Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisors based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 335 companies tracked

RevenueBase identified 335 nonprofit financial advisors headquartered in Canada as of September 2026 and tracks 1,416 professional contacts across them, including 438 with verified work emails. Toronto is the largest hub.

This list covers nonprofit financial advisors headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

335Companies

1,416Contacts tracked

438Verified emails

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The 25 largest nonprofit financial advisors based in Canada

Ranked by team size

Top 25 of 335 nonprofit financial advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Bgy, Services Financiers Intégrés INC	Partial evidence	Québec, CanadaHQ checked Sep 20, 2026	51-200	54 contacts →
	Partial evidence “Fondé en 2006, BGY Services financiers intégrés inc.” Source: RevenueBase Database · checked Sep 20, 2026
2	The Steele Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
3	NEW Outlook Wealth INC	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	1-10	20 contacts →
	Strong evidence “Our vision is to elevate Canadian's wealth management experience with a financial advisory model that provides robust, customized financial planning paired with top-tier…” Source: RevenueBase Database · checked Sep 20, 2026
4	Coaching Financier Trek	Partial evidence	Laval, QC, CanadaHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Source: RevenueBase Database · checked Sep 20, 2026
5	Parallel Wealth Financial Group	Strong evidence	Langley, BC, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Strong evidence “Whether you're planning for retirement, running a business, supporting a young family or somewhere in between, you need a financial advisor that understands your unique needs.” Source: RevenueBase Database · checked Sep 20, 2026
6	Westgroup Financial Management INC	Indirect evidence	South Surrey, BC, CanadaHQ checked Sep 20, 2026	51-200	14 contacts →
	Indirect evidence “We help families, business owners, and corporations structure their wealth with intention.” Source: RevenueBase Database · checked Sep 20, 2026
7	Otus Nonprofit Cfos	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “For over 20 years, OTUS Financial Solutions has been the trusted partner for nonprofits and associations, providing expert financial management tailored to the unique needs of…” Source: RevenueBase Database · checked Sep 20, 2026
8	NPO Consulting	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “Have a community initiative but are unsure of how to build it up?” Source: RevenueBase Database · checked Sep 20, 2026
9	Mcauley Financial Services	Strong evidence	Kanata, ON, CanadaHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Source: RevenueBase Database · checked Sep 20, 2026
10	Steward Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 20, 2026
11	Wise Riddell Financial Group	Partial evidence	Oakville, ON, CanadaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Source: RevenueBase Database · checked Sep 20, 2026
12	Pursuit CPA Professional Corporation	Partial evidence	Burlington, ON, CanadaHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “We work exclusively with incorporated business owners (with 10-100 employees or $2M to $20M revenue) as their external financial quarterback to build them the life they want and…” Source: RevenueBase Database · checked Sep 20, 2026
13	Actif Santé Financière	Partial evidence	Québec, QC, CanadaHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Source: RevenueBase Database · checked Sep 20, 2026
14	Bell Kearns And Associates LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Source: RevenueBase Database · checked Sep 20, 2026
15	It360 Financial	Partial evidence	Québec, QC, CanadaHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Source: RevenueBase Database · checked Sep 20, 2026
16	Roy, Lévesque & Associés Cabinet DE Services Financiers	Partial evidence	Magog, QC, CanadaHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “RL & A est un cabinet de services financiers fondé par monsieur Guy Lévesque il y a plus de 40 ans.” Source: RevenueBase Database · checked Sep 20, 2026
17	Chickadee Nonprofit Solutions, INC	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “Empowering non-profit teams with an education-based bookkeeping, grant accounting and financial advisory services in Canada.” Source: RevenueBase Database · checked Sep 20, 2026
18	Caldwell Wealth & Estate Advisory LTD	Indirect evidence	Kingston, ON, CanadaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Knowledge.” Source: RevenueBase Database · checked Sep 20, 2026
19	Partenaire-Conseils Groupe Financier & Gestion Privée	Indirect evidence	Laval, QC, CanadaHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Source: RevenueBase Database · checked Sep 20, 2026
20	Stratéginc	Partial evidence	Saint-bruno-de-montarville, QC, CanadaHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Nous vous offrons des solutions agiles et flexibles pour maximiser vos objectifs financiers en toute tranquillité.” Source: RevenueBase Database · checked Sep 20, 2026
21	Cremasco Financial Worldsource Financial Management INC	Partial evidence	Guelph, ON, CanadaHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “Cremasco Financial Inc.” Source: RevenueBase Database · checked Sep 20, 2026
22	Legacy Wealth Advisors	Strong evidence	Brampton, ON, CanadaHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong evidence “Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…” Source: RevenueBase Database · checked Sep 20, 2026
23	Cornerstone Wealth Planning	Partial evidence	Kingston, ON, CanadaHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “Cornerstone Wealth Planning is a locally owned and operated Financial Planning firm, located in Kingston, Ontario.” Source: RevenueBase Database · checked Sep 20, 2026
24	Elev8 Wealth Advisors INC	Indirect evidence	Regina, SK, CanadaHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “We're an advice business.” Source: RevenueBase Database · checked Sep 20, 2026
25	The Dennis Group INC	Indirect evidence	Peterborough, ON, CanadaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “We are a team of purpose-driven professionals who care as much as you do about long-lasting impact.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names nonprofit financial advisors.
Partial evidence: Its own public description names part of nonprofit financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 335 nonprofit financial advisors based in Canada

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Nonprofit financial advisors based in Canada at a glance

As of Sep 20, 2026

30.9%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

11.6%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

287

11-50

51-200

201-500

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 335 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among nonprofit financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “nonprofit financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names nonprofit financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among nonprofit financial advisors, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 438 across the full list. 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 September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Nonprofit financial advisors by metro

Nonprofit financial advisors in Toronto39
Nonprofit financial advisors in Calgary25

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names nonprofit financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many nonprofit financial advisors are there based in Canada?

RevenueBase identified 335 nonprofit financial advisors headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Bgy, Services Financiers Intégrés INC, headquartered in Quebec, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

Toronto leads with 39 headquartered companies, followed by Calgary (25) and Edmonton (14).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 438 verified decision-maker contacts tracked across these 335 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 Smart Search, 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.