Company lists · Data refreshed September 2026

Top 25 Nonprofit investment consultants based in Canada

RevenueBase identified 105 nonprofit investment consultants headquartered in Canada as of September 2026 and tracks 600 professional contacts across them, including 228 with verified work emails. Toronto is the largest hub.

This list covers nonprofit investment consultants 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 21, 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 21, 2026 86% judged on-target in blind review
105Companies
600Contacts tracked
228Verified emails
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The 25 largest nonprofit investment consultants based in Canada

Ranked by team size
Top 25 of 105 nonprofit investment consultants based in Canada, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit investment consultants: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceQuébec, CanadaHQ checked Sep 21, 202651-20054 contacts →

Indirect evidence

“Fondé en 2006, BGY Services financiers intégrés inc.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 21, 202611-5043 contacts →

Indirect evidence

“We are BrookGlobal, strategic partners with amazing non-profit organizations to realize a shared vision of improving lives by thoughtfully applying the principles of engaged…”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceOttawa, ON, CanadaHQ checked Sep 21, 202611-5037 contacts →

Indirect evidence

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceNorth Vancouver, BC, CanadaHQ checked Sep 21, 202611-5022 contacts →

Indirect evidence

“The Discovery Group (TDG) is a Canadian consulting firm dedicated to the social profit and non-profit sector.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceLaval, QC, CanadaHQ checked Sep 21, 202611-5019 contacts →

Indirect 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 21, 2026
6Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 202611-5017 contacts →

Indirect evidence

“George & Bell Consulting Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 21, 20261-1014 contacts →

Indirect evidence

“Have a community initiative but are unsure of how to build it up?”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceCambridge, ON, CanadaHQ checked Sep 21, 20261-1012 contacts →

Indirect evidence

“At Steward Group, we believe finances are about more than dollars and cents.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-5010 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 21, 2026
10Indirect evidenceKingston, ON, CanadaHQ checked Sep 21, 20261-109 contacts →

Indirect evidence

“Knowledge.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceLaval, QC, CanadaHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Un partenaire de confiance pour planifier vos finances personnelles et d’entreprise.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceGuelph, ON, CanadaHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Cremasco Financial Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceBrampton, ON, CanadaHQ checked Sep 21, 202611-509 contacts →

Indirect 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 21, 2026
14Indirect evidenceRegina, SK, CanadaHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“We're an advice business.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-507 contacts →

Partial evidence

“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-107 contacts →

Indirect evidence

“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceEdmonton, AB, CanadaHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceChatham, ON, CanadaHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Stephanie Sparks is a financial advisor with over 8 years of experience.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceCornwall, ON, CanadaHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“At Ming & Associates, we have the experience and wisdom to ensure that you will be confident about your future.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceCanmore, BC, CanadaHQ checked Sep 21, 202611-503 contacts →

Indirect evidence

“The world needs stronger, more effective non-profit organizations.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceBurnaby, BC, CanadaHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“At Asican Financial, we’re here to help you get from where you are now to where you want to be in life.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceOttawa, CanadaHQ checked Sep 21, 202611-502 contacts →

Indirect evidence

“Crystalus is a blended finance and sustainable finance advisory firm specializing in public-private capital mobilization, climate finance, impact investing, ESG integration…”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceOakville, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“We support companies, institutions and non profits navigate the capital marketplace with integrity, clarity and experience.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“We believe you deserve better solutions that will grow your wealth and protect your life savings.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 105 nonprofit investment consultants based in Canada

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Nonprofit investment consultants based in Canada at a glance

As of Sep 21, 2026
38.0%Verified-email coverage
5.7Average contacts per company
1-10Median size (employees)
15.2%Largest-city concentration · Toronto
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
76
11-50
27
51-200
2

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 105 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 investment consultants, 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 investment consultants”. 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 investment consultants), 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 investment consultants, 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, 228 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 21, 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.

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 investment consultants, 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 investment consultants are there based in Canada?

RevenueBase identified 105 nonprofit investment consultants 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 investment consultants?

Toronto leads with 16 headquartered companies, followed by Vancouver (8) and Calgary (7).

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 228 verified decision-maker contacts tracked across these 105 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 21, 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.