Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Canada

RevenueBase identified 459 company matches for philanthropic advisory firms associated with Canada as of September 2026 and tracks 4,645 professional contacts across them, including 2,151 with verified work emails. Toronto is the largest hub.

This list covers company matches for philanthropic advisory firms 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
459Companies
4,645Contacts tracked
2,151Verified emails
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The 25 largest philanthropic advisory firms based in Canada

Ranked by team size
Top 25 of 459 company matches for philanthropic advisory firms based in 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, CanadaHQ recorded Sep 20, 2026501-1,0001,555 contacts →

Exact match

“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202651-200116 contacts →

Exact match

“Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202651-200101 contacts →

Exact match

“At KCI, we are a firm focused on values and people…both ours and yours.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchQuébec, CanadaHQ recorded Sep 20, 202651-20054 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchToronto, CanadaHQ recorded Sep 20, 202651-20050 contacts →

Exact match

“To our clients, we are your trusted, strategic partner, consistently delivering superior results.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202651-20047 contacts →

Exact match

“Grantbook is a strategic tech consultancy exclusively serving philanthropy.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchWinnipeg, MB, CanadaHQ recorded Sep 20, 202611-5043 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202611-5043 contacts →

Exact match

“Here’s to your success!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202611-5038 contacts →

Exact match

“We help Canada's leading business families transition their capital to the next generation.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchOttawa, ON, CanadaHQ recorded Sep 20, 202611-5037 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchQuébec, QC, CanadaHQ recorded Sep 20, 202611-5036 contacts →

Exact match

“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchToronto, ON, CanadaHQ recorded Sep 20, 2026201-50032 contacts →

Exact match

“Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchWestmount, QC, CanadaHQ recorded Sep 20, 202611-5032 contacts →

Exact match

“Founded in 2021, Samara is a family office created by families for families.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchWinnipeg, MB, CanadaHQ recorded Sep 20, 202651-20032 contacts →

Exact match

“Lawton Partners is a wealth management firm located in Winnipeg, MB.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchWinnipeg, MB, CanadaHQ recorded Sep 20, 202611-5032 contacts →

Exact match

“Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchMontréal, QC, CanadaHQ recorded Sep 20, 202611-5032 contacts →

Exact match

“At BNP Inspire, our team brings extensive experience and a diverse set of skills to organizations dedicated to making a positive impact on society.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202651-20028 contacts →

Exact match

“S.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchMontreal, QC, CanadaHQ recorded Sep 20, 202611-5027 contacts →

Exact match

“Blue Bridge is a family office established in Montreal in 2002.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchWinnipeg, MB, CanadaHQ recorded Sep 20, 202611-5027 contacts →

Exact match

“Since 1974, Abundance Canada has helped people support the causes they care about during their life and beyond.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchToronto, ON, CanadaHQ recorded Sep 20, 202611-5026 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
21Exact matchSaint-bruno-de-montarville, QC, CanadaHQ recorded Sep 20, 202611-5025 contacts →

Exact match

“Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchCalgary, AB, CanadaHQ recorded Sep 20, 202611-5024 contacts →

Exact match

“Our team has over 350 years of combined consulting and fundraising experience with expertise in campaign planning, campaign management, leadership development, stakeholder…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchCharlottetown, PE, CanadaHQ recorded Sep 20, 202611-5024 contacts →

Exact match

“With experience in multiple sectors and a focus on the Atlantic Canadian economic landscape, Fitzpatrick & Co.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchOttawa, ON, CanadaHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“CAGP provides a unique platform for charitable fundraisers and professional advisors in Canada to meet and network, collaborate, and learn new and innovative ways of helping…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchMontreal, QC, CanadaHQ recorded Sep 20, 202611-5022 contacts →

Exact match

“Patrimonica is a Montreal-based multifamily office offering services in investment, accounting, taxation, succession, philanthropic strategy and family governance.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 459 philanthropic advisory firms based in Canada

See the full list, filter by size, metro and specialty, and access 2,151 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisory firms based in Canada at a glance

As of Sep 20, 2026
46.3%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
20.7%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
349
11-50
88
51-200
12
201-500
3
501-1,000
2
10001+
3

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 459 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 “philanthropic advisory firms” 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 2,151 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.

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 “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many philanthropic advisory firms are there based in Canada?

RevenueBase identified 459 company matches for philanthropic advisory firms 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?

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

Which city has the most philanthropic advisory firms?

Toronto leads with 95 company records, followed by Calgary (33) and Montreal (33).

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 2,151 professional contacts with verified work emails tracked across these 459 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.

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About this data

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