Company lists · Data refreshed September 2026
Top 25 Personal financial advisors based in Canada
RevenueBase identified 1,958 company matches for personal financial advisors associated with Canada as of September 2026 and tracks 37,445 professional contacts across them, including 11,937 with verified work emails. Toronto is the largest hub.
This list covers company matches for personal financial advisors 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 20, 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 financial advisors 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 2,400 contacts → | ||||
Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 1,405 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 1,079 contacts → | ||||
Exact match “For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 941 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 623 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 438 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 407 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 370 contacts → | ||||
Exact match “For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 331 contacts → | ||||
Exact match “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 265 contacts → | ||||
Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 257 contacts → | ||||
Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 234 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 193 contacts → | ||||
Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 160 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 97 contacts → | ||||
Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 96 contacts → | ||||
Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 85 contacts → | ||||
Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 83 contacts → | ||||
Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 68 contacts → | ||||
Exact match “Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 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 20, 2026 · View company records in RevenueBase | |||||
| 22 | 61 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 59 contacts → | ||||
Exact match “A subsidiary of PEAK Financial Group.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 56 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 55 contacts → | ||||
Exact match “At Solomon we are passionate about financial education and building relationship with our advisors, clients and communities.” Recorded in the RevenueBase company graph · Sep 20, 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 financial advisors”. 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 1,958 personal financial advisors based in Canada
See the full list, filter by size, metro and specialty, and access 11,937 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal financial advisors based in Canada at a glance
As of Sep 20, 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 1,958 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 financial advisors” 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 11,937 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 20, 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.
Personal financial advisors by metro
- Personal financial advisors in Toronto213
- Personal financial advisors in Calgary124
- Personal financial advisors in Vancouver110
- Personal financial advisors in Montreal68
- Personal financial advisors in Winnipeg67
- Personal financial advisors in Mississauga61
- Personal financial advisors in Ottawa61
- Personal financial advisors in Edmonton58
- Personal financial advisors in Oakville37
- Personal financial advisors in London35
- Personal financial advisors in Markham35
- Personal financial advisors in Halifax34
- Personal financial advisors in Kelowna27
- Personal financial advisors in Victoria26
- Personal financial advisors in Burlington25
- Personal financial advisors in Saskatoon25
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 financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Canada?
RevenueBase identified 1,958 company matches for personal financial advisors 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 financial advisors?
Toronto leads with 213 company records, followed by Calgary (124) and Vancouver (110).
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 11,937 professional contacts with verified work emails tracked across these 1,958 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,958 personal financial advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Personal financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
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 financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
Company intelligence · public preview
Top 25 personal financial advisors 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 1,958 matching company records for personal financial advisors based in Canada, with 37,445 tracked contacts and 11,937 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 20, 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 financial advisors 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Raymond James LTDraymondjames.caHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,405 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Manulife Wealthmanulifewealth.ca HQ: Oakville, ON, CanadaReported employees: 1,001-5,000 | Oakville, ON, Canada | 1,001-5,000 | Exact match | 1,079 contacts → |
“For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Odlum Brown Limitedodlumbrown.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 370 contacts → |
“For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Aligned Capital Partners INCalignedcapitalpartners.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 331 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 257 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pfsl Investments Canada LTDprimericacanada.ca HQ: Mississauga, ON, CanadaReported employees: 10001+ | Mississauga, ON, Canada | 10001+ | Exact match | 234 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Ventum Financialventumfinancial.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 193 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Leede Financial INCleede.caHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 160 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Mandeville Private Client INCmandevilleinc.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Newport Private Wealthnewportprivatewealth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Financière Horizonsfinancierehorizons.comHQ: Sherbrooke, QC, CanadaReported employees: 201-500 | Sherbrooke, QC, Canada | 201-500 | Exact match | 85 contacts → |
“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Nour Private Wealth NPWnourprivatewealth.comHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Mérici Services Financiers INCmerici.com HQ: Sherbrooke, QC, CanadaReported employees: 51-200 | Sherbrooke, QC, Canada | 51-200 | Exact match | 68 contacts → |
“Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 61 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Peak Securities INCpeakgroup.comHQ: Montréal, CanadaReported employees: 1,001-5,000 | Montréal, Canada | 1,001-5,000 | Exact match | 59 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Planswellplanswell.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 56 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Solomon Financial Corporationsolomonfinancial.ca HQ: Red Deer, AB, CanadaReported employees: 51-200 | Red Deer, AB, Canada | 51-200 | Exact match | 55 contacts → |
“At Solomon we are passionate about financial education and building relationship with our advisors, clients and communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,958 company matches
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Personal financial advisors: dataset insights
September 20, 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
1,948 records in the displayed employee bands.
