Company lists · Data refreshed October 2026
Top 23 Life insurance planning firms based in Vancouver, Canada
RevenueBase identified 38 company matches for life insurance planning firms associated with Vancouver, Canada as of October 2026 and tracks 228 professional contacts across them, including 84 with verified work emails. Across Canada, Toronto is the largest hub for this category (98 companies); Vancouver has 38.
This list covers company matches for life insurance planning firms associated with Vancouver, 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 23 largest life insurance planning firms based in Vancouver, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 15 contacts → | ||||
Exact match “Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “Nakamun and Murrick companies offer high quality financial services including comprehensive planning and insurance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “With nearly 40 years spent honing our craft in this industry, we're the life insurance specialists.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Formed in 1997, Pacific Place Group is the ultimate resource and one-stop destination for all your insurance and life planning needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Lions Peak Financial Group has the knowledge and experience to help families and business owners navigate the insurance buying process, taking the guesswork out of buying the…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Insurance isn’t just a necessity, it’s an investment in your future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Ascent Insurance provides businesses and individuals with well-defined strategies for customized insurance plans.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “For 40 years, Dehoney Financial Group has been a leader in group benefit (Life, Dental, Health, Critical Illness and Disability Insurance) and retirement consulting, working to…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Protect What Matters Most - Plan Now, So You’re Ready Later!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Since 1985, O’Neill Group has developed a strong reputation in insurance consulting, group benefits and segregated fund retirement planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Turning financial mess into success through strategic wealth management, estate and financial planning and retirement savings.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Certified Financial Planner specializing in guiding individuals through life transitions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Integrating Corporate, Personal, and Legacy (CPL) financial planning to help business owners make smarter decisions across their business, finances, and 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 23 of 38 life insurance planning firms based in Vancouver, Canada
See the full list, filter by size, metro and specialty, and access 84 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Life insurance planning firms based in Vancouver, 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 Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 38 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 Vancouver, 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 84 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
- Life insurance planning firms in Toronto98
- Life insurance planning firms in Calgary44
- Life insurance planning firms in Montreal40
- Life insurance planning firms in Mississauga37
- Life insurance planning firms in Winnipeg36
- Life insurance planning firms in Edmonton30
- Life insurance planning firms in Ottawa30
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 Vancouver, Canada?
RevenueBase identified 38 company matches for life insurance planning firms associated with Vancouver, 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?
Customplan Financial Advisors INC 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). Vancouver has 38.
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 84 professional contacts with verified work emails tracked across these 38 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 38 life insurance planning firms based in Vancouver, Canada. Start with a free account, no credit card.
Download this list →Related lists
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 23 life insurance planning firms based in Vancouver, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 38 matching company records for life insurance planning firms based in Vancouver, Canada, with 228 tracked contacts and 84 verified work emails.
This public preview shows 23 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 23 life insurance planning firms based in Vancouver, 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 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 57 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Maple BAY Financial Corporationmaplebay.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 29 contacts → |
“At Maple Bay Financial, we focus on what matters most, protecting your future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Stalwart Insurance Groupstalwartinsurancegroup.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 15 contacts → |
“Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DLD Financial Group LTDdldfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 15 contacts → |
“DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Murrick Insurance Servicesnakamun.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 9 contacts → |
“Nakamun and Murrick companies offer high quality financial services including comprehensive planning and insurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Allan Financialallanfinancial.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“With nearly 40 years spent honing our craft in this industry, we're the life insurance specialists.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Arbutus Financial Services LTDarbutusfinancial.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Confidencefinancialconfidence.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pacific Place Grouppacificplacegroup.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Formed in 1997, Pacific Place Group is the ultimate resource and one-stop destination for all your insurance and life planning needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ciccone Mckay Financial Groupciccone-mckay.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 5 contacts → |
“Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Paragon Financial Services INCparagoninc.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lions Peak Financial Grouplionspeakfg.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Lions Peak Financial Group has the knowledge and experience to help families and business owners navigate the insurance buying process, taking the guesswork out of buying the…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Barclay Insurance Services INCbarclayinsurance.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Insurance isn’t just a necessity, it’s an investment in your future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ascent Insurance Services INCascentinsurance.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Ascent Insurance provides businesses and individuals with well-defined strategies for customized insurance plans.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Anchor Point Financial, INCanchorpointfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | BE Protected Financialbeprotected.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Dehoney Financial Group LTDdehoney.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 1 contacts → |
“For 40 years, Dehoney Financial Group has been a leader in group benefit (Life, Dental, Health, Critical Illness and Disability Insurance) and retirement consulting, working to…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Obeo Planningobeoplanning.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 1 contacts → |
“Protect What Matters Most - Plan Now, So You’re Ready Later!” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Venture First Advisory INCventurefirstadvisory.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  O'neill Group Globaloneill-group.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Since 1985, O’Neill Group has developed a strong reputation in insurance consulting, group benefits and segregated fund retirement planning.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Engrace Financial Solutionsengracefinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Turning financial mess into success through strategic wealth management, estate and financial planning and retirement savings.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Planning By Lisaplanningbylisa.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Certified Financial Planner specializing in guiding individuals through life transitions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Clarity Planning INCclarityplanning.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Integrating Corporate, Personal, and Legacy (CPL) financial planning to help business owners make smarter decisions across their business, finances, and future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 38 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Life insurance planning firms: 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
38 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 Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 38 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 ↗
Life insurance planning firms by metro in Canada
- Life insurance planning firms in Toronto98
- Life insurance planning firms in Calgary44
- Life insurance planning firms in Montreal40
- Life insurance planning firms in Mississauga37
- Life insurance planning firms in Winnipeg36
- Life insurance planning firms in Edmonton30
- Life insurance planning firms in Ottawa30
Questions about this company list
What does Exact match mean for life insurance planning firms?
