Company lists · Data refreshed September 2026

Top 14 Private client accounting firms based in Waterloo, Canada

Name: Private client accounting firms based in Waterloo, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 27 companies tracked

RevenueBase identified 27 private client accounting firms headquartered in Waterloo, Canada as of September 2026 and tracks 1,248 professional contacts across them, including 510 with verified work emails. Toronto is the largest hub.

This list covers private client accounting firms headquartered in Waterloo, 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

27Companies

1,248Contacts tracked

510Verified emails

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The 14 largest private client accounting firms based in Waterloo, Canada

Ranked by team size

Top 14 of 27 private client accounting firms based in Waterloo, 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.
#	Company	Headquarters	Employees	Contacts
1	Baker Tilly CanadaPartial evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1,001-5,000	785
	“With member firms from coast to coast, the Baker Tilly Canada Cooperative is one of the country’s largest associations of chartered professional accounting firms.” Source: company website · checked Sep 5, 2026
2	Collins BarrowPartial evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1,001-5,000	228
	“Recognized as Canada’s mid-market leader for audit, tax and advisory solutions, our association of 24 independent member firms comprises the eighth largest public accounting group…” Source: company website · checked Sep 5, 2026
3	MAC LLPIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	51-200	70
	“At MAC LLP, our first priority is always you, your family and your business.” Source: company website · checked Sep 5, 2026
4	TricertPartial evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	51-200	52
	“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: company website · checked Sep 5, 2026
5	Clarke Starke & Diegel LLPIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	11-50	22
	“At Clarke Starke & Diegel LLP, we have been working with organizations and individuals – and helping them – since 1972.” Source: company website · checked Sep 5, 2026
6	Arca Financial GroupIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	11-50	10
	“Founded in we understand the challenges of managing family wealth, succession, and legacy.” Source: company website · checked Sep 5, 2026
7	Marnoa Private Wealth Counsel LTDIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	8
	Source: company website · checked Sep 5, 2026
8	Sentry Group Wealth PartnersIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	7
	“Sentry Group \| Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise.” Source: company website · checked Sep 5, 2026
9	Kaleidoscope FinancialIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	7
	“You've worked hard for your money, so controlling your risks and minimizing taxes is important.” Source: company website · checked Sep 5, 2026
10	Fritsch Laitar & KaracPartial evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	11-50	6
	“At Fritsch Laitar & Karac we pride ourselves in working closely with our clients and listening carefully to their ideas and goals in order to ensure our advice fits their…” Source: company website · checked Sep 5, 2026
11	Grand River Financial SolutionsIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	4
	“At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Source: company website · checked Sep 5, 2026
12	Eastcap Wealth Planning INC O A Stewart Fisher FinancialIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	4
	“EastCap Wealth Planning Inc has merged with Stewart Fisher Financial of Windsor.” Source: company website · checked Sep 5, 2026
13	Generations Financial SolutionsIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	2
	“We appreciate that you have worked hard to attain your wealth, and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the…” Source: company website · checked Sep 5, 2026
14	Wealthstream Partners INCIndirect evidence	Waterloo, ON, CanadaHQ checked Sep 5, 2026	1-10	2
	“At Wealth Stream, we understand the challenges of managing your finances and are here to offer guidance and support for informed financial decisions.” Source: company website · checked Sep 5, 2026

Showing 14 of 27 private client accounting firms based in Waterloo, Canada

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Private client accounting firms based in Waterloo, 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

11-50

51-200

1,001-5,000

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 Waterloo, 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 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 Waterloo, 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 Waterloo 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, 510 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

Frequently asked

How many private client accounting firms are there based in Waterloo, Canada?

RevenueBase identified 27 private client accounting firms headquartered in Waterloo, 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?

Baker Tilly Canada, headquartered in Waterloo, 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 510 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 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.