Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in Canada

Name: Life insurance planning firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 1,063 companies tracked

RevenueBase identified 1,063 company matches for life insurance planning firms associated with Canada as of October 2026 and tracks 14,309 professional contacts across them, including 5,033 with verified work emails. Toronto is the largest hub.

This list covers company matches for life insurance planning firms 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

1,063Companies

14,309Contacts tracked

5,033Verified emails

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The 25 largest life insurance planning firms based in Canada

Ranked by team size

Top 25 of 1,063 company matches for life insurance planning firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 17, 2026	5,001-10,000	6,677 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Greatway Financial INC	Exact match	Northeast Calgary, AB, CanadaHQ recorded Oct 17, 2026	n/a	1,267 contacts →
	Exact match “Greatway Financial is a Canadian Managing General Agency (MGA) focused on helping families build financial protection through life insurance and related solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	HDF Insurance	Exact match	Edmonton, AB, CanadaHQ recorded Oct 17, 2026	n/a	236 contacts →
	Exact match “HDF - The affordable Alberta insurance brokerage that works for you!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Specialty Life Insurance	Exact match	Vaughan, ON, CanadaHQ recorded Oct 17, 2026	51-200	229 contacts →
	Exact match “The Future of Life Insurance is Here!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Stoneridge Insurance Brokers	Exact match	Ancaster, ON, CanadaHQ recorded Oct 17, 2026	51-200	228 contacts →
	Exact match “Rock Solid Protection" Insurance protection that provide solid protection for you, your families, and your business.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	BMO Insurance	Exact match	Toronto, CanadaHQ recorded Oct 17, 2026	201-500	226 contacts →
	Exact match “The BMO Insurance purpose is simple: evolving insurance in business and in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	HUB International Québec LTD	Exact match	Mont-royal, QC, CanadaHQ recorded Oct 17, 2026	10001+	135 contacts →
	Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Dale Parizeau Morris Mackenzie Dpmm	Exact match	Montréal, CanadaHQ recorded Oct 17, 2026	201-500	87 contacts →
	Exact match “Dale Parizeau Morris Mackenzie est une marque commerciale de Lussier Dale Parizeau inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Financière Horizons	Exact match	Sherbrooke, QC, CanadaHQ recorded Oct 17, 2026	201-500	84 contacts →
	Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	ORR Insurance & Investment	Exact match	Stratford, ON, CanadaHQ recorded Oct 17, 2026	51-200	57 contacts →
	Exact match “As a fourth generation family business, we understand the importance of protecting your loved ones, ensuring your livelihood, and building a financial future – for the years…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Customplan Financial Advisors INC	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	1,001-5,000	57 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Whitley Newman Insurance & Financial Services	Exact match	Belleville, ON, CanadaHQ recorded Oct 17, 2026	51-200	56 contacts →
	Exact match “Whitley is well regarded as a “market leader” in auto, property, life and investments – for both personal and business insurance needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Safebridge Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	48 contacts →
	Exact match “At SafeBridge, our vision is to drive transformational change in the Canadian Mortgage Industry by redefining the traditional customer experience through our proprietary Mortgage…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Cbig Canadian Benefits Investment And Insurance Group INC	Exact match	Prince George, BC, CanadaHQ recorded Oct 17, 2026	11-50	47 contacts →
	Exact match “CBIG is a fully integrated financial services organization.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Halpenny	Exact match	Ottawa, ON, CanadaHQ recorded Oct 17, 2026	11-50	44 contacts →
	Exact match “The Halpenny Insurance commitment: For over a 100 years, we have been committed to ensuring our clients have the protection and security they need – when they need it most.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Whitehaven	Exact match	Laval, QC, CanadaHQ recorded Oct 17, 2026	11-50	42 contacts →
	Exact match “WhiteHaven is a multi licensed financial firm that offers the following to its clients:* Asset management tailored to clients needs * Mutual funds * Life & disability insurance” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	AO Globe Life	Exact match	Hamilton, ON, CanadaHQ recorded Oct 17, 2026	11-50	42 contacts →
	Exact match “PEACE OF MIND - Protecting families with Life Insurance Final Expenses, Accident/Injury, Paycheck Protection and Cancer Policies Flexible and Affordable Packages with your BUDGET…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	SPM Financial	Exact match	London, ON, CanadaHQ recorded Oct 17, 2026	11-50	39 contacts →
	Exact match “We deal primarily with business owners and their families.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Gold Leaf Financial Group INC	Exact match	Sudbury, ON, CanadaHQ recorded Oct 17, 2026	11-50	37 contacts →
	Exact match “Legacy is built over a lifetime-that’s why we’re here.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Save TAX Solutions	Exact match	Mississauga, ON, CanadaHQ recorded Oct 17, 2026	11-50	36 contacts →
	Exact match “Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Sage Assurances ET Rentes Collectives	Exact match	Québec, QC, CanadaHQ recorded Oct 17, 2026	51-200	31 contacts →
	Exact match “SAGE Assurances et rentes collectives est un cabinet de services financiers spécialisé en assurance collective et en régimes de retraite collectifs offrant une gamme complète…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Scrivens Insurance And Investment Solutions	Exact match	Ottawa, ON, CanadaHQ recorded Oct 17, 2026	11-50	30 contacts →
	Exact match “Scrivens has been offering expert advice for all insurance and investing matters since 1930!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Nour Assurance	Exact match	Laval, QC, CanadaHQ recorded Oct 17, 2026	11-50	30 contacts →
	Exact match “Chez NOUR ASSURANCE.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Consilium Assurance Groupe Conseil	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	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
25	Maple BAY Financial Corporation	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “At Maple Bay Financial, we focus on what matters most, protecting your future.” 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 “life insurance planning firms”. 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 1,063 life insurance planning firms based in Canada

See the full list, filter by size, metro and specialty, and access 5,033 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Canada at a glance

As of Oct 17, 2026

35.2%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

9.2%Largest-city concentration · Toronto

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

818

11-50

181

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,063 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 “life insurance planning firms” 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 5,033 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.

Life insurance planning firms 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in Canada?

RevenueBase identified 1,063 company matches for life insurance planning firms associated with 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most life insurance planning firms?

Toronto leads with 98 company records, followed by Calgary (44) and Montreal (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 5,033 professional contacts with verified work emails tracked across these 1,063 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.

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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.