Company lists · Data refreshed September 2026
Top 25 Retirement plan advisors based in Canada
RevenueBase identified 1,997 company matches for retirement plan advisors associated with Canada as of September 2026 and tracks 32,451 professional contacts across them, including 10,131 with verified work emails. Toronto is the largest hub.
This list covers company matches for retirement plan advisors 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 September 21, 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 plan advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 1,555 contacts → | ||||
Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 941 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 623 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 438 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 407 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 265 contacts → | ||||
Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 248 contacts → | ||||
Exact match “Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 236 contacts → | ||||
Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 160 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 127 contacts → | ||||
Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 124 contacts → | ||||
Exact match “Vestcor provides innovative, integrated, cost-effective investment management and pension and benefit administration services solutions to public sector entities.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 106 contacts → | ||||
Exact match “Selectpath offers comprehensive and customized solutions based on your unique needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 105 contacts → | ||||
Exact match “PBI Actuarial Consultants Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 97 contacts → | ||||
Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 96 contacts → | ||||
Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 85 contacts → | ||||
Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 83 contacts → | ||||
Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 74 contacts → | ||||
Exact match “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 67 contacts → | ||||
Exact match “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 64 contacts → | ||||
Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 61 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 58 contacts → | ||||
Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 54 contacts → | ||||
Exact match “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 54 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 21, 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 plan advisors”. 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 1,997 retirement plan advisors based in Canada
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Retirement plan advisors based in Canada at a glance
As of Sep 21, 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 1,997 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 plan advisors” 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 10,131 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 September 21, 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.
Retirement plan advisors by metro
- Retirement plan advisors in Toronto209
- Retirement plan advisors in Calgary120
- Retirement plan advisors in Vancouver112
- Retirement plan advisors in Montreal72
- Retirement plan advisors in Winnipeg66
- Retirement plan advisors in Edmonton64
- Retirement plan advisors in Ottawa64
- Retirement plan advisors in Mississauga61
- Retirement plan advisors in London42
- Retirement plan advisors in Markham38
- Retirement plan advisors in Oakville38
- Retirement plan advisors in Burlington30
- Retirement plan advisors in Halifax30
- Retirement plan advisors in Laval28
- Retirement plan advisors in Saskatoon28
- Retirement plan advisors in Kelowna27
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 plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement plan advisors are there based in Canada?
RevenueBase identified 1,997 company matches for retirement plan advisors associated with Canada as of September 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?
IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement plan advisors?
Toronto leads with 209 company records, followed by Calgary (120) and Vancouver (112).
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 10,131 professional contacts with verified work emails tracked across these 1,997 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 September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,997 retirement plan advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Retirement plan advisors by geography
- Retirement plan advisors based in Adelaide, Australia
- Retirement plan advisors based in Brisbane City, Australia
- Retirement plan advisors based in Brisbane, Australia
- Retirement plan advisors based in Melbourne, Australia
- Retirement plan advisors based in North Sydney, Australia
- Retirement plan advisors based in Perth, Australia
- Retirement plan advisors based in Sydney, Australia
- Retirement plan advisors based in Belo Horizonte, Brazil
- Retirement plan advisors based in Curitiba, Brazil
- Retirement plan advisors based in Porto Alegre, Brazil
- Retirement plan advisors based in Rio De Janeiro, Brazil
- Retirement plan advisors based in Sao Paulo, Brazil
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 plan advisors based in Adelaide, Australia
- Retirement plan advisors based in Brisbane City, Australia
- Retirement plan advisors based in Brisbane, Australia
- Retirement plan advisors based in Melbourne, Australia
- Retirement plan advisors based in North Sydney, Australia
- Retirement plan advisors based in Perth, Australia
Company intelligence · public preview
Top 25 retirement plan advisors 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 1,997 matching company records for retirement plan advisors based in Canada, with 32,451 tracked contacts and 10,131 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: September 21, 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 plan advisors 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 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 contacts → |
