Company lists · Data refreshed November 2026
Top 22 Portfolio tax management services based in Canada
RevenueBase identified 52 company matches for portfolio tax management services associated with Canada as of November 2026 and tracks 257 professional contacts across them, including 138 with verified work emails. Toronto is the largest hub.
This list covers company matches for portfolio tax management services 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 November 6, 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 22 largest portfolio tax management services based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 55 contacts → | ||||
Exact match “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 38 contacts → | ||||
Exact match “Alitis Investment Counsel Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 13 contacts → | ||||
Exact match “OneLife is solutions oriented in every respect.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “We understand that life is complicated, which is why we believe that income tax and accounting shouldn't be.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “At CoPilot Tax, our team of experienced professionals is dedicated to helping our clients save money on their taxes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Genova Private Management is an independent personal financial management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Entrepreneurs, Executives & Business Owners.you've been told your whole life to allocate your assets a certain way, right?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Accounting and tax are just the beginning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing discretionary investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Our Values: R: Return on investment(ROI).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Financial planning to take your personal and business goals forward My purpose is to offer a fresh approach to managing your financial and tax planning, aimed at helping you…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “CFC is a boutique wealth management and planning firm built on the principle of personalized advice and tax strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Investing is a science.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Flip My Life™ is a boutique Tax & Wealth Planning firm helping business owners, professionals and families make smarter financial decisions and build long-term wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “The WealthMore Advantage Working with WealthMore Financial Strategies means that you have access to legitimate tax-saving strategies that can save you hundreds of thousands of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Dealing with U.S.” Recorded in the RevenueBase company graph · Nov 6, 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 “portfolio tax management services”. 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 22 of 52 portfolio tax management services based in Canada
See the full list, filter by size, metro and specialty, and access 138 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio tax management services based in Canada at a glance
As of Nov 6, 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 52 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 “portfolio tax management services” 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 138 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 November 6, 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 “portfolio tax management services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio tax management services are there based in Canada?
RevenueBase identified 52 company matches for portfolio tax management services associated with Canada as of November 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?
Romanovsky & Associates LLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio tax management services?
Toronto leads with 14 company records, followed by Calgary (5) and Mississauga (3).
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 138 professional contacts with verified work emails tracked across these 52 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 portfolio tax management services based in Canada. Start with a free account, no credit card.
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Portfolio tax management services by geography
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.
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Company intelligence · public preview
Top 22 portfolio tax management services 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 52 matching company records for portfolio tax management services based in Canada, with 257 tracked contacts and 138 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 22 portfolio tax management services 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 |  Romanovsky & Associates LLPromanovsky.comHQ: Edmonton & Toronto, CanadaReported employees: 11-50 | Edmonton & Toronto, Canada | 11-50 | Exact match | 55 contacts → |
“At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Alitis Investment Counselalitis.caHQ: Campbell River, BC, CanadaReported employees: 11-50 | Campbell River, BC, Canada | 11-50 | Exact match | 38 contacts → |
“Alitis Investment Counsel Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Onelifeonelifewealth.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 13 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Bull Financialbullfinancial.caHQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  The Campanella Groupcampanellagroup.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nelson Financial Consultantsnelsonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Dely & Associates INCdelyaccounting.caHQ: Brantford, ON, CanadaReported employees: 1-10 | Brantford, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We understand that life is complicated, which is why we believe that income tax and accounting shouldn't be.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Copilot TAXcopilottax.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“At CoPilot Tax, our team of experienced professionals is dedicated to helping our clients save money on their taxes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Genova Private Management INCgenovaprivate.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Genova Private Management is an independent personal financial management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Your Private CFO Family Wealth Iapwyourprivatecfo.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Entrepreneurs, Executives & Business Owners.you've been told your whole life to allocate your assets a certain way, right?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  JPM Partners Professional Corporationjpmpartners.caHQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Accounting and tax are just the beginning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Youfirst Financial INCyoufirstfinancial.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing discretionary investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  rbtj.carbtj.caHQ: Kamloops, BC, CanadaReported employees: 1-10 | Kamloops, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Our Values: R: Return on investment(ROI).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mountain Planning Group INCmountainplanning.caHQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Joanne Ovenden CPA CAjoanneovenden.ca HQ: Clearwater, BC, CanadaReported employees: 1-10 | Clearwater, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Financial planning to take your personal and business goals forward My purpose is to offer a fresh approach to managing your financial and tax planning, aimed at helping you…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cogan Financial Capital Group LTDcoganfinancial.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“CFC is a boutique wealth management and planning firm built on the principle of personalized advice and tax strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mahrt Investment Group At Wellington-Altusadvisor.wellington-altus.caHQ: Victoria, BC, CanadaReported employees: 1-10 | Victoria, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Investing is a science.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Flip MY Lifeflipmylife.comHQ: Richmond Hill, ON, CanadaReported employees: 1-10 | Richmond Hill, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Flip My Life™ is a boutique Tax & Wealth Planning firm helping business owners, professionals and families make smarter financial decisions and build long-term wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Zain Financial Serviceszainfinancial.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Return On Lifereturnonlife.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Wealthmore Financial Strategieswealthmore.caHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 1 contacts → |
“The WealthMore Advantage Working with WealthMore Financial Strategies means that you have access to legitimate tax-saving strategies that can save you hundreds of thousands of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Blomfield TAXblomfieldtax.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Dealing with U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 52 company matches
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Portfolio tax management services: dataset insights
November 6, 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
51 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 52 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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for portfolio tax management services?
