Company lists · Data refreshed September 2026
Top 20 Senior financial planning firms based in Mississauga, Canada
RevenueBase identified 70 company matches for senior financial planning firms associated with Mississauga, Canada as of September 2026 and tracks 281 professional contacts across them, including 60 with verified work emails. Across Canada, Toronto is the largest hub for this category (203 companies); Mississauga has 70.
This list covers company matches for senior financial planning firms associated with Mississauga, 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.
The 20 largest senior financial planning firms based in Mississauga, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 37 contacts → | ||||
Exact match “Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 24 contacts → | ||||
Exact match “Madan Chartered Accountant is one of Mississauga’s best accounting firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “An independent boutique firm dedicated to Financial Planning for Health professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match “At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in the areas of Tax Planning…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “startMYplan is financial services, consulting and management built for a lightning fast world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Woodgate Financial is a financial planning firm dedicated to providing our clients with comprehensive wealth building and management solutions to help you make the most of your…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “At Accureta Wealth Management™, iA Private Wealth, we believe that Canadian's desire to own their own homes, educate their children, save for a comfortable retirement, and, along…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “FORTÜNA Wealth Management empowers you to earn more.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Sabre Strategic Partners (SSP) is a full service financial planning company operating in the Greater Toronto area for over 25 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “We help Executives, Professionals and their families to bring clarity and confidence to their financial success.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Eagle Ridge Financial provides financial services to individuals, families, and small- to large-sized businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “KPAG Consulting is a full-service financial firm offering tax planning, investment analysis, financial reporting, and business consulting.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Phoenix Management is about providing effective recommendations and developing immediate actionable plans to more efficiently manage your wealth and your life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Bearing Capital Partners is a firm of specialists dedicated to simplifying your business and personal financial affairs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “At AMCO Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Magnum Wealth Partners was founded in 2004.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match Recorded description not available. 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 20 of 70 senior financial planning firms based in Mississauga, Canada
See the full list, filter by size, metro and specialty, and access 60 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in Mississauga, Canada at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Mississauga, so it is reported there. Company counts and contact totals on this page are exact for Mississauga, over 70 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 Mississauga, 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 60 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
- Senior financial planning firms in Toronto203
- Senior financial planning firms in Calgary116
- Senior financial planning firms in Vancouver109
- Senior financial planning firms in Montreal69
- Senior financial planning firms in Ottawa64
- Senior financial planning firms in Winnipeg64
- Senior financial planning firms in Edmonton63
- Senior financial planning firms in London39
- Senior financial planning firms in Markham38
- Senior financial planning firms in Oakville38
- Senior financial planning firms in Halifax32
- Senior financial planning firms in Kelowna30
- Senior financial planning firms in Laval29
- Senior financial planning firms in Burlington25
- Senior financial planning firms in Saskatoon25
- Senior financial planning firms in Surrey25
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 Mississauga, Canada?
RevenueBase identified 70 company matches for senior financial planning firms associated with Mississauga, 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?
Save TAX Solutions 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). Mississauga has 70.
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 60 professional contacts with verified work emails tracked across these 70 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.
Ready to reach these companies? Verified emails and direct dials for all 70 senior financial planning firms based in Mississauga, Canada. Start with a free account, no credit card.
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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.
More company lists
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- Lists A-Z
- New lists
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Company intelligence · public preview
Top 20 senior financial planning firms based in Mississauga, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 70 matching company records for senior financial planning firms based in Mississauga, Canada, with 281 tracked contacts and 60 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 senior financial planning firms based in Mississauga, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Save TAX Solutionssavetaxsolutions.comHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Madan Chartered Accountantmadanca.comHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 24 contacts → |
“Madan Chartered Accountant is one of Mississauga’s best accounting firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth & Estate Financial Canada INCwefci.com HQ: Mississauga, CanadaReported employees: 11-50 | Mississauga, Canada | 11-50 | Exact match | 12 contacts → |
“An independent boutique firm dedicated to Financial Planning for Health professionals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sharma Wealth Managementsharmawealth.caHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 10 contacts → |
“At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in the areas of Tax Planning…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Startmyplanstartmyplan.caHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 9 contacts → |
“startMYplan is financial services, consulting and management built for a lightning fast world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Woodgate Financial INCwoodgate.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Woodgate Financial is a financial planning firm dedicated to providing our clients with comprehensive wealth building and management solutions to help you make the most of your…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Accureta Wealth Managementaccuretawealth.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 6 contacts → |
“At Accureta Wealth Management™, iA Private Wealth, we believe that Canadian's desire to own their own homes, educate their children, save for a comfortable retirement, and, along…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fortüna Wealth Managementfortunawealthmanagement.caHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“FORTÜNA Wealth Management empowers you to earn more.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Sabre Strategic Partnerssabrelife.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Sabre Strategic Partners (SSP) is a full service financial planning company operating in the Greater Toronto area for over 25 years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Aura Finance INCaurafinance.caHQ: Mississauga, ON, CanadaReported employees: 201-500 | Mississauga, ON, Canada | 201-500 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Visual Wealthvisualwealth.caHQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Discovery Wealth Management Incorporateddiscovery-wealth.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 3 contacts → |
“We help Executives, Professionals and their families to bring clarity and confidence to their financial success.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eagle Ridge Financial Services LTDeagleridgefsl.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Eagle Ridge Financial provides financial services to individuals, families, and small- to large-sized businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Kpag Consultingkpagconsulting.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 3 contacts → |
“KPAG Consulting is a full-service financial firm offering tax planning, investment analysis, financial reporting, and business consulting.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Phoenix Managementphoenixmanagement.caHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Phoenix Management is about providing effective recommendations and developing immediate actionable plans to more efficiently manage your wealth and your life.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bearing Capital Partners INCbearingcapital.caHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Bearing Capital Partners is a firm of specialists dedicated to simplifying your business and personal financial affairs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Zain Financial Serviceszainfinancial.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Amco Financialamcofinancial.comHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At AMCO Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Magnum Wealth Partners INCmagnumwealthpartners.caHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Magnum Wealth Partners was founded in 2004.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Charanduk Financial Servicescharandukfinancial.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 20 of 70 company matches
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Mississauga, so it is reported there. Company counts and contact totals on this page are exact for Mississauga, over 70 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Senior financial planning firms by metro in Canada
- Senior financial planning firms in Toronto203
- Senior financial planning firms in Calgary116
- Senior financial planning firms in Vancouver109
- Senior financial planning firms in Montreal69
- Senior financial planning firms in Ottawa64
- Senior financial planning firms in Winnipeg64
- Senior financial planning firms in Edmonton63
- Senior financial planning firms in London39
- Senior financial planning firms in Markham38
- Senior financial planning firms in Oakville38
- Senior financial planning firms in Halifax32
- Senior financial planning firms in Kelowna30
- Senior financial planning firms in Laval29
- Senior financial planning firms in Burlington25
- Senior financial planning firms in Saskatoon25
- Senior financial planning firms in Surrey25
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Mississauga, Canada?