“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 438 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Assomption VIE L Assumption Lifeassumption.ca HQ: Moncton, NB, CanadaReported employees: 201-500 | Moncton, NB, Canada | 201-500 | Exact match | 248 contacts → |
“Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mercer Canadamarsh.comHQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 236 contacts → |
“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Leede Financial INCleede.caHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 160 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  HUB International Québec LTDhubinternational.comHQ: Mont-royal, QC, CanadaReported employees: 10001+ | Mont-royal, QC, Canada | 10001+ | Exact match | 127 contacts → |
“Hi, we're HUB.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Vestcorvestcor.org HQ: Fredericton, NB, CanadaReported employees: 51-200 | Fredericton, NB, Canada | 51-200 | Exact match | 124 contacts → |
“Vestcor provides innovative, integrated, cost-effective investment management and pension and benefit administration services solutions to public sector entities.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Selectpath Benefits & Financial INCselectpath.caHQ: London, ON, CanadaReported employees: 51-200 | London, ON, Canada | 51-200 | Exact match | 106 contacts → |
“Selectpath offers comprehensive and customized solutions based on your unique needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  PBI Actuarial Consultants PBI Conseillers EN Actuariatpbiactuarial.caHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 105 contacts → |
“PBI Actuarial Consultants Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mandeville Private Client INCmandevilleinc.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Newport Private Wealthnewportprivatewealth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Financière Horizonsfinancierehorizons.comHQ: Sherbrooke, QC, CanadaReported employees: 201-500 | Sherbrooke, QC, Canada | 201-500 | Exact match | 85 contacts → |
“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Nour Private Wealth NPWnourprivatewealth.comHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ellement Consulting Groupellement.caHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 74 contacts → |
“Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  RGF Integrated Wealth Managementrgfwealth.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 67 contacts → |
“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  3macs, A Division Of Raymond Jamesraymondjames.caHQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Customplan Financial Advisors INCcustomplanfinancial.comHQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 61 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Lafondlafond.caHQ: Montréal, QC, CanadaReported employees: 51-200 | Montréal, QC, Canada | 51-200 | Exact match | 58 contacts → |
“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Olympia Financial Group INColympiafinancial.comHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 54 contacts → |
“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 54 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,997 company matches
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Retirement plan advisors: dataset insights
September 21, 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
1,986 records in the displayed employee bands.
11 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 1,997 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: September 21, 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 ↗
Retirement plan advisors by metro
- Retirement plan advisors in Toronto209
- Retirement plan advisors in Calgary120
- Retirement plan advisors in Vancouver112
- Retirement plan advisors in Montreal72
- Retirement plan advisors in Winnipeg66
- Retirement plan advisors in Edmonton64
- Retirement plan advisors in Ottawa64
- Retirement plan advisors in Mississauga61
- Retirement plan advisors in London42
- Retirement plan advisors in Markham38
- Retirement plan advisors in Oakville38
- Retirement plan advisors in Burlington30
- Retirement plan advisors in Halifax30
- Retirement plan advisors in Laval28
- Retirement plan advisors in Saskatoon28
- Retirement plan advisors in Kelowna27
Questions about this company list
What does Exact match mean for retirement plan advisors?
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 plan advisors did RevenueBase find based in Canada?
The saved snapshot records 1,997 matching company records, 32,451 tracked contacts and 10,131 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: September 21, 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 plan advisors by geography
- Retirement plan advisors based in Adelaide, Australia
- Retirement plan advisors based in Brisbane City, Australia
- Retirement plan advisors based in Brisbane, Australia
- Retirement plan advisors based in Melbourne, Australia
- Retirement plan advisors based in North Sydney, Australia
- Retirement plan advisors based in Perth, Australia
- Retirement plan advisors based in Sydney, Australia
- Retirement plan advisors based in Belo Horizonte, Brazil
- Retirement plan advisors based in Curitiba, Brazil
- Retirement plan advisors based in Porto Alegre, Brazil
- Retirement plan advisors based in Rio De Janeiro, Brazil
- Retirement plan advisors based in Sao Paulo, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 retirement plan advisors based in Canada. Snapshot: September 21, 2026. https://revenuebase.ai/companies/retirement-plan-advisors/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 plan advisors based in Adelaide, Australia
- Retirement plan advisors based in Brisbane City, Australia
- Retirement plan advisors based in Brisbane, Australia
- Retirement plan advisors based in Melbourne, Australia
- Retirement plan advisors based in North Sydney, Australia
- Retirement plan advisors based in Perth, Australia
Company intelligence · public preview
Top 25 retirement plan advisors based in Canada
