Company lists · Data refreshed November 2026
Top 25 Retirement income planners based in Canada
RevenueBase identified 155 company matches for retirement income planners associated with Canada as of November 2026 and tracks 757 professional contacts across them, including 233 with verified work emails. Toronto is the largest hub.
This list covers company matches for retirement income planners 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 25 largest retirement income planners based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 26 contacts → | ||||
Exact match “Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “We are a full-service financial planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 17 contacts → | ||||
Exact match “RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Retirement Planning | Estate Planning | Life Insurance | Employee Benefits” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “At Ryco Financial, we help clients and their families implement financial solutions to protect, their loved ones, hard-earned salaries, and their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Cremasco Financial Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “We are Retirement Income Planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Collaborative Financial & Retirement Advice for Business & Individuals” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “A client focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “For over 25 years we’ve been serving Central Alberta providing comprehensive planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “True wealth management stems from a genuine understanding of your needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “C’est avec rigueur, intégrité et innovation que nous avons mis en place une solution de type cycle de vie de 25 à 71 ans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Wright Wealth (Guelph) offers retirement and insurance advice to our clients to help them achieve their goals.” 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 “retirement income planners”. 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 25 of 155 retirement income planners based in Canada
See the full list, filter by size, metro and specialty, and access 233 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement income planners 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 155 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 “retirement income planners” 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 233 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 “retirement income planners”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement income planners are there based in Canada?
RevenueBase identified 155 company matches for retirement income planners 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?
The Steele Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement income planners?
Toronto leads with 14 company records, followed by Calgary (11) and Winnipeg (10).
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 233 professional contacts with verified work emails tracked across these 155 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 155 retirement income planners based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Retirement income planners by geography
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- Retirement income planners based in Australia
- Retirement income planners based in France
- Retirement income planners based in Germany
- Retirement income planners based in Ireland
- Retirement income planners based in the United Kingdom
- Retirement income planners based in the United States
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement income planners based in Houston, United States
- Retirement income planners based in Overland Park, United States
- Retirement income planners based in San Diego, United States
- Retirement income planners based in Scottsdale, United States
- Retirement income planners based in Australia
- Retirement income planners based in France
Company intelligence · public preview
Top 25 retirement income planners 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 155 matching company records for retirement income planners based in Canada, with 757 tracked contacts and 233 verified work emails.
This public preview shows 25 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 25 retirement income planners 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 |  The Steele Groupthesteelegroup.caHQ: Cambridge, ON, CanadaReported employees: 11-50 | Cambridge, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bristol Capital Managementbristolcapital.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 17 contacts → |
“We are a full-service financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Rochebanyan INCrochebanyan.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 17 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Exponent Investment Managementex-ponent.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 15 contacts → |
“Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Chamberlain Wealthchamberlainwealth.comHQ: Fredericton, NB, CanadaReported employees: 11-50 | Fredericton, NB, Canada | 11-50 | Exact match | 13 contacts → |
“Retirement Planning | Estate Planning | Life Insurance | Employee Benefits” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Meldrum Hornemeldrumhorne.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mcauley Financial Servicesmcauleyfinancial.comHQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ryco Financialryco.caHQ: St John’s, NL, CanadaReported employees: 11-50 | St John’s, NL, Canada | 11-50 | Exact match | 10 contacts → |
“At Ryco Financial, we help clients and their families implement financial solutions to protect, their loved ones, hard-earned salaries, and their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Guelph, ON, CanadaReported employees: 11-50 | Guelph, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Cremasco Financial Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Synergy Financial Groupsynergyfinancialgroup.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 10 contacts → |
“We are Retirement Income Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bluerock Wealth Managementbluerockwealth.caHQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lee-Owe Macleod Wealth Management INClomwealth.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 |  CFS Wealth Management INCcfswealth.caHQ: Maple, ON, CanadaReported employees: 1-10 | Maple, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Investordnainvestordna.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Oakstone Wealthoakstonewealth.caHQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 6 contacts → |
“A client focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Madison Financialmadisonfinancial.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pellegrini Financialpellegrinifinancial.comHQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 5 contacts → |
“For over 25 years we’ve been serving Central Alberta providing comprehensive planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Snowbirds Wealth Managementraymondjames.caHQ: Coquitlam, BC, CanadaReported employees: 1-10 | Coquitlam, BC, Canada | 1-10 | Exact match | 4 contacts → |
“True wealth management stems from a genuine understanding of your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Québec, CanadaReported employees: 1-10 | Québec, Canada | 1-10 | Exact match | 4 contacts → |
“C’est avec rigueur, intégrité et innovation que nous avons mis en place une solution de type cycle de vie de 25 à 71 ans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Navigate Wealth Management INCnavwealth.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Rockfield Financialrockfieldfinancial.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wright Wealth Guelphwrightwealth.caHQ: Guelph, ON, CanadaReported employees: 1-10 | Guelph, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Wright Wealth (Guelph) offers retirement and insurance advice to our clients to help them achieve their goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 155 company matches
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Retirement income planners: 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
153 records in the displayed employee bands.
