Company lists · Data refreshed November 2026
Top 23 Social security planning services based in Canada
RevenueBase identified 55 company matches for social security planning services associated with Canada as of November 2026 and tracks 313 professional contacts across them, including 95 with verified work emails. Toronto is the largest hub.
This list covers company matches for social security planning services associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 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 23 largest social security planning services based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 17 contacts → | ||||
Exact match “RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 13 contacts → | ||||
Exact match “Retirement Planning | Estate Planning | Life Insurance | Employee Benefits” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “At Bell Financial we provide clients with comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “We are Retirement Income Planners.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Welcome to Prairie West Financial Group Inc, which is a subsidiary of Prairie West Mortgage Group Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “The Integratis Group is an independent consulting firm that specializes in Benefit and Retirement Programs, Wealth Management, and Financial Security.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “At Publow Advisory, your financial success is our top priority.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Each of our lives has been defined by the choices we make.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Courneya Group has been providing competitive benefits and retirement plans since 1980.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Planning > Plan” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Spectrum Financial Strategies provides personalized and exceptional service in the following planning areas:~.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “We are full service independent financial services consultants helping families and businesses plan for the future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Certified Financial Planner specializing in guiding individuals through life transitions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “By planning your future, we can help protect it.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Bourget Opti-Gestion accompagne, conseille et oriente les entreprises vers une saine gestion des avantages sociaux, afin d’optimiser les conditions de travail de ses employés…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Canada's leader in retirement income planning.” Recorded in the RevenueBase company graph · Nov 5, 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 “social security planning services”. 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 23 of 55 social security planning services based in Canada
See the full list, filter by size, metro and specialty, and access 95 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Social security planning services based in Canada at a glance
As of Nov 5, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 55 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Canada whose business descriptions match “social security planning services” 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 95 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 November 5, 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.
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 “social security planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many social security planning services are there based in Canada?
RevenueBase identified 55 company matches for social security planning services associated with Canada as of November 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?
Rochebanyan INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most social security planning services?
Toronto leads with 6 company records, followed by Quebec (4) and Calgary (3).
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 95 professional contacts with verified work emails tracked across these 55 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 55 social security planning services based in Canada. Start with a free account, no credit card.
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Social security planning services by geography
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.
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Company intelligence · public preview
Top 23 social security planning services based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 55 matching company records for social security planning services based in Canada, with 313 tracked contacts and 95 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 23 social security planning services based in 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 |  Rochebanyan INCrochebanyan.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 17 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Chamberlain Wealthchamberlainwealth.comHQ: Fredericton, NB, CanadaReported employees: 11-50 | Fredericton, NB, Canada | 11-50 | Exact match | 13 contacts → |
“Retirement Planning | Estate Planning | Life Insurance | Employee Benefits” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bell Financial INCbellfinancial.caHQ: Aurora, ON, CanadaReported employees: 11-50 | Aurora, ON, Canada | 11-50 | Exact match | 12 contacts → |
“At Bell Financial we provide clients with comprehensive financial planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Meldrum Hornemeldrumhorne.comHQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mcauley Financial Servicesmcauleyfinancial.comHQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Synergy Financial Groupsynergyfinancialgroup.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 10 contacts → |
“We are Retirement Income Planners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  Prairie West Financial Group INCpwfinancialgrp.caHQ: Sherwood Park, AB, CanadaReported employees: 1-10 | Sherwood Park, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Welcome to Prairie West Financial Group Inc, which is a subsidiary of Prairie West Mortgage Group Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The Integratis Groupintegratis.caHQ: Kitchener, ON, CanadaReported employees: 11-50 | Kitchener, ON, Canada | 11-50 | Exact match | 4 contacts → |
“The Integratis Group is an independent consulting firm that specializes in Benefit and Retirement Programs, Wealth Management, and Financial Security.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Navigate Wealth Management INCnavwealth.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Rockfield Financialrockfieldfinancial.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Publow Advisory Grouppublowadvisory.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Publow Advisory, your financial success is our top priority.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Retirement Navigatorretirementnavigator.caHQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Each of our lives has been defined by the choices we make.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Courneya Groupcourneyagroup.comHQ: Hamilton, ON, CanadaReported employees: 1-10 | Hamilton, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Courneya Group has been providing competitive benefits and retirement plans since 1980.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Awaken Wealth Management LTDawakenwealth.caHQ: Regina, SK, CanadaReported employees: 1-10 | Regina, SK, Canada | 1-10 | Exact match | 2 contacts → |
“Planning > Plan” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Spectrum Financial Strategies Worldsource Financial Management INCspectrumfinancial.caHQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Spectrum Financial Strategies provides personalized and exceptional service in the following planning areas:~.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Svab Insurance INCsvabinsurance.comHQ: Vaughan, ON, CanadaReported employees: 1-10 | Vaughan, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We are full service independent financial services consultants helping families and businesses plan for the future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Planning By Lisaplanningbylisa.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Certified Financial Planner specializing in guiding individuals through life transitions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Morash Financialmorashfinancial.com HQ: Prince Albert, SK, CanadaReported employees: 1-10 | Prince Albert, SK, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Lifequest Financial Grouplifequestfinancial.caHQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 1 contacts → |
“Our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Plan Your Futureplanyourfuture.meHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 1 contacts → |
“By planning your future, we can help protect it.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bourget Opti-Gestionbourgetoptigestion.com HQ: Quebec, QC, CanadaReported employees: 1-10 | Quebec, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Bourget Opti-Gestion accompagne, conseille et oriente les entreprises vers une saine gestion des avantages sociaux, afin d’optimiser les conditions de travail de ses employés…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Diamond Retirement Planning LTDdiamondretirement.comHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“Canada's leader in retirement income planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 55 company matches
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Social security planning services: dataset insights
November 5, 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
55 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 55 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for social security planning services?
