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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
60Companies
586Contacts tracked
200Verified emails
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The 25 largest private client accounting firms based in Oakville, Canada

Ranked by team size
Top 25 of 60 private client accounting firms based in Oakville, Canada, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Oakville, ON, CanadaHQ checked Sep 5, 202651-20042

“Bellwether Investment Management Inc.”

Source: company website · checked Sep 5, 2026
2Oakville, ON, CanadaHQ checked Sep 5, 202611-5032

“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, 2026
3
Bristol Capital ManagementIndirect evidence
Oakville, ON, CanadaHQ checked Sep 5, 202611-5022

“We are a full-service financial planning firm.”

Source: company website · checked Sep 5, 2026
4
A&j CPAIndirect evidence
Oakville, ON, CanadaHQ checked Sep 5, 202611-5020

“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, 2026
5Oakville, ON, CanadaHQ checked Sep 5, 202611-5017

“Continuing a tradition of service to Oakville.”

Source: company website · checked Sep 5, 2026
6
S&a PartnersPartial evidence
Oakville, ON, CanadaHQ checked Sep 5, 202611-5013

“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, 2026
7Oakville, ON, CanadaHQ checked Sep 5, 202611-5012

“BIG FIRM EXPERTISE, SMALL FIRM CARE.”

Source: company website · checked Sep 5, 2026
8Oakville, ON, CanadaHQ checked Sep 5, 202611-5011

“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, 2026
9Oakville, ON, CanadaHQ checked Sep 5, 202611-5011

“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, 2026
10Oakville, ON, CanadaHQ checked Sep 5, 20261-1010

“We offer a full suite of accounting and taxation services tailored to your personal and business needs.”

Source: company website · checked Sep 5, 2026
11Oakville, ON, CanadaHQ checked Sep 5, 20261-109

“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, 2026
12Oakville, ON, CanadaHQ checked Sep 5, 20261-109

“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, 2026
13
Kingsmere FinancialPartial evidence
Oakville, ON, CanadaHQ checked Sep 5, 20261-108

“We are a privately owned and independent financial advisory firm.”

Source: company website · checked Sep 5, 2026
14Oakville, ON, CanadaHQ checked Sep 5, 20261-107

“Discover our commitment to our clients.”

Source: company website · checked Sep 5, 2026
15Oakville, ON, CanadaHQ checked Sep 5, 202611-506

“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, 2026
16
The Campanella GroupIndirect evidence
Oakville, ON, CanadaHQ checked Sep 5, 20261-106

“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.”

Source: company website · checked Sep 5, 2026
17
Terra Cotta Financial GroupIndirect evidence
Oakville, ON, CanadaHQ checked Sep 5, 20261-105

“Terra Cotta Financial Group is dedicated to Inspired Living.”

Source: company website · checked Sep 5, 2026
18Oakville, ON, CanadaHQ checked Sep 5, 20261-105

“Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.”

Source: company website · checked Sep 5, 2026
19
CK Wealth ManagementPartial evidence
Oakville, ON, CanadaHQ checked Sep 5, 20261-105

“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, 2026
20
WefinxPartial evidence
Oakville, ON, CanadaHQ checked Sep 5, 202611-505

“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, 2026
21
Watson InvestmentsIndirect evidence
Oakville, ON, CanadaHQ checked Sep 5, 20261-105

“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, 2026
22
Brooks WestIndirect evidence
Oakville, ON, CanadaHQ checked Sep 5, 20261-104

“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, 2026
23Oakville, ON, CanadaHQ checked Sep 5, 202611-503

“RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning.”

Source: company website · checked Sep 5, 2026
24
Navigo Financial SolutionsIndirect evidence
Oakville, CanadaHQ checked Sep 5, 20261-103

“Navigo Financial Solutions believes that experience and expertise alone are not enough.”

Source: company website · checked Sep 5, 2026
25Oakville, ON, CanadaHQ checked Sep 5, 20261-102

“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, 2026

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, 2026
1-10Median size (employees)
TorontoLargest hub · 377 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
33
11-50
23
51-200
2
201-500
1
1,001-5,000
1

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.

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.

Ready to reach these companies? Verified emails and direct dials for all 60 private client accounting firms based in Oakville, Canada. Start with a free account, no credit card.

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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.