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 life insurance planning firms did RevenueBase find based in Vancouver, Canada?
The saved snapshot records 38 matching company records, 228 tracked contacts and 84 verified emails. The public preview displays 23 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
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 23 life insurance planning firms based in Vancouver, Canada. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/canada/vancouver.
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 23 life insurance planning firms based in Vancouver, Canada
RevenueBase records 38 matching company records for life insurance planning firms based in Vancouver, Canada, with 228 tracked contacts and 84 verified work emails.
This public preview shows 23 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 23 life insurance planning firms based in Vancouver, 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 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 57 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Maple BAY Financial Corporationmaplebay.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 29 contacts → |
“At Maple Bay Financial, we focus on what matters most, protecting your future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Stalwart Insurance Groupstalwartinsurancegroup.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 15 contacts → |
“Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DLD Financial Group LTDdldfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 15 contacts → |
“DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Murrick Insurance Servicesnakamun.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 9 contacts → |
“Nakamun and Murrick companies offer high quality financial services including comprehensive planning and insurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Allan Financialallanfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“With nearly 40 years spent honing our craft in this industry, we're the life insurance specialists.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Arbutus Financial Services LTDarbutusfinancial.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Confidencefinancialconfidence.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 6 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pacific Place Grouppacificplacegroup.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 6 contacts → |
“Formed in 1997, Pacific Place Group is the ultimate resource and one-stop destination for all your insurance and life planning needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ciccone Mckay Financial Groupciccone-mckay.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 5 contacts → |
“Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Paragon Financial Services INCparagoninc.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lions Peak Financial Grouplionspeakfg.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Lions Peak Financial Group has the knowledge and experience to help families and business owners navigate the insurance buying process, taking the guesswork out of buying the…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Barclay Insurance Services INCbarclayinsurance.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Insurance isn’t just a necessity, it’s an investment in your future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ascent Insurance Services INCascentinsurance.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Ascent Insurance provides businesses and individuals with well-defined strategies for customized insurance plans.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Anchor Point Financial, INCanchorpointfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | BE Protected Financialbeprotected.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Dehoney Financial Group LTDdehoney.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 1 contacts → |
“For 40 years, Dehoney Financial Group has been a leader in group benefit (Life, Dental, Health, Critical Illness and Disability Insurance) and retirement consulting, working to…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Obeo Planningobeoplanning.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 1 contacts → |
“Protect What Matters Most - Plan Now, So You’re Ready Later!” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Venture First Advisory INCventurefirstadvisory.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | O'neill Group Globaloneill-group.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Since 1985, O’Neill Group has developed a strong reputation in insurance consulting, group benefits and segregated fund retirement planning.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Engrace Financial Solutionsengracefinancial.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Turning financial mess into success through strategic wealth management, estate and financial planning and retirement savings.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Planning By Lisaplanningbylisa.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Certified Financial Planner specializing in guiding individuals through life transitions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Clarity Planning INCclarityplanning.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Integrating Corporate, Personal, and Legacy (CPL) financial planning to help business owners make smarter decisions across their business, finances, and future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 38 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Life insurance planning firms: 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
38 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 Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 38 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 ↗
Life insurance planning firms by metro in Canada
- Life insurance planning firms in Toronto98
- Life insurance planning firms in Calgary44
- Life insurance planning firms in Montreal40
- Life insurance planning firms in Mississauga37
- Life insurance planning firms in Winnipeg36
- Life insurance planning firms in Edmonton30
- Life insurance planning firms in Ottawa30
Questions about this company list
What does Exact match mean for life insurance planning firms?
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 life insurance planning firms did RevenueBase find based in Vancouver, Canada?
The saved snapshot records 38 matching company records, 228 tracked contacts and 84 verified emails. The public preview displays 23 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
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 23 life insurance planning firms based in Vancouver, Canada. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/canada/vancouver.
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Melbourne, Australia
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil