Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Ottawa, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 64 companies tracked

RevenueBase identified 64 senior financial planning firms headquartered in Ottawa, Canada as of September 2026 and tracks 312 professional contacts across them, including 111 with verified work emails. Toronto is the largest hub.

This list covers senior financial planning firms headquartered in Ottawa, 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 22, 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 22, 2026 86% judged on-target in blind review

64Companies

312Contacts tracked

111Verified emails

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

Ranked by team size

Top 25 of 64 senior financial planning firms based in Ottawa, Canada, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to senior financial planning firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Capcorp Financial	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	11-50	37 contacts →
	Partial evidence “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Source: RevenueBase Database · checked Sep 22, 2026
2	Rochebanyan INC	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	11-50	15 contacts →
	Strong evidence “RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Source: RevenueBase Database · checked Sep 22, 2026
3	Moore Wrinn Financial Group	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	11 contacts →
	Partial evidence “The team at Moore Wrinn Financial Group Inc.” Source: RevenueBase Database · checked Sep 22, 2026
4	Ecivda Financial Planning Boutique	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	11-50	11 contacts →
	Partial evidence “We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Source: RevenueBase Database · checked Sep 22, 2026
5	Meldrum Horne	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	10 contacts →
	Indirect evidence “Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly…” Source: RevenueBase Database · checked Sep 22, 2026
6	Crosspoint Financial IA Private Wealth INC	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	8 contacts →
	Strong evidence “CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over…” Source: RevenueBase Database · checked Sep 22, 2026
7	Ryan Lamontagne INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
8	Capital PRO Group	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Estate Planning Retirement Planning Educational Planning RRSP, TFSA, RRIF More.” Source: RevenueBase Database · checked Sep 22, 2026
9	Mirabel Management INC	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	5 contacts →
	Strong evidence “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Source: RevenueBase Database · checked Sep 22, 2026
10	Opes Family Advisory	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	5 contacts →
	Partial evidence “Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions.” Source: RevenueBase Database · checked Sep 22, 2026
11	Trio Financial Planning	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	4 contacts →
	Strong evidence “As a financial planning team, we consider ourselves to be in the personal financial service business.” Source: RevenueBase Database · checked Sep 22, 2026
12	Journey Financial	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “Journey Financial is a financial consulting business committed to providing affordable and independent financial guidance to ensure you are on the right path to achieve your…” Source: RevenueBase Database · checked Sep 22, 2026
13	J.R. Saint & Associates	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	11-50	3 contacts →
	Indirect evidence “Established in 1984, J.R.” Source: RevenueBase Database · checked Sep 22, 2026
14	Foundation Private Wealth Management	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Foundation Private Wealth Management is an independent wealth management firm founded in 2009.” Source: RevenueBase Database · checked Sep 22, 2026
15	Inner Orbis INC	Indirect evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Inner Orbis is a boutique consulting company that helps business owners and professionals simplify the complexities of their personal and professional affairs.” Source: RevenueBase Database · checked Sep 22, 2026
16	Natasha Hall & Associates INC	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Source: RevenueBase Database · checked Sep 22, 2026
17	Polaris Wealth	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “As an independent, fiduciary wealth management firm, we will help you secure a successful financial future.” Source: RevenueBase Database · checked Sep 22, 2026
18	Astrolabe Financial Group INC	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Strong evidence “Astrolabe Financial Groups Inc is a fee-for-service financial planning and education firm based out of the National Capital Region.” Source: RevenueBase Database · checked Sep 22, 2026
19	Trimaran Advisory Group	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial evidence “Trimaran Advisory Group is an Ottawa-based financial advisory practice built on the understanding that each family business has its own unique set of values and issues.” Source: RevenueBase Database · checked Sep 22, 2026
20	Tactica Wealth Management	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Strong evidence “Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Source: RevenueBase Database · checked Sep 22, 2026
21	Outline Unicorn	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial evidence “Building trusted professional relationships Helping you make informed financial decisions Guiding smart, strategic investments” Source: RevenueBase Database · checked Sep 22, 2026
22	Taggart Wealth & Estate Planning	Strong evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Strong evidence “Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Source: RevenueBase Database · checked Sep 22, 2026
23	TK Financial Group	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial evidence “Integrated Life Insurance Planning, Estate Planning, Group Benefits, Investments.” Source: RevenueBase Database · checked Sep 22, 2026
24	The Empey Team	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial evidence “We are independent financial planners serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more…” Source: RevenueBase Database · checked Sep 22, 2026
25	FMB Financial	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 22, 2026	1-10	1 contacts →
	Partial evidence “Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: senior financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names senior financial planning firms.
Partial evidence: Its own public description names part of senior financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name senior financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 64 senior financial planning firms based in Ottawa, Canada

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

As of Sep 22, 2026

35.6%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

317.2%Largest-city concentration · Toronto

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 64 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 senior financial planning firms, 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 Ottawa, Canada whose own description of what they do matches “senior financial planning firms”. 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 senior financial planning firms), 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 senior financial planning firms, and records with no verified work email. Companies headquartered outside Ottawa 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, 111 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 22, 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.

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 Mississauga70
Senior financial planning firms in Montreal69
Senior financial planning firms in Quebec65
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 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 senior financial planning firms, 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 senior financial planning firms are there based in Ottawa, Canada?

RevenueBase identified 64 senior financial planning firms headquartered in Ottawa, 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?

Capcorp Financial, headquartered in Ottawa, tops this list with the largest team on record.

Which city has the most senior financial planning firms?

Toronto leads with 203 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 111 verified decision-maker contacts tracked across these 64 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 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 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.