The saved snapshot records 70 matching company records, 281 tracked contacts and 60 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
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Cite this list
RevenueBase Data Team. Top 20 senior financial planning firms based in Mississauga, Canada. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/canada/mississauga.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
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- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
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Company intelligence · public preview
Top 20 senior financial planning firms based in Mississauga, Canada
RevenueBase records 70 matching company records for senior financial planning firms based in Mississauga, Canada, with 281 tracked contacts and 60 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 senior financial planning firms based in Mississauga, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Save TAX Solutionssavetaxsolutions.com HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Madan Chartered Accountantmadanca.com HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 24 contacts → |
“Madan Chartered Accountant is one of Mississauga’s best accounting firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth & Estate Financial Canada INCwefci.com HQ: Mississauga, CanadaReported employees: 11-50 | Mississauga, Canada | 11-50 | Exact match | 12 contacts → |
“An independent boutique firm dedicated to Financial Planning for Health professionals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sharma Wealth Managementsharmawealth.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 10 contacts → |
“At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in the areas of Tax Planning…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Startmyplanstartmyplan.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 9 contacts → |
“startMYplan is financial services, consulting and management built for a lightning fast world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Woodgate Financial INCwoodgate.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Woodgate Financial is a financial planning firm dedicated to providing our clients with comprehensive wealth building and management solutions to help you make the most of your…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Accureta Wealth Managementaccuretawealth.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 6 contacts → |
“At Accureta Wealth Management™, iA Private Wealth, we believe that Canadian's desire to own their own homes, educate their children, save for a comfortable retirement, and, along…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fortüna Wealth Managementfortunawealthmanagement.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“FORTÜNA Wealth Management empowers you to earn more.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sabre Strategic Partnerssabrelife.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Sabre Strategic Partners (SSP) is a full service financial planning company operating in the Greater Toronto area for over 25 years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Aura Finance INCaurafinance.ca HQ: Mississauga, ON, CanadaReported employees: 201-500 | Mississauga, ON, Canada | 201-500 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Visual Wealthvisualwealth.ca HQ: Mississauga, CanadaReported employees: 1-10 | Mississauga, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Discovery Wealth Management Incorporateddiscovery-wealth.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 3 contacts → |
“We help Executives, Professionals and their families to bring clarity and confidence to their financial success.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eagle Ridge Financial Services LTDeagleridgefsl.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Eagle Ridge Financial provides financial services to individuals, families, and small- to large-sized businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kpag Consultingkpagconsulting.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 3 contacts → |
“KPAG Consulting is a full-service financial firm offering tax planning, investment analysis, financial reporting, and business consulting.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Phoenix Managementphoenixmanagement.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Phoenix Management is about providing effective recommendations and developing immediate actionable plans to more efficiently manage your wealth and your life.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bearing Capital Partners INCbearingcapital.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Bearing Capital Partners is a firm of specialists dedicated to simplifying your business and personal financial affairs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Zain Financial Serviceszainfinancial.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Amco Financialamcofinancial.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At AMCO Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Magnum Wealth Partners INCmagnumwealthpartners.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Magnum Wealth Partners was founded in 2004.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Charanduk Financial Servicescharandukfinancial.com HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Mississauga, so it is reported there. Company counts and contact totals on this page are exact for Mississauga, over 70 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Senior financial planning firms by metro in Canada
- Senior financial planning firms in Toronto203
- Senior financial planning firms in Calgary116
- Senior financial planning firms in Vancouver109
- Senior financial planning firms in Montreal69
- Senior financial planning firms in Ottawa64
- Senior financial planning firms in Winnipeg64
- Senior financial planning firms in Edmonton63
- Senior financial planning firms in London39
- Senior financial planning firms in Markham38
- Senior financial planning firms in Oakville38
- Senior financial planning firms in Halifax32
- Senior financial planning firms in Kelowna30
- Senior financial planning firms in Laval29
- Senior financial planning firms in Burlington25
- Senior financial planning firms in Saskatoon25
- Senior financial planning firms in Surrey25
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Mississauga, Canada?
The saved snapshot records 70 matching company records, 281 tracked contacts and 60 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 senior financial planning firms based in Mississauga, Canada. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/canada/mississauga.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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