Company lists · Data refreshed September 2026
Top 25 Retirement planning companies based in Calgary, Canada
RevenueBase identified 68 company matches for retirement planning companies associated with Calgary, Canada as of September 2026 and tracks 354 professional contacts across them, including 101 with verified work emails. Across Canada, Toronto is the largest hub for this category (100 companies); Calgary follows with 68.
This list covers company matches for retirement planning companies associated with Calgary, 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.
The 25 largest retirement planning companies based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 18 contacts → | ||||
Exact match “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “We Never Forget Whose Money It Is: YOURS” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “We are Retirement Income Planners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Education.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “We hold our clients’ best interests at heart.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “At Reyes Group, we believe in enriching the lives around us.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Tax Buddies is a full-service financial firm that offers personalized and comprehensive financial solutions to individuals and businesses alike.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “As an independent financial planning boutique.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Estate and Retirement Planning for small to medium sized business owners and their key executives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “We help you curate your financial life by working toward an integrated financial plan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Save, save, save Money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “We are a highly respected financial planning and wealth management firm entrusted and accountable to our clients success in achieving their future hopes, dreams, goals…” 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 68 retirement planning companies based in Calgary, Canada
See the full list, filter by size, metro and specialty, and access 101 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning companies based in Calgary, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 68 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 Calgary, 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 101 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 in Canada
- Retirement planning companies in Toronto100
- Retirement planning companies in Vancouver68
- Retirement planning companies in Edmonton44
- Retirement planning companies in Ottawa39
- Retirement planning companies in Mississauga38
- Retirement planning companies in Winnipeg38
- Retirement planning companies in Montreal30
- Retirement planning companies in London28
- Retirement planning companies in Oakville26
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 Calgary, Canada?
RevenueBase identified 68 company matches for retirement planning companies associated with Calgary, 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?
GBL tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most retirement planning companies?
Toronto leads Canada 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 101 professional contacts with verified work emails tracked across these 68 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.
Ready to reach these companies? Verified emails and direct dials for all 68 retirement planning companies based in Calgary, Canada. Start with a free account, no credit card.
Download this list →Related lists
Retirement planning companies by geography
- Retirement planning companies based in Brisbane, Australia
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- Retirement planning companies based in Sydney, Australia
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada
- Retirement planning companies based in Mississauga, Canada
- Retirement planning companies based in Montreal, Canada
- Retirement planning companies based in Oakville, Canada
- Retirement planning companies based in Ottawa, Canada
- Retirement planning companies based in Toronto, Canada
- Retirement planning companies based in Vancouver, Canada
- Retirement planning companies based in Winnipeg, Canada
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 planning companies based in Brisbane, Australia
- Retirement planning companies based in Melbourne, Australia
- Retirement planning companies based in Sydney, Australia
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada
- Retirement planning companies based in Mississauga, Canada
Company intelligence · public preview
Top 25 retirement planning companies based in Calgary, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 68 matching company records for retirement planning companies based in Calgary, Canada, with 354 tracked contacts and 101 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 19, 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 planning companies based in Calgary, 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 |  GBLgblinc.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 50 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northfront Financialnorthfront.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 18 contacts → |
“At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Financial Initiatives Counselficounsel.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“We Never Forget Whose Money It Is: YOURS” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Exceedia Consulting LTDexceedia.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 9 contacts → |
“Education.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Wealth Councilthewealthcouncil.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 8 contacts → |
“We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Camber Private Wealthcamberco.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 8 contacts → |
“At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  HSI Financial Group INChsifinancial.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Wealth Strategistsraymondjames.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“We hold our clients’ best interests at heart.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Reyes Group With IA Private Wealth INCreyesgroup.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“At Reyes Group, we believe in enriching the lives around us.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Investordnainvestordna.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Future Values Estate & Financial Planningfuturevalues.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  TAX Buddies Business & TAX Solutions Corptaxbuddies.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Tax Buddies is a full-service financial firm that offers personalized and comprehensive financial solutions to individuals and businesses alike.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  NOW Wealth Management Solutionsadvisor.wellington-altus.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bergh Tatomir & Associatesberghtatomir.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“As an independent financial planning boutique.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Moraine Wealth Advisorymorainewealth.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Erven Planning INCervenplanning.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Estate and Retirement Planning for small to medium sized business owners and their key executives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Three60 Wealth & Estate Solutions INCthree60wealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  DSI Estate Planning INCdsiestate.comHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Let's Planletsplan.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We help you curate your financial life by working toward an integrated financial plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Chrazen Financialchrazenfinancial.comHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Save, save, save Money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Money Advisor Wealth Management & IPC Investment Corporationmoneyadvisor.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We are a highly respected financial planning and wealth management firm entrusted and accountable to our clients success in achieving their future hopes, dreams, goals…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 68 company matches
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Retirement planning companies: dataset insights
September 19, 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
67 records in the displayed employee bands.
