Company lists · Data refreshed November 2026
Top 25 Succession planning firms based in Canada
RevenueBase identified 143 company matches for succession planning firms associated with Canada as of November 2026 and tracks 476 professional contacts across them, including 175 with verified work emails. Toronto is the largest hub.
This list covers company matches for succession planning firms 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 firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 62 contacts → | ||||
Exact match “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 15 contacts → | ||||
Exact match “Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Blue Monarch Management builds companies that perform, and communities that benefit from their success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 11 contacts → | ||||
Exact match “We simplify farm succession-so your legacy isn’t lost to confusion, conflict, or costly missteps.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “G4 SOLUTIONS est un cabinet conseil en stratégies d'entreprise spécialisé en ÉVALUATION, VENTE, RELÈVE et ACQUISITION D'ENTREPRISE.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 6 contacts → | ||||
Exact match “Too many business owners spend years building their legacy only to face unnecessary challenges when it’s time to step away.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 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 | |||||
| 16 | 4 contacts → | ||||
Exact match “Deboski & Company.is an innovative boutique financial solutions firm driven to meet the high impact liquidity needs for business owners and professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 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 | |||||
| 18 | 4 contacts → | ||||
Exact match “Based out of Beautiful British Columbia, we are a team of ambitious entrepreneurs who help small and medium-sized companies prepare, grow, and sell their businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 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 | |||||
| 20 | 4 contacts → | ||||
Exact match “Privately owned and based in Kelowna and Calgary, Amati Capital Partners is a boutique capital and corporate advisory firm working with private business owners, family…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Notre engagement est de vous accompagner afin d'assurer le succès de votre organisation dans votre gestion financière, humaine et opérationnelle.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “At ROAR Transitions, we partner with boards, CEOs, and executive teams to navigate leadership transitions and strategic transformations with greater clarity and strategic…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “VEER Business Advisors Ltd.| A group of seasoned business professionals with the ability to help business owners identify and implement the specific actions that will achieve…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” 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 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 143 succession planning firms based in Canada
See the full list, filter by size, metro and specialty, and access 175 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Succession planning firms 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 143 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 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 175 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.
Succession planning firms by metro
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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many succession planning firms are there based in Canada?
RevenueBase identified 143 company matches for succession planning firms 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?
Lafond tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most succession planning firms?
Toronto leads with 25 company records, followed by Calgary (21) and Montreal (15).
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 175 professional contacts with verified work emails tracked across these 143 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 143 succession planning firms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Succession planning firms by geography
- Succession planning firms based in Sydney, Australia
- Succession planning firms based in Sao Paulo, Brazil
- Succession planning firms based in Toronto, Canada
- Succession planning firms based in London, United Kingdom
- Succession planning firms based in Atlanta, United States
- Succession planning firms based in Chicago, United States
- Succession planning firms based in New York, United States
- Succession planning firms based in Australia
- Succession planning firms based in Brazil
- Succession planning firms based in France
- Succession planning firms based in Germany
- Succession planning firms based in India
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 firms based in Sydney, Australia
- Succession planning firms based in Sao Paulo, Brazil
- Succession planning firms based in Toronto, Canada
- Succession planning firms based in London, United Kingdom
- Succession planning firms based in Atlanta, United States
- Succession planning firms based in Chicago, United States
Company intelligence · public preview
Top 25 succession planning firms 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 143 matching company records for succession planning firms based in Canada, with 476 tracked contacts and 175 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 firms 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 |  Lafondlafond.caHQ: Montréal, QC, CanadaReported employees: 51-200 | Montréal, QC, Canada | 51-200 | Exact match | 62 contacts → |
“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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. | |||||
| 3 |  Robbinex INCrobbinex.comHQ: Grimsby, ON, CanadaReported employees: 11-50 | Grimsby, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Blue Monarch Managementbluemonarch.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“Blue Monarch Management builds companies that perform, and communities that benefit from their success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  33seven33seven.caHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 11 contacts → |
“We simplify farm succession-so your legacy isn’t lost to confusion, conflict, or costly missteps.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  G4 Solutions & Stratégies D Entrepriseg4solutions.bizHQ: Boisbriand, QC, CanadaReported employees: 1-10 | Boisbriand, QC, Canada | 1-10 | Exact match | 11 contacts → |
“G4 SOLUTIONS est un cabinet conseil en stratégies d'entreprise spécialisé en ÉVALUATION, VENTE, RELÈVE et ACQUISITION D'ENTREPRISE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 |  Menture INCmentureinc.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Too many business owners spend years building their legacy only to face unnecessary challenges when it’s time to step away.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ciccone Mckay Financial Groupciccone-mckay.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 5 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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. | |||||
| 15 |  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. | |||||
| 16 |  Deboski & COdeboski.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Deboski & Company.is an innovative boutique financial solutions firm driven to meet the high impact liquidity needs for business owners and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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. | |||||
| 18 |  Vamos M&a Advisorsvamosco.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Based out of Beautiful British Columbia, we are a team of ambitious entrepreneurs who help small and medium-sized companies prepare, grow, and sell their businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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. | |||||
| 20 |  Amati Capital Partnersamaticapital.comHQ: Kelowna, AB, CanadaReported employees: 1-10 | Kelowna, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Privately owned and based in Kelowna and Calgary, Amati Capital Partners is a boutique capital and corporate advisory firm working with private business owners, family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Aliex Solutionaliexsolution.comHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 3 contacts → |
“Notre engagement est de vous accompagner afin d'assurer le succès de votre organisation dans votre gestion financière, humaine et opérationnelle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Roar Transitionsroartransitions.comHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 3 contacts → |
“At ROAR Transitions, we partner with boards, CEOs, and executive teams to navigate leadership transitions and strategic transformations with greater clarity and strategic…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Veer Business Advisors LTDveeradvisors.comHQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“VEER Business Advisors Ltd.| A group of seasoned business professionals with the ability to help business owners identify and implement the specific actions that will achieve…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Whitehorn Capitalwhitehorncapital.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Mc2 Business Advisors INCmc2ba.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 143 company matches
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Succession planning firms: 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
143 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 143 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 ↗
Succession planning firms by metro
Questions about this company list
What does Exact match mean for succession planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many succession planning firms did RevenueBase find based in Canada?
