Company lists · Data refreshed September 2026
Top 23 Retirement planning companies based in Edmonton, Canada
RevenueBase identified 44 retirement planning companies headquartered in Edmonton, Canada as of September 2026 and tracks 189 professional contacts across them, including 84 with verified work emails. Toronto is the largest hub.
This list covers retirement planning companies headquartered in Edmonton, 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 19, 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.
The 23 largest retirement planning companies based in Edmonton, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 25 contacts → | ||||
Indirect evidence “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Indirect evidence “Sorrell Financial is a unique financial advisor.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 9 contacts → | ||||
Indirect evidence “Purchasing financial products that meet your needs now and in the future can be complex.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Partial evidence “JV Financial Through collaboration and expertise, JV Financial delivers wealth-building results with financial planning that’s personalized to you and your values.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “We are Financial Planners at our core.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “A financial strategy goes beyond an investment strategy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “DEAN Financial Ltd is an independent financial advisory firm in based in Edmonton, Alberta, Canada.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Your assurance of excellence in Advisor services At the heart of financial wellness, we are all individuals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Welcome to Clear Sky Private Wealth, iA Private Wealth - A More Successful Financial Relationship What does A More Successful Financial Relationship mean for your financial future?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Financial Strategies Group #210, 6271 Andrews Loop, S.W.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “At GYW, we understand that you work hard for your money and that you want to enjoy today and your future!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Gold Capital Financial Services is a team dedicated to the design, implementation and management of financial plans for Self Employed, Business owners, Families, Associations and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Our focus is on learning about you, our client.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Our Mission as independent advisors: We strive to provide a maximum level of value to our clients by being diligent, honest, efficient, and professional.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “We offer clients a planning-first approach to wealth management, investment advice and financial coaching virtually and in person.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “We help people break the cycle of financial chaos and bring peace of mind to their lives through a range of services including advice only financial planning, hybrid financial…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “Providing Financial Planning expertise to professional corporations and business owners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Capital Edge Financial Planning is a financial services company based out of Canada.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 planning companies. 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 planning companies.
- Partial evidence
- Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning companies. 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 23 of 44 retirement planning companies based in Edmonton, Canada
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Retirement planning companies based in Edmonton, 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 Edmonton, so it is reported there. Company counts and contact totals on this page are exact for Edmonton, over 44 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 planning companies, 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 Edmonton, Canada whose own description of what they do matches “retirement planning companies”. 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 planning companies), 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 planning companies, and records with no verified work email. Companies headquartered outside Edmonton 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, 84 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 19, 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 planning companies by metro in Canada
- Retirement planning companies in Toronto100
- Retirement planning companies in Calgary68
- 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 Quebec34
- Retirement planning companies in Montreal30
- Retirement planning companies in London28
- Retirement planning companies in Oakville26
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 planning companies, 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 planning companies are there based in Edmonton, Canada?
RevenueBase identified 44 retirement planning companies headquartered in Edmonton, 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?
Qube Investment Management INC, headquartered in Edmonton, tops this list with the largest team on record.
Which city has the most retirement planning companies?
Toronto leads with 100 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 84 verified decision-maker contacts tracked across these 44 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 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 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.
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