Company lists · Data refreshed November 2026
Top 25 Wealth advisors based in Quebec, Canada
RevenueBase identified 79 company matches for wealth advisors associated with Quebec, Canada as of November 2026 and tracks 1,098 professional contacts across them, including 422 with verified work emails. Across Canada, Toronto is the largest hub for this category (495 companies); Quebec has 79.
This list covers company matches for wealth advisors associated with Quebec, 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 wealth advisors based in Quebec, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 235 contacts → | ||||
Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 205 contacts → | ||||
Exact match “Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 87 contacts → | ||||
Exact match “Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 41 contacts → | ||||
Exact match “Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 32 contacts → | ||||
Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “La relation d’abord, telle est notre philosophie!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Le Centre Financier Lebourgneuf est un cabinet de services financiers spécialisés dans la planification financière.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Fondée en 1992, Dubeau Capital est une société spécialisée dans la gestion discrétionnaire de portefeuilles pour les particuliers, les corporations et les institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Notre Cabinet familiale a comme but d'offrir à notre clientèle des produits adéquats et des conseils judicieux afin de lui offrir le meilleur service possible pour répondre à ses…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “C2 est un cabinet de services financiers indépendant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Planification financière / Assurance de personnes / Assurance collective de personnes” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Au Groupe Financier Millénium, nous accompagnons les entrepreneurs, professionnels et clients à valeur nette élevée partout au Québec avec une approche avancée en planification…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “L’agence Québec est établie à Québec depuis 40 ans et a reçu plusieurs prix de reconnaissance, tout en s’investissant dans le bien-être de sa communauté!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Jolicoeur Lapierre Gestion financière est un cabinet de planification financière, dynamique et compétent, spécialisé dans la sécurité financière des professionnels exerçant dans…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Concepta Groupe Financier est un cabinet d’experts-conseillers en services financiers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Chez Acolit, notre priorité, c'est vous.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Entreprise de services financiers” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Tréma est une firme de services intégrés en comptabilité, en fiscalité et en planification financière, destinée aux entrepreneurs, aux travailleurs autonomes et aux conseillers…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Solidement établi depuis plus de 35 ans, notre cabinet offre une expertise confirmée en matière d’assurances et de services financiers destinés à une clientèle d’affaires…” 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 “wealth 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 79 wealth advisors based in Quebec, Canada
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Wealth advisors based in Quebec, 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 Quebec, so it is reported there. Company counts and contact totals on this page are exact for Quebec, over 79 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 Quebec, Canada whose business descriptions match “wealth 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 422 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.
Wealth advisors by metro in Canada
- Wealth advisors in Toronto495
- Wealth advisors in Calgary205
- Wealth advisors in Vancouver186
- Wealth advisors in Montreal145
- Wealth advisors in Mississauga92
- Wealth advisors in Edmonton88
- Wealth advisors in Winnipeg84
- Wealth advisors in Ottawa78
- Wealth advisors in Markham57
- Wealth advisors in Oakville55
- Wealth advisors in London49
- Wealth advisors in Burlington44
- Wealth advisors in Halifax44
- Wealth advisors in Victoria44
- Wealth advisors in Kelowna34
- Wealth advisors in Saskatoon34
- Wealth advisors in Waterloo33
- Wealth advisors in Kitchener30
- Wealth advisors in Laval28
- Wealth advisors in Surrey26
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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Quebec, Canada?
RevenueBase identified 79 company matches for wealth advisors associated with Quebec, 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?
SFL Gestion DE Patrimoine Partenaire DE Desjardins tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most wealth advisors?
Toronto leads Canada with 495 company records, followed by Calgary (205) and Vancouver (186). Quebec has 79.
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 422 professional contacts with verified work emails tracked across these 79 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 79 wealth advisors based in Quebec, Canada. Start with a free account, no credit card.
Download this list →Related lists
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
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
Company intelligence · public preview
Top 25 wealth advisors based in Quebec, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 79 matching company records for wealth advisors based in Quebec, Canada, with 1,098 tracked contacts and 422 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 wealth advisors based in Quebec, 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 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 235 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 205 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Sherbrooke, QC, CanadaReported employees: 201-500 | Sherbrooke, QC, Canada | 201-500 | Exact match | 87 contacts → |
“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 41 contacts → |
“Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 39 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 32 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 13 contacts → |
“Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 13 contacts → |
“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 10 contacts → |
“Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“La relation d’abord, telle est notre philosophie!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 7 contacts → |
“Le Centre Financier Lebourgneuf est un cabinet de services financiers spécialisés dans la planification financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Saint-laurent, CanadaReported employees: 1-10 | Saint-laurent, Canada | 1-10 | Exact match | 7 contacts → |
“Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 7 contacts → |
“Fondée en 1992, Dubeau Capital est une société spécialisée dans la gestion discrétionnaire de portefeuilles pour les particuliers, les corporations et les institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 7 contacts → |
“Notre Cabinet familiale a comme but d'offrir à notre clientèle des produits adéquats et des conseils judicieux afin de lui offrir le meilleur service possible pour répondre à ses…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 7 contacts → |
“C2 est un cabinet de services financiers indépendant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Planification financière / Assurance de personnes / Assurance collective de personnes” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Au Groupe Financier Millénium, nous accompagnons les entrepreneurs, professionnels et clients à valeur nette élevée partout au Québec avec une approche avancée en planification…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 6 contacts → |
“L’agence Québec est établie à Québec depuis 40 ans et a reçu plusieurs prix de reconnaissance, tout en s’investissant dans le bien-être de sa communauté!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Québec, CanadaReported employees: 1-10 | Québec, Canada | 1-10 | Exact match | 5 contacts → |
“Jolicoeur Lapierre Gestion financière est un cabinet de planification financière, dynamique et compétent, spécialisé dans la sécurité financière des professionnels exerçant dans…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Concepta Groupe Financier est un cabinet d’experts-conseillers en services financiers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Chez Acolit, notre priorité, c'est vous.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: St-hyactinthe, CanadaReported employees: 1-10 | St-hyactinthe, Canada | 1-10 | Exact match | 4 contacts → |
“Entreprise de services financiers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Tréma est une firme de services intégrés en comptabilité, en fiscalité et en planification financière, destinée aux entrepreneurs, aux travailleurs autonomes et aux conseillers…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 3 contacts → |
“Solidement établi depuis plus de 35 ans, notre cabinet offre une expertise confirmée en matière d’assurances et de services financiers destinés à une clientèle d’affaires…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 79 company matches
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Wealth 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
79 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 Quebec, so it is reported there. Company counts and contact totals on this page are exact for Quebec, over 79 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 ↗
