Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Vancouver, Canada

RevenueBase identified 68 retirement planning companies headquartered in Vancouver, Canada as of September 2026 and tracks 296 professional contacts across them, including 94 with verified work emails. Toronto is the largest hub.

This list covers retirement planning companies headquartered in Vancouver, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
68Companies
296Contacts tracked
94Verified emails
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The 25 largest retirement planning companies based in Vancouver, Canada

Ranked by team size
Top 25 of 68 retirement planning companies based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261,001-5,00061 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-1018 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 2026201-5009 contacts →

Indirect evidence

“At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional…”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceVancouver, BC, CanadaHQ checked Sep 19, 202651-2009 contacts →

Partial evidence

“ZLC Employee Benefits Solutions is one of the top advisors in Vancouver for employee benefits and group retirement programs.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Why SaaS Wealth Insurance?”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Arbutus Financial provides comprehensive financial services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-106 contacts →

Strong evidence

“Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Through expertise and dedication to process, we help families achieve a combination of results and clarity that truly affords peace of mind.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Located in the heart of beautiful Vancouver, British Columbia, WiseInvest™ was created to help Canadians achieve financial independence with a sound financial plan in place.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceVancouver, CanadaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Money can feel overwhelming, too many choices, too much jargon, too little clarity.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Pretium Wealth Management is a full financial services firm, that strives to provide clients value to all aspects of their financial matters.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At Paragon Financial Services, we believe success isn’t left to chance-it’s planned for.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“At Beacon Wealth Partners, financial planning is more than a process, it’s a partnership.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Friedt Financial is a company based out of Vancouver, British Columbia, Canada.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“WMS are specialists in tax, inflation, and cash flow strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“An independent and boutique wealth management firm that provides financial peace-of-mind by breaking down the complexity of wealth management and creating customized solutions for…”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Based in British Columbia, Canada, our goal is simple: to protect the wealth that small businesses and families have worked hard to build.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We are an independent financial advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Turning financial mess into success through strategic wealth management, estate and financial planning and retirement savings.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Integrating Corporate, Personal, and Legacy (CPL) financial planning to help business owners make smarter decisions across their business, finances, and future.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“We are a financial planning company based in Vancouver, British Columbia, Canada.”

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Since 1985, O’Neill Group has developed a strong reputation in insurance consulting, group benefits and segregated fund retirement planning.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceVancouver, BC, CanadaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Origin Wealth Advisory Services Ltd.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 68 retirement planning companies based in Vancouver, Canada

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Retirement planning companies based in Vancouver, Canada at a glance

As of Sep 19, 2026
31.8%Verified-email coverage
4.4Average contacts per company
1-10Median size (employees)
147.1%Largest-city concentration · Toronto
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
8
51-200
2
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 68 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 Vancouver, 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 Vancouver 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, 94 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.

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 Vancouver, Canada?

RevenueBase identified 68 retirement planning companies headquartered in Vancouver, 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?

Customplan Financial Advisors INC, headquartered in Vancouver, 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 94 verified decision-maker contacts tracked across these 68 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.