Company lists · Data refreshed November 2026
Top 25 Legacy planning advisors based in Canada
RevenueBase identified 520 company matches for legacy planning advisors associated with Canada as of November 2026 and tracks 5,394 professional contacts across them, including 1,002 with verified work emails. Toronto is the largest hub.
This list covers company matches for legacy planning advisors associated with 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 November 6, 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 25 largest legacy planning advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 40 contacts → | ||||
Exact match “We help Canada's leading business families transition their capital to the next generation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 39 contacts → | ||||
Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 38 contacts → | ||||
Exact match “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 32 contacts → | ||||
Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 31 contacts → | ||||
Exact match “Solus Trust is a Canadian trust company dedicated to offering personalized estate and trust services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 31 contacts → | ||||
Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 29 contacts → | ||||
Exact match “Nolos est une plateforme intégrée qui transforme la façon dont les familles et les organisations planifient, protègent et gèrent les moments importants de la vie.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 26 contacts → | ||||
Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “Our Family Office Inc.(OFO) serves some of the most successful families in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 24 contacts → | ||||
Exact match “At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 22 contacts → | ||||
Exact match “Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “WHAT IS BLUESTAR?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “Welcome to GUARDIAN TRUST.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “Innovation Wealth is the wealth management partner for Innovation Federal Credit Union.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “OneLife is solutions oriented in every respect.” Recorded in the RevenueBase company graph · Nov 6, 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 “legacy 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 520 legacy planning advisors based in Canada
See the full list, filter by size, metro and specialty, and access 1,002 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning advisors based in Canada at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 520 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 Canada whose business descriptions match “legacy 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 1,002 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 November 6, 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.
Legacy planning advisors by metro
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 “legacy planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning advisors are there based in Canada?
RevenueBase identified 520 company matches for legacy planning advisors associated with Canada as of November 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?
Bgy, Services Financiers Intégrés INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning advisors?
Toronto leads with 62 company records, followed by Calgary (42) and Vancouver (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 1,002 professional contacts with verified work emails tracked across these 520 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 520 legacy planning advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Legacy planning advisors by geography
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 legacy planning advisors based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 520 matching company records for legacy planning advisors based in Canada, with 5,394 tracked contacts and 1,002 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 legacy planning advisors based in 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 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Creaghan Mcconnell Gould LTDcmgpartners.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 40 contacts → |
“We help Canada's leading business families transition their capital to the next generation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Groupe Financier Stratège INCgroupestratege.comHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 39 contacts → |
“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  KJH Investors At Harbourfront Wealth Managementkjhinvestors.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 38 contacts → |
“KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capcorp Financialcapcorp.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lawton Partners Wealth Managementlawtonpartners.caHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Diversico, Experts-Conseilsdiversico.caHQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 32 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Solus Trust Companysolustrust.caHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 31 contacts → |
“Solus Trust is a Canadian trust company dedicated to offering personalized estate and trust services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  T.E. Wealthtewealth.comHQ: Toronto, QC, CanadaReported employees: 51-200 | Toronto, QC, Canada | 51-200 | Exact match | 31 contacts → |
“For more than 45 years, T.E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NOLOSnolos.caHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 29 contacts → |
“Nolos est une plateforme intégrée qui transforme la façon dont les familles et les organisations planifient, protègent et gèrent les moments importants de la vie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Generation Capitalgenerationcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  OUR Family Office INCourfamilyoffice.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“Our Family Office Inc.(OFO) serves some of the most successful families in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Park Place Financialppfgroup.caHQ: Peterborough, ON, CanadaReported employees: 11-50 | Peterborough, ON, Canada | 11-50 | Exact match | 24 contacts → |
“At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Longevity Wealthlongevityachieved.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 24 contacts → |
“Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Westcoast Wills & Estateswestcoastwills.comHQ: North Vancouver, BC, CanadaReported employees: 11-50 | North Vancouver, BC, Canada | 11-50 | Exact match | 22 contacts → |
“Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bluestar Equitybluestar-services.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 21 contacts → |
“WHAT IS BLUESTAR?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  GT Wealth Canadagtwealth.caHQ: Richmond, BC, CanadaReported employees: 51-200 | Richmond, BC, Canada | 51-200 | Exact match | 21 contacts → |
“Welcome to GUARDIAN TRUST.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Innovation Wealthinnovationwealth.caHQ: Swift Current, SK, CanadaReported employees: 11-50 | Swift Current, SK, Canada | 11-50 | Exact match | 20 contacts → |
“Innovation Wealth is the wealth management partner for Innovation Federal Credit Union.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  RFL Wealth Managementrflwealth.caHQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 19 contacts → |
“At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealth Stewards INCwealthstewards.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  PAL Insurancepalltd.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Macmillan Estate Planning Corpmacmillanestate.comHQ: Calgary, BC, CanadaReported employees: 11-50 | Calgary, BC, Canada | 11-50 | Exact match | 14 contacts → |
“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Onelifeonelifewealth.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 13 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 520 company matches
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Legacy planning advisors: dataset insights
November 6, 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
516 records in the displayed employee bands.