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 social security planning services did RevenueBase find based in Canada?
The saved snapshot records 55 matching company records, 313 tracked contacts and 95 verified emails. The public preview displays 23 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: November 5, 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
Social security planning services by geography
Cite this list
RevenueBase Data Team. Top 23 social security planning services based in Canada. Snapshot: November 5, 2026. https://revenuebase.ai/companies/social-security-planning-services/canada.
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
- Lists by location
- Lists A-Z
- New lists
- Social security planning services based in Australia
- Social security planning services based in Brazil
- Social security planning services based in France
- Social security planning services based in the United Kingdom
- Social security planning services based in the United States
- AI companies based in Canada
Company intelligence · public preview
Top 23 social security planning services based in Canada
RevenueBase records 55 matching company records for social security planning services based in Canada, with 313 tracked contacts and 95 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 23 social security planning services based in 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 | Rochebanyan INCrochebanyan.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 17 contacts → |
“RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer sponsored pension plan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Chamberlain Wealthchamberlainwealth.com HQ: Fredericton, NB, CanadaReported employees: 11-50 | Fredericton, NB, Canada | 11-50 | Exact match | 13 contacts → |
“Retirement Planning | Estate Planning | Life Insurance | Employee Benefits” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bell Financial INCbellfinancial.ca HQ: Aurora, ON, CanadaReported employees: 11-50 | Aurora, ON, Canada | 11-50 | Exact match | 12 contacts → |
“At Bell Financial we provide clients with comprehensive financial planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Meldrum Hornemeldrumhorne.com HQ: Ottawa, ON, CanadaReported employees: 1-10 | Ottawa, ON, Canada | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mcauley Financial Servicesmcauleyfinancial.com HQ: Kanata, ON, CanadaReported employees: 11-50 | Kanata, ON, Canada | 11-50 | Exact match | 11 contacts → |
“PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Synergy Financial Groupsynergyfinancialgroup.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 10 contacts → |
“We are Retirement Income Planners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Surepath Groupsurepathgroup.ca HQ: Red Deer, AB, CanadaReported employees: 1-10 | Red Deer, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | Prairie West Financial Group INCpwfinancialgrp.ca HQ: Sherwood Park, AB, CanadaReported employees: 1-10 | Sherwood Park, AB, Canada | 1-10 | Exact match | 5 contacts → |
“Welcome to Prairie West Financial Group Inc, which is a subsidiary of Prairie West Mortgage Group Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Integratis Groupintegratis.ca HQ: Kitchener, ON, CanadaReported employees: 11-50 | Kitchener, ON, Canada | 11-50 | Exact match | 4 contacts → |
“The Integratis Group is an independent consulting firm that specializes in Benefit and Retirement Programs, Wealth Management, and Financial Security.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Navigate Wealth Management INCnavwealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rockfield Financialrockfieldfinancial.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Rockfield Financial, we help you understand your financial needs and show you how to take action to protect your most important assets: you and your family.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Publow Advisory Grouppublowadvisory.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Publow Advisory, your financial success is our top priority.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Retirement Navigatorretirementnavigator.ca HQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Each of our lives has been defined by the choices we make.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Courneya Groupcourneyagroup.com HQ: Hamilton, ON, CanadaReported employees: 1-10 | Hamilton, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Courneya Group has been providing competitive benefits and retirement plans since 1980.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Awaken Wealth Management LTDawakenwealth.ca HQ: Regina, SK, CanadaReported employees: 1-10 | Regina, SK, Canada | 1-10 | Exact match | 2 contacts → |
“Planning > Plan” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Spectrum Financial Strategies Worldsource Financial Management INCspectrumfinancial.ca HQ: Barrie, ON, CanadaReported employees: 1-10 | Barrie, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Spectrum Financial Strategies provides personalized and exceptional service in the following planning areas:~.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Svab Insurance INCsvabinsurance.com HQ: Vaughan, ON, CanadaReported employees: 1-10 | Vaughan, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We are full service independent financial services consultants helping families and businesses plan for the future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Planning By Lisaplanningbylisa.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 1 contacts → |
“Certified Financial Planner specializing in guiding individuals through life transitions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Morash Financialmorashfinancial.com HQ: Prince Albert, SK, CanadaReported employees: 1-10 | Prince Albert, SK, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Lifequest Financial Grouplifequestfinancial.ca HQ: Halifax, NS, CanadaReported employees: 1-10 | Halifax, NS, Canada | 1-10 | Exact match | 1 contacts → |
“Our mission is to build a financial security plan tailored to help meet your specific needs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Plan Your Futureplanyourfuture.me HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 1 contacts → |
“By planning your future, we can help protect it.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bourget Opti-Gestionbourgetoptigestion.com HQ: Quebec, QC, CanadaReported employees: 1-10 | Quebec, QC, Canada | 1-10 | Exact match | 1 contacts → |
“Bourget Opti-Gestion accompagne, conseille et oriente les entreprises vers une saine gestion des avantages sociaux, afin d’optimiser les conditions de travail de ses employés…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Diamond Retirement Planning LTDdiamondretirement.com HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 1 contacts → |
“Canada's leader in retirement income planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 55 company matches
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Social security planning services: dataset insights
November 5, 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
55 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 55 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for social security planning services?
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 social security planning services did RevenueBase find based in Canada?
The saved snapshot records 55 matching company records, 313 tracked contacts and 95 verified emails. The public preview displays 23 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: November 5, 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
Social security planning services by geography
Cite this list
RevenueBase Data Team. Top 23 social security planning services based in Canada. Snapshot: November 5, 2026. https://revenuebase.ai/companies/social-security-planning-services/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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