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 company matches for insurance brokers for wealth planning associated with Calgary, Canada as of September 2026 and tracks 1,610 professional contacts across them, including 1,052 with verified work emails. Across Canada, Toronto is the largest hub for this category (173 companies); Calgary follows with 110.

This list covers company matches for insurance brokers for wealth planning associated with Calgary, 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 September 17, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

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 company matches for insurance brokers for wealth planning based in Calgary, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Rogers Insurance LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	201-500	125 contacts →
	Exact match “Rogers Insurance is one of Canada's largest independent brokerages; we’re proud of our Alberta roots and employee ownership.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Link Insurance Agency INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	46 contacts →
	Exact match “Link Insurance is a family owned insurance brokerage serving the needs of customers in Calgary and Edmonton for over 37 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Excel & Y Insurance Services LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	51-200	44 contacts →
	Exact match “We have been offering Home, Auto, Commercial, Travel and Recreational and Life Insurance Services to Albertans through our business since 1983.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Wilson M. Beck Insurance Alberta	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	44 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Toole Peet	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	51-200	41 contacts →
	Exact match “Whether you're looking to insure your home, auto, life or business, insurance can help protect you and your property.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Northfront Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Qopia Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “A holistic financial services company with a skillset as diverse as Canada is.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Ryder Insurance Brokers LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Krywolt Insurance Brokers	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Krywolt Insurance offers customized care for all our business insurance clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	CJ Campbell Insurance LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Costen Insurance	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “Costen Insurance was established in 1987 by Larry Costen.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	PAL Insurance Brokers Canada	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “PAL Insurance Brokers Canada has been a family-owned Specialty Insurance Broker since 1989.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	VAN Helden Agencies	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “We are an independently owned property and casualty insurance brokerage that has been operating in Calgary since 1950.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Popowich Karmali Advisory Group	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	UP Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Hein Financial Group	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “At Hein Financial Group we offer comprehensive financial planning, investment management, and insurance strategies for Canadian families and businesses.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Financial Initiatives Counsel	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “We Never Forget Whose Money It Is: YOURS” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Puhl Employee Benefits INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Puhl Employee Benefits specializes in wealth management and flexible group benefits programs with specific focus on meeting the unique financial needs of independent business…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Exceedia Consulting LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Education.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	The Wealth Council	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Dejong's Insurance LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “DeJong’s Insurance Services is a privately owned and operated general insurance brokerage in Calgary, Alberta established in 1962.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Lee-Owe Macleod Wealth Management INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Beneficial Insurance Solutions A Div. Of Bencharski Insurance Services LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Beneficial Insurance Solutions is a small, independent company where personal service & long-term relationships are more than just catch phrases.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Mammoth Insurance Canada	Exact match	Calgary, CanadaHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “When you work with a Calgary insurance broker, your broker gets to know your unique needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	PR Wealth Management INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 17, 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 brokers for wealth planning”. 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 110 insurance brokers for wealth planning based in Calgary, Canada

See the full list, filter by size, metro and specialty, and access 1,052 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 Calgary, Canada whose business descriptions match “insurance brokers for wealth planning” 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 1,052 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 September 17, 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.

Insurance brokers for wealth planning by metro in Canada

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 brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 110 company matches for insurance brokers for wealth planning associated with Calgary, Canada as of September 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?

Rogers Insurance LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most insurance brokers for wealth planning?

Toronto leads Canada with 173 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,052 professional contacts with verified work emails tracked across these 110 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 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 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.