Company lists · Data refreshed October 2026
Top 17 Insurance planning services based in Montreal, Canada
RevenueBase identified 55 company matches for insurance planning services associated with Montreal, Canada as of October 2026 and tracks 1,941 professional contacts across them, including 1,167 with verified work emails. Across Canada, Toronto is the largest hub for this category (104 companies); Montreal has 55.
This list covers company matches for insurance planning services associated with Montreal, 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 October 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.
The 17 largest insurance planning services based in Montreal, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,504 contacts → | ||||
Exact match “BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 48 contacts → | ||||
Exact match “Based in the province of Québec, Vézina assurances, Marsh McLennan Agency's headquarters in Canada, is one of Canada’s most experienced, innovative and best performing insurance…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs projets et résoudre leurs enjeux personnels et d’affaires.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Simplinsur is Canada’s bold new brokerage for all your insurance needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “Insurances and financial services since 1936.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “MEKHAEL is a customer-centric professional insurance Agency with a niche clientele.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “Conseillers en sécurité financière indépendants et planification financière avancée Financial Planning Advisory Services Ross Cloran, B.A.A, AVA, CFP, ChFC / B.Com, CLU, CFP, ChFC…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “We work exclusively with you-and for you.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “LODIX, votre couverture d'assurance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Canadian Life Settlements (CLS) helps Canadian policyholders explore solutions to unlock value from their existing life insurance policies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Impact Assurances offers a wide range of Insurance products to meet all your needs, whether personal or commercial.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Qubit Insurance" is your one-stop destination for comprehensive insurance solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “LMBF est un cabinet en assurance de dommages et services financiers entièrement indépendant qui offre toute la gamme de produit d’assurance des particuliers et des entreprises.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “I’m Victor Levee, founder of Levee Future Planning, based in Montreal, Canada.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Gérer un régime d'assurance collective, c'est trouver le juste équilibre entre la rigueur financière et le bien-être de vos employés.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “As trusted financial advisors, we are committed to empowering individuals, families and corporations tailoring their unique needs by creating and implementing a plan to reach…” Recorded in the RevenueBase company graph · Oct 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 services”. 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 17 of 55 insurance planning services based in Montreal, Canada
See the full list, filter by size, metro and specialty, and access 1,167 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance planning services based in Montreal, Canada at a glance
As of Oct 17, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 55 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 Montreal, Canada whose business descriptions match “insurance planning services” 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 1,167 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 October 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 services by metro in Canada
- Insurance planning services in Toronto104
- Insurance planning services in Calgary57
- Insurance planning services in Edmonton42
- Insurance planning services in Vancouver39
- Insurance planning services in Mississauga37
- Insurance planning services in Winnipeg36
- Insurance planning services in Ottawa33
- Insurance planning services in Markham29
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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance planning services are there based in Montreal, Canada?
RevenueBase identified 55 company matches for insurance planning services associated with Montreal, Canada as of October 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?
BFL Canada 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 services?
Toronto leads Canada with 104 company records, followed by Calgary (57) and Montreal (55).
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 1,167 professional contacts with verified work emails tracked across these 55 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 55 insurance planning services based in Montreal, Canada. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 17 insurance planning services based in Montreal, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 55 matching company records for insurance planning services based in Montreal, Canada, with 1,941 tracked contacts and 1,167 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 insurance planning services based in Montreal, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  BFL Canadabflcanada.caHQ: Montreal, QC, CanadaReported employees: 1,001-5,000 | Montreal, QC, Canada | 1,001-5,000 | Exact match | 1,504 contacts → |
“BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Marsh Mclennan Agency - Canadamarshmma.comHQ: Montreal, QC, CanadaReported employees: 1,001-5,000 | Montreal, QC, Canada | 1,001-5,000 | Exact match | 48 contacts → |
“Based in the province of Québec, Vézina assurances, Marsh McLennan Agency's headquarters in Canada, is one of Canada’s most experienced, innovative and best performing insurance…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Consilium Assurance Groupe Conseilgroupeconsilium.ca HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs projets et résoudre leurs enjeux personnels et d’affaires.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Simplinsursimplinsur.caHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 26 contacts → |
“Simplinsur is Canada’s bold new brokerage for all your insurance needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  J. Gérard Fortin ET Associés INCjgfortin.comHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 15 contacts → |
“Insurances and financial services since 1936.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mekhael Insurance & Financial Servicesmekhael.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 6 contacts → |
“MEKHAEL is a customer-centric professional insurance Agency with a niche clientele.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Trihey Financial Group INCtriheyfinance.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Conseillers en sécurité financière indépendants et planification financière avancée Financial Planning Advisory Services Ross Cloran, B.A.A, AVA, CFP, ChFC / B.Com, CLU, CFP, ChFC…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Oberoi Financial Group INCoberoifinancial.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“We work exclusively with you-and for you.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lōdix Assurance & Associésgroupelodix.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 3 contacts → |
“LODIX, votre couverture d'assurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Canadian Life Settlementscanadianlifesettlements.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“Canadian Life Settlements (CLS) helps Canadian policyholders explore solutions to unlock value from their existing life insurance policies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Impact Assurancesimpactco.caHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“Impact Assurances offers a wide range of Insurance products to meet all your needs, whether personal or commercial.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Qubit Insurancequbitinsurance.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 2 contacts → |
“Qubit Insurance" is your one-stop destination for comprehensive insurance solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 1 contacts → |
“LMBF est un cabinet en assurance de dommages et services financiers entièrement indépendant qui offre toute la gamme de produit d’assurance des particuliers et des entreprises.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Levee Future Planninglevee.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 1 contacts → |
“I’m Victor Levee, founder of Levee Future Planning, based in Montreal, Canada.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Avantages Gp3agp3.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Gérer un régime d'assurance collective, c'est trouver le juste équilibre entre la rigueur financière et le bien-être de vos employés.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 1 contacts → |
“As trusted financial advisors, we are committed to empowering individuals, families and corporations tailoring their unique needs by creating and implementing a plan to reach…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 55 company matches
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Insurance planning services: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
55 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 55 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance planning services by metro in Canada
- Insurance planning services in Toronto104
- Insurance planning services in Calgary57
- Insurance planning services in Edmonton42
- Insurance planning services in Vancouver39
- Insurance planning services in Mississauga37
- Insurance planning services in Winnipeg36
- Insurance planning services in Ottawa33
- Insurance planning services in Markham29
Questions about this company list
What does Exact match mean for insurance planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance planning services did RevenueBase find based in Montreal, Canada?
