Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Canada

Name: Senior financial planning firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 2,011 companies tracked

RevenueBase identified 2,011 company matches for senior financial planning firms associated with Canada as of September 2026 and tracks 33,960 professional contacts across them, including 10,405 with verified work emails. Toronto is the largest hub.

This list covers company matches for senior financial planning firms associated with 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 22, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

2,011Companies

33,960Contacts tracked

10,405Verified emails

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The 25 largest senior financial planning firms based in Canada

Ranked by team size

Top 25 of 2,011 company matches for senior financial planning firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 22, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 22, 2026	1,001-5,000	2,400 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Manulife Wealth	Exact match	Oakville, ON, CanadaHQ recorded Sep 22, 2026	1,001-5,000	1,079 contacts →
	Exact match “For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	IGM Financial INC	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 22, 2026	5,001-10,000	623 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	ATB Wealth	Exact match	All Across, AB, CanadaHQ recorded Sep 22, 2026	501-1,000	438 contacts →
	Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Harbourfront Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	201-500	265 contacts →
	Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Exact match	Québec, CanadaHQ recorded Sep 22, 2026	501-1,000	257 contacts →
	Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Assomption VIE L Assumption Life	Exact match	Moncton, NB, CanadaHQ recorded Sep 22, 2026	201-500	248 contacts →
	Exact match “Avec ses représentants de haut calibre et ses partenaires de renommée, Assomption Vie offre toute la gamme de produits nécessaires à une bonne planification financière.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Mandeville Private Client INC	Exact match	Burlington, ON, CanadaHQ recorded Sep 22, 2026	51-200	97 contacts →
	Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	96 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Financière Horizons	Exact match	Sherbrooke, QC, CanadaHQ recorded Sep 22, 2026	201-500	85 contacts →
	Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Nour Private Wealth NPW	Exact match	Oakville, ON, CanadaHQ recorded Sep 22, 2026	51-200	83 contacts →
	Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Clearline CPA	Exact match	Surrey, BC, CanadaHQ recorded Sep 22, 2026	51-200	78 contacts →
	Exact match “Clearline Chartered Professional Accountants is an accounting firm based in Vancouver, Surrey and the Tri-Cities and is dedicated to bringing clarity, strategy and confidence to…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	RGF Integrated Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	67 contacts →
	Exact match “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	3macs, A Division Of Raymond James	Exact match	Montreal, QC, CanadaHQ recorded Sep 22, 2026	201-500	64 contacts →
	Exact match “In 2016 Raymond James Ltd.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Customplan Financial Advisors INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1,001-5,000	61 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Lafond	Exact match	Montréal, QC, CanadaHQ recorded Sep 22, 2026	51-200	58 contacts →
	Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Planswell	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	56 contacts →
	Exact match “Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Olympia Financial Group INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	201-500	54 contacts →
	Exact match “Welcome to Olympia Financial Group Inc, a leading provider of comprehensive financial services tailored to meet the diverse needs of our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Bgy, Services Financiers Intégrés INC	Exact match	Québec, CanadaHQ recorded Sep 22, 2026	51-200	54 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Romanovsky & Associates LLP	Exact match	Edmonton & Toronto, CanadaHQ recorded Sep 22, 2026	11-50	53 contacts →
	Exact match “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Sep 22, 2026	51-200	52 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	ZLC Financial	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	51-200	50 contacts →
	Exact match “ZLC is a boutique financial services firm based in Vancouver.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. 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 25 of 2,011 senior financial planning firms based in Canada

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Senior financial planning firms based in Canada at a glance

As of Sep 22, 2026

30.6%Verified-email coverage

16.9Average contacts per company

1-10Median size (employees)

10.1%Largest-city concentration · Toronto

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

1,568

11-50

330

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 2,011 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 Canada whose business descriptions match “senior financial planning firms” 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 10,405 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 22, 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.

Senior financial planning firms by metro

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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Canada?

RevenueBase identified 2,011 company matches for senior financial planning firms associated with 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most senior financial planning firms?

Toronto leads with 203 company records, followed by Calgary (116) and Vancouver (109).

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 10,405 professional contacts with verified work emails tracked across these 2,011 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 22, 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 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.