10 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 1,958 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 20, 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 ↗
Personal financial advisors by metro
- Personal financial advisors in Toronto213
- Personal financial advisors in Calgary124
- Personal financial advisors in Vancouver110
- Personal financial advisors in Montreal68
- Personal financial advisors in Winnipeg67
- Personal financial advisors in Mississauga61
- Personal financial advisors in Ottawa61
- Personal financial advisors in Edmonton58
- Personal financial advisors in Oakville37
- Personal financial advisors in London35
- Personal financial advisors in Markham35
- Personal financial advisors in Halifax34
- Personal financial advisors in Kelowna27
- Personal financial advisors in Victoria26
- Personal financial advisors in Burlington25
- Personal financial advisors in Saskatoon25
Questions about this company list
What does Exact match mean for personal financial advisors?
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 financial advisors did RevenueBase find based in Canada?
The saved snapshot records 1,958 matching company records, 37,445 tracked contacts and 11,937 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 20, 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 financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 personal financial advisors based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/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 financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
Company intelligence · public preview
Top 25 personal financial advisors based in Canada
RevenueBase records 1,958 matching company records for personal financial advisors based in Canada, with 37,445 tracked contacts and 11,937 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 20, 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 financial advisors 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Raymond James LTDraymondjames.ca HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,405 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Manulife Wealthmanulifewealth.ca HQ: Oakville, ON, CanadaReported employees: 1,001-5,000 | Oakville, ON, Canada | 1,001-5,000 | Exact match | 1,079 contacts → |
“For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Odlum Brown Limitedodlumbrown.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 370 contacts → |
“For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Aligned Capital Partners INCalignedcapitalpartners.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 331 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 257 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pfsl Investments Canada LTDprimericacanada.ca HQ: Mississauga, ON, CanadaReported employees: 10001+ | Mississauga, ON, Canada | 10001+ | Exact match | 234 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Ventum Financialventumfinancial.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 193 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Leede Financial INCleede.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 160 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Mandeville Private Client INCmandevilleinc.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Newport Private Wealthnewportprivatewealth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Financière Horizonsfinancierehorizons.com HQ: Sherbrooke, QC, CanadaReported employees: 201-500 | Sherbrooke, QC, Canada | 201-500 | Exact match | 85 contacts → |
“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Nour Private Wealth NPWnourprivatewealth.com HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Mérici Services Financiers INCmerici.com HQ: Sherbrooke, QC, CanadaReported employees: 51-200 | Sherbrooke, QC, Canada | 51-200 | Exact match | 68 contacts → |
“Mérici Services Financiers est un courtier entièrement indépendant qui ne cherche pas à être le plus gros ou le plus connu : nous visons être les meilleurs pour vous.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 61 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Peak Securities INCpeakgroup.com HQ: Montréal, CanadaReported employees: 1,001-5,000 | Montréal, Canada | 1,001-5,000 | Exact match | 59 contacts → |
“A subsidiary of PEAK Financial Group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Planswellplanswell.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 56 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Solomon Financial Corporationsolomonfinancial.ca HQ: Red Deer, AB, CanadaReported employees: 51-200 | Red Deer, AB, Canada | 51-200 | Exact match | 55 contacts → |
“At Solomon we are passionate about financial education and building relationship with our advisors, clients and communities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,958 company matches
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Personal financial advisors: dataset insights
September 20, 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
1,948 records in the displayed employee bands.
10 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 1,958 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 20, 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 ↗
Personal financial advisors by metro
- Personal financial advisors in Toronto213
- Personal financial advisors in Calgary124
- Personal financial advisors in Vancouver110
- Personal financial advisors in Montreal68
- Personal financial advisors in Winnipeg67
- Personal financial advisors in Mississauga61
- Personal financial advisors in Ottawa61
- Personal financial advisors in Edmonton58
- Personal financial advisors in Oakville37
- Personal financial advisors in London35
- Personal financial advisors in Markham35
- Personal financial advisors in Halifax34
- Personal financial advisors in Kelowna27
- Personal financial advisors in Victoria26
- Personal financial advisors in Burlington25
- Personal financial advisors in Saskatoon25
Questions about this company list
What does Exact match mean for personal financial advisors?
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 financial advisors did RevenueBase find based in Canada?
The saved snapshot records 1,958 matching company records, 37,445 tracked contacts and 11,937 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 20, 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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Personal financial advisors by geography
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- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
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Cite this list
RevenueBase Data Team. Top 25 personal financial advisors based in Canada. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/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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