Company lists · Data refreshed November 2026
Top 25 Succession planning advisors based in Canada
RevenueBase identified 98 company matches for succession planning advisors associated with Canada as of November 2026 and tracks 363 professional contacts across them, including 145 with verified work emails. Toronto is the largest hub.
This list covers company matches for succession planning advisors 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 6, 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 25 largest succession planning advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 40 contacts → | ||||
Exact match “We help Canada's leading business families transition their capital to the next generation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 12 contacts → | ||||
Exact match “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “By understanding our clients’ core values we are able to offer clarity with respect to risk, investment, succession or estate planning on an entirely different level than other…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Trella Advisory Group is a global consultancy firm that works with enterprising families and the advisors that serve them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “De la réflexion à l’implantation, nous travaillons à vos côtés à chaque étape de l’évolution de votre entreprise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “We understand your goals and dreams are as individual as you are!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Chez ORIA, nous accompagnons les familles en affaires dans les moments charnières de leur évolution.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “The #1 AI-Powered Succession Planning Software SuccessionHR is succession planning software built for organizations that need to reduce leadership risk and strengthen confidence…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Trinity Family Wealth Advisors guides high net worth families to clarity, contentment & freedom in their family wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Intent Planning Group is the next level in financial planning excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Relationship Building is Key to Our Success!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Vous êtes membre d’une entreprise familiale qui se demande : «par où commencer dans notre processus de transfert?», ou un-e professionnel-le (comptable, fiscaliste, banquier) à la…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “GMK Management Consultants is a boutique consulting firm specializing in assisting clients plan & implement their succession, growth, & development strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Aaron Wealth Management is an independent advisory firm working with Business Owners & High Net Worth families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “As your Family's CFO, we can help.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Rise Advisors, a division of Rise CPA, provides business improvement, succession planning and transaction advisory services that are tailored to suit your business needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Boards and CEOs can make a significant impact on the success of their organization in leadership and governance transition.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “At Avcor, our team is your trusted partner in succession.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “We work with family businesses that are experiencing the challenges of transition planning to support them on the road to creating a successful future.Understanding the unique…” Recorded in the RevenueBase company graph · Nov 6, 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 “succession planning advisors”. 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 98 succession planning advisors based in Canada
See the full list, filter by size, metro and specialty, and access 145 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Succession planning advisors based in Canada at a glance
As of Nov 6, 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 98 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 “succession planning advisors” 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 145 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 6, 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 “succession planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many succession planning advisors are there based in Canada?
RevenueBase identified 98 company matches for succession planning advisors 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?
Creaghan Mcconnell Gould LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most succession planning advisors?
Toronto leads with 14 company records, followed by Calgary (11) and Montreal (10).
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 145 professional contacts with verified work emails tracked across these 98 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 98 succession planning advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Succession planning advisors by geography
- Succession planning advisors based in the United States
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Switzerland
- Succession planning advisors based in Australia
- Succession planning advisors based in Sao Paulo, Brazil
- Succession planning advisors based in Chicago, United States
Browse the directory
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Succession planning advisors based in the United States
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Switzerland
Company intelligence · public preview
Top 25 succession planning advisors 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 98 matching company records for succession planning advisors based in Canada, with 363 tracked contacts and 145 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 succession planning advisors 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 |  Creaghan Mcconnell Gould LTDcmgpartners.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 40 contacts → |