4 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 520 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: November 6, 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 ↗
Legacy planning advisors by metro
Questions about this company list
What does Exact match mean for legacy planning advisors?
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 legacy planning advisors did RevenueBase find based in Canada?
The saved snapshot records 520 matching company records, 5,394 tracked contacts and 1,002 verified emails. The public preview displays 25 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: November 6, 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
Legacy planning advisors by geography
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 legacy planning advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/canada.
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
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 legacy planning advisors based in Canada
RevenueBase records 520 matching company records for legacy planning advisors based in Canada, with 5,394 tracked contacts and 1,002 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 legacy planning advisors based in 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 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Creaghan Mcconnell Gould LTDcmgpartners.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 40 contacts → |
“We help Canada's leading business families transition their capital to the next generation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Groupe Financier Stratège INCgroupestratege.com HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 39 contacts → |
“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KJH Investors At Harbourfront Wealth Managementkjhinvestors.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 38 contacts → |
“KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capcorp Financialcapcorp.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lawton Partners Wealth Managementlawtonpartners.ca HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Diversico, Experts-Conseilsdiversico.ca HQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 32 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Solus Trust Companysolustrust.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 31 contacts → |
“Solus Trust is a Canadian trust company dedicated to offering personalized estate and trust services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | T.E. Wealthtewealth.com HQ: Toronto, QC, CanadaReported employees: 51-200 | Toronto, QC, Canada | 51-200 | Exact match | 31 contacts → |
“For more than 45 years, T.E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NOLOSnolos.ca HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 29 contacts → |
“Nolos est une plateforme intégrée qui transforme la façon dont les familles et les organisations planifient, protègent et gèrent les moments importants de la vie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Generation Capitalgenerationcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | OUR Family Office INCourfamilyoffice.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 24 contacts → |
“Our Family Office Inc.(OFO) serves some of the most successful families in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Park Place Financialppfgroup.ca HQ: Peterborough, ON, CanadaReported employees: 11-50 | Peterborough, ON, Canada | 11-50 | Exact match | 24 contacts → |
“At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Longevity Wealthlongevityachieved.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 24 contacts → |
“Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Westcoast Wills & Estateswestcoastwills.com HQ: North Vancouver, BC, CanadaReported employees: 11-50 | North Vancouver, BC, Canada | 11-50 | Exact match | 22 contacts → |
“Based at 308 - 1200 Lonsdale Avenue in North Vancouver, Westcoast Wills & Estates is a unique law firm that offers incredible customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bluestar Equitybluestar-services.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 21 contacts → |
“WHAT IS BLUESTAR?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GT Wealth Canadagtwealth.ca HQ: Richmond, BC, CanadaReported employees: 51-200 | Richmond, BC, Canada | 51-200 | Exact match | 21 contacts → |
“Welcome to GUARDIAN TRUST.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Innovation Wealthinnovationwealth.ca HQ: Swift Current, SK, CanadaReported employees: 11-50 | Swift Current, SK, Canada | 11-50 | Exact match | 20 contacts → |
“Innovation Wealth is the wealth management partner for Innovation Federal Credit Union.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | RFL Wealth Managementrflwealth.ca HQ: Burlington, ON, CanadaReported employees: 11-50 | Burlington, ON, Canada | 11-50 | Exact match | 19 contacts → |
“At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealth Stewards INCwealthstewards.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Macmillan Estate Planning Corpmacmillanestate.com HQ: Calgary, BC, CanadaReported employees: 11-50 | Calgary, BC, Canada | 11-50 | Exact match | 14 contacts → |
“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Onelifeonelifewealth.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 13 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 520 company matches
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Legacy planning advisors: dataset insights
November 6, 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
516 records in the displayed employee bands.
4 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 520 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: November 6, 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 ↗
Legacy planning advisors by metro
Questions about this company list
What does Exact match mean for legacy planning advisors?
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 legacy planning advisors did RevenueBase find based in Canada?
The saved snapshot records 520 matching company records, 5,394 tracked contacts and 1,002 verified emails. The public preview displays 25 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: November 6, 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 25 legacy planning advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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