1 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 across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 68 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 19, 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 planning companies by metro in Canada
- Retirement planning companies in Toronto100
- Retirement planning companies in Vancouver68
- Retirement planning companies in Edmonton44
- Retirement planning companies in Ottawa39
- Retirement planning companies in Mississauga38
- Retirement planning companies in Winnipeg38
- Retirement planning companies in Montreal30
- Retirement planning companies in London28
- Retirement planning companies in Oakville26
Questions about this company list
What does Exact match mean for retirement planning companies?
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 planning companies did RevenueBase find based in Calgary, Canada?
The saved snapshot records 68 matching company records, 354 tracked contacts and 101 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 19, 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 planning companies by geography
- Retirement planning companies based in Brisbane, Australia
- Retirement planning companies based in Melbourne, Australia
- Retirement planning companies based in Sydney, Australia
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada
- Retirement planning companies based in Mississauga, Canada
- Retirement planning companies based in Montreal, Canada
- Retirement planning companies based in Oakville, Canada
- Retirement planning companies based in Ottawa, Canada
- Retirement planning companies based in Toronto, Canada
- Retirement planning companies based in Vancouver, Canada
- Retirement planning companies based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 25 retirement planning companies based in Calgary, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/retirement-planning-companies/canada/calgary.
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 planning companies based in Brisbane, Australia
- Retirement planning companies based in Melbourne, Australia
- Retirement planning companies based in Sydney, Australia
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada
- Retirement planning companies based in Mississauga, Canada
Company intelligence · public preview
Top 25 retirement planning companies based in Calgary, Canada
RevenueBase records 68 matching company records for retirement planning companies based in Calgary, Canada, with 354 tracked contacts and 101 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 19, 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 planning companies based in Calgary, 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 | GBLgblinc.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 50 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northfront Financialnorthfront.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 18 contacts → |
“At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Financial Initiatives Counselficounsel.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“We Never Forget Whose Money It Is: YOURS” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Exceedia Consulting LTDexceedia.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 9 contacts → |
“Education.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Wealth Councilthewealthcouncil.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 8 contacts → |
“We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Camber Private Wealthcamberco.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 8 contacts → |
“At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HSI Financial Group INChsifinancial.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Wealth Strategistsraymondjames.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“We hold our clients’ best interests at heart.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Reyes Group With IA Private Wealth INCreyesgroup.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“At Reyes Group, we believe in enriching the lives around us.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Investordnainvestordna.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Future Values Estate & Financial Planningfuturevalues.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | TAX Buddies Business & TAX Solutions Corptaxbuddies.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Tax Buddies is a full-service financial firm that offers personalized and comprehensive financial solutions to individuals and businesses alike.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | NOW Wealth Management Solutionsadvisor.wellington-altus.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bergh Tatomir & Associatesberghtatomir.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“As an independent financial planning boutique.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Moraine Wealth Advisorymorainewealth.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Erven Planning INCervenplanning.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Estate and Retirement Planning for small to medium sized business owners and their key executives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Three60 Wealth & Estate Solutions INCthree60wealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | DSI Estate Planning INCdsiestate.com HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Let's Planletsplan.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We help you curate your financial life by working toward an integrated financial plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Chrazen Financialchrazenfinancial.com HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Save, save, save Money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Money Advisor Wealth Management & IPC Investment Corporationmoneyadvisor.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We are a highly respected financial planning and wealth management firm entrusted and accountable to our clients success in achieving their future hopes, dreams, goals…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 68 company matches
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Retirement planning companies: dataset insights
September 19, 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
67 records in the displayed employee bands.
1 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 across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 68 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 19, 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 planning companies by metro in Canada
- Retirement planning companies in Toronto100
- Retirement planning companies in Vancouver68
- Retirement planning companies in Edmonton44
- Retirement planning companies in Ottawa39
- Retirement planning companies in Mississauga38
- Retirement planning companies in Winnipeg38
- Retirement planning companies in Montreal30
- Retirement planning companies in London28
- Retirement planning companies in Oakville26
Questions about this company list
What does Exact match mean for retirement planning companies?
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 planning companies did RevenueBase find based in Calgary, Canada?
The saved snapshot records 68 matching company records, 354 tracked contacts and 101 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 19, 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 planning companies based in Calgary, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/retirement-planning-companies/canada/calgary.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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