Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Toronto, Canada

Name: Insurance planning advisors 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 123 companies tracked

RevenueBase identified 123 company matches for insurance planning advisors associated with Toronto, Canada as of September 2026 and tracks 994 professional contacts across them, including 373 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for insurance planning advisors associated with Toronto, 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

123Companies

994Contacts tracked

373Verified emails

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The 25 largest insurance planning advisors based in Toronto, Canada

Ranked by team size

Top 25 of 123 company matches for insurance planning advisors based in Toronto, 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	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
2	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
3	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Dion Strategic Consulting Group INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “We provide actuarial and consulting services with respect to the full range insurance products - Property & Casualty and Life Insurance - and financial services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	OM Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	22 contacts →
	Exact match “OM is a comprehensive Insurance and Investment Firm that comes with over 20 years of collective expertise in offering financial services across the corporate world.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Corporate Protection Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	21 contacts →
	Exact match “CPG is not your traditional insurance advisor.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	IA Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	19 contacts →
	Exact match “Helping Ontario families, professionals, and business owners protect their income, health, and future with clear, unbiased insurance advice since 1993.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Bridgewell Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Dave Lawless, CFP	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	17 contacts →
	Exact match “Hallmark Insurance Group Ltd, was acquired by Moore-McLean Insurance Group Ltd.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Martin Merry And Reid LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Established in 1904, Martin Merry and Reid Ltd.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	SC Insurance	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Established in 1979, Steven Cohen Insurance Agency Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Valid Insurance Services	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Our goal is to enable our clients, individuals, families and businesses to understand and improve aspects of their Financial Resiliency.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Amiwealth Group Corporation	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Protect Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Expertise -> Trust -> Peace of Mind Protect is a boutique insurance and financial planning firm, focused on meeting the needs of dentists, medical professionals and business…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Multi Risk Insurance Brokers	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “Over the years, Multi risk Insurance Brokers & Financial Group has grown and prospered by paying attention to our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Waxman Planning	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Lifecycle Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Integrated Financial Strategies	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Physicians and business owners need tailored insurance solutions to protect them against the risks associated with a premature death, accident, or sickness.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Caldwell Insurance Services LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Four Point Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “You know where you want to go-we show you how to get there.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Full Circle Financial	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Achieving financial well-being requires more than just a partial solution.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Hargraft LP	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “Hargraft LP has led the Canadian insurance industry since 1874.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Karma Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “We’re a unique financial advisory firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Ltci Consulting INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Etherington Generations	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Etherington Generations is a family-owned corporate and individual insurance planning firm.” 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 25 of 123 insurance planning advisors based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 373 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance planning advisors based in Toronto, Canada at a glance

As of Sep 17, 2026

37.5%Verified-email coverage

8.1Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 123 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 Toronto, 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 373 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 Toronto, Canada?

RevenueBase identified 123 company matches for insurance planning advisors associated with Toronto, 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?

BMO Insurance 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).

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 373 professional contacts with verified work emails tracked across these 123 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.