Company lists · Data refreshed September 2026

Top 23 Retirement planning consultants based in Calgary, Canada

RevenueBase identified 56 retirement planning consultants headquartered in Calgary, Canada as of September 2026 and tracks 242 professional contacts across them, including 75 with verified work emails. Toronto is the largest hub.

This list covers retirement planning consultants headquartered in Calgary, 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 21, 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 21, 2026 86% judged on-target in blind review
56Companies
242Contacts tracked
75Verified emails
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The 23 largest retirement planning consultants based in Calgary, Canada

Ranked by team size
Top 23 of 56 retirement planning consultants based in Calgary, Canada, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning consultants: 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
1Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-5050 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-1011 contacts →

Indirect evidence

“We Never Forget Whose Money It Is: YOURS”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-1010 contacts →

Partial evidence

“We are Retirement Income Planners.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Education.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“At Camber we simplify the complex, guiding clients on the path to financial clarity.”

Source: RevenueBase Database · checked Sep 21, 2026
7Strong evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-507 contacts →

Strong evidence

“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“We hold our clients’ best interests at heart.”

Source: RevenueBase Database · checked Sep 21, 2026
10Strong evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-105 contacts →

Strong evidence

“InvestorDNA is a retirement planning-focused firm working with clients across Canada.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-504 contacts →

Indirect evidence

“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.”

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“As an independent financial planning boutique.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Creating financial plans with custom portfolios tailored to helping our clients prosper.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.”

Source: RevenueBase Database · checked Sep 21, 2026
15Strong evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-103 contacts →

Strong evidence

“Estate and Retirement Planning for small to medium sized business owners and their key executives.”

Source: RevenueBase Database · checked Sep 21, 2026
16Strong evidenceCalgary, CanadaHQ checked Sep 21, 20261-102 contacts →

Strong evidence

“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceCalgary, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Save, save, save Money.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-501 contacts →

Indirect evidence

“Marris + Miller is a Canadian pension consulting firm advising leading businesses and organizations on employer-sponsored pension plans.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
22Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Do you want to know for sure that you’re making the right decisions with your money, your retirement and your giving?”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceCalgary, AB, CanadaHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Make Your Money Matter!”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 23 of 56 retirement planning consultants based in Calgary, Canada

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Retirement planning consultants based in Calgary, Canada at a glance

As of Sep 21, 2026
31.0%Verified-email coverage
4.3Average contacts per company
1-10Median size (employees)
155.4%Largest-city concentration · Toronto
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
9
201-500
1

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 56 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 consultants, 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 Calgary, Canada whose own description of what they do matches “retirement planning consultants”. 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 consultants), 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 consultants, and records with no verified work email. Companies headquartered outside Calgary 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, 75 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 21, 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 consultants by metro in Canada

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 consultants, 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 consultants are there based in Calgary, Canada?

RevenueBase identified 56 retirement planning consultants headquartered in Calgary, 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?

GBL, headquartered in Calgary, tops this list with the largest team on record.

Which city has the most retirement planning consultants?

Toronto leads with 87 headquartered companies, followed by Calgary (56) and Vancouver (50).

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 75 verified decision-maker contacts tracked across these 56 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 21, 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.