Company lists · Data refreshed September 2026
Top 16 Retirement planning companies based in Ottawa, Canada
RevenueBase identified 39 company matches for retirement planning companies associated with Ottawa, Canada as of September 2026 and tracks 181 professional contacts across them, including 96 with verified work emails. Across Canada, Toronto is the largest hub for this category (100 companies); Ottawa has 39.
This list covers company matches for retirement planning companies associated with Ottawa, 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 16 largest retirement planning companies based in Ottawa, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 15 contacts → | ||||
Exact match “RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “The team at Moore Wrinn Financial Group Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Integrated Life Insurance Planning, Estate Planning, Group Benefits, Investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “You need unbiased and independent financial advice when it comes to planning for retirement and I can provide you with an objective review of your financial picture as you…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” 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 16 of 39 retirement planning companies based in Ottawa, Canada
See the full list, filter by size, metro and specialty, and access 96 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Retirement planning companies based in Ottawa, 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 Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 39 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 Ottawa, 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 96 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 Calgary68
- Retirement planning companies in Vancouver68
- Retirement planning companies in Edmonton44
- 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 Ottawa, Canada?
RevenueBase identified 39 company matches for retirement planning companies associated with Ottawa, 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?
Capcorp Financial 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). Ottawa has 39.
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 96 professional contacts with verified work emails tracked across these 39 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 39 retirement planning companies based in Ottawa, 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
- Retirement planning companies based in Melbourne, Australia
- Retirement planning companies based in Sydney, Australia
- Retirement planning companies based in Calgary, Canada
- 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 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 Calgary, Canada
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada
Company intelligence · public preview
Top 16 retirement planning companies based in Ottawa, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 39 matching company records for retirement planning companies based in Ottawa, Canada, with 181 tracked contacts and 96 verified work emails.
This public preview shows 16 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 16 retirement planning companies based in Ottawa, 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 |  Capcorp Financialcapcorp.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Rochebanyan INCrochebanyan.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 15 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Exponent Investment Managementex-ponent.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 14 contacts → |
“Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Moore Wrinn Financial Groupmwfg.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“The team at Moore Wrinn Financial Group Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ecivda Financial Planning Boutiqueecivda.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 11 contacts → |
“We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Meldrum Hornemeldrumhorne.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ryan Lamontagne INCryanlamontagne.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Capital PRO Groupcapitalprogroup.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mirabel Management INCmirabelmanagement.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Natasha Hall & Associates INCcooperators.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tactica Wealth Managementtacticawealth.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Taggart Wealth & Estate Planningtaggartwealth.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  TK Financial Grouptkfg.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Integrated Life Insurance Planning, Estate Planning, Group Benefits, Investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Empey Teamempeyteam.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Retirement In Viewretirementinview.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 1 contacts → |
“You need unbiased and independent financial advice when it comes to planning for retirement and I can provide you with an objective review of your financial picture as you…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  FMB Financialfmbfinancial.caHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 39 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
39 records in the displayed employee bands.
0 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 Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 39 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 Calgary68
- Retirement planning companies in Vancouver68
- Retirement planning companies in Edmonton44
- 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 Ottawa, Canada?
The saved snapshot records 39 matching company records, 181 tracked contacts and 96 verified emails. The public preview displays 16 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 Calgary, Canada
- 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 Toronto, Canada
- Retirement planning companies based in Vancouver, Canada
- Retirement planning companies based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 16 retirement planning companies based in Ottawa, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/retirement-planning-companies/canada/ottawa.
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 Calgary, Canada
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada
Company intelligence · public preview
Top 16 retirement planning companies based in Ottawa, Canada
RevenueBase records 39 matching company records for retirement planning companies based in Ottawa, Canada, with 181 tracked contacts and 96 verified work emails.
This public preview shows 16 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 16 retirement planning companies based in Ottawa, 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 | Capcorp Financialcapcorp.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rochebanyan INCrochebanyan.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 15 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Exponent Investment Managementex-ponent.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 14 contacts → |
“Exponent Investment Management is a wealth management firm that focuses on helping their clients move from active or professional income to passive retirement income.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Moore Wrinn Financial Groupmwfg.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“The team at Moore Wrinn Financial Group Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ecivda Financial Planning Boutiqueecivda.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 11 contacts → |
“We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Meldrum Hornemeldrumhorne.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ryan Lamontagne INCryanlamontagne.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Capital PRO Groupcapitalprogroup.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mirabel Management INCmirabelmanagement.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 5 contacts → |
“At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Natasha Hall & Associates INCcooperators.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tactica Wealth Managementtacticawealth.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Taggart Wealth & Estate Planningtaggartwealth.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | TK Financial Grouptkfg.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Integrated Life Insurance Planning, Estate Planning, Group Benefits, Investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Empey Teamempeyteam.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Retirement In Viewretirementinview.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 1 contacts → |
“You need unbiased and independent financial advice when it comes to planning for retirement and I can provide you with an objective review of your financial picture as you…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FMB Financialfmbfinancial.ca HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 39 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
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
39 records in the displayed employee bands.
0 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 Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 39 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 Calgary68
- Retirement planning companies in Vancouver68
- Retirement planning companies in Edmonton44
- 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 Ottawa, Canada?
The saved snapshot records 39 matching company records, 181 tracked contacts and 96 verified emails. The public preview displays 16 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 Calgary, Canada
- 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 Toronto, Canada
- Retirement planning companies based in Vancouver, Canada
- Retirement planning companies based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 16 retirement planning companies based in Ottawa, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/retirement-planning-companies/canada/ottawa.
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 Calgary, Canada
- Retirement planning companies based in Edmonton, Canada
- Retirement planning companies based in London, Canada