Company lists · Data refreshed November 2026

Top 25 Membership organization financial advisors based in Canada

Name: Membership organization financial advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 808 companies tracked

RevenueBase identified 808 company matches for membership organization financial advisors associated with Canada as of November 2026 and tracks 7,707 professional contacts across them, including 2,957 with verified work emails. Toronto is the largest hub.

This list covers company matches for membership organization 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 November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

808Companies

7,707Contacts tracked

2,957Verified emails

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The 25 largest membership organization financial advisors based in Canada

Ranked by team size

Top 25 of 808 company matches for membership organization financial advisors based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Desjardins Financial Security Independent Network	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1,001-5,000	665 contacts →
	Exact match “Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Financial Horizons	Exact match	Kitchener, QC, CanadaHQ recorded Nov 6, 2026	201-500	331 contacts →
	Exact match “When you partner with Financial Horizons, our team of experts becomes your team of experts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Groupe Financier Peak Peak Financial Group	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	51-200	245 contacts →
	Exact match “With $19 billion in assets under administration, PEAK is positioned as a leader among multidisciplinary and fully independent dealers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Exact match	Québec, CanadaHQ recorded Nov 6, 2026	501-1,000	235 contacts →
	Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Pfsl Investments Canada LTD	Exact match	Mississauga, ON, CanadaHQ recorded Nov 6, 2026	10001+	226 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Sterling Mutuals INC	Exact match	Windsor, ON, CanadaHQ recorded Nov 6, 2026	201-500	167 contacts →
	Exact match “We are an independent financial services dealer that focuses on independent advisors and their values.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Designed Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	FP Canada	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	135 contacts →
	Exact match “FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	EAU Claire Partners	Exact match	Calgary, CanadaHQ recorded Nov 6, 2026	201-500	100 contacts →
	Exact match “Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Financière Horizons	Exact match	Sherbrooke, QC, CanadaHQ recorded Nov 6, 2026	201-500	87 contacts →
	Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	CDSPI	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	84 contacts →
	Exact match “Created by dentists, CDSPI is a not-for-profit that helps dentists and dental students protect what matters and achieve their financial goals through expert advice, insurance, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Advocis	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	80 contacts →
	Exact match “Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 7,400…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	RGF Integrated Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	11-50	70 contacts →
	Exact match “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	3macs, A Division Of Raymond James	Exact match	Montreal, ON, CanadaHQ recorded Nov 6, 2026	201-500	67 contacts →
	Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Mérici Services Financiers INC	Exact match	Sherbrooke, QC, CanadaHQ recorded Nov 6, 2026	51-200	65 contacts →
	Exact match “Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Solomon Financial Corporation	Exact match	Red Deer, AB, CanadaHQ recorded Nov 6, 2026	51-200	64 contacts →
	Exact match “At Solomon we are passionate about financial education and building relationship with our advisors, clients and communities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Customplan Financial Advisors INC	Exact match	Vancouver, AB, CanadaHQ recorded Nov 6, 2026	1,001-5,000	62 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	ORR Insurance & Investment	Exact match	Stratford, ON, CanadaHQ recorded Nov 6, 2026	51-200	61 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 · Nov 6, 2026 · View company records in RevenueBase
19	Chambre DE LA Sécurité Financière	Exact match	Montréal, QC, CanadaHQ recorded Nov 6, 2026	51-200	56 contacts →
	Exact match “The Chambre de l’assurance was created on July 4, 2025, following the merger of the Chambre de la sécurité financière and the Chambre de l’assurance de dommages.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Nov 6, 2026	51-200	54 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Cbig Canadian Benefits Investment And Insurance Group INC	Exact match	Prince George, BC, CanadaHQ recorded Nov 6, 2026	11-50	52 contacts →
	Exact match “CBIG is a fully integrated financial services organization.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Bgy, Services Financiers Intégrés INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Financial Modeling Institute FMI	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	50 contacts →
	Exact match “The Financial Modeling Institute (FMI) promotes awareness, excellence and discipline in Financial Modeling through world-class accreditation programs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Equity Associates INC	Exact match	Markham, ON, CanadaHQ recorded Nov 6, 2026	51-200	49 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	NVS Professional Corporation	Exact match	Markham, ON, CanadaHQ recorded Nov 6, 2026	11-50	47 contacts →
	Exact match “At NVS, we want to be your financial advocate.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “membership organization financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 808 membership organization financial advisors based in Canada

See the full list, filter by size, metro and specialty, and access 2,957 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Membership organization financial advisors based in Canada at a glance

As of Nov 6, 2026

38.4%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

11.5%Largest-city concentration · Toronto

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

566

11-50

157

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 808 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 “membership organization 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 2,957 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Membership organization financial advisors by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “membership organization financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many membership organization financial advisors are there based in Canada?

RevenueBase identified 808 company matches for membership organization financial advisors associated with Canada as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Desjardins Financial Security Independent Network tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most membership organization financial advisors?

Toronto leads with 93 company records, followed by Calgary (42) and Vancouver (40).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,957 professional contacts with verified work emails tracked across these 808 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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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.