Company lists · Data refreshed September 2026
Top 25 Personal finance companies based in Canada
RevenueBase identified 289 company matches for personal finance companies associated with Canada as of September 2026 and tracks 8,347 professional contacts across them, including 3,497 with verified work emails. Toronto is the largest hub.
This list covers company matches for personal finance companies 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 September 19, 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 personal finance companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 438 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 180 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 67 contacts → | ||||
Exact match “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 31 contacts → | ||||
Exact match “When was the last time money kept you up at night?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “At Archer, we are dedicated to helping Canadian families achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “BHM Financial Group BHM Financial Group, a Canadian finance company has been in the lending business since 2005.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “At Steward Group, we believe finances are about more than dollars and cents.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “The team at Moore Wrinn Financial Group Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Financial Services PR was born from an entrepreneur's passion for helping Quebecers improve their financial health.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “We Never Forget Whose Money It Is: YOURS” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Cornerstone Wealth Planning is a locally owned and operated Financial Planning firm, located in Kingston, Ontario.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “We Are Your Financial Resource.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Since our founding in 1979, DD Humes has been recognized for excellence in trust, client satisfaction, quality of advice, and financial results.” Recorded in the RevenueBase company graph · Sep 19, 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 “personal finance companies”. 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 289 personal finance companies based in Canada
See the full list, filter by size, metro and specialty, and access 3,497 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance companies based in Canada at a glance
As of Sep 19, 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 289 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 “personal finance companies” 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 3,497 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 September 19, 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.
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 “personal finance companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance companies are there based in Canada?
RevenueBase identified 289 company matches for personal finance companies associated with Canada as of September 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?
IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance companies?
Toronto leads with 28 company records, followed by Calgary (19) and Edmonton (15).
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 3,497 professional contacts with verified work emails tracked across these 289 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 289 personal finance companies based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Personal finance companies by geography
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- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
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- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
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 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
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
Company intelligence · public preview
Top 25 personal finance companies 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 289 matching company records for personal finance companies based in Canada, with 8,347 tracked contacts and 3,497 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: September 19, 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 personal finance companies 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 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 438 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  RGF Integrated Wealth Managementrgfwealth.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 67 contacts → |
“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Savi Financefinancesavi.comHQ: Toronto, ON, CanadaReported employees: Not recorded | Toronto, ON, Canada | Not recorded | Exact match | 31 contacts → |
“When was the last time money kept you up at night?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Archerarcher.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 23 contacts → |
“At Archer, we are dedicated to helping Canadian families achieve their financial goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Portfoliohiwayportfoliohiway.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  NEW Outlook Wealth INCnewoutlook.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BHM Financial Groupbhmfinancial.com HQ: Montreal, CanadaReported employees: 1-10 | Montreal, Canada | 1-10 | Exact match | 20 contacts → |
“BHM Financial Group BHM Financial Group, a Canadian finance company has been in the lending business since 2005.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Parallel Wealth Financial Groupparallelwealth.comHQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mcauley Financial Servicesmcauleyfinancial.comHQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 12 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Steward Groupstewardgroup.ca HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 12 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Moore Wrinn Financial Groupmwfg.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“The team at Moore Wrinn Financial Group Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | PR Services Financiers INCprservicesfinanciers.com HQ: St-jean-sur-richelieu, QC, CanadaReported employees: 1-10 | St-jean-sur-richelieu, QC, Canada | 1-10 | Exact match | 11 contacts → |
“Financial Services PR was born from an entrepreneur's passion for helping Quebecers improve their financial health.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Financial Initiatives Counselficounsel.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“We Never Forget Whose Money It Is: YOURS” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Actif Santé Financièreactifsf.caHQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 10 contacts → |
“Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Legacy Wealth Advisorslegacywealthcanada.comHQ: Brampton, ON, CanadaReported employees: 11-50 | Brampton, ON, Canada | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cornerstone Wealth Planningcornerstonewealth.ca HQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Cornerstone Wealth Planning is a locally owned and operated Financial Planning firm, located in Kingston, Ontario.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Camber Private Wealthcamberco.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 8 contacts → |
“At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Imperial Wealth Managementimperialwealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ridge Planning Group INCridgewealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  CFS Wealth Management INCcfswealth.caHQ: Maple, ON, CanadaReported employees: 1-10 | Maple, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Shortfinancialshortfinancial.ca HQ: St John’s, NL, CanadaReported employees: 11-50 | St John’s, NL, Canada | 11-50 | Exact match | 7 contacts → |
“We Are Your Financial Resource.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | DD Humes Financial Servicesddhumes.com HQ: Dorval, QC, CanadaReported employees: 11-50 | Dorval, QC, Canada | 11-50 | Exact match | 7 contacts → |
“Since our founding in 1979, DD Humes has been recognized for excellence in trust, client satisfaction, quality of advice, and financial results.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 289 company matches
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Personal finance companies: dataset insights
September 19, 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
288 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 289 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: September 19, 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 ↗
Questions about this company list
What does Exact match mean for personal finance companies?
