Company lists · Data refreshed September 2026

Top 23 Insurance planning advisors based in Canada

Name: Insurance planning advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 1,546 companies tracked

RevenueBase identified 1,546 company matches for insurance planning advisors associated with Canada as of September 2026 and tracks 19,097 professional contacts across them, including 8,496 with verified work emails. Toronto is the largest hub.

This list covers company matches for insurance planning advisors associated with 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

1,546Companies

19,097Contacts tracked

8,496Verified emails

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The 23 largest insurance planning advisors based in Canada

Ranked by team size

Top 23 of 1,546 company matches for insurance planning advisors based in 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	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 17, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Equitable	Exact match	Waterloo, ON, CanadaHQ recorded Sep 17, 2026	1,001-5,000	1,375 contacts →
	Exact match “At Equitable, we believe in the power of together.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Lussier	Exact match	Sorel-tracy, QC, CanadaHQ recorded Sep 17, 2026	501-1,000	567 contacts →
	Exact match “Lussier est un chef de file dans le domaine des conseils en assurances et avantages sociaux avec plus de 700 employés et 21 succursales au Québec.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Axis Insurance	Exact match	Vancouver, BC, CanadaHQ recorded Sep 17, 2026	201-500	276 contacts →
	Exact match “Axis Insurance is an award-winning brokerage serving local, national, and international clients with risk management and insurance services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	HDF Insurance	Exact match	Edmonton, AB, CanadaHQ recorded Sep 17, 2026	n/a	233 contacts →
	Exact match “HDF - The affordable Alberta insurance brokerage that works for you!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Stoneridge Insurance Brokers	Exact match	Ancaster, ON, CanadaHQ recorded Sep 17, 2026	51-200	211 contacts →
	Exact match “Rock Solid Protection" Insurance protection that provide solid protection for you, your families, and your business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	BMO Insurance	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	201-500	207 contacts →
	Exact match “The BMO Insurance purpose is simple: evolving insurance in business and in life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	HUB International Québec LTD	Exact match	Mont-royal, QC, CanadaHQ recorded Sep 17, 2026	10001+	127 contacts →
	Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Prolink	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	113 contacts →
	Exact match “PROLINK-Canada’s Insurance Connection is a national, independent, insurance and risk management firm delivering advice and insurance solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Selectpath Benefits & Financial INC	Exact match	London, ON, CanadaHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match “Selectpath offers comprehensive and customized solutions based on your unique needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	DPA Assurances	Exact match	Saint-hyacinthe, QC, CanadaHQ recorded Sep 17, 2026	51-200	88 contacts →
	Exact match “DPA Assurances, c’est une équipe qualifiée et expérimentée, répartie dans trois succursales à Saint-Hyacinthe, Drummondville et Longueuil.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Financière Horizons	Exact match	Sherbrooke, QC, CanadaHQ recorded Sep 17, 2026	201-500	85 contacts →
	Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Dale Parizeau Morris Mackenzie Dpmm	Exact match	Montréal, CanadaHQ recorded Sep 17, 2026	201-500	81 contacts →
	Exact match “Dale Parizeau Morris Mackenzie est une marque commerciale de Lussier Dale Parizeau inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	PMT ROY Maintenant Ellipse Assurances	Exact match	Québec, CanadaHQ recorded Sep 17, 2026	51-200	75 contacts →
	Exact match “Ce n'est pas un hasard si PMT ROY Assurances et Services Financiers inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	CAL Legrow Insurance & Financial Group	Exact match	St. John's, NL, CanadaHQ recorded Sep 17, 2026	51-200	74 contacts →
	Exact match “We’re a group of dedicated individuals who work tirelessly for our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	MHK Insurance	Exact match	Edmonton, AB, CanadaHQ recorded Sep 17, 2026	51-200	73 contacts →
	Exact match “MHK Insurance is Alberta's largest independent insurance brokerages.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Groupe Dpjl	Exact match	Châteauguay, QC, CanadaHQ recorded Sep 17, 2026	51-200	68 contacts →
	Exact match “Groupe DPJL Assurances is a property and casualty insurance agency that primarily aims to satisfy its clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Mérici Services Financiers INC	Exact match	Sherbrooke, QC, CanadaHQ recorded Sep 17, 2026	51-200	68 contacts →
	Exact match “Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	RGF Integrated Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 17, 2026	11-50	67 contacts →
	Exact match “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Customplan Financial Advisors INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 17, 2026	1,001-5,000	61 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Connex Insurance Brokers LTD	Exact match	Mississauga, ON, CanadaHQ recorded Sep 17, 2026	51-200	58 contacts →
	Exact match “Connex is a proudly independent insurance brokerage.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Lafond	Exact match	Montréal, QC, CanadaHQ recorded Sep 17, 2026	51-200	58 contacts →
	Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	The Targeted Strategies Group	Exact match	Saskatoon, SK, CanadaHQ recorded Sep 17, 2026	51-200	56 contacts →
	Exact match “For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families protect, preserve, and optimize net worth by using…” 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 planning advisors”. 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 23 of 1,546 insurance planning advisors based in Canada

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Insurance planning advisors based in Canada at a glance

As of Sep 17, 2026

44.5%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

8.0%Largest-city concentration · Toronto

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

1,168

11-50

273

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,546 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 Canada whose business descriptions match “insurance planning advisors” 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 8,496 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 planning advisors by metro

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

How many insurance planning advisors are there based in Canada?

RevenueBase identified 1,546 company matches for insurance planning advisors associated with 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance planning advisors?

Toronto leads with 123 company records, followed by Calgary (71) and Vancouver (65).

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 8,496 professional contacts with verified work emails tracked across these 1,546 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.