RevenueBase records 1,997 matching company records for retirement plan advisors based in Canada, with 32,451 tracked contacts and 10,131 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: September 21, 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 plan advisors 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 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 contacts → |
“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 438 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 265 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Assomption VIE L Assumption Lifeassumption.ca HQ: Moncton, NB, CanadaReported employees: 201-500 | Moncton, NB, Canada | 201-500 | Exact match | 248 contacts → |
“Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mercer Canadamarsh.com HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 236 contacts → |
“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Leede Financial INCleede.ca HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 160 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HUB International Québec LTDhubinternational.com HQ: Mont-royal, QC, CanadaReported employees: 10001+ | Mont-royal, QC, Canada | 10001+ | Exact match | 127 contacts → |
“Hi, we're HUB.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Vestcorvestcor.org HQ: Fredericton, NB, CanadaReported employees: 51-200 | Fredericton, NB, Canada | 51-200 | Exact match | 124 contacts → |
“Vestcor provides innovative, integrated, cost-effective investment management and pension and benefit administration services solutions to public sector entities.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Selectpath Benefits & Financial INCselectpath.ca HQ: London, ON, CanadaReported employees: 51-200 | London, ON, Canada | 51-200 | Exact match | 106 contacts → |
“Selectpath offers comprehensive and customized solutions based on your unique needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | PBI Actuarial Consultants PBI Conseillers EN Actuariatpbiactuarial.ca HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 105 contacts → |
“PBI Actuarial Consultants Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mandeville Private Client INCmandevilleinc.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Newport Private Wealthnewportprivatewealth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Financière Horizonsfinancierehorizons.com HQ: Sherbrooke, QC, CanadaReported employees: 201-500 | Sherbrooke, QC, Canada | 201-500 | Exact match | 85 contacts → |
“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nour Private Wealth NPWnourprivatewealth.com HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ellement Consulting Groupellement.ca HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 74 contacts → |
“Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | RGF Integrated Wealth Managementrgfwealth.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 67 contacts → |
“At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 3macs, A Division Of Raymond Jamesraymondjames.ca HQ: Montreal, QC, CanadaReported employees: 201-500 | Montreal, QC, Canada | 201-500 | Exact match | 64 contacts → |
“In 2016 Raymond James Ltd.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Customplan Financial Advisors INCcustomplanfinancial.com HQ: Vancouver, BC, CanadaReported employees: 1,001-5,000 | Vancouver, BC, Canada | 1,001-5,000 | Exact match | 61 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Lafondlafond.ca HQ: Montréal, QC, CanadaReported employees: 51-200 | Montréal, QC, Canada | 51-200 | Exact match | 58 contacts → |
“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Olympia Financial Group INColympiafinancial.com HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 54 contacts → |
“Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 54 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,997 company matches
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Retirement plan advisors: dataset insights
September 21, 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
1,986 records in the displayed employee bands.
11 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 1,997 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: September 21, 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 ↗
Retirement plan advisors by metro
- Retirement plan advisors in Toronto209
- Retirement plan advisors in Calgary120
- Retirement plan advisors in Vancouver112
- Retirement plan advisors in Montreal72
- Retirement plan advisors in Winnipeg66
- Retirement plan advisors in Edmonton64
- Retirement plan advisors in Ottawa64
- Retirement plan advisors in Mississauga61
- Retirement plan advisors in London42
- Retirement plan advisors in Markham38
- Retirement plan advisors in Oakville38
- Retirement plan advisors in Burlington30
- Retirement plan advisors in Halifax30
- Retirement plan advisors in Laval28
- Retirement plan advisors in Saskatoon28
- Retirement plan advisors in Kelowna27
Questions about this company list
What does Exact match mean for retirement plan advisors?
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 plan advisors did RevenueBase find based in Canada?
The saved snapshot records 1,997 matching company records, 32,451 tracked contacts and 10,131 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: September 21, 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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Retirement plan advisors by geography
- Retirement plan advisors based in Adelaide, Australia
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- Retirement plan advisors based in Brisbane, Australia
- Retirement plan advisors based in Melbourne, Australia
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- Retirement plan advisors based in Perth, Australia
- Retirement plan advisors based in Sydney, Australia
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Cite this list
RevenueBase Data Team. Top 25 retirement plan advisors based in Canada. Snapshot: September 21, 2026. https://revenuebase.ai/companies/retirement-plan-advisors/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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