Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 54 companies tracked

RevenueBase identified 54 company matches for insurance brokers for wealth planning associated with Ottawa, Canada as of September 2026 and tracks 350 professional contacts across them, including 156 with verified work emails. Across Canada, Toronto is the largest hub for this category (173 companies); Ottawa has 54.

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

54Companies

350Contacts tracked

156Verified emails

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

Ranked by team size

Top 25 of 54 company matches for insurance brokers for wealth planning based in Ottawa, 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	Scrivens Insurance And Investment Solutions	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Scrivens has been offering expert advice for all insurance and investing matters since 1930!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Tanner Insurance	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “We were established in 1922.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Rhodes & Williams Limited	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	51-200	21 contacts →
	Exact match “Since our establishment in 1935, Rhodes & Williams has developed in to one of the largest independent insurance brokers in Eastern Ontario.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Smith Petrie Carr & Scott Insurance Brokers	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	19 contacts →
	Exact match “At Smith Petrie Carr & Scott, we provide peace of mind.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Onelife	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “OneLife is solutions oriented in every respect.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Switch Insurance	Exact match	Ottawa, CanadaHQ recorded Sep 17, 2026	1-10	14 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Currey Insurance And Investments	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Currey Insurance is a brokerage that works with most of the largest Insurance and Investment Companies across Canada in an attempt to provide the best rates and products to its…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	David Burns & Associates	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “David Burns & Associates is a family-run business well established in the Ottawa community.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Ecivda Financial Planning Boutique	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Crosspoint Financial IA Private Wealth INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Smith & Reid Insurance Brokers Ltd., A BMS Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “We are a local business who can respond to your needs quickly and professionally.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Bennett Insurance Agency Limited	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Bennett Insurance Agency is a successful and highly respected Ottawa area broker of employee benefits and life insurance solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Ryan Lamontagne INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Jones Deslauriers In Ottawa	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	201-500	7 contacts →
	Exact match “We Are Jones DesLauriers in Ottawa,(formerly Binks Insurance & Risk Balance) Canada’s industry-leading professional services firm and strategic partner for corporate insurance…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Gifford Carr Insurance Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	51-200	5 contacts →
	Exact match “At Gifford Carr, we have been protecting what matters for over 75 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Trio Financial Planning	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “As a financial planning team, we consider ourselves to be in the personal financial service business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	J.R. Saint & Associates	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Established in 1984, J.R.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Foundation Private Wealth Management	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Foundation Private Wealth Management is an independent wealth management firm founded in 2009.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Natasha Hall & Associates INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Mccallan Financial	Exact match	Ottawa, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We work with clients to help them find the right solution for there Wealth, Insurance, Mortgage, and Health needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Tactica Wealth Management	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Sussex Corporate Risk INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Sussex Corporate Risk is a boutique insurance brokerage specializing in commercial lines with two offices located in the Nation's Capital at 223 Colonnade Rd, Suite 116, Ottawa…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	TK Financial Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Integrated Life Insurance Planning, Estate Planning, Group Benefits, Investments.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	FMB Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Canopy Insurance Services	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Canopy Insurance Services is an independent insurance brokerage built on a simple belief: good insurance starts with understanding risk, not just quoting policies.” 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 54 insurance brokers for wealth planning based in Ottawa, Canada

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

As of Sep 17, 2026

44.6%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 54 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 Ottawa, 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 156 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 Ottawa, Canada?

RevenueBase identified 54 company matches for insurance brokers for wealth planning associated with Ottawa, 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?

Scrivens Insurance And Investment Solutions 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). Ottawa has 54.

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 156 professional contacts with verified work emails tracked across these 54 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.