Company lists · Data refreshed September 2026

Top 19 Trust administration consulting firms based in Canada

RevenueBase identified 38 trust administration consulting firms headquartered in Canada as of September 2026 and tracks 772 professional contacts across them, including 207 with verified work emails. Toronto is the largest hub.

This list covers trust administration consulting firms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
38Companies
772Contacts tracked
207Verified emails
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The 19 largest trust administration consulting firms based in Canada

Ranked by team size
Top 19 of 38 trust administration consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to trust administration consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCalgary, AB, CanadaHQ checked Sep 29, 2026201-500194 contacts →

Partial evidence

“Olympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc.(TSX:OLY), founded in 1996 to offer the business community a superior alternative to the…”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceVancouver, BC, CanadaHQ checked Sep 29, 202651-20040 contacts →

Partial evidence

“CWB Trust Services, a wholly-owned subsidiary of Canadian Western Bank and a member of the CWB Financial Group, provides personalized trustee and custodial solutions for mid-sized…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceVancouver, BC, CanadaHQ checked Sep 29, 202611-5032 contacts →

Partial evidence

“Solus Trust is a Canadian trust company dedicated to offering personalized estate and trust services.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 29, 202611-5023 contacts →

Indirect evidence

“Put Your Legacy In The Best Possible Hands.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceVancouver, BC, CanadaHQ checked Sep 29, 20261-1014 contacts →

Partial evidence

“Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceCalgary, AB, CanadaHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 29, 20261-1010 contacts →

Partial evidence

“Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceCalgary, AB, CanadaHQ checked Sep 29, 20261-109 contacts →

Partial evidence

“Alliance Trust Company is a Calgary success story and truly reflects the Prairie mindset of hard work and integrity.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceRegina, SK, CanadaHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceVancouver, BC, CanadaHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceWest Vancouver, BC, CanadaHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Heritage Trust Company Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceKelowna, BC, CanadaHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Rooted in a strong work ethic, individual client care and commitment to results, Hergott Law has evolved from the legal warfare of litigation and defending injured victims’ rights…”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceEdmonton, AB, CanadaHQ checked Sep 29, 202611-506 contacts →

Partial evidence

“Benefits Consulting We help you take care of your employees.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceVancouver, BC, CanadaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“CV TrustCo is a regulated Trust Company providing trust and family office solutions to high net worth families.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceToronto, CanadaHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Dean French Advisor Co.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceVancouver, BC, CanadaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Law firm specializing in tax, trust and estate planning.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLondon, ON, CanadaHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Investment Counsel Affiniti Wealth is uniquely differentiated by our commitment to process before ever making any recommendations.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceEtobicoke, ON, CanadaHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceMedicine Hat, AB, CanadaHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Our goal at Swell Wealth is simple, help families and businesses crush tax, transfer wealth, and prepare their estate for multigenerational wealth.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 19 of 38 trust administration consulting firms based in Canada

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Trust administration consulting firms based in Canada at a glance

As of Sep 29, 2026
26.8%Verified-email coverage
20.3Average contacts per company
1-10Median size (employees)
23.7%Largest-city concentration · Toronto
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
5
51-200
4
201-500
2

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 38 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among trust administration consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Canada whose own description of what they do matches “trust administration consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names trust administration consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among trust administration consulting firms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 207 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names trust administration consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many trust administration consulting firms are there based in Canada?

RevenueBase identified 38 trust administration consulting firms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Olympia Trust Company, headquartered in Calgary, tops this list with the largest team on record.

Which city has the most trust administration consulting firms?

Toronto leads with 9 headquartered companies, followed by Vancouver (7) and Calgary (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 207 verified decision-maker contacts tracked across these 38 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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 Smart Search, 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.