Company lists · Data refreshed September 2026
Top 25 Insurance planning advisors based in Toronto, Canada
RevenueBase identified 123 insurance planning advisors headquartered in Toronto, Canada as of September 2026 and tracks 994 professional contacts across them, including 373 with verified work emails. Toronto is the largest hub.
This list covers insurance planning advisors 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.
The 25 largest insurance planning advisors based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 207 contacts → | ||||
Partial evidence “The BMO Insurance purpose is simple: evolving insurance in business and in life.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 113 contacts → | ||||
Partial evidence “PROLINK-Canada’s Insurance Connection is a national, independent, insurance and risk management firm delivering advice and insurance solutions.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 29 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “We provide actuarial and consulting services with respect to the full range insurance products - Property & Casualty and Life Insurance - and financial services.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Strong evidence “CPG is not your traditional insurance advisor.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Partial evidence “Hallmark Insurance Group Ltd, was acquired by Moore-McLean Insurance Group Ltd.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence “Established in 1904, Martin Merry and Reid Ltd.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Partial evidence “Established in 1979, Steven Cohen Insurance Agency Inc.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “Our goal is to enable our clients, individuals, families and businesses to understand and improve aspects of their Financial Resiliency.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Partial evidence “Over the years, Multi risk Insurance Brokers & Financial Group has grown and prospered by paying attention to our clients.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “We are a tight knit-team of professionals with over 80 years of combined experience.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Physicians and business owners need tailored insurance solutions to protect them against the risks associated with a premature death, accident, or sickness.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Achieving financial well-being requires more than just a partial solution.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “Hargraft LP has led the Canadian insurance industry since 1874.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Partial evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Partial evidence “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Strong evidence “Etherington Generations is a family-owned corporate and individual insurance planning firm.” 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 25 of 123 insurance planning advisors based in Toronto, Canada
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Insurance planning advisors based in Toronto, 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 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
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 Toronto, 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 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, 373 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 Toronto, Canada?
RevenueBase identified 123 insurance planning advisors 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 Insurance, headquartered in Toronto, 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 373 verified decision-maker contacts tracked across these 123 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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