Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 98 companies tracked

RevenueBase identified 98 company matches for life insurance planning firms associated with Toronto, Canada as of October 2026 and tracks 934 professional contacts across them, including 287 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for life insurance planning firms associated with Toronto, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed 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

98Companies

934Contacts tracked

287Verified emails

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The 25 largest life insurance planning firms based in Toronto, Canada

Ranked by team size

Top 25 of 98 company matches for life insurance planning firms based in Toronto, 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	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
2	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
3	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	27 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	IA Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	21 contacts →
	Exact match “Helping Ontario families, professionals, and business owners protect their income, health, and future with clear, unbiased insurance advice since 1993.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	OM Financial INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	19 contacts →
	Exact match “OM is a comprehensive Insurance and Investment Firm that comes with over 20 years of collective expertise in offering financial services across the corporate world.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Bridgewell Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	16 contacts →
	Exact match “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Tompkins Insurance	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “We are one of Canada’s most trusted life insurance advisory firms.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Martin Merry And Reid LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “Established in 1904, Martin Merry and Reid Ltd.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	SC Insurance	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “Established in 1979, Steven Cohen Insurance Agency Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Amiwealth Group Corporation	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Valid Insurance Services	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	8 contacts →
	Exact match “Our goal is to enable our clients, individuals, families and businesses to understand and improve aspects of their Financial Resiliency.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Protect Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “Expertise -> Trust -> Peace of Mind Protect is a boutique insurance and financial planning firm, focused on meeting the needs of dentists, medical professionals and business…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Multi Risk Insurance Brokers	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Over the years, Multi risk Insurance Brokers & Financial Group has grown and prospered by paying attention to our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Waxman Planning	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Focused on guiding families, business owners and high earning professionals into a more secure future by planning through insurance coverage.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Caldwell Insurance Services LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Continuum Legacy Partners INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Integrated Financial Strategies	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Physicians and business owners need tailored insurance solutions to protect them against the risks associated with a premature death, accident, or sickness.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Horizon Insurance Advisors	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “We are a insurance brokerage In the Greater Toronto Area.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Etherington Generations	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Etherington Generations is a family-owned corporate and individual insurance planning firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Rockfield Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Publow Advisory Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “At Publow Advisory, your financial success is our top priority.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	IVY Financial LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Blueprint Wealth & Estate Planning INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “We are a financial planning firm that helps our clients identify what's important, secure what they value, and pass on what is lasting.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Beaconpoint Financial Security Limited	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Policyme	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “We are on a mission to put families first with simple and affordable insurance.” 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 98 life insurance planning firms based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 287 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Toronto, Canada at a glance

As of Oct 17, 2026

30.7%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 98 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Toronto, Canada whose business descriptions match “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 287 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 in Canada

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “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 Toronto, Canada?

RevenueBase identified 98 company matches for life insurance planning firms associated with Toronto, 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?

BMO Insurance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most life insurance planning firms?

Toronto leads Canada 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 287 professional contacts with verified work emails tracked across these 98 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.