Exact match | 6 contacts → |
“PWL's Montreal office was established in 1996 and serves the needs of affluent Montreal families, businesspeople, and professionals.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Black KEY Financial Consulting INCblackkeyfinance.com HQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Full Financial planning and service, determine your financial situation, develop your financial goal and our advisor always looking for new ways to relief your tax burden, manage…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CK Wealth Managementckwealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Himmelman & Associates Financial Advisorshimmelman.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 5 contacts → |
“Himmelman & Associates Financial Advisors Inc is a financial services company based out of Dresden Row, Halifax, Nova Scotia, Canada.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tower Street Wealthtowerstreetwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Focalpoint Financial Group INCfocalpointfinancial.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brooks Westbrooksandwest.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Access Family Office Corpaccessfo.com HQ: Ancaster, ON, CanadaReported employees: 1-10 | Ancaster, ON, Canada | 1-10 | Exact match | 4 contacts → |
“At Access we are a team of wealth advisors for a select group of professionals, business owners and families, who are focused on building and leaving a lasting legacy.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealthverse INCwealthverse.ca HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We help people rethink wealth.” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 4 contacts → |
“Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…” Recorded description excerpt · October 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 115 company matches
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Insurance advisors for high net worth: dataset insights
October 16, 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
115 records in the displayed employee bands.
0 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 115 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 16, 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 insurance advisors for high net worth?
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 insurance advisors for high net worth did RevenueBase find based in Canada?
The saved snapshot records 115 matching company records, 1,522 tracked contacts and 153 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 16, 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 insurance advisors for high net worth based in Canada. Snapshot: October 16, 2026. https://revenuebase.ai/companies/insurance-advisors-for-high-net-worth/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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