Company lists · Data refreshed September 2026
Top 25 Private client accounting firms based in Oakville, Canada
RevenueBase identified 60 private client accounting firms headquartered in Oakville, Canada as of September 2026 and tracks 586 professional contacts across them, including 200 with verified work emails. Toronto is the largest hub.
This list covers private client accounting firms headquartered in Oakville, 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, how directly it supports the match, 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 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 25 largest private client accounting firms based in Oakville, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42 | ||||
“Bellwether Investment Management Inc.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32 | ||||
“Tino-Gaetani & Carusi (TG & C) was founded in February 1994 with the intent of creating an accounting firm that would "look beyond the numbers".” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 | ||||
“We are a full-service financial planning firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 | ||||
“A&J CPA is a licensed chartered professional accountants firm that is established in Ontario and serves different businesses and entrepreneurs.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 | ||||
“Continuing a tradition of service to Oakville.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | S&a PartnersPartial evidence | 13 | |||
“Established in 2008, S&A Partners is a leading firm of Chartered Professional Accountants & Advisors specializing in accounting & assurance, taxation, advisory, and customized IT…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Klca Chartered Professional AccountantsIndirect evidence | 12 | |||
“BIG FIRM EXPERTISE, SMALL FIRM CARE.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Wise Riddell Financial GroupIndirect evidence | 11 | |||
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 | ||||
“Glenn Graydon Wright LLP Chartered Professional Accountants has been a trusted and reliable presence in Oakville, Ontario since 1958.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 | ||||
“We offer a full suite of accounting and taxation services tailored to your personal and business needs.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | IDM Chartered Professional AccountantsStrong evidence | 9 | |||
“IDM is a boutique tax accounting firm founded in 2012 that is dedicated to providing clients with premium tax and accounting services.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | JSP Accounting Professional CorporationPartial evidence | 9 | |||
“We are a boutique accounting firm located in the GTA that specializes in adding value to your small and mid sized businesses.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | Kingsmere FinancialPartial evidence | 8 | |||
“We are a privately owned and independent financial advisory firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Life & Legacy Advisory GroupPartial evidence | 7 | |||
“Discover our commitment to our clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Sears Chartered Professional AccountantsPartial evidence | 6 | |||
“Sears Chartered Professional Accountants is a Oakville based firm of Chartered Accountants who offer professional accounting, auditing and tax services to a range of business and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 | ||||
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | Terra Cotta Financial GroupIndirect evidence | 5 | |||
“Terra Cotta Financial Group is dedicated to Inspired Living.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | Strategic Wealth Management Services INCPartial evidence | 5 | |||
“Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 | ||||
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | WefinxPartial evidence | 5 | |||
“Wefinx provides the most reliable accounting, tax, CFO, advisory, and exit planning services for startups, small, mid-size and growing businesses.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | Watson InvestmentsIndirect evidence | 5 | |||
“Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 | ||||
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | Rowanoak Private Wealth CounselPartial evidence | 3 | |||
“RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | Navigo Financial SolutionsIndirect evidence | 3 | |||
“Navigo Financial Solutions believes that experience and expertise alone are not enough.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | LG Accounting Services Professional CorporationPartial evidence | 2 | |||
“We are a boutique accounting firm in Oakville dedicated to helping small businesses grow by easing their accounting and compliance burden.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 60 private client accounting firms based in Oakville, Canada
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Private client accounting firms based in Oakville, 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 60 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 evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Oakville, 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.
- 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 Oakville 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 an evidence 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, 200 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 Quebec74
- 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 Kelowna27
- 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
How many private client accounting firms are there based in Oakville, Canada?
RevenueBase identified 60 private client accounting firms headquartered in Oakville, 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?
Bellwether Investment Management, headquartered in Oakville, tops this list with the largest team on record.
Which city has the most private client accounting firms?
Toronto leads with 377 headquartered companies, followed by Calgary (219) and Vancouver (184).
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 200 verified decision-maker contacts tracked across these 60 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 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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