Company lists · Data refreshed September 2026

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

RevenueBase identified 64 insurance brokers for wealth planning headquartered in Edmonton, Canada as of September 2026 and tracks 979 professional contacts across them, including 480 with verified work emails. Toronto is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Edmonton, 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
64Companies
979Contacts tracked
480Verified emails
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The 25 largest insurance brokers for wealth planning based in Edmonton, Canada

Ranked by team size
Top 25 of 64 insurance brokers for wealth planning based in Edmonton, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 2026201-500272 contacts →

Strong evidence

“Navacord ( Formerly Lloyd Sadd) is an established and successful insurance brokerage focused on providing risk management, insurance services, and benefits & pension plans to mid…”

Source: RevenueBase Database · checked Sep 17, 2026
2Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 2026n/a233 contacts →

Strong evidence

“HDF - The affordable Alberta insurance brokerage that works for you!”

Source: RevenueBase Database · checked Sep 17, 2026
3Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202651-20073 contacts →

Strong evidence

“MHK Insurance is Alberta's largest independent insurance brokerages.”

Source: RevenueBase Database · checked Sep 17, 2026
4Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202651-20052 contacts →

Strong evidence

“Leibel Insurance Group is a second generation, locally owned and family operated, independent insurance brokerage offering all forms of personal, business and life insurance.”

Source: RevenueBase Database · checked Sep 17, 2026
5Partial evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202651-20026 contacts →

Partial evidence

“We are a brokerage builder.”

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-5022 contacts →

Indirect evidence

“Sorrell Financial is a unique financial advisor.”

Source: RevenueBase Database · checked Sep 17, 2026
7Partial evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202651-20018 contacts →

Partial evidence

“Access Insurance Group delivers exceptional insurance solutions to our clientele across Canada.”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202651-20018 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
9Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-5017 contacts →

Strong evidence

“A leading independent insurance brokerage in Alberta.”

Source: RevenueBase Database · checked Sep 17, 2026
10Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-1017 contacts →

Strong evidence

“ARC Insurance Brokers is a full-service, independent insurance brokerage based in Edmonton, Alberta.”

Source: RevenueBase Database · checked Sep 17, 2026
11Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-5017 contacts →

Strong evidence

“While many insurance companies are bogged down by corporate bureaucracy, Capital Insurance Brokers takes a friendlier, more personable approach.”

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-5016 contacts →

Indirect evidence

“Adept, aware and responsive, we’re invested in the prosperity of entrepreneurs, business owners, executives and professionals across Canada.”

Source: RevenueBase Database · checked Sep 17, 2026
13Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-509 contacts →

Strong evidence

“JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.”

Source: RevenueBase Database · checked Sep 17, 2026
14Partial evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-508 contacts →

Partial evidence

“MyBrokers specializes in Commercial and Personal Insurance.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-508 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-108 contacts →

Indirect evidence

“We are Financial Planners at our core.”

Source: RevenueBase Database · checked Sep 17, 2026
17Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-108 contacts →

Strong evidence

“Treasures Insurance is a full-service insurance brokerage handling both personal and commercial lines coverages.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-507 contacts →

Indirect evidence

“A financial strategy goes beyond an investment strategy.”

Source: RevenueBase Database · checked Sep 17, 2026
19Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-506 contacts →

Indirect evidence

“Benefits Consulting We help you take care of your employees.”

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceEdmonton, AB, CanadaHQ checked Sep 17, 202611-506 contacts →

Strong evidence

“Rogers McLean Shaw Insurance Brokers is a truly independent insurance brokerage.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-106 contacts →

Partial evidence

“Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.”

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
23Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
24Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“Most people live life expecting that everything will go as planned, until it doesn't.”

Source: RevenueBase Database · checked Sep 17, 2026
25Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“Financial Strategies Group #210, 6271 Andrews Loop, S.W.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 64 insurance brokers for wealth planning based in Edmonton, Canada

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

As of Sep 17, 2026
49.0%Verified-email coverage
15.3Average contacts per company
1-10Median size (employees)
270.3%Largest-city concentration · Toronto
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
14
51-200
5
201-500
1

Email recency for this list is measured across the whole Canada list rather than for Edmonton, so it is reported there. Company counts and contact totals on this page are exact for Edmonton, over 64 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 Edmonton, 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 Edmonton 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, 480 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.

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 Edmonton, Canada?

RevenueBase identified 64 insurance brokers for wealth planning headquartered in Edmonton, 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?

Lloyd Sadd, headquartered in Edmonton, 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 480 verified decision-maker contacts tracked across these 64 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.