Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Calgary, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 116 companies tracked

RevenueBase identified 116 company matches for senior financial planning firms associated with Calgary, Canada as of September 2026 and tracks 563 professional contacts across them, including 206 with verified work emails. Across Canada, Toronto is the largest hub for this category (203 companies); Calgary follows with 116.

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

116Companies

563Contacts tracked

206Verified emails

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The 25 largest senior financial planning firms based in Calgary, Canada

Ranked by team size

Top 25 of 116 company matches for senior financial planning firms based in Calgary, 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	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
2	The Wealthco. Group Of Companies	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	38 contacts →
	Exact match “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Northfront Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Qopia Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “A holistic financial services company with a skillset as diverse as Canada is.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Popowich Karmali Advisory Group	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	UP Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	11 contacts →
	Exact match “Up Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Hein Financial Group	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “At Hein Financial Group we offer comprehensive financial planning, investment management, and insurance strategies for Canadian families and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Financial Initiatives Counsel	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	11 contacts →
	Exact match “We Never Forget Whose Money It Is: YOURS” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Synergy Financial Group	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “We are Retirement Income Planners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	The Small Business Group Of Companies LTD	Exact match	Calgary, CanadaHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “The Small Business Accountants is a full service accounting firm specialized in the needs of small to mid-sized business, entrepreneurs, self-employed individuals and families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Exceedia Consulting LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “Education.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	The Wealth Council	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	8 contacts →
	Exact match “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Camber Private Wealth	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Lee-Owe Macleod Wealth Management INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	PR Wealth Management INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “PR Wealth Management offers a wide range of financial and insurance products and services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	HSI Financial Group INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Our Holistic Services We go beyond traditional portfolio management to deliver a total financial partnership.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Unbiased Financial Services INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	The Wealth Strategists	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “We hold our clients’ best interests at heart.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Reyes Group With IA Private Wealth INC	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “At Reyes Group, we believe in enriching the lives around us.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Investordna	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “InvestorDNA is a retirement planning-focused firm working with clients across Canada.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Future Values Estate & Financial Planning	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Future Values Estate & Financial Planning provides comprehensive financial planning services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	RED Barn Investment Counsel	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	CH Financial LTD	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	11-50	4 contacts →
	Exact match “Our team of professionals with experience in wealth management, tax, financial planning, insurance and legal disciplines work together to provide proactive problem solving and a…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Trailane Financial	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Zelos Investment Counsel	Exact match	Calgary, AB, CanadaHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” 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 116 senior financial planning firms based in Calgary, Canada

See the full list, filter by size, metro and specialty, and access 206 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Calgary, Canada at a glance

As of Sep 22, 2026

36.6%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 116 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 Calgary, 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 206 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 in Canada

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 Calgary, Canada?

RevenueBase identified 116 company matches for senior financial planning firms associated with Calgary, 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?

Olympia Financial Group INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most senior financial planning firms?

Toronto leads Canada 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 206 professional contacts with verified work emails tracked across these 116 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.