Company lists · Data refreshed September 2026

Top 16 Insurance brokers for wealth planning based in Oakville, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 25 companies tracked

RevenueBase identified 25 company matches for insurance brokers for wealth planning associated with Oakville, Canada as of September 2026 and tracks 337 professional contacts across them, including 87 with verified work emails. Across Canada, Toronto is the largest hub for this category (173 companies); Oakville has 25.

This list covers company matches for insurance brokers for wealth planning associated with Oakville, 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

25Companies

337Contacts tracked

87Verified emails

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The 16 largest insurance brokers for wealth planning based in Oakville, Canada

Ranked by team size

Top 16 of 25 company matches for insurance brokers for wealth planning based in Oakville, 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	Mitchell Sandham Inc.	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “Mitchell Sandham is an independent full service insurance brokerage specializing in personal and commercial insurance along with financial service offerings.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Bristol Capital Management	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “We are a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Sterling Insurance Brokers LTD	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Commercial and Personal Lines Insurance Brokerage - Oakville, Ontario” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Baicorp Financial	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “We are an independent insurance brokerage offering a broad array of employee benefits, critical illness, retirement and financial planning, wealth management, and other individual…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Spriggs Insurance Brokers Limited	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “At Spriggs Insurance Brokers Limited we take our customers seriously.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Life & Legacy Advisory Group	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Discover our commitment to our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Volpe Financial Solutions	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Strategic Wealth Management Services INC	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	CK Wealth Management	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	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 · Sep 17, 2026 · View company records in RevenueBase
10	Watson Investments	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Orooj Financial Group	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Mission: Our mission is to become a trusted advisor in the lives of our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Stewart Financial	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At Stewart Financial we provide intentional advice to inspire clients to choose to do what they will wish they had done, especially when they are not inclined to do it.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Brookstone Insurance Group INC	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Brookstone is a boutique brokerage providing insurance services to the unique needs of businesses & high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	The BIG Milton	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	DPB Insurance And Financial Services	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Insuring Tomorrow.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Favretto Financial Services INC	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	n/a	1 contacts →
	Exact match “Our primary expertise is Group Life and Health Insurance, while our secondary focus is Individual Life and Health.” 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 16 of 25 insurance brokers for wealth planning based in Oakville, Canada

See the full list, filter by size, metro and specialty, and access 87 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 17, 2026

25.8%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 25 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 Oakville, 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 87 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 Oakville, Canada?

RevenueBase identified 25 company matches for insurance brokers for wealth planning associated with Oakville, 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?

Mitchell Sandham Inc. 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). Oakville has 25.

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 87 professional contacts with verified work emails tracked across these 25 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.