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 personal finance companies did RevenueBase find based in Canada?
The saved snapshot records 289 matching company records, 8,347 tracked contacts and 3,497 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: September 19, 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
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 personal finance companies based in Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-companies/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
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
Company intelligence · public preview
Top 25 personal finance companies based in Canada
RevenueBase records 289 matching company records for personal finance companies based in Canada, with 8,347 tracked contacts and 3,497 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: September 19, 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 personal finance companies 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 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 438 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | RGF Integrated Wealth Managementrgfwealth.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 67 contacts → |
“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Savi Financefinancesavi.com HQ: Toronto, ON, CanadaReported employees: Not recorded | Toronto, ON, Canada | Not recorded | Exact match | 31 contacts → |
“When was the last time money kept you up at night?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Archerarcher.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 23 contacts → |
“At Archer, we are dedicated to helping Canadian families achieve their financial goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Portfoliohiwayportfoliohiway.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | NEW Outlook Wealth INCnewoutlook.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BHM Financial Groupbhmfinancial.com HQ: Montreal, CanadaReported employees: 1-10 | Montreal, Canada | 1-10 | Exact match | 20 contacts → |
“BHM Financial Group BHM Financial Group, a Canadian finance company has been in the lending business since 2005.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Parallel Wealth Financial Groupparallelwealth.com HQ: Langley, BC, CanadaReported employees: 11-50 | Langley, BC, Canada | 11-50 | Exact match | 15 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mcauley Financial Servicesmcauleyfinancial.com HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 12 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Steward Groupstewardgroup.ca HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 12 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Moore Wrinn Financial Groupmwfg.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“The team at Moore Wrinn Financial Group Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | PR Services Financiers INCprservicesfinanciers.com HQ: St-jean-sur-richelieu, QC, CanadaReported employees: 1-10 | St-jean-sur-richelieu, QC, Canada | 1-10 | Exact match | 11 contacts → |
“Financial Services PR was born from an entrepreneur's passion for helping Quebecers improve their financial health.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Financial Initiatives Counselficounsel.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“We Never Forget Whose Money It Is: YOURS” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Actif Santé Financièreactifsf.ca HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 10 contacts → |
“Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Legacy Wealth Advisorslegacywealthcanada.com HQ: Brampton, ON, CanadaReported employees: 11-50 | Brampton, ON, Canada | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cornerstone Wealth Planningcornerstonewealth.ca HQ: Kingston, ON, CanadaReported employees: 1-10 | Kingston, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Cornerstone Wealth Planning is a locally owned and operated Financial Planning firm, located in Kingston, Ontario.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Camber Private Wealthcamberco.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 8 contacts → |
“At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Imperial Wealth Managementimperialwealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ridge Planning Group INCridgewealth.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | CFS Wealth Management INCcfswealth.ca HQ: Maple, ON, CanadaReported employees: 1-10 | Maple, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Shortfinancialshortfinancial.ca HQ: St John’s, NL, CanadaReported employees: 11-50 | St John’s, NL, Canada | 11-50 | Exact match | 7 contacts → |
“We Are Your Financial Resource.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | DD Humes Financial Servicesddhumes.com HQ: Dorval, QC, CanadaReported employees: 11-50 | Dorval, QC, Canada | 11-50 | Exact match | 7 contacts → |
“Since our founding in 1979, DD Humes has been recognized for excellence in trust, client satisfaction, quality of advice, and financial results.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 289 company matches
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Personal finance companies: dataset insights
September 19, 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
288 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 289 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: September 19, 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 ↗
Questions about this company list
What does Exact match mean for personal finance companies?
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 personal finance companies did RevenueBase find based in Canada?
The saved snapshot records 289 matching company records, 8,347 tracked contacts and 3,497 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: September 19, 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.
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Cite this list
RevenueBase Data Team. Top 25 personal finance companies based in Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-companies/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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