Company lists · Data refreshed September 2026
Top 9 Private client accounting firms based in Kelowna, Canada
RevenueBase identified 27 private client accounting firms headquartered in Kelowna, Canada as of September 2026 and tracks 58 professional contacts across them, including 17 with verified work emails. Across Canada, Toronto is the largest hub for this category (377 companies); Kelowna has 27.
This list covers private client accounting firms headquartered in Kelowna, 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 5, 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.
The 9 largest private client accounting firms based in Kelowna, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4 contacts → | ||||
Partial evidence “At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 4 contacts → | ||||
Partial evidence “Our firm offers personalized, quality service to our clients.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 3 contacts → | ||||
Indirect evidence “Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 2 contacts → | ||||
Partial evidence “Geh CPAs, led by Peter Geh and Elena Geh is an accounting firm based in Kelowna, BC and West Kelowna, BC serving the Okanagan valley.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 2 contacts → | ||||
Indirect evidence “Live Happy” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1 contacts → | ||||
Indirect evidence “The Morcom Wealth Management Group is an experienced, dedicated, and passionate team of professionals that have been serving the wealth management needs of families for over 20…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 1 contacts → | ||||
Partial evidence “With over 20 years experience in accounting, bookkeeping and tax we strongly believe that business owners shouldn't be "doing the books" in their spare time, they should be…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 contacts → | ||||
Partial evidence “With years of extensive experience in wealth planning and financial management, Shauna and Kamal founded EntrePlan Financial Consulting to help clients achieve their business and…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Indirect evidence “After over eight decades of combined experience working across the largest firms in Canada, the partners of the Gold Seal Financial Group have personally seen the best of wealth…” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: private client accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names private client accounting firms.
- Partial evidence
- Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 9 of 27 private client accounting firms based in Kelowna, Canada
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Private client accounting firms based in Kelowna, Canada at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Kelowna, so it is reported there. Company counts and contact totals on this page are exact for Kelowna, over 27 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 private client accounting 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 Kelowna, Canada whose own description of what they do matches “private client accounting 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 private client accounting 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 private client accounting firms, and records with no verified work email. Companies headquartered outside Kelowna 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, 17 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 5, 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.
Private client accounting firms by metro in Canada
- Private client accounting firms in Toronto377
- Private client accounting firms in Calgary219
- Private client accounting firms in Vancouver184
- Private client accounting firms in Mississauga162
- Private client accounting firms in Montreal142
- Private client accounting firms in Edmonton122
- Private client accounting firms in Ottawa94
- Private client accounting firms in Winnipeg72
- Private client accounting firms in Markham60
- Private client accounting firms in Oakville60
- Private client accounting firms in London55
- Private client accounting firms in Surrey54
- Private client accounting firms in Richmond Hill52
- Private client accounting firms in Brampton46
- Private client accounting firms in Laval43
- Private client accounting firms in Victoria40
- Private client accounting firms in Burlington37
- Private client accounting firms in Burnaby36
- Private client accounting firms in Vaughan36
- Private client accounting firms in Halifax33
- Private client accounting firms in Langley29
- Private client accounting firms in North York29
- Private client accounting firms in Kitchener28
- Private client accounting firms in Saskatoon28
- Private client accounting firms in Richmond27
- Private client accounting firms in Waterloo27
- Private client accounting firms in Guelph26
- Private client accounting firms in North Vancouver25
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 private client accounting 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 private client accounting firms are there based in Kelowna, Canada?
RevenueBase identified 27 private client accounting firms headquartered in Kelowna, 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?
Serviss Wealth Management, headquartered in Kelowna, tops this list with the largest team on record.
Which city in Canada has the most private client accounting firms?
Toronto leads Canada with 377 headquartered companies, followed by Calgary (219) and Vancouver (184). Kelowna has 27.
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 17 verified decision-maker contacts tracked across these 27 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 5, 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.
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