Company lists · Data refreshed September 2026

Top 19 Insurance planning advisors based in Ottawa, Canada

Name: Insurance planning advisors 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 40 companies tracked

RevenueBase identified 40 company matches for insurance planning advisors associated with Ottawa, Canada as of September 2026 and tracks 230 professional contacts across them, including 91 with verified work emails. Across Canada, Toronto is the largest hub for this category (123 companies); Ottawa has 40.

This list covers company matches for insurance planning advisors 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

40Companies

230Contacts tracked

91Verified emails

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The 19 largest insurance planning advisors based in Ottawa, Canada

Ranked by team size

Top 19 of 40 company matches for insurance planning advisors 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	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	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
3	Moore Wrinn Financial Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “The team at Moore Wrinn Financial Group Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Meldrum Horne	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	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
6	Capital PRO Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Mirabel Management INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Ingenious Insurance	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Validate your current coverage and see how it Visit ingeniousinsurance.ca Are you a life-licensed insurance advisor who wants to earn more with Visit ingeniousinsurance.ca/partners” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	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
10	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
11	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
12	Taggart Wealth & Estate Planning	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Mosley Group Benefits INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Mosley Group Benefits is a 100% Canadian-owned and operated independent group benefits, retirement and InsurTech consulting firm based in Ottawa, Ontario.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	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
15	The Empey Team	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	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
17	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
18	IPS Financial Services Canada	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Since IPS was founded, our core values reflect the strong partnership we have built with our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Forest Financial Planning INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “At Forest Financial Planning, we equip you with a tailored financial plan according to your financial situation, goals and risk tolerance.” 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 19 of 40 insurance planning advisors based in Ottawa, Canada

See the full list, filter by size, metro and specialty, and access 91 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning advisors based in Ottawa, Canada at a glance

As of Sep 17, 2026

39.6%Verified-email coverage

5.8Average 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 40 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 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 91 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 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 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 Ottawa, Canada?

RevenueBase identified 40 company matches for insurance planning advisors 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?

Capcorp Financial 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 planning advisors?

Toronto leads Canada with 123 company records, followed by Calgary (71) and Vancouver (65). Ottawa has 40.

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 91 professional contacts with verified work emails tracked across these 40 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.