“We help Canada's leading business families transition their capital to the next generation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Haunn Landershaunnlanders.caHQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 11 contacts → |
“By understanding our clients’ core values we are able to offer clarity with respect to risk, investment, succession or estate planning on an entirely different level than other…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Trella Advisory Grouptrella.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Trella Advisory Group is a global consultancy firm that works with enterprising families and the advisors that serve them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Altero Conseilaltero.caHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 10 contacts → |
“De la réflexion à l’implantation, nous travaillons à vos côtés à chaque étape de l’évolution de votre entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Simard & Associates Wealth Strategiessimardandassociates.comHQ: Windsor, ON, CanadaReported employees: 1-10 | Windsor, ON, Canada | 1-10 | Exact match | 8 contacts → |
“We understand your goals and dreams are as individual as you are!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ORIAespaceoria.comHQ: Mont-saint-hilaire, CanadaReported employees: 1-10 | Mont-saint-hilaire, Canada | 1-10 | Exact match | 7 contacts → |
“Chez ORIA, nous accompagnons les familles en affaires dans les moments charnières de leur évolution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Successionhrsuccessionhr.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 6 contacts → |
“The #1 AI-Powered Succession Planning Software SuccessionHR is succession planning software built for organizations that need to reduce leadership risk and strengthen confidence…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Feigelsohn Kellarfeigelsohnkellar.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Financial Confidencefinancialconfidence.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Trinity Family Wealth Advisorstrinityfamilywealth.caHQ: Peterborough, BC, CanadaReported employees: 1-10 | Peterborough, BC, Canada | 1-10 | Exact match | 5 contacts → |
“Trinity Family Wealth Advisors guides high net worth families to clarity, contentment & freedom in their family wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Intent Planning Groupintentplanning.caHQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 4 contacts → |
“Intent Planning Group is the next level in financial planning excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Groupe Greengroupegreen.comHQ: Westmount, QC, CanadaReported employees: 11-50 | Westmount, QC, Canada | 11-50 | Exact match | 4 contacts → |
“Relationship Building is Key to Our Success!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Syneraction Relèvesyneraction.caHQ: Montréal, CanadaReported employees: 1-10 | Montréal, Canada | 1-10 | Exact match | 4 contacts → |
“Vous êtes membre d’une entreprise familiale qui se demande : «par où commencer dans notre processus de transfert?», ou un-e professionnel-le (comptable, fiscaliste, banquier) à la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  GMK Management Consultantsgmkconsultants.caHQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 4 contacts → |
“GMK Management Consultants is a boutique consulting firm specializing in assisting clients plan & implement their succession, growth, & development strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  The Vantage Talent Groupvantage-talent.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Aaron Wealth Managementaaronwealthmanagement.comHQ: North York, ON, CanadaReported employees: 1-10 | North York, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Aaron Wealth Management is an independent advisory firm working with Business Owners & High Net Worth families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Achieve Wealth Managementachievewealthcanada.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“As your Family's CFO, we can help.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rise Advisorsriseadvisors.caHQ: Coquitlam, BC, CanadaReported employees: 11-50 | Coquitlam, BC, Canada | 11-50 | Exact match | 2 contacts → |
“Rise Advisors, a division of Rise CPA, provides business improvement, succession planning and transaction advisory services that are tailored to suit your business needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Turning Point Solutions INCtpsinc.caHQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Halford Consulting INChalford.coHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Boards and CEOs can make a significant impact on the success of their organization in leadership and governance transition.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Loftus Allenloftusallen.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Avcor Financial Groupavcorfg.comHQ: Winnipeg, CanadaReported employees: 1-10 | Winnipeg, Canada | 1-10 | Exact match | 2 contacts → |
“At Avcor, our team is your trusted partner in succession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Edmondsroseedmondsrose.caHQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We work with family businesses that are experiencing the challenges of transition planning to support them on the road to creating a successful future.Understanding the unique…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 98 company matches
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Succession planning advisors: dataset insights
November 6, 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
98 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 98 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 6, 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 succession planning advisors?
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 succession planning advisors did RevenueBase find based in Canada?