The saved snapshot records 143 matching company records, 476 tracked contacts and 175 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 firms by geography
- Succession planning firms based in Sydney, Australia
- Succession planning firms based in Sao Paulo, Brazil
- Succession planning firms based in Toronto, Canada
- Succession planning firms based in London, United Kingdom
- Succession planning firms based in Atlanta, United States
- Succession planning firms based in Chicago, United States
- Succession planning firms based in New York, United States
- Succession planning firms based in Australia
- Succession planning firms based in Brazil
- Succession planning firms based in France
- Succession planning firms based in Germany
- Succession planning firms based in India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 succession planning firms based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/succession-planning-firms/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 firms based in Sydney, Australia
- Succession planning firms based in Sao Paulo, Brazil
- Succession planning firms based in Toronto, Canada
- Succession planning firms based in London, United Kingdom
- Succession planning firms based in Atlanta, United States
- Succession planning firms based in Chicago, United States
Company intelligence · public preview
Top 25 succession planning firms based in Canada
RevenueBase records 143 matching company records for succession planning firms based in Canada, with 476 tracked contacts and 175 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 firms 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 | Lafondlafond.ca HQ: Montréal, QC, CanadaReported employees: 51-200 | Montréal, QC, Canada | 51-200 | Exact match | 62 contacts → |
“Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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. | |||||
| 3 | Robbinex INCrobbinex.com HQ: Grimsby, ON, CanadaReported employees: 11-50 | Grimsby, ON, Canada | 11-50 | Exact match | 15 contacts → |
“Securing Legacies Since 1974, Robbinex understands the complexities of buying a business and selling a business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Blue Monarch Managementbluemonarch.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“Blue Monarch Management builds companies that perform, and communities that benefit from their success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | 33seven33seven.ca HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 11 contacts → |
“We simplify farm succession-so your legacy isn’t lost to confusion, conflict, or costly missteps.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | G4 Solutions & Stratégies D Entrepriseg4solutions.biz HQ: Boisbriand, QC, CanadaReported employees: 1-10 | Boisbriand, QC, Canada | 1-10 | Exact match | 11 contacts → |
“G4 SOLUTIONS est un cabinet conseil en stratégies d'entreprise spécialisé en ÉVALUATION, VENTE, RELÈVE et ACQUISITION D'ENTREPRISE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Menture INCmentureinc.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Too many business owners spend years building their legacy only to face unnecessary challenges when it’s time to step away.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ciccone Mckay Financial Groupciccone-mckay.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 5 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | Deboski & COdeboski.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Deboski & Company.is an innovative boutique financial solutions firm driven to meet the high impact liquidity needs for business owners and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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. | |||||
| 18 | Vamos M&a Advisorsvamosco.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 4 contacts → |
“Based out of Beautiful British Columbia, we are a team of ambitious entrepreneurs who help small and medium-sized companies prepare, grow, and sell their businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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. | |||||
| 20 | Amati Capital Partnersamaticapital.com HQ: Kelowna, AB, CanadaReported employees: 1-10 | Kelowna, AB, Canada | 1-10 | Exact match | 4 contacts → |
“Privately owned and based in Kelowna and Calgary, Amati Capital Partners is a boutique capital and corporate advisory firm working with private business owners, family…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Aliex Solutionaliexsolution.com HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 3 contacts → |
“Notre engagement est de vous accompagner afin d'assurer le succès de votre organisation dans votre gestion financière, humaine et opérationnelle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Roar Transitionsroartransitions.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 3 contacts → |
“At ROAR Transitions, we partner with boards, CEOs, and executive teams to navigate leadership transitions and strategic transformations with greater clarity and strategic…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Veer Business Advisors LTDveeradvisors.com HQ: Burnaby, BC, CanadaReported employees: 1-10 | Burnaby, BC, Canada | 1-10 | Exact match | 3 contacts → |
“VEER Business Advisors Ltd.| A group of seasoned business professionals with the ability to help business owners identify and implement the specific actions that will achieve…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Whitehorn Capitalwhitehorncapital.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Whitehorn Capital is an independent, Western Canadian merger and acquisition advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mc2 Business Advisors INCmc2ba.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At MC2, getting guidance from the right professionals can have a large impact in shaping your organization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 143 company matches
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Succession planning firms: 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
143 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 143 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 ↗
Succession planning firms by metro
Questions about this company list
What does Exact match mean for succession planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many succession planning firms did RevenueBase find based in Canada?
The saved snapshot records 143 matching company records, 476 tracked contacts and 175 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 firms based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/succession-planning-firms/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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