Company lists · Data refreshed September 2026

Top 25 UK financial consulting firms based in Canada

Name: UK financial consulting firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 169 companies tracked

RevenueBase identified 169 UK financial consulting firms headquartered in Canada as of September 2026 and tracks 1,719 professional contacts across them, including 940 with verified work emails. Toronto is the largest hub.

This list covers UK financial 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

169Companies

1,719Contacts tracked

940Verified emails

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The 25 largest UK financial consulting firms based in Canada

Ranked by team size

Top 25 of 169 UK financial 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 UK financial 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Eckler Ltd. Eckler Ltée	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	396 contacts →
	Partial evidence “At Eckler, we help organizations make confident decisions about risk and financial security.” Source: RevenueBase Database · checked Sep 29, 2026
2	HUB International Québec LTD	Indirect evidence	Mont-royal, QC, CanadaHQ checked Sep 29, 2026	10001+	127 contacts →
	Indirect evidence “Hi, we're HUB.” Source: RevenueBase Database · checked Sep 29, 2026
3	Selectpath Benefits & Financial INC	Indirect evidence	London, ON, CanadaHQ checked Sep 29, 2026	51-200	106 contacts →
	Indirect evidence “Selectpath offers comprehensive and customized solutions based on your unique needs.” Source: RevenueBase Database · checked Sep 29, 2026
4	Optimum Financial Group	Partial evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	501-1,000	77 contacts →
	Partial evidence “Optimum Financial Group is dedicated to the financial security of its clients since 1969.” Source: RevenueBase Database · checked Sep 29, 2026
5	Cooperators	Indirect evidence	Scarborough, ON, CanadaHQ checked Sep 29, 2026	n/a	61 contacts →
	Indirect evidence “Investments, Insurance, Advice” Source: RevenueBase Database · checked Sep 29, 2026
6	Lafond	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	51-200	58 contacts →
	Indirect evidence “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Source: RevenueBase Database · checked Sep 29, 2026
7	Consilium Assurance Groupe Conseil	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	11-50	54 contacts →
	Indirect evidence “Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs projets et résoudre leurs enjeux personnels et d’affaires.” Source: RevenueBase Database · checked Sep 29, 2026
8	The Insurance Market	Partial evidence	Ajax, ON, CanadaHQ checked Sep 29, 2026	11-50	43 contacts →
	Partial evidence “Founded in 1981, The Insurance Market is a trusted partner and leading provider of holistic insurance, financial and risk management services.” Source: RevenueBase Database · checked Sep 29, 2026
9	Capcorp Financial	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 29, 2026	11-50	37 contacts →
	Partial evidence “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Source: RevenueBase Database · checked Sep 29, 2026
10	Infor Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	32 contacts →
	Partial evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 29, 2026
11	Sage Assurances ET Rentes Collectives	Partial evidence	Québec, QC, CanadaHQ checked Sep 29, 2026	51-200	30 contacts →
	Partial evidence “SAGE Assurances et rentes collectives est un cabinet de services financiers spécialisé en assurance collective et en régimes de retraite collectifs offrant une gamme complète…” Source: RevenueBase Database · checked Sep 29, 2026
12	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	29 contacts →
	Partial evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 29, 2026
13	Finmetrix INC	Strong evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	11-50	22 contacts →
	Strong evidence “Independent from all banks and brokers, FINMETRIX offers objective consulting services without hidden fees or financial product purchases.” Source: RevenueBase Database · checked Sep 29, 2026
14	Mouvassur Investissements - Canada	Partial evidence	Gatineau, CanadaHQ checked Sep 29, 2026	11-50	21 contacts →
	Partial evidence “Mouvassur Investissements est un cabinet de services financiers, de courtage en assurances et rentes collectives.” Source: RevenueBase Database · checked Sep 29, 2026
15	Coaching Financier Trek	Partial evidence	Laval, QC, CanadaHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Source: RevenueBase Database · checked Sep 29, 2026
16	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 29, 2026
17	First North Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	16 contacts →
	Partial evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 29, 2026
18	Navacord Vanta Life	Indirect evidence	Edmonton, AB, CanadaHQ checked Sep 29, 2026	11-50	16 contacts →
	Indirect evidence “Adept, aware and responsive, we’re invested in the prosperity of entrepreneurs, business owners, executives and professionals across Canada.” Source: RevenueBase Database · checked Sep 29, 2026
19	Wilson M. Beck Insurance Services Specialty INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “A Commercial Insurance & Risk Advisory Firm” Source: RevenueBase Database · checked Sep 29, 2026
20	Harvest Wealth Management	Indirect evidence	Kentville, NS, CanadaHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Source: RevenueBase Database · checked Sep 29, 2026
21	Mcauley Financial Services	Partial evidence	Kanata, ON, CanadaHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “PERSONAL FINANCIAL PLANNING Make your Retirement Goals a Reality Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional…” Source: RevenueBase Database · checked Sep 29, 2026
22	Etiq Services Financiers	Partial evidence	Laval, QC, CanadaHQ checked Sep 29, 2026	1-10	12 contacts →
	Partial evidence “etiQ Services financiers est un cabinet multidisciplinaire de conseillers affiliés d’assurance de personnes et de placement où l’être humain est situé au centre de nos valeurs!” Source: RevenueBase Database · checked Sep 29, 2026
23	Prosphère	Indirect evidence	Rouyn-noranda, QC, CanadaHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Source: RevenueBase Database · checked Sep 29, 2026
24	Mcfadden Benefits, Pension & Wellness	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	1-10	11 contacts →
	Indirect evidence “McFadden Benefits, Pension & Wellness is an established, innovative and creative advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026
25	Bell Financial INC	Partial evidence	Aurora, ON, CanadaHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “At Bell Financial we provide clients with comprehensive financial planning.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: UK financial consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names UK financial consulting firms.
Partial evidence: Its own public description names part of UK financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name UK financial consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 169 UK financial consulting firms based in Canada

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UK financial consulting firms based in Canada at a glance

As of Sep 29, 2026

54.7%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

13.0%Largest-city concentration · Toronto

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

110

11-50

51-200

201-500

501-1,000

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 169 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 UK financial 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 “UK financial 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 UK financial 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 UK financial 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, 940 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 UK financial 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 UK financial consulting firms are there based in Canada?

RevenueBase identified 169 UK financial 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?

Eckler Ltd. Eckler Ltée, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most UK financial consulting firms?

Toronto leads with 22 headquartered companies, followed by Montreal (12) and Vancouver (12).

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 940 verified decision-maker contacts tracked across these 169 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.