Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Canada

Name: Retirement planning companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,161 companies tracked

RevenueBase identified 1,161 company matches for retirement planning companies associated with Canada as of September 2026 and tracks 20,752 professional contacts across them, including 4,939 with verified work emails. Toronto is the largest hub.

This list covers company matches for retirement planning companies 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 19, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

1,161Companies

20,752Contacts tracked

4,939Verified emails

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The 25 largest retirement planning companies based in Canada

Ranked by team size

Top 25 of 1,161 company matches for retirement planning companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 19, 2026	5,001-10,000	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 19, 2026 · View company records in RevenueBase
2	ATB Wealth	Exact match	All Across, AB, CanadaHQ recorded Sep 19, 2026	501-1,000	438 contacts →
	Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Customplan Financial Advisors INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 19, 2026	1,001-5,000	61 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Bgy, Services Financiers Intégrés INC	Exact match	Québec, CanadaHQ recorded Sep 19, 2026	51-200	54 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Common Wealth Retirement	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	53 contacts →
	Exact match “Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Sep 19, 2026	51-200	52 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	GBL	Exact match	Calgary, AB, CanadaHQ recorded Sep 19, 2026	11-50	50 contacts →
	Exact match “GBL is a leading provider of advanced strategies in the areas of retirement, tax, charitable gifting, and health for business owners, incorporated professionals, corporations, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Bellwether Investment Management	Exact match	Oakville, ON, CanadaHQ recorded Sep 19, 2026	51-200	42 contacts →
	Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	SPM Financial	Exact match	London, ON, CanadaHQ recorded Sep 19, 2026	11-50	42 contacts →
	Exact match “We deal primarily with business owners and their families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Wiegers Financial & Benefits	Exact match	Saskatoon, SK, CanadaHQ recorded Sep 19, 2026	11-50	39 contacts →
	Exact match “Established more than 30 years ago in Saskatoon, Saskatchewan, Wiegers Financial & Benefits is a full-service financial planning, benefits consulting, and group retirement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 19, 2026	11-50	37 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Save TAX Solutions	Exact match	Mississauga, ON, CanadaHQ recorded Sep 19, 2026	11-50	37 contacts →
	Exact match “Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Sep 19, 2026	11-50	36 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Lawton Partners Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 19, 2026	51-200	32 contacts →
	Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Diversico, Experts-Conseils	Exact match	Brossard, QC, CanadaHQ recorded Sep 19, 2026	51-200	31 contacts →
	Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Park Place Financial	Exact match	Peterborough, ON, CanadaHQ recorded Sep 19, 2026	11-50	26 contacts →
	Exact match “At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	The Steele Group	Exact match	Cambridge, ON, CanadaHQ recorded Sep 19, 2026	11-50	25 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 · Sep 19, 2026 · View company records in RevenueBase
20	Qube Investment Management INC	Exact match	Edmonton, AB, CanadaHQ recorded Sep 19, 2026	11-50	25 contacts →
	Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	23 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	T.E. Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	51-200	23 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Sorrell Financial	Exact match	Edmonton, AB, CanadaHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “Sorrell Financial is a unique financial advisor.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Bristol Capital Management	Exact match	Oakville, ON, CanadaHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “We are a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Innova Wealth Partners	Exact match	Sudbury, ON, CanadaHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded in the RevenueBase company graph · Sep 19, 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 planning companies”. 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 1,161 retirement planning companies based in Canada

See the full list, filter by size, metro and specialty, and access 4,939 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Canada at a glance

As of Sep 19, 2026

23.8%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

8.6%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

930

11-50

181

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,161 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 planning companies” 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 4,939 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 19, 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 planning companies by metro

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 planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Canada?

RevenueBase identified 1,161 company matches for retirement planning companies 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 planning companies?

Toronto leads with 100 company records, followed by Calgary (68) and Vancouver (68).

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 4,939 professional contacts with verified work emails tracked across these 1,161 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 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.