Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Toronto, Canada

Name: Personal finance advisors based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 91 companies tracked

RevenueBase identified 91 personal finance advisors headquartered in Toronto, Canada as of September 2026 and tracks 568 professional contacts across them, including 93 with verified work emails. Toronto is the largest hub.

This list covers personal finance advisors headquartered in Toronto, 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

91Companies

568Contacts tracked

93Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personal finance advisors based in Toronto, Canada

Ranked by team size

Top 25 of 91 personal finance advisors based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance 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	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	31 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
2	Creative Planning Financial Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	29 contacts →
	Strong evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 20, 2026
3	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
4	Basis Wealth And Basis Benefits	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.” Source: RevenueBase Database · checked Sep 20, 2026
5	Family Wealth Protection	Partial evidence	Toronto, CanadaHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Our main focus is working with clients to ensure they have the information needed to make wise financial decisions in an increasingly complex and ever-changing financial services…” Source: RevenueBase Database · checked Sep 20, 2026
6	Four Point Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “You know where you want to go-we show you how to get there.” Source: RevenueBase Database · checked Sep 20, 2026
7	Harris Douglas Asset Management INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At Harris Douglas, we know that when your wealth is at stake, it’s not just money.” Source: RevenueBase Database · checked Sep 20, 2026
8	Karma Financial	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “We’re a unique financial advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
9	Ltci Consulting INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.” Source: RevenueBase Database · checked Sep 20, 2026
10	Rockfield Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Source: RevenueBase Database · checked Sep 20, 2026
11	Publow Advisory Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “At Publow Advisory, your financial success is our top priority.” Source: RevenueBase Database · checked Sep 20, 2026
12	Bulwark Financial Services	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility.” Source: RevenueBase Database · checked Sep 20, 2026
13	Yourlife Financial Wealth Management Of Designed Securities LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “YourLife Financial Wealth Management of Aligned Capital Partners Inc, is a financial planning firm, located in North York, Ontario.” Source: RevenueBase Database · checked Sep 20, 2026
14	IVY Financial LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…” Source: RevenueBase Database · checked Sep 20, 2026
15	Beaconpoint Financial Security Limited	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	2 contacts →
	Strong evidence “Financial Advisors Providing Holistic Financial Planning \| Helping You Protect What Matters Most We’re a team of financial planning experts.” Source: RevenueBase Database · checked Sep 20, 2026
16	Apluswealth INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Financial industry has refused to change for a long time now.” Source: RevenueBase Database · checked Sep 20, 2026
17	Allan Small Financial Group With IA Private Wealth	Partial evidence	Toronto, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Allan Small is a Senior Investment Advisor with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc.” Source: RevenueBase Database · checked Sep 20, 2026
18	Blackwell Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Blackwell Financial is a boutique financial services and investment firm that focuses on creating relationships, facilitating financial goals and maximizing financial portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
19	Moneystrat Securities INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
20	Marsrock Capital Group 昕石资本	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “Headquartered in the Greater Toronto Area of Canada's financial center, MarsRock Capital Group, a team member of Mortgage Alliance (Lic #: 10530), we are committed to serving our…” Source: RevenueBase Database · checked Sep 20, 2026
21	Solution Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We believe you deserve better solutions that will grow your wealth and protect your life savings.” Source: RevenueBase Database · checked Sep 20, 2026
22	Pyramid Financial Planning INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Pyramid Financial Planning was founded in 2010 from humble beginnings and has since experienced exponential growth in offering a multitude of personal financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
23	The RED Roof Financial INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “The financial obligation is the biggest challenge for every Canadian.” Source: RevenueBase Database · checked Sep 20, 2026
24	Paul Engel Financial Services INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “IT’S ABOUT YOU AND YOUR FUTURE We believe one of your most important financial decisions is choosing a professional advisor who is trustworthy, knowledgeable and above all, who…” Source: RevenueBase Database · checked Sep 20, 2026
25	Lowrie Financial	Partial evidence	Toronto, CanadaHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Financial Planning for Business Owners and Individuals Who Value Peace of Mind Planning Everyday wealth management means more than just a dollar amount in your account.” 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: personal finance 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 personal finance advisors.
Partial evidence: Its own public description names part of personal finance advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance 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 91 personal finance advisors based in Toronto, Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 93 reachable decision-makers.

Free signup · no credit card

View the full list →

Personal finance advisors based in Toronto, Canada at a glance

As of Sep 20, 2026

16.4%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 91 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 personal finance 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 Toronto, Canada whose own description of what they do matches “personal finance 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 personal finance 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 personal finance advisors, and records with no verified work email. Companies headquartered outside Toronto 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, 93 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.

Personal finance advisors by metro in Canada

Personal finance advisors in Toronto91
Personal finance advisors in Calgary64
Personal finance advisors in Vancouver60
Personal finance advisors in Ottawa38
Personal finance advisors in Edmonton37
Personal finance advisors in Mississauga36
Personal finance advisors in Quebec33
Personal finance advisors in Winnipeg33
Personal finance advisors in London31
Personal finance advisors in Montreal30
Personal finance advisors in Oakville25

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 personal finance 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 personal finance advisors are there based in Toronto, Canada?

RevenueBase identified 91 personal finance advisors headquartered in Toronto, 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?

Nexus Investment Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most personal finance advisors?

Toronto leads with 91 headquartered companies, followed by Calgary (64) and Vancouver (60).

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 93 verified decision-maker contacts tracked across these 91 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.

Ready to reach these companies? Verified emails and direct dials for all 91 personal finance advisors based in Toronto, Canada. Start with a free account, no credit card.

Download this list →

Related lists

Personal finance advisors by geography

Browse the directory

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.