Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Toronto, Canada

Name: Retirement plan advisors based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 209 companies tracked

RevenueBase identified 209 retirement plan advisors headquartered in Toronto, Canada as of September 2026 and tracks 14,445 professional contacts across them, including 2,515 with verified work emails. Toronto is the largest hub.

This list covers retirement plan advisors headquartered in Toronto, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

209Companies

14,445Contacts tracked

2,515Verified emails

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The 25 largest retirement plan advisors based in Toronto, Canada

Ranked by team size

Top 25 of 209 retirement plan advisors based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 21, 2026	501-1,000	1,555 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
2	Richardson Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	501-1,000	941 contacts →
	Indirect evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 21, 2026
3	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
4	Mercer Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	10001+	236 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
5	Newport Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	96 contacts →
	Indirect evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 21, 2026
6	Canfin Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	48 contacts →
	Indirect evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 21, 2026
7	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	38 contacts →
	Partial evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Sep 21, 2026
8	CI Private Wealth Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	201-500	34 contacts →
	Indirect evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 21, 2026
9	Nexus Investment Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	31 contacts →
	Indirect evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 21, 2026
10	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	29 contacts →
	Partial evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 21, 2026
11	Generation Capital	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	26 contacts →
	Indirect evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 21, 2026
12	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
13	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 21, 2026
14	OM Financial INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1-10	22 contacts →
	Indirect evidence “OM is a comprehensive Insurance and Investment Firm that comes with over 20 years of collective expertise in offering financial services across the corporate world.” Source: RevenueBase Database · checked Sep 21, 2026
15	Wealth Stewards INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
16	Caldwell Investment Management LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	20 contacts →
	Indirect evidence “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Source: RevenueBase Database · checked Sep 21, 2026
17	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 21, 2026
18	Jcic Asset Management INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
19	Bridgewell Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Source: RevenueBase Database · checked Sep 21, 2026
20	Watt Carmichael INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	16 contacts →
	Indirect evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Source: RevenueBase Database · checked Sep 21, 2026
21	Integris Pension Management Corp	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	15 contacts →
	Partial evidence “At INTEGRIS, we specialize in advanced retirement solutions tailored for Canadian professionals, business owners, and organizations.” Source: RevenueBase Database · checked Sep 21, 2026
22	Barrantagh Investment Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Source: RevenueBase Database · checked Sep 21, 2026
23	The Consulting House INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
24	GFI Investment Counsel LTD	Indirect evidence	Toronto, CanadaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
25	Goodreid Investment Counsel	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	12 contacts →
	Indirect evidence “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names retirement plan advisors.
Partial evidence: Its own public description names part of retirement plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 209 retirement plan advisors based in Toronto, Canada

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Retirement plan advisors based in Toronto, Canada at a glance

As of Sep 21, 2026

17.4%Verified-email coverage

69.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

134

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 209 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Toronto, Canada whose own description of what they do matches “retirement plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among retirement plan advisors, and records with no verified work email. Companies headquartered outside Toronto are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,515 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Retirement plan advisors by metro in Canada

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 Quebec63
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
Retirement plan advisors in Victoria25

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement plan advisors are there based in Toronto, Canada?

RevenueBase identified 209 retirement plan advisors headquartered in Toronto, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

BMO Private Wealth, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most retirement plan advisors?

Toronto leads with 209 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,515 verified decision-maker contacts tracked across these 209 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.