Company lists · Data refreshed September 2026

Top 25 Retirement planning consultants based in Toronto, Canada

RevenueBase identified 87 retirement planning consultants headquartered in Toronto, Canada as of September 2026 and tracks 3,040 professional contacts across them, including 129 with verified work emails. Toronto is the largest hub.

This list covers retirement planning consultants headquartered in Toronto, 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
87Companies
3,040Contacts tracked
129Verified emails
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The 25 largest retirement planning consultants based in Toronto, Canada

Ranked by team size
Top 25 of 87 retirement planning consultants based in Toronto, 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 evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20029 contacts →

Partial evidence

“Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20023 contacts →

Indirect evidence

“We are the next generation in premier wealth management.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20023 contacts →

Indirect evidence

“For more than 45 years, T.E.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-5015 contacts →

Partial evidence

“At INTEGRIS, we specialize in advanced retirement solutions tailored for Canadian professionals, business owners, and organizations.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-5014 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

“At Flatiron Wealth, our mission is to help our clients take control of their financial world.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-1011 contacts →

Indirect evidence

“Longview Asset Management is a private, independent investment management firm.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-107 contacts →

Partial evidence

“Basis Wealth is the advisory firm that brings ease and intellect to financial planning for professional families.”

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

Indirect evidence

“Donaldson Vincent Associates Limited (DVA) actuarial and consulting practice has concentrated on providing services for all types of pension plans.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“You know where you want to go-we show you how to get there.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“At Harris Douglas, we know that when your wealth is at stake, it’s not just money.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“We’re a unique financial advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“At LTCI Consulting, our mission is to empower individuals, families, and business owners to make confident financial decisions through clarity, education, and integrated planning.”

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

Indirect evidence

“At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-503 contacts →

Indirect evidence

“We work with business owners, professionals and high net worth families and help our clients maximise their wealth, greatly reduce their tax bills and invest those savings on a…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“At Publow Advisory, your financial success is our top priority.”

Source: RevenueBase Database · checked Sep 21, 2026
17Strong evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-103 contacts →

Strong evidence

“With 10 years experience in financial services, Ivy Financial provides you, your family and your business with professional services in financial planning, including retirement…”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-502 contacts →

Partial evidence

“Financial Advisors Providing Holistic Financial Planning | Helping You Protect What Matters Most We’re a team of financial planning experts.”

Source: RevenueBase Database · checked Sep 21, 2026
19Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“At Retirement Income Group we believe that a team approach will provide better long term results for our clients and their families.”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Strong evidence

“Singer Steinberg is a Group Benefit and Retirement planning advisory firm located in Canada.”

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

Strong evidence

“Our focus is on the four key areas of financial security planning - Estate Preservation, Estate Creation, Business Insurance and Retirement Planning

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceToronto, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Allan Small is a Senior Investment Advisor with iA Private Wealth, a trademark and business name under which iA Private Wealth Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“We believe you deserve better solutions that will grow your wealth and protect your life savings.”

Source: RevenueBase Database · checked Sep 21, 2026
25Strong evidenceToronto, ON, CanadaHQ checked Sep 21, 20261-102 contacts →

Strong evidence

“Financial planning firm specializes in retirement planning for Canadians and Americans living in Canada.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 87 retirement planning consultants based in Toronto, Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 129 reachable decision-makers.

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Retirement planning consultants based in Toronto, Canada at a glance

As of Sep 21, 2026
4.2%Verified-email coverage
34.9Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Toronto
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
67
11-50
13
51-200
6
1,001-5,000
1

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 87 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 Toronto, 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 Toronto 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, 129 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 Toronto, Canada?

RevenueBase identified 87 retirement planning consultants headquartered in Toronto, 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?

Creative Planning Financial Group, headquartered in Toronto, 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 129 verified decision-maker contacts tracked across these 87 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.