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 portfolio tax management services did RevenueBase find based in Canada?
The saved snapshot records 52 matching company records, 257 tracked contacts and 138 verified emails. The public preview displays 22 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: November 6, 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
Portfolio tax management services by geography
Cite this list
RevenueBase Data Team. Top 22 portfolio tax management services based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-tax-management-services/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
- Portfolio tax management services based in Brazil
- Portfolio tax management services based in France
- Portfolio tax management services based in Germany
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Company intelligence · public preview
Top 22 portfolio tax management services based in Canada
RevenueBase records 52 matching company records for portfolio tax management services based in Canada, with 257 tracked contacts and 138 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 22 portfolio tax management services 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 | Romanovsky & Associates LLPromanovsky.com HQ: Edmonton & Toronto, CanadaReported employees: 11-50 | Edmonton & Toronto, Canada | 11-50 | Exact match | 55 contacts → |
“At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Alitis Investment Counselalitis.ca HQ: Campbell River, BC, CanadaReported employees: 11-50 | Campbell River, BC, Canada | 11-50 | Exact match | 38 contacts → |
“Alitis Investment Counsel Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Onelifeonelifewealth.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 13 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bull Financialbullfinancial.ca HQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Campanella Groupcampanellagroup.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nelson Financial Consultantsnelsonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Dely & Associates INCdelyaccounting.ca HQ: Brantford, ON, CanadaReported employees: 1-10 | Brantford, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We understand that life is complicated, which is why we believe that income tax and accounting shouldn't be.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Copilot TAXcopilottax.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“At CoPilot Tax, our team of experienced professionals is dedicated to helping our clients save money on their taxes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Genova Private Management INCgenovaprivate.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Genova Private Management is an independent personal financial management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Your Private CFO Family Wealth Iapwyourprivatecfo.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Entrepreneurs, Executives & Business Owners.you've been told your whole life to allocate your assets a certain way, right?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | JPM Partners Professional Corporationjpmpartners.ca HQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Accounting and tax are just the beginning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Youfirst Financial INCyoufirstfinancial.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing discretionary investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | rbtj.carbtj.ca HQ: Kamloops, BC, CanadaReported employees: 1-10 | Kamloops, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Our Values: R: Return on investment(ROI).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mountain Planning Group INCmountainplanning.ca HQ: Kelowna, BC, CanadaReported employees: 1-10 | Kelowna, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Joanne Ovenden CPA CAjoanneovenden.ca HQ: Clearwater, BC, CanadaReported employees: 1-10 | Clearwater, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Financial planning to take your personal and business goals forward My purpose is to offer a fresh approach to managing your financial and tax planning, aimed at helping you…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cogan Financial Capital Group LTDcoganfinancial.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“CFC is a boutique wealth management and planning firm built on the principle of personalized advice and tax strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mahrt Investment Group At Wellington-Altusadvisor.wellington-altus.ca HQ: Victoria, BC, CanadaReported employees: 1-10 | Victoria, BC, Canada | 1-10 | Exact match | 2 contacts → |
“Investing is a science.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Flip MY Lifeflipmylife.com HQ: Richmond Hill, ON, CanadaReported employees: 1-10 | Richmond Hill, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Flip My Life™ is a boutique Tax & Wealth Planning firm helping business owners, professionals and families make smarter financial decisions and build long-term wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Zain Financial Serviceszainfinancial.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Return On Lifereturnonlife.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Return on Life, we go beyond life insurance-we design strategies to move corporate dollars to personal wealth tax-efficiently, create TFSA-like savings within corporations, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wealthmore Financial Strategieswealthmore.ca HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 1 contacts → |
“The WealthMore Advantage Working with WealthMore Financial Strategies means that you have access to legitimate tax-saving strategies that can save you hundreds of thousands of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Blomfield TAXblomfieldtax.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Dealing with U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 52 company matches
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Portfolio tax management services: dataset insights
November 6, 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
51 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 52 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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for portfolio tax management services?
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 portfolio tax management services did RevenueBase find based in Canada?
The saved snapshot records 52 matching company records, 257 tracked contacts and 138 verified emails. The public preview displays 22 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: November 6, 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
Portfolio tax management services by geography
Cite this list
RevenueBase Data Team. Top 22 portfolio tax management services based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-tax-management-services/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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