2 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 155 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 retirement income planners?
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 retirement income planners did RevenueBase find based in Canada?
The saved snapshot records 155 matching company records, 757 tracked contacts and 233 verified emails. The public preview displays 25 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
Retirement income planners by geography
- Retirement income planners based in Houston, United States
- Retirement income planners based in Overland Park, United States
- Retirement income planners based in San Diego, United States
- Retirement income planners based in Scottsdale, United States
- Retirement income planners based in Australia
- Retirement income planners based in France
- Retirement income planners based in Germany
- Retirement income planners based in Ireland
- Retirement income planners based in the United Kingdom
- Retirement income planners based in the United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 retirement income planners based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/retirement-income-planners/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
- Retirement income planners based in Houston, United States
- Retirement income planners based in Overland Park, United States
- Retirement income planners based in San Diego, United States
- Retirement income planners based in Scottsdale, United States
- Retirement income planners based in Australia
- Retirement income planners based in France
Company intelligence · public preview
Top 25 retirement income planners based in Canada
RevenueBase records 155 matching company records for retirement income planners based in Canada, with 757 tracked contacts and 233 verified work emails.
This public preview shows 25 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 25 retirement income planners 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 | The Steele Groupthesteelegroup.ca HQ: Cambridge, ON, CanadaReported employees: 11-50 | Cambridge, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Whether you are just getting started or have years of experience managing your finances, we meet you where you are and help you move forward with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bristol Capital Managementbristolcapital.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 17 contacts → |
“We are a full-service financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rochebanyan INCrochebanyan.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 17 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Exponent Investment Managementex-ponent.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 15 contacts → |
“Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Chamberlain Wealthchamberlainwealth.com HQ: Fredericton, NB, CanadaReported employees: 11-50 | Fredericton, NB, Canada | 11-50 | Exact match | 13 contacts → |
“Retirement Planning | Estate Planning | Life Insurance | Employee Benefits” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Meldrum Hornemeldrumhorne.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mcauley Financial Servicesmcauleyfinancial.com HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ryco Financialryco.ca HQ: St John’s, NL, CanadaReported employees: 11-50 | St John’s, NL, Canada | 11-50 | Exact match | 10 contacts → |
“At Ryco Financial, we help clients and their families implement financial solutions to protect, their loved ones, hard-earned salaries, and their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Guelph, ON, CanadaReported employees: 11-50 | Guelph, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Cremasco Financial Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Synergy Financial Groupsynergyfinancialgroup.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 10 contacts → |
“We are Retirement Income Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bluerock Wealth Managementbluerockwealth.ca HQ: Collingwood, ON, CanadaReported employees: 1-10 | Collingwood, ON, Canada | 1-10 | Exact match | 9 contacts → |
“Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lee-Owe Macleod Wealth Management INClomwealth.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | CFS Wealth Management INCcfswealth.ca HQ: Maple, ON, CanadaReported employees: 1-10 | Maple, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Whether planning for your long and fruitful retirement, unlocking funds in times of hardship, or insuring your life and health, CFS Wealth Management Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Investordnainvestordna.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Oakstone Wealthoakstonewealth.ca HQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 6 contacts → |
“A client focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Madison Financialmadisonfinancial.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 6 contacts → |
“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pellegrini Financialpellegrinifinancial.com HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 5 contacts → |
“For over 25 years we’ve been serving Central Alberta providing comprehensive planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Snowbirds Wealth Managementraymondjames.ca HQ: Coquitlam, BC, CanadaReported employees: 1-10 | Coquitlam, BC, Canada | 1-10 | Exact match | 4 contacts → |
“True wealth management stems from a genuine understanding of your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Québec, CanadaReported employees: 1-10 | Québec, Canada | 1-10 | Exact match | 4 contacts → |
“C’est avec rigueur, intégrité et innovation que nous avons mis en place une solution de type cycle de vie de 25 à 71 ans.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Navigate Wealth Management INCnavwealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Rockfield Financialrockfieldfinancial.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wright Wealth Guelphwrightwealth.ca HQ: Guelph, ON, CanadaReported employees: 1-10 | Guelph, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Wright Wealth (Guelph) offers retirement and insurance advice to our clients to help them achieve their goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 155 company matches
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Retirement income planners: 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
153 records in the displayed employee bands.
2 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 155 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 retirement income planners?
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 retirement income planners did RevenueBase find based in Canada?
The saved snapshot records 155 matching company records, 757 tracked contacts and 233 verified emails. The public preview displays 25 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.
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Cite this list
RevenueBase Data Team. Top 25 retirement income planners based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/retirement-income-planners/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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