Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Vancouver, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 109 companies tracked

RevenueBase identified 109 company matches for senior financial planning firms associated with Vancouver, Canada as of September 2026 and tracks 892 professional contacts across them, including 479 with verified work emails. Across Canada, Toronto is the largest hub for this category (203 companies); Vancouver has 109.

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

109Companies

892Contacts tracked

479Verified emails

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

Ranked by team size

Top 25 of 109 company matches for senior financial planning firms based in Vancouver, 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	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
2	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
3	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
4	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
5	Galloway Botteselle & Company	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	29 contacts →
	Exact match “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Money Coaches Canada INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “We provide personalized, ongoing, and unbiased financial advice to help Canadians define and achieve their own version of financial success.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	IPC Investment Planning Council	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	DLD Financial Group LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	16 contacts →
	Exact match “DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Oceanfront Wealth INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Ocean 6 Wealth Advisory	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	13 contacts →
	Exact match “We create life-changing financial plans for Canadian business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	The Wong Group At Wellington-Altus Private Wealth	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	201-500	9 contacts →
	Exact match “At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Westmount Wealth Management INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Portfolio Planning INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Portfolio Planning is a one-stop-shop for all your financial planning needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Saas Wealth Insurance	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “Why SaaS Wealth Insurance?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Fieldhouse Capital Management INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Arbutus Financial Services LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “Arbutus Financial provides comprehensive financial services to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Financial Confidence	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Pacific Place Group	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “Formed in 1997, Pacific Place Group is the ultimate resource and one-stop destination for all your insurance and life planning needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Empower Group	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	7 contacts →
	Exact match “Welcome to Empower, the leading educational platform in the financial industry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Shivji Financial Services	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “At Shivji Financial Services, clients are friends and friends are like family.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Hillside Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Verus Financial	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Through expertise and dedication to process, we help families achieve a combination of results and clarity that truly affords peace of mind.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Wiseinvest	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Located in the heart of beautiful Vancouver, British Columbia, WiseInvest™ was created to help Canadians achieve financial independence with a sound financial plan in place.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Ciccone Mckay Financial Group	Exact match	Vancouver, BC, CanadaHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Rise Above Finance	Exact match	Vancouver, CanadaHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Money can feel overwhelming, too many choices, too much jargon, too little clarity.” 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 109 senior financial planning firms based in Vancouver, Canada

See the full list, filter by size, metro and specialty, and access 479 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 22, 2026

53.7%Verified-email coverage

8.2Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 109 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 Vancouver, 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 479 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 Vancouver, Canada?

RevenueBase identified 109 company matches for senior financial planning firms associated with Vancouver, 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?

Harbourfront Wealth Management 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 479 professional contacts with verified work emails tracked across these 109 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.