Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 173 companies tracked

RevenueBase identified 173 insurance brokers for wealth planning headquartered in Toronto, Canada as of September 2026 and tracks 6,918 professional contacts across them, including 2,171 with verified work emails. Toronto is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Toronto, 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

173Companies

6,918Contacts tracked

2,171Verified emails

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

Ranked by team size

Top 25 of 173 insurance brokers for wealth planning based in Toronto, 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	BMO Private Wealth	Partial evidence	Toronto, CanadaHQ checked Sep 17, 2026	501-1,000	1,555 contacts →
	Partial evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 17, 2026
2	Nfp, An AON Company Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	501-1,000	477 contacts →
	Indirect evidence “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Source: RevenueBase Database · checked Sep 17, 2026
3	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
4	Purves Redmond Limited	Strong evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	168 contacts →
	Strong evidence “Established in 1959 and headquartered in Toronto, Purves Redmond Limited is a premier independent insurance advisory brokerage firm.” Source: RevenueBase Database · checked Sep 17, 2026
5	Sound Insurance	Strong evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	105 contacts →
	Strong evidence “We are a privately owned and operated Canadian Independent Insurance Brokerage located in Toronto, Ontario.” Source: RevenueBase Database · checked Sep 17, 2026
6	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	96 contacts →
	Partial evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 17, 2026
7	FCA Insurance Brokers	Strong evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	67 contacts →
	Strong evidence “FCA Insurance Brokers is an independent insurance brokerage, established in 1919, dedicated to providing security and value through custom insurance solutions for business…” Source: RevenueBase Database · checked Sep 17, 2026
8	Canfin Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	48 contacts →
	Partial evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 17, 2026
9	Kase Insurance INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	38 contacts →
	Strong evidence “KASE Insurance Inc is an award winning commercial insurance brokerage- 2024, 2023 & 2022 Globe and Mail Canada’s fastest growing companies list - 2023 Top Insurance Employer &…” Source: RevenueBase Database · checked Sep 17, 2026
10	Baird Macgregor Insurance Brokers LP	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	37 contacts →
	Partial evidence “At Baird MacGregor, we are committed to providing superior customer service along with cost-effective insurance and risk management solutions tailored to meet the unique needs of…” Source: RevenueBase Database · checked Sep 17, 2026
11	Cavell Risk, INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	34 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
12	CI Private Wealth Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	201-500	34 contacts →
	Partial evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 17, 2026
13	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	29 contacts →
	Partial evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 17, 2026
14	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 17, 2026
15	Aligned Insurance	Strong evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	21 contacts →
	Strong evidence “ALIGNED is a premiere insurance brokerage that was exclusively and uniquely built to create, negotiate and deliver the best business insurance and risk management…” Source: RevenueBase Database · checked Sep 17, 2026
16	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
17	Hunters International Insurance	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “HUNTERS International Insurance exists to preserve our Clients' prosperity, enterprise and opportunity.” Source: RevenueBase Database · checked Sep 17, 2026
18	Insurance Hero	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	19 contacts →
	Partial evidence “InsuranceHero.ca is your one stop for everything insurance!” Source: RevenueBase Database · checked Sep 17, 2026
19	IA Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	51-200	19 contacts →
	Partial evidence “Helping Ontario families, professionals, and business owners protect their income, health, and future with clear, unbiased insurance advice since 1993.” Source: RevenueBase Database · checked Sep 17, 2026
20	Partners Indemnity Insurance Brokers Limited	Strong evidence	Toronto, CanadaHQ checked Sep 17, 2026	11-50	17 contacts →
	Strong evidence “Insurance Brokerage specializing in commercial risks” Source: RevenueBase Database · checked Sep 17, 2026
21	Bridgewell Financial	Strong evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	17 contacts →
	Strong evidence “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Source: RevenueBase Database · checked Sep 17, 2026
22	Guthrie Insurance Brokers - Insureplus	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	16 contacts →
	Partial evidence “For over 40 years, the professionals at Guthrie Insurance have been looking after the insurance needs of Ontario families and business.” Source: RevenueBase Database · checked Sep 17, 2026
23	PAL Insurance	Partial evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Source: RevenueBase Database · checked Sep 17, 2026
24	Ibrokerpower Capital INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
25	Martin Merry And Reid LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Established in 1904, Martin Merry and Reid Ltd.” 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 173 insurance brokers for wealth planning based in Toronto, Canada

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

As of Sep 17, 2026

31.4%Verified-email coverage

40.0Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 173 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 Toronto, 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 Toronto 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, 2,171 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 Toronto, Canada?

RevenueBase identified 173 insurance brokers for wealth planning headquartered in Toronto, 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?

BMO Private Wealth, headquartered in Toronto, 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 2,171 verified decision-maker contacts tracked across these 173 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.