Company lists · Data refreshed September 2026
Top 15 Insurance planning advisors based in Markham, Canada
RevenueBase identified 29 insurance planning advisors headquartered in Markham, Canada as of September 2026 and tracks 180 professional contacts across them, including 61 with verified work emails. Toronto is the largest hub.
This list covers insurance planning advisors headquartered in Markham, 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.
The 15 largest insurance planning advisors based in Markham, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Indirect evidence “Our goal quite simply, is to protect our client’s commercial, personal and financial interests.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Indirect evidence “Life gets busy, and busyness breeds stress.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Partial evidence “At LifePlan Investments, we provide comprehensive and customized solutions carefully structured around our clients' goals and needs - from insurance to investments, and tax and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 3 contacts → | ||||
Indirect evidence “MTA Financial was formed almost a decade ago by a small group of professional accountants with a simple idea.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Partial evidence “Visconti Financial Group is a Financial Planning firm based out of Markham, Ontario, Canada.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Strong evidence “Financial planning company which including investment planning, insurance planning, retirement planning, education saving planning and estate planning” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Indirect evidence “A personal message from Mark Halpern, CFP, TEP, company founder and President My path to this profession began when my late father suffered a fatal heart attack in 1974.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Indirect evidence “Founded in 2001, P&K Financial Inc.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Strong evidence “Insurance, mutual funds, financial planning, financial services” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Partial evidence “Protection: Planning: Peace of Mind:” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Strong evidence “We are independent insurance and financial advisors and consultants delivering smart, tailored benefits and pension strategies to meet our clients' needs and objectives.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
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 planning advisors. 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 planning advisors.
- Partial evidence
- Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance planning advisors. 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 15 of 29 insurance planning advisors based in Markham, Canada
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Insurance planning advisors based in Markham, Canada at a glance
As of Sep 17, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Markham, so it is reported there. Company counts and contact totals on this page are exact for Markham, over 29 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 planning advisors, 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 Markham, Canada whose own description of what they do matches “insurance planning advisors”. 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 planning advisors), 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 planning advisors, and records with no verified work email. Companies headquartered outside Markham 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, 61 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 planning advisors by metro in Canada
- Insurance planning advisors in Toronto123
- Insurance planning advisors in Calgary71
- Insurance planning advisors in Vancouver65
- Insurance planning advisors in Montreal59
- Insurance planning advisors in Mississauga55
- Insurance planning advisors in Quebec55
- Insurance planning advisors in Edmonton54
- Insurance planning advisors in Winnipeg50
- Insurance planning advisors in Ottawa40
- Insurance planning advisors in Laval31
- Insurance planning advisors in Markham29
- Insurance planning advisors in London28
- Insurance planning advisors in Oakville26
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 planning advisors, 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 planning advisors are there based in Markham, Canada?
RevenueBase identified 29 insurance planning advisors headquartered in Markham, 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?
Ensurco Insurance Group INC, headquartered in Markham, tops this list with the largest team on record.
Which city has the most insurance planning advisors?
Toronto leads with 123 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 61 verified decision-maker contacts tracked across these 29 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.
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