Company lists · Data refreshed September 2026

Top 25 Personal financial advisors based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 213 companies tracked

RevenueBase identified 213 company matches for personal financial advisors associated with Toronto, Canada as of September 2026 and tracks 18,224 professional contacts across them, including 3,589 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for personal financial advisors associated with Toronto, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

213Companies

18,224Contacts tracked

3,589Verified emails

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

The 25 largest personal financial advisors based in Toronto, Canada

Ranked by team size

Top 25 of 213 company matches for personal financial advisors based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 20, 2026	1,001-5,000	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
2	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	5,001-10,000	1,405 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	501-1,000	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
4	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	1,001-5,000	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
5	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	51-200	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
6	Planswell	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	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
7	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	51-200	48 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	43 contacts →
	Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Bridgehouse Asset Managers	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	51-200	38 contacts →
	Exact match “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	CI Private Wealth Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	201-500	34 contacts →
	Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Longevity Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	1-10	27 contacts →
	Exact match “Longevity is more than a financial advisory firm; it's a revolution in how we define prosperity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Generation Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	51-200	23 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	T.E. Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	51-200	23 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Wealth Stewards INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Bridgewell Financial	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Watt Carmichael INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Foundation Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “Foundation Wealth Partners takes advantage of new digital technologies, combined with strong advice from top advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	GFI Investment Counsel LTD	Exact match	Toronto, CanadaHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Mansha Plan	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “We make goal-based plans to help you manage risk and grow wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Davis REA LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Generation Pmca Corp	Exact match	Toronto, ON, CanadaHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Established in Generation PMCA Corp.” 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 213 personal financial advisors based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 3,589 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal financial advisors based in Toronto, Canada at a glance

As of Sep 20, 2026

19.7%Verified-email coverage

85.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

145

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 213 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 Toronto, 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 3,589 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 in Canada

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 Toronto, Canada?

RevenueBase identified 213 company matches for personal financial advisors associated with Toronto, 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?

BMO Nesbitt Burns tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most personal financial advisors?

Toronto leads Canada 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 3,589 professional contacts with verified work emails tracked across these 213 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 213 personal financial advisors based in Toronto, Canada. Start with a free account, no credit card.

Download this list →

Related lists

Personal financial advisors by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.