Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Calgary, Canada

Name: Insurance brokers for wealth planning based in Calgary, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 110 companies tracked

RevenueBase identified 110 insurance brokers for wealth planning headquartered in Calgary, Canada as of September 2026 and tracks 1,610 professional contacts across them, including 1,052 with verified work emails. Toronto is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Calgary, 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 17, 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 17, 2026 86% judged on-target in blind review

110Companies

1,610Contacts tracked

1,052Verified emails

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The 25 largest insurance brokers for wealth planning based in Calgary, Canada

Ranked by team size

Top 25 of 110 insurance brokers for wealth planning based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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	Rogers Insurance LTD	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	201-500	125 contacts →
	Strong evidence “Rogers Insurance is one of Canada's largest independent brokerages; we’re proud of our Alberta roots and employee ownership.” Source: RevenueBase Database · checked Sep 17, 2026
2	Link Insurance Agency INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	46 contacts →
	Strong evidence “Link Insurance is a family owned insurance brokerage serving the needs of customers in Calgary and Edmonton for over 37 years.” Source: RevenueBase Database · checked Sep 17, 2026
3	Excel & Y Insurance Services LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	51-200	44 contacts →
	Partial evidence “We have been offering Home, Auto, Commercial, Travel and Recreational and Life Insurance Services to Albertans through our business since 1983.” Source: RevenueBase Database · checked Sep 17, 2026
4	Wilson M. Beck Insurance Alberta	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	44 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
5	Toole Peet	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	51-200	41 contacts →
	Partial evidence “Whether you're looking to insure your home, auto, life or business, insurance can help protect you and your property.” Source: RevenueBase Database · checked Sep 17, 2026
6	Northfront Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Source: RevenueBase Database · checked Sep 17, 2026
7	Qopia Financial	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	18 contacts →
	Indirect evidence “A holistic financial services company with a skillset as diverse as Canada is.” Source: RevenueBase Database · checked Sep 17, 2026
8	Ryder Insurance Brokers LTD	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	17 contacts →
	Strong evidence “Ryder Insurance and Financial Services is a locally owned independent insurance brokerage founded in 1979 in Calgary, Alberta For Personal Insurance, as brokers we pride ourselves…” Source: RevenueBase Database · checked Sep 17, 2026
9	Krywolt Insurance Brokers	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “Krywolt Insurance offers customized care for all our business insurance clients.” Source: RevenueBase Database · checked Sep 17, 2026
10	CJ Campbell Insurance LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “Located in Calgary with commercial insurance licenses in BC, Alberta and Saskatchewan, we will do everything in our power to find the best protection for your business or personal…” Source: RevenueBase Database · checked Sep 17, 2026
11	Costen Insurance	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	16 contacts →
	Partial evidence “Costen Insurance was established in 1987 by Larry Costen.” Source: RevenueBase Database · checked Sep 17, 2026
12	PAL Insurance Brokers Canada	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	15 contacts →
	Strong evidence “PAL Insurance Brokers Canada has been a family-owned Specialty Insurance Broker since 1989.” Source: RevenueBase Database · checked Sep 17, 2026
13	VAN Helden Agencies	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	12 contacts →
	Strong evidence “We are an independently owned property and casualty insurance brokerage that has been operating in Calgary since 1950.” Source: RevenueBase Database · checked Sep 17, 2026
14	Popowich Karmali Advisory Group	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Source: RevenueBase Database · checked Sep 17, 2026
15	UP Financial	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	1-10	11 contacts →
	Strong evidence “Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and…” Source: RevenueBase Database · checked Sep 17, 2026
16	Hein Financial Group	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “At Hein Financial Group we offer comprehensive financial planning, investment management, and insurance strategies for Canadian families and businesses.” Source: RevenueBase Database · checked Sep 17, 2026
17	Financial Initiatives Counsel	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	1-10	11 contacts →
	Indirect evidence “We Never Forget Whose Money It Is: YOURS” Source: RevenueBase Database · checked Sep 17, 2026
18	Puhl Employee Benefits INC	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “Puhl Employee Benefits specializes in wealth management and flexible group benefits programs with specific focus on meeting the unique financial needs of independent business…” Source: RevenueBase Database · checked Sep 17, 2026
19	Exceedia Consulting LTD	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “Education.” Source: RevenueBase Database · checked Sep 17, 2026
20	The Wealth Council	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Source: RevenueBase Database · checked Sep 17, 2026
21	Dejong's Insurance LTD	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	8 contacts →
	Strong evidence “DeJong’s Insurance Services is a privately owned and operated general insurance brokerage in Calgary, Alberta established in 1962.” Source: RevenueBase Database · checked Sep 17, 2026
22	Lee-Owe Macleod Wealth Management INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	11-50	7 contacts →
	Strong evidence “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Source: RevenueBase Database · checked Sep 17, 2026
23	Beneficial Insurance Solutions A Div. Of Bencharski Insurance Services LTD	Partial evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Beneficial Insurance Solutions is a small, independent company where personal service & long-term relationships are more than just catch phrases.” Source: RevenueBase Database · checked Sep 17, 2026
24	Mammoth Insurance Canada	Strong evidence	Calgary, CanadaHQ checked Sep 17, 2026	11-50	7 contacts →
	Strong evidence “When you work with a Calgary insurance broker, your broker gets to know your unique needs.” Source: RevenueBase Database · checked Sep 17, 2026
25	PR Wealth Management INC	Strong evidence	Calgary, AB, CanadaHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.” Source: RevenueBase Database · checked Sep 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 110 insurance brokers for wealth planning based in Calgary, Canada

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Insurance brokers for wealth planning based in Calgary, Canada at a glance

As of Sep 17, 2026

65.3%Verified-email coverage

14.6Average contacts per company

1-10Median size (employees)

157.3%Largest-city concentration · Toronto

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 110 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 insurance brokers for wealth planning, 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 Calgary, Canada whose own description of what they do matches “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Calgary 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, 1,052 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 17, 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.

Insurance brokers for wealth planning by metro in Canada

Insurance brokers for wealth planning in Toronto173
Insurance brokers for wealth planning in Calgary110
Insurance brokers for wealth planning in Vancouver83
Insurance brokers for wealth planning in Mississauga69
Insurance brokers for wealth planning in Montreal68
Insurance brokers for wealth planning in Edmonton64
Insurance brokers for wealth planning in Ottawa54
Insurance brokers for wealth planning in Quebec54
Insurance brokers for wealth planning in Markham49
Insurance brokers for wealth planning in Winnipeg48
Insurance brokers for wealth planning in Burlington28
Insurance brokers for wealth planning in London28
Insurance brokers for wealth planning in Oakville25

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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Calgary, Canada?

RevenueBase identified 110 insurance brokers for wealth planning headquartered in Calgary, 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?

Rogers Insurance LTD, headquartered in Calgary, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Toronto leads with 173 headquartered companies, followed by Calgary (110) and Vancouver (83).

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 1,052 verified decision-maker contacts tracked across these 110 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 17, 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.