The saved snapshot records 98 matching company records, 363 tracked contacts and 145 verified emails. The public preview displays 25 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 6, 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
Succession planning advisors by geography
- Succession planning advisors based in the United States
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Switzerland
- Succession planning advisors based in Australia
- Succession planning advisors based in Sao Paulo, Brazil
- Succession planning advisors based in Chicago, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 succession planning advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/succession-planning-advisors/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
- Succession planning advisors based in the United States
- Succession planning advisors based in the United Kingdom
- Succession planning advisors based in Brazil
- Succession planning advisors based in Germany
- Succession planning advisors based in the Netherlands
- Succession planning advisors based in Switzerland
Company intelligence · public preview
Top 25 succession planning advisors based in Canada
RevenueBase records 98 matching company records for succession planning advisors based in Canada, with 363 tracked contacts and 145 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 succession planning advisors 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 | Creaghan Mcconnell Gould LTDcmgpartners.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 40 contacts → |
“We help Canada's leading business families transition their capital to the next generation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Haunn Landershaunnlanders.ca HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 11 contacts → |
“By understanding our clients’ core values we are able to offer clarity with respect to risk, investment, succession or estate planning on an entirely different level than other…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Trella Advisory Grouptrella.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Trella Advisory Group is a global consultancy firm that works with enterprising families and the advisors that serve them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Altero Conseilaltero.ca HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 10 contacts → |
“De la réflexion à l’implantation, nous travaillons à vos côtés à chaque étape de l’évolution de votre entreprise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Simard & Associates Wealth Strategiessimardandassociates.com HQ: Windsor, ON, CanadaReported employees: 1-10 | Windsor, ON, Canada | 1-10 | Exact match | 8 contacts → |
“We understand your goals and dreams are as individual as you are!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ORIAespaceoria.com HQ: Mont-saint-hilaire, CanadaReported employees: 1-10 | Mont-saint-hilaire, Canada | 1-10 | Exact match | 7 contacts → |
“Chez ORIA, nous accompagnons les familles en affaires dans les moments charnières de leur évolution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Successionhrsuccessionhr.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 6 contacts → |
“The #1 AI-Powered Succession Planning Software SuccessionHR is succession planning software built for organizations that need to reduce leadership risk and strengthen confidence…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Feigelsohn Kellarfeigelsohnkellar.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Financial Confidencefinancialconfidence.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Trinity Family Wealth Advisorstrinityfamilywealth.ca HQ: Peterborough, BC, CanadaReported employees: 1-10 | Peterborough, BC, Canada | 1-10 | Exact match | 5 contacts → |
“Trinity Family Wealth Advisors guides high net worth families to clarity, contentment & freedom in their family wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Intent Planning Groupintentplanning.ca HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 4 contacts → |
“Intent Planning Group is the next level in financial planning excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Groupe Greengroupegreen.com HQ: Westmount, QC, CanadaReported employees: 11-50 | Westmount, QC, Canada | 11-50 | Exact match | 4 contacts → |
“Relationship Building is Key to Our Success!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Syneraction Relèvesyneraction.ca HQ: Montréal, CanadaReported employees: 1-10 | Montréal, Canada | 1-10 | Exact match | 4 contacts → |
“Vous êtes membre d’une entreprise familiale qui se demande : «par où commencer dans notre processus de transfert?», ou un-e professionnel-le (comptable, fiscaliste, banquier) à la…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | GMK Management Consultantsgmkconsultants.ca HQ: Winnipeg, MB, CanadaReported employees: 11-50 | Winnipeg, MB, Canada | 11-50 | Exact match | 4 contacts → |
“GMK Management Consultants is a boutique consulting firm specializing in assisting clients plan & implement their succession, growth, & development strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | The Vantage Talent Groupvantage-talent.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“The Vantage Talent Group- A Distinctive Approach to Talent Solutions for Financial Services Organizations At The Vantage Talent Group, we deliver tailored consulting, recruitment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Aaron Wealth Managementaaronwealthmanagement.com HQ: North York, ON, CanadaReported employees: 1-10 | North York, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Aaron Wealth Management is an independent advisory firm working with Business Owners & High Net Worth families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Achieve Wealth Managementachievewealthcanada.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 3 contacts → |
“As your Family's CFO, we can help.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rise Advisorsriseadvisors.ca HQ: Coquitlam, BC, CanadaReported employees: 11-50 | Coquitlam, BC, Canada | 11-50 | Exact match | 2 contacts → |
“Rise Advisors, a division of Rise CPA, provides business improvement, succession planning and transaction advisory services that are tailored to suit your business needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Turning Point Solutions INCtpsinc.ca HQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Halford Consulting INChalford.co HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Boards and CEOs can make a significant impact on the success of their organization in leadership and governance transition.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Loftus Allenloftusallen.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Avcor Financial Groupavcorfg.com HQ: Winnipeg, CanadaReported employees: 1-10 | Winnipeg, Canada | 1-10 | Exact match | 2 contacts → |
“At Avcor, our team is your trusted partner in succession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Edmondsroseedmondsrose.ca HQ: Mississauga, ON, CanadaReported employees: 1-10 | Mississauga, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We work with family businesses that are experiencing the challenges of transition planning to support them on the road to creating a successful future.Understanding the unique…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 98 company matches
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Succession planning advisors: dataset insights
November 6, 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
98 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 98 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 6, 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 succession planning advisors?
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 succession planning advisors did RevenueBase find based in Canada?
The saved snapshot records 98 matching company records, 363 tracked contacts and 145 verified emails. The public preview displays 25 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 6, 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 25 succession planning advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/succession-planning-advisors/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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