Company lists · Data refreshed October 2026

Top 25 Medical practice financial advisors based in Canada

RevenueBase identified 150 company matches for medical practice financial advisors associated with Canada as of October 2026 and tracks 2,029 professional contacts across them, including 347 with verified work emails. Toronto is the largest hub.

This list covers company matches for medical practice financial 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 October 18, 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 18, 2026 How this list was built
150Companies
2,029Contacts tracked
347Verified emails
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The 25 largest medical practice financial advisors based in Canada

Ranked by team size
Top 25 of 150 company matches for medical practice financial advisors based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchOttawa, ON, CanadaHQ recorded Oct 18, 20261,001-5,0001,132 contacts →

Exact match

“MD has one main goal: to help Canadian physicians and their families achieve financial well-being.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2Exact matchMississauga, CanadaHQ recorded Oct 18, 202611-5078 contacts →

Exact match

“AMMC is your one stop shop for all medical endeavours.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3Exact matchMontréal, CanadaHQ recorded Oct 18, 202651-20076 contacts →

Exact match

“Filiale à part entière de la FMOQ, notre société a été créée par et pour les médecins pour contribuer à leur mieux-être financier.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4Exact matchQuébec, QC, CanadaHQ recorded Oct 18, 202611-5041 contacts →

Exact match

“Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5Exact matchLondon, ON, CanadaHQ recorded Oct 18, 2026201-50039 contacts →

Exact match

“With forward thinking always a priority, we make sure your practice has the management support it needs to operate with efficiency, and quality.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6Exact matchVancouver, BC, CanadaHQ recorded Oct 18, 202611-5030 contacts →

Exact match

“GBCO helps organizations and individuals prioritize and improve their financial well-being.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7Exact matchHalifax, NS, CanadaHQ recorded Oct 18, 202611-5021 contacts →

Exact match

“FWH Chartered Professional Accountants specialize in helping physicians minimize taxes, mitigate risks and accumulate wealth.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Oct 18, 202611-5021 contacts →

Exact match

“Improving the business of healthcare by supporting the people within it.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9Exact matchGrande Prairie, AB, CanadaHQ recorded Oct 18, 20261-1018 contacts →

Exact match

“Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10Exact matchWinnipeg, MB, CanadaHQ recorded Oct 18, 202611-5016 contacts →

Exact match

“Bokhaut Chartered Professional Accountant LLP is a boutique accounting practice that has specific expertise and experience in catering to the needs of doctors, medical…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11Exact matchBurlington, ON, CanadaHQ recorded Oct 18, 202611-5016 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 · Oct 18, 2026 · View company records in RevenueBase
12Exact matchMontréal, QC, CanadaHQ recorded Oct 18, 20261-1016 contacts →

Exact match

“Le Cabinet de services financiers SFITA accompagne les entrepreneur·e·s et professionnel·le·s incorporé·e·s dans l’optimisation de leur situation financière personnelle et…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13Exact matchMississauga, ON, CanadaHQ recorded Oct 18, 202611-5015 contacts →

Exact match

“Providing Dentists with comprehensive accounting*, financial planning, and coaching services through one point of contact.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14Exact matchWindsor, ON, CanadaHQ recorded Oct 18, 202611-5015 contacts →

Exact match

“Unlock more time for patient care by letting us handle the complexities of your practice-streamlined management, increased revenue, and regulatory compliance, all in one trusted…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15Exact matchLaval, QC, CanadaHQ recorded Oct 18, 202611-5013 contacts →

Exact match

“Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16Exact matchMontreal, QC, CanadaHQ recorded Oct 18, 202611-5013 contacts →

Exact match

“Groupe Gestion Globale is an accounting company based out of 560 West Henri-Bourassa Blvd, Montreal, Quebec, Canada.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17Exact matchOakville, ON, CanadaHQ recorded Oct 18, 20261-1011 contacts →

Exact match

“At Imperial Lifestyle Management, we specialize in financial planning for doctors, offering tailored financial solutions and robust tax strategies for physicians in Canada.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18Exact matchQuébec, QC, CanadaHQ recorded Oct 18, 202611-5011 contacts →

Exact match

“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19Exact matchQuébec, QC, CanadaHQ recorded Oct 18, 20261-1010 contacts →

Exact match

“Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20Exact matchMagog, QC, CanadaHQ recorded Oct 18, 20261-1010 contacts →

Exact match

“RL & A est un cabinet de services financiers fondé par monsieur Guy Lévesque il y a plus de 40 ans.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21Exact matchVictoria, BC, CanadaHQ recorded Oct 18, 202611-509 contacts →

Exact match

“Our focus is providing comprehensive financial plans to dentists and physicians across Canada.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22Exact matchPembroke, ON, CanadaHQ recorded Oct 18, 202611-509 contacts →

Exact match

“Frank Carroll Financial has been assisting individuals and the business community with a variety of financial planning needs since 1960.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23Exact matchNanaimo, BC, CanadaHQ recorded Oct 18, 20261-107 contacts →

Exact match

“Rockmoor Wealth Management was established to protect our clients' assets while creating growth and long-term prosperity through our high-quality wealth management and planning…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24Exact matchVancouver, BC, CanadaHQ recorded Oct 18, 20261-106 contacts →

Exact match

“Portfolio Planning is a one-stop-shop for all your financial planning needs.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25Exact matchQuebec, QC, CanadaHQ recorded Oct 18, 20261-106 contacts →

Exact match

“MISSION Depuis 1989, la grande famille de Fiscalité Plus travaille avec les professionnels de la santé et les chefs d'entreprise, pour humaniser les affaires en utilisant tous les…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase

Showing 25 of 150 medical practice financial advisors based in Canada

See the full list, filter by size, metro and specialty, and access 347 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Medical practice financial advisors based in Canada at a glance

As of Oct 18, 2026
17.1%Verified-email coverage
13.5Average contacts per company
1-10Median size (employees)
12.0%Largest-city concentration · Toronto
Oct 18, 2026Page data refreshed

Companies by employee count

1-10
121
11-50
25
51-200
2
201-500
1
1,001-5,000
1

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 150 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 “medical practice financial 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 347 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 18, 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.

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 “medical practice financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many medical practice financial advisors are there based in Canada?

RevenueBase identified 150 company matches for medical practice financial advisors 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?

MD Financial Management Gestion Financière MD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most medical practice financial advisors?

Toronto leads with 18 company records, followed by Mississauga (14) and Quebec (10).

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 347 professional contacts with verified work emails tracked across these 150 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 18, 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.