Company lists · Data refreshed November 2026

Top 25 Tax-efficient investment advisors based in Canada

Name: Tax-efficient investment advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 614 companies tracked

RevenueBase identified 614 company matches for tax-efficient investment advisors associated with Canada as of November 2026 and tracks 11,729 professional contacts across them, including 4,405 with verified work emails. Toronto is the largest hub.

This list covers company matches for tax-efficient investment 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

614Companies

11,729Contacts tracked

4,405Verified emails

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The 25 largest tax-efficient investment advisors based in Canada

Ranked by team size

Top 25 of 614 company matches for tax-efficient investment advisors based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Harbourfront Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	201-500	309 contacts →
	Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Designed Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Design.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Romanovsky & Associates LLP	Exact match	Edmonton & Toronto, CanadaHQ recorded Nov 6, 2026	11-50	55 contacts →
	Exact match “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Nov 6, 2026	51-200	54 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Bgy, Services Financiers Intégrés INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	11-50	39 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Alitis Investment Counsel	Exact match	Campbell River, BC, CanadaHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “Alitis Investment Counsel Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Save TAX Solutions	Exact match	Mississauga, ON, CanadaHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “Save Tax Solutions offers diverse services pertaining to the field of taxation and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Nov 6, 2026	11-50	37 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Claret Asset Management	Exact match	Montréal, QC, CanadaHQ recorded Nov 6, 2026	11-50	34 contacts →
	Exact match “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Guardian Capital Advisors	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	201-500	32 contacts →
	Exact match “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Lawton Partners Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	51-200	32 contacts →
	Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Diversico, Experts-Conseils	Exact match	Brossard, QC, CanadaHQ recorded Nov 6, 2026	51-200	32 contacts →
	Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Novella Wealth	Exact match	Richmond, BC, CanadaHQ recorded Nov 6, 2026	51-200	32 contacts →
	Exact match “Novella Wealth is an independent wealth management firm and licensed insurance brokerage based in Richmond, BC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	T.E. Wealth	Exact match	Toronto, QC, CanadaHQ recorded Nov 6, 2026	51-200	31 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Generation Capital	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	26 contacts →
	Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Park Place Financial	Exact match	Peterborough, ON, CanadaHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Meckelborg Financial Group LTD	Exact match	Saskatoon, SK, CanadaHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “We believe in potential of all kinds–whether it be that of our clients, their families, or the businesses we invest in.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Innova Wealth Partners	Exact match	Sudbury, ON, CanadaHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Sorrell Financial	Exact match	Edmonton, BC, CanadaHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “Sorrell Financial is a unique financial advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Qube Investment Management INC	Exact match	Edmonton, BC, CanadaHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	MBF Chartered Professional Accountants	Exact match	Kentville, NS, CanadaHQ recorded Nov 6, 2026	11-50	20 contacts →
	Exact match “mbf CPA is a boutique accounting firm located in downtown Kentville, Nova Scotia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	20 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	IPC Investment Planning Council	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	1-10	20 contacts →
	Exact match Recorded description not available. 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 “tax-efficient investment 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 614 tax-efficient investment advisors based in Canada

See the full list, filter by size, metro and specialty, and access 4,405 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax-efficient investment advisors based in Canada at a glance

As of Nov 6, 2026

37.6%Verified-email coverage

19.1Average contacts per company

1-10Median size (employees)

14.2%Largest-city concentration · Toronto

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

471

11-50

116

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 614 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 “tax-efficient investment 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 4,405 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.

Tax-efficient investment advisors 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 “tax-efficient investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax-efficient investment advisors are there based in Canada?

RevenueBase identified 614 company matches for tax-efficient investment 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most tax-efficient investment advisors?

Toronto leads with 87 company records, followed by Calgary (53) and Vancouver (38).

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 4,405 professional contacts with verified work emails tracked across these 614 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.