The saved snapshot records 55 matching company records, 1,941 tracked contacts and 1,167 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance planning services by geography
- Insurance planning services based in Buenos Aires, Argentina
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- Insurance planning services based in Melbourne, Australia
- Insurance planning services based in Sydney, Australia
- Insurance planning services based in Barueri, Brazil
- Insurance planning services based in Belo Horizonte, Brazil
- Insurance planning services based in Curitiba, Brazil
- Insurance planning services based in Guarulhos, Brazil
- Insurance planning services based in Porto Alegre, Brazil
- Insurance planning services based in Recife, Brazil
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Cite this list
RevenueBase Data Team. Top 17 insurance planning services based in Montreal, Canada. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-planning-services/canada/montreal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance planning services based in Buenos Aires, Argentina
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- Insurance planning services based in Melbourne, Australia
- Insurance planning services based in Sydney, Australia
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- Insurance planning services based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 17 insurance planning services based in Montreal, Canada
RevenueBase records 55 matching company records for insurance planning services based in Montreal, Canada, with 1,941 tracked contacts and 1,167 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 insurance planning services based in Montreal, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BFL Canadabflcanada.ca HQ: Montreal, QC, CanadaReported employees: 1,001-5,000 | Montreal, QC, Canada | 1,001-5,000 | Exact match | 1,504 contacts → |
“BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Marsh Mclennan Agency - Canadamarshmma.com HQ: Montreal, QC, CanadaReported employees: 1,001-5,000 | Montreal, QC, Canada | 1,001-5,000 | Exact match | 48 contacts → |
“Based in the province of Québec, Vézina assurances, Marsh McLennan Agency's headquarters in Canada, is one of Canada’s most experienced, innovative and best performing insurance…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Consilium Assurance Groupe Conseilgroupeconsilium.ca HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 29 contacts → |
“Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs projets et résoudre leurs enjeux personnels et d’affaires.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Simplinsursimplinsur.ca HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 26 contacts → |
“Simplinsur is Canada’s bold new brokerage for all your insurance needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | J. Gérard Fortin ET Associés INCjgfortin.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 15 contacts → |
“Insurances and financial services since 1936.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mekhael Insurance & Financial Servicesmekhael.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 6 contacts → |
“MEKHAEL is a customer-centric professional insurance Agency with a niche clientele.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Trihey Financial Group INCtriheyfinance.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Conseillers en sécurité financière indépendants et planification financière avancée Financial Planning Advisory Services Ross Cloran, B.A.A, AVA, CFP, ChFC / B.Com, CLU, CFP, ChFC…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Oberoi Financial Group INCoberoifinancial.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“We work exclusively with you-and for you.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lōdix Assurance & Associésgroupelodix.com HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 3 contacts → |
“LODIX, votre couverture d'assurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Canadian Life Settlementscanadianlifesettlements.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“Canadian Life Settlements (CLS) helps Canadian policyholders explore solutions to unlock value from their existing life insurance policies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Impact Assurancesimpactco.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“Impact Assurances offers a wide range of Insurance products to meet all your needs, whether personal or commercial.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Qubit Insurancequbitinsurance.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 2 contacts → |
“Qubit Insurance" is your one-stop destination for comprehensive insurance solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 1 contacts → |
“LMBF est un cabinet en assurance de dommages et services financiers entièrement indépendant qui offre toute la gamme de produit d’assurance des particuliers et des entreprises.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Levee Future Planninglevee.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 1 contacts → |
“I’m Victor Levee, founder of Levee Future Planning, based in Montreal, Canada.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Avantages Gp3agp3.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Gérer un régime d'assurance collective, c'est trouver le juste équilibre entre la rigueur financière et le bien-être de vos employés.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 1 contacts → |
“As trusted financial advisors, we are committed to empowering individuals, families and corporations tailoring their unique needs by creating and implementing a plan to reach…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 55 company matches
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Insurance planning services: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
55 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 55 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance planning services by metro in Canada
- Insurance planning services in Toronto104
- Insurance planning services in Calgary57
- Insurance planning services in Edmonton42
- Insurance planning services in Vancouver39
- Insurance planning services in Mississauga37
- Insurance planning services in Winnipeg36
- Insurance planning services in Ottawa33
- Insurance planning services in Markham29
Questions about this company list
What does Exact match mean for insurance planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance planning services did RevenueBase find based in Montreal, Canada?
The saved snapshot records 55 matching company records, 1,941 tracked contacts and 1,167 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 insurance planning services based in Montreal, Canada. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-planning-services/canada/montreal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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