Company lists · Data refreshed November 2026
Top 21 Trust and estate advisors based in Calgary, Canada
RevenueBase identified 45 company matches for trust and estate advisors associated with Calgary, Canada as of November 2026 and tracks 274 professional contacts across them, including 117 with verified work emails. Across Canada, Toronto is the largest hub for this category (81 companies); Calgary has 45.
This list covers company matches for trust and estate advisors associated with Calgary, 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 21 largest trust and estate advisors based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 98 contacts → | ||||
Exact match “Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 19 contacts → | ||||
Exact match “At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 11 contacts → | ||||
Exact match “TRUSTED COUNSEL Wills & Estates Planning for Albertans "That was better than I expected.""I don't know why I put it off so long.""What a relief!" We hear these sort of comments a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Alliance Trust Company is a Calgary success story and truly reflects the Prairie mindset of hard work and integrity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “VanderLeek Law has been helping families and individuals plan their futures for over 30 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Ellis Legal Group provides legal services in the areas of family, divorce, and estate law.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “At Reyes Group, we believe in enriching the lives around us.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Executors carry the heavy weight of managing the details and needs of both the deceased and their loved ones.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “We truly wish to make a difference in the lives of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “QuickEstate™ is a complete estate organization and settlement system that benefits clients and advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Stewart and Stewart started over 35 years ago by George C.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Dynamic Wills and Estates practice that focuses on making estate planning simple and easy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Guardian Estate Company provides independent will and estate planning services and is Canada’s first brokerage for trust and estate solutions.” 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 “trust and estate 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 21 of 45 trust and estate advisors based in Calgary, Canada
See the full list, filter by size, metro and specialty, and access 117 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Trust and estate advisors based in Calgary, Canada at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 45 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 Calgary, Canada whose business descriptions match “trust and estate 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 117 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.
Trust and estate advisors by metro in Canada
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 “trust and estate advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust and estate advisors are there based in Calgary, Canada?
RevenueBase identified 45 company matches for trust and estate advisors associated with Calgary, 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?
Moodys Private Client tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most trust and estate advisors?
Toronto leads Canada with 81 company records, followed by Vancouver (48) and Calgary (45).
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 117 professional contacts with verified work emails tracked across these 45 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 45 trust and estate advisors based in Calgary, Canada. Start with a free account, no credit card.
Download this list →Related lists
Trust and estate advisors by geography
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
- Trust and estate advisors based in Paris, France
- Trust and estate advisors based in Mumbai, India
- Trust and estate advisors based in Cape Town, South Africa
- Trust and estate advisors based in Johannesburg, South Africa
- Trust and estate advisors based in Geneva, Switzerland
- Trust and estate advisors based in Zurich, Switzerland
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
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
Company intelligence · public preview
Top 21 trust and estate advisors based in Calgary, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 45 matching company records for trust and estate advisors based in Calgary, Canada, with 274 tracked contacts and 117 verified work emails.
This public preview shows 21 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 21 trust and estate advisors based in Calgary, 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 |  Moodys Private Clientmoodysprivateclient.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 98 contacts → |
“Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northfront Financialnorthfront.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 19 contacts → |
“At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Underwood Gilholmewillsandestates.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 11 contacts → |
“TRUSTED COUNSEL Wills & Estates Planning for Albertans "That was better than I expected.""I don't know why I put it off so long.""What a relief!" We hear these sort of comments a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Alliance Trust Company, Calgary, Canadaalliancetrust.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“Alliance Trust Company is a Calgary success story and truly reflects the Prairie mindset of hard work and integrity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vanderleek LAWvanderleeklaw.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 9 contacts → |
“VanderLeek Law has been helping families and individuals plan their futures for over 30 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Wealth Councilthewealthcouncil.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 6 contacts → |
“We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ellis Legal Groupellislegalgroup.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“Ellis Legal Group provides legal services in the areas of family, divorce, and estate law.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Moraine Wealth Advisorymorainewealth.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Reyes Group With IA Private Wealth INCreyesgroup.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“At Reyes Group, we believe in enriching the lives around us.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  NOW Wealth Management Solutionsadvisor.wellington-altus.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Macdonald TAX And Succession LAWmacdonaldtaxandsuccessionlaw.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Maxxentum INCmaxxentum.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Executors carry the heavy weight of managing the details and needs of both the deceased and their loved ones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Modern Wills LAWmodernwills.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We truly wish to make a difference in the lives of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Truesdale Financial Grouptruesdalefinancial.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Quickestatequickestate.caHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“QuickEstate™ is a complete estate organization and settlement system that benefits clients and advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Stewart And Stewartstewartlegalservices.netHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Stewart and Stewart started over 35 years ago by George C.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  DSI Estate Planning INCdsiestate.comHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Last Word LAW Wills & Estatesthelastword.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Dynamic Wills and Estates practice that focuses on making estate planning simple and easy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  DTR Financialdtrfinancial.caHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Guardian Estate Companyguardianestate.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Guardian Estate Company provides independent will and estate planning services and is Canada’s first brokerage for trust and estate solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 45 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Trust and estate 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
45 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 across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 45 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 ↗
Trust and estate advisors by metro in Canada
Questions about this company list
What does Exact match mean for trust and estate 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 trust and estate advisors did RevenueBase find based in Calgary, Canada?
