Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Toronto, Canada

RevenueBase identified 95 philanthropic advisory firms headquartered in Toronto, Canada as of September 2026 and tracks 2,455 professional contacts across them, including 1,278 with verified work emails. Toronto is the largest hub.

This list covers philanthropic advisory firms headquartered in Toronto, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
95Companies
2,455Contacts tracked
1,278Verified emails
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The 25 largest philanthropic advisory firms based in Toronto, Canada

Ranked by team size
Top 25 of 95 philanthropic advisory firms based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceToronto, CanadaHQ checked Sep 20, 2026501-1,0001,555 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-200116 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-200101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceToronto, CanadaHQ checked Sep 20, 202651-20050 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20047 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5043 contacts →

Indirect evidence

“Here’s to your success!”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5038 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 2026201-50032 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20028 contacts →

Indirect evidence

“S.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5026 contacts →

Indirect evidence

“Generation Capital is a private wealth and investment management firm based in Toronto.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“Our Family Office Inc.(OFO) serves some of the most successful families in Canada.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“PODCAST LINK: Look for us on iTunes and Google Play: PGgrowth Planned Giving Podcast At PGgrowth, we are passionate about Planned Giving.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“Founded over 30 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5015 contacts →

Partial evidence

“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 20261-1011 contacts →

Indirect evidence

“Longview Asset Management is a private, independent investment management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5011 contacts →

Partial evidence

“Trella Advisory Group is a global consultancy firm that works with enterprising families and the advisors that serve them.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Benefaction Foundation is a public foundation registered with the Charities Directorate of the Canada Revenue Agency.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-507 contacts →

Indirect evidence

“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“PhilanthPro was developed specifically for financial advisors and clients with foundations, donor-advised funds, and charitable trusts.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 95 philanthropic advisory firms based in Toronto, Canada

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Philanthropic advisory firms based in Toronto, Canada at a glance

As of Sep 20, 2026
52.1%Verified-email coverage
25.8Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
19
51-200
7
201-500
1
501-1,000
1
10001+
1

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 95 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among philanthropic advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Toronto, Canada whose own description of what they do matches “philanthropic advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names philanthropic advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among philanthropic advisory firms, and records with no verified work email. Companies headquartered outside Toronto are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,278 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Philanthropic advisory firms by metro in Canada

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names philanthropic advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many philanthropic advisory firms are there based in Toronto, Canada?

RevenueBase identified 95 philanthropic advisory firms headquartered in Toronto, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

BMO Private Wealth, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most philanthropic advisory firms?

Toronto leads with 95 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,278 verified decision-maker contacts tracked across these 95 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.