Company lists · Data refreshed November 2026
Top 25 Nonprofit financial planning services based in Canada
RevenueBase identified 160 company matches for nonprofit financial planning services associated with Canada as of November 2026 and tracks 743 professional contacts across them, including 237 with verified work emails. Toronto is the largest hub.
This list covers company matches for nonprofit financial planning services 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.
The 25 largest nonprofit financial planning services based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 55 contacts → | ||||
Exact match “Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 51 contacts → | ||||
Exact match “At LLT we like smart work with a dose of fun.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Twenty Eighty helps owners, entrepreneurs, and founders transform their business through people-first, all-in-one financial advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “Objective Financial Partners is one of Canada’s largest and most established fee-only, advice-only financial planning firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “At Guindi CA, our focus is on adding real value for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Pinnacle Accounting & Finance Ltd is a dynamic organization with a focus on the finance, accounting, and business consulting markets both nationally and internationally.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “Arts, charity and non-profit organizations carry out some of the most important work in our communities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “IntegralOrg assists your nonprofit or charity to carry out its mission, through a comprehensive suite of services that build your organization's capacity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Empowering non-profit teams with education-based bookkeeping, grant accounting and financial advisory services in Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Have a community initiative but are unsure of how to build it up?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Zivo is a nonprofit-focused accounting and virtual CFO firm that works as an extension of leadership teams and boards.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Linked CFO provides reliable accounting, CFO, and consulting services tailored for nonprofits in Canada and the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “GCL & associates - Partners in your success Financing: • Business financial evaluation; • Start-ups; • Acquisition & expansion; • Innovation; • Development of exports and asset…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Clear Margin Consulting is a Finance and Strategy Consulting firm based in Vancouver, Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Hays, conseiller d’affaires, est tout désigné pour répondre aux besoins de l'entrepreneur et l'accompagner dans sa croissance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Sheila Kern has devoted her career to supporting and leading social profit organizations, sharing expertise in fundraising, communications and messaging, advocacy, strategy and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Journey Financial is a financial consulting business committed to providing affordable and independent financial guidance to ensure you are on the right path to achieve your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Our Story.” 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 “nonprofit financial planning services”. 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 160 nonprofit financial planning services based in Canada
See the full list, filter by size, metro and specialty, and access 237 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit financial planning services based in Canada at a glance
As of Nov 6, 2026Companies by employee count
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 160 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 “nonprofit financial planning services” 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 237 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.
Nonprofit financial planning services 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 “nonprofit financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit financial planning services are there based in Canada?
RevenueBase identified 160 company matches for nonprofit financial planning services 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?
Planswell tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit financial planning services?
Toronto leads with 26 company records, followed by Calgary (14) and Montreal (12).
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 237 professional contacts with verified work emails tracked across these 160 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.
Ready to reach these companies? Verified emails and direct dials for all 160 nonprofit financial planning services based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit financial planning services by geography
- Nonprofit financial planning services based in Toronto, Canada
- Nonprofit financial planning services based in London, United Kingdom
- Nonprofit financial planning services based in Atlanta, United States
- Nonprofit financial planning services based in Chicago, United States
- Nonprofit financial planning services based in Denver, United States
- Nonprofit financial planning services based in Houston, United States
- Nonprofit financial planning services based in Los Angeles, United States
- Nonprofit financial planning services based in New York, United States
- Nonprofit financial planning services based in Australia
- Nonprofit financial planning services based in Brazil
- Nonprofit financial planning services based in France
- Nonprofit financial planning services based in Germany
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
- Nonprofit financial planning services based in Toronto, Canada
- Nonprofit financial planning services based in London, United Kingdom
- Nonprofit financial planning services based in Atlanta, United States
- Nonprofit financial planning services based in Chicago, United States
- Nonprofit financial planning services based in Denver, United States
- Nonprofit financial planning services based in Houston, United States
Company intelligence · public preview
Top 25 nonprofit financial planning services based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 160 matching company records for nonprofit financial planning services based in Canada, with 743 tracked contacts and 237 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 nonprofit financial planning services based in 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 |  Planswellplanswell.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 55 contacts → |
“Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  LLT LLPlltcpa.caHQ: Chilliwack, BC, CanadaReported employees: 11-50 | Chilliwack, BC, Canada | 11-50 | Exact match | 51 contacts → |
“At LLT we like smart work with a dose of fun.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Twenty Eightytwentyeighty.coHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 25 contacts → |
“Twenty Eighty helps owners, entrepreneurs, and founders transform their business through people-first, all-in-one financial advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Objective Financial Partners INCobjectivefinancialpartners.comHQ: Markham, ON, CanadaReported employees: 11-50 | Markham, ON, Canada | 11-50 | Exact match | 22 contacts → |
“Objective Financial Partners is one of Canada’s largest and most established fee-only, advice-only financial planning firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Guindiguindi.caHQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“At Guindi CA, our focus is on adding real value for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pinnacle Accounting And Finance Pinnacleafpinnacleaf.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 18 contacts → |
“Pinnacle Accounting & Finance Ltd is a dynamic organization with a focus on the finance, accounting, and business consulting markets both nationally and internationally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Young Associates A Division Of Adams Milesyoungassociates.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Arts, charity and non-profit organizations carry out some of the most important work in our communities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Otus Nonprofit Cfosotusgroup.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Integralorgintegralorg.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“IntegralOrg assists your nonprofit or charity to carry out its mission, through a comprehensive suite of services that build your organization's capacity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Chickadee Nonprofit Solutions, INCchickadeenonprofit.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 10 contacts → |
“Empowering non-profit teams with education-based bookkeeping, grant accounting and financial advisory services in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fundsource26 INCfundsource26.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.comHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 8 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  NPO Consultinguwaterloo.caHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Have a community initiative but are unsure of how to build it up?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ZIVOzivo.caHQ: Ottawa, CanadaReported employees: 1-10 | Ottawa, Canada | 1-10 | Exact match | 6 contacts → |
“Zivo is a nonprofit-focused accounting and virtual CFO firm that works as an extension of leadership teams and boards.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Community Financial Counselling Services INCdebthelpmanitoba.com HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Linked CFOlinkedcfo.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Linked CFO provides reliable accounting, CFO, and consulting services tailored for nonprofits in Canada and the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Gclarouche & Associatesgclarouche.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 5 contacts → |
“GCL & associates - Partners in your success Financing: • Business financial evaluation; • Start-ups; • Acquisition & expansion; • Innovation; • Development of exports and asset…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wiltshire Business Services, INCwiltshirebusiness.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Kingsview Financialkingsviewfinancial.ca HQ: Stoney Creek, ON, CanadaReported employees: 1-10 | Stoney Creek, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Asican Financialasicanfinancial.comHQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Clear Margin Consultingclearmarginconsulting.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Clear Margin Consulting is a Finance and Strategy Consulting firm based in Vancouver, Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hays Conseil INChaysconseil.comHQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“Hays, conseiller d’affaires, est tout désigné pour répondre aux besoins de l'entrepreneur et l'accompagner dans sa croissance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Purposefullypurposefully.caHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Sheila Kern has devoted her career to supporting and leading social profit organizations, sharing expertise in fundraising, communications and messaging, advocacy, strategy and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Journey Financialjourneyfinancial.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Journey Financial is a financial consulting business committed to providing affordable and independent financial guidance to ensure you are on the right path to achieve your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Inkwell Financial Management INCinkwellfinancial.comHQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Our Story.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
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Nonprofit financial planning services: dataset insights
November 6, 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
159 records in the displayed employee bands.
1 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 160 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: November 6, 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 ↗
Nonprofit financial planning services by metro
Questions about this company list
What does Exact match mean for nonprofit financial planning services?
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 nonprofit financial planning services did RevenueBase find based in Canada?
The saved snapshot records 160 matching company records, 743 tracked contacts and 237 verified emails. The public preview displays 25 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: November 6, 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
Nonprofit financial planning services by geography
- Nonprofit financial planning services based in Toronto, Canada
- Nonprofit financial planning services based in London, United Kingdom
- Nonprofit financial planning services based in Atlanta, United States
- Nonprofit financial planning services based in Chicago, United States
- Nonprofit financial planning services based in Denver, United States
- Nonprofit financial planning services based in Houston, United States
- Nonprofit financial planning services based in Los Angeles, United States
- Nonprofit financial planning services based in New York, United States
- Nonprofit financial planning services based in Australia
- Nonprofit financial planning services based in Brazil
- Nonprofit financial planning services based in France
- Nonprofit financial planning services based in Germany
Cite this list
RevenueBase Data Team. Top 25 nonprofit financial planning services based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/nonprofit-financial-planning-services/canada.
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
- Nonprofit financial planning services based in Toronto, Canada
- Nonprofit financial planning services based in London, United Kingdom
- Nonprofit financial planning services based in Atlanta, United States
- Nonprofit financial planning services based in Chicago, United States
- Nonprofit financial planning services based in Denver, United States
- Nonprofit financial planning services based in Houston, United States
Company intelligence · public preview
Top 25 nonprofit financial planning services based in Canada
RevenueBase records 160 matching company records for nonprofit financial planning services based in Canada, with 743 tracked contacts and 237 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 nonprofit financial planning services based in 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 | Planswellplanswell.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 55 contacts → |
“Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LLT LLPlltcpa.ca HQ: Chilliwack, BC, CanadaReported employees: 11-50 | Chilliwack, BC, Canada | 11-50 | Exact match | 51 contacts → |
“At LLT we like smart work with a dose of fun.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Twenty Eightytwentyeighty.co HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 25 contacts → |
“Twenty Eighty helps owners, entrepreneurs, and founders transform their business through people-first, all-in-one financial advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Objective Financial Partners INCobjectivefinancialpartners.com HQ: Markham, ON, CanadaReported employees: 11-50 | Markham, ON, Canada | 11-50 | Exact match | 22 contacts → |
“Objective Financial Partners is one of Canada’s largest and most established fee-only, advice-only financial planning firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Guindiguindi.ca HQ: Montreal, QC, CanadaReported employees: 11-50 | Montreal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“At Guindi CA, our focus is on adding real value for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pinnacle Accounting And Finance Pinnacleafpinnacleaf.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 18 contacts → |
“Pinnacle Accounting & Finance Ltd is a dynamic organization with a focus on the finance, accounting, and business consulting markets both nationally and internationally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Young Associates A Division Of Adams Milesyoungassociates.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Arts, charity and non-profit organizations carry out some of the most important work in our communities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Otus Nonprofit Cfosotusgroup.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Integralorgintegralorg.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“IntegralOrg assists your nonprofit or charity to carry out its mission, through a comprehensive suite of services that build your organization's capacity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Chickadee Nonprofit Solutions, INCchickadeenonprofit.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 10 contacts → |
“Empowering non-profit teams with education-based bookkeeping, grant accounting and financial advisory services in Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fundsource26 INCfundsource26.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Partenaire-Conseils Groupe Financier & Gestion Privéepartenaire-conseils.com HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 8 contacts → |
“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | NPO Consultinguwaterloo.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Have a community initiative but are unsure of how to build it up?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ZIVOzivo.ca HQ: Ottawa, CanadaReported employees: 1-10 | Ottawa, Canada | 1-10 | Exact match | 6 contacts → |
“Zivo is a nonprofit-focused accounting and virtual CFO firm that works as an extension of leadership teams and boards.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Community Financial Counselling Services INCdebthelpmanitoba.com HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Linked CFOlinkedcfo.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Linked CFO provides reliable accounting, CFO, and consulting services tailored for nonprofits in Canada and the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gclarouche & Associatesgclarouche.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 5 contacts → |
“GCL & associates - Partners in your success Financing: • Business financial evaluation; • Start-ups; • Acquisition & expansion; • Innovation; • Development of exports and asset…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wiltshire Business Services, INCwiltshirebusiness.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Kingsview Financialkingsviewfinancial.ca HQ: Stoney Creek, ON, CanadaReported employees: 1-10 | Stoney Creek, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Kingsview Financial, offers a unique one-stop approach to traditional, comprehensive financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Asican Financialasicanfinancial.com HQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Clear Margin Consultingclearmarginconsulting.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Clear Margin Consulting is a Finance and Strategy Consulting firm based in Vancouver, Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hays Conseil INChaysconseil.com HQ: Montréal, QC, CanadaReported employees: 1-10 | Montréal, QC, Canada | 1-10 | Exact match | 3 contacts → |
“Hays, conseiller d’affaires, est tout désigné pour répondre aux besoins de l'entrepreneur et l'accompagner dans sa croissance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Purposefullypurposefully.ca HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Sheila Kern has devoted her career to supporting and leading social profit organizations, sharing expertise in fundraising, communications and messaging, advocacy, strategy and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Journey Financialjourneyfinancial.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Journey Financial is a financial consulting business committed to providing affordable and independent financial guidance to ensure you are on the right path to achieve your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Inkwell Financial Management INCinkwellfinancial.com HQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Our Story.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
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Nonprofit financial planning services: dataset insights
November 6, 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
159 records in the displayed employee bands.
1 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 160 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: November 6, 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 ↗
Nonprofit financial planning services by metro
Questions about this company list
What does Exact match mean for nonprofit financial planning services?
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 nonprofit financial planning services did RevenueBase find based in Canada?
The saved snapshot records 160 matching company records, 743 tracked contacts and 237 verified emails. The public preview displays 25 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: November 6, 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
Nonprofit financial planning services by geography
- Nonprofit financial planning services based in Toronto, Canada
- Nonprofit financial planning services based in London, United Kingdom
- Nonprofit financial planning services based in Atlanta, United States
- Nonprofit financial planning services based in Chicago, United States
- Nonprofit financial planning services based in Denver, United States
- Nonprofit financial planning services based in Houston, United States
- Nonprofit financial planning services based in Los Angeles, United States
- Nonprofit financial planning services based in New York, United States
- Nonprofit financial planning services based in Australia
- Nonprofit financial planning services based in Brazil
- Nonprofit financial planning services based in France
- Nonprofit financial planning services based in Germany
Cite this list
RevenueBase Data Team. Top 25 nonprofit financial planning services based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/nonprofit-financial-planning-services/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Nonprofit financial planning services based in Denver, United States
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