The saved snapshot records 45 matching company records, 274 tracked contacts and 117 verified emails. The public preview displays 21 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
Trust and estate advisors by geography
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
- Trust and estate advisors based in Paris, France
- Trust and estate advisors based in Mumbai, India
- Trust and estate advisors based in Cape Town, South Africa
- Trust and estate advisors based in Johannesburg, South Africa
- Trust and estate advisors based in Geneva, Switzerland
- Trust and estate advisors based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 21 trust and estate advisors based in Calgary, Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/trust-and-estate-advisors/canada/calgary.
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
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
Company intelligence · public preview
Top 21 trust and estate advisors based in Calgary, Canada
RevenueBase records 45 matching company records for trust and estate advisors based in Calgary, Canada, with 274 tracked contacts and 117 verified work emails.
This public preview shows 21 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 21 trust and estate advisors based in Calgary, 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 | Moodys Private Clientmoodysprivateclient.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 98 contacts → |
“Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northfront Financialnorthfront.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 19 contacts → |
“At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our unique Northfront Process™.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Underwood Gilholmewillsandestates.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 11 contacts → |
“TRUSTED COUNSEL Wills & Estates Planning for Albertans "That was better than I expected.""I don't know why I put it off so long.""What a relief!" We hear these sort of comments a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Alliance Trust Company, Calgary, Canadaalliancetrust.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“Alliance Trust Company is a Calgary success story and truly reflects the Prairie mindset of hard work and integrity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vanderleek LAWvanderleeklaw.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 9 contacts → |
“VanderLeek Law has been helping families and individuals plan their futures for over 30 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Wealth Councilthewealthcouncil.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 6 contacts → |
“We define total wealth management as a truly client-centered approach to understanding and coordinating the complete universe of our members’ financial structures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ellis Legal Groupellislegalgroup.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“Ellis Legal Group provides legal services in the areas of family, divorce, and estate law.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Moraine Wealth Advisorymorainewealth.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
“At Moraine Wealth Advisory, we believe financial advice should go beyond investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Reyes Group With IA Private Wealth INCreyesgroup.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“At Reyes Group, we believe in enriching the lives around us.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | NOW Wealth Management Solutionsadvisor.wellington-altus.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 4 contacts → |
“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Macdonald TAX And Succession LAWmacdonaldtaxandsuccessionlaw.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Whether you are planning for the future of your business, the future of your family, or both, we add value where it matters most.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Maxxentum INCmaxxentum.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Executors carry the heavy weight of managing the details and needs of both the deceased and their loved ones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Modern Wills LAWmodernwills.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We truly wish to make a difference in the lives of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Truesdale Financial Grouptruesdalefinancial.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Quickestatequickestate.ca HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“QuickEstate™ is a complete estate organization and settlement system that benefits clients and advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Stewart And Stewartstewartlegalservices.net HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Stewart and Stewart started over 35 years ago by George C.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | DSI Estate Planning INCdsiestate.com HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Our retirement and estate planning services are refined from thirty-five years of diligent, confidential support to valued clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Last Word LAW Wills & Estatesthelastword.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Dynamic Wills and Estates practice that focuses on making estate planning simple and easy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | DTR Financialdtrfinancial.ca HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Guardian Estate Companyguardianestate.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Guardian Estate Company provides independent will and estate planning services and is Canada’s first brokerage for trust and estate solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 45 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Trust and estate 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
45 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 across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 45 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 ↗
Trust and estate advisors by metro in Canada
Questions about this company list
What does Exact match mean for trust and estate 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 trust and estate advisors did RevenueBase find based in Calgary, Canada?
The saved snapshot records 45 matching company records, 274 tracked contacts and 117 verified emails. The public preview displays 21 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
Trust and estate advisors by geography
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France
- Trust and estate advisors based in Paris, France
- Trust and estate advisors based in Mumbai, India
- Trust and estate advisors based in Cape Town, South Africa
- Trust and estate advisors based in Johannesburg, South Africa
- Trust and estate advisors based in Geneva, Switzerland
- Trust and estate advisors based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 21 trust and estate advisors based in Calgary, Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/trust-and-estate-advisors/canada/calgary.
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
- Trust and estate advisors based in Melbourne, Australia
- Trust and estate advisors based in Sydney, Australia
- Trust and estate advisors based in Sao Paulo, Brazil
- Trust and estate advisors based in Toronto, Canada
- Trust and estate advisors based in Vancouver, Canada
- Trust and estate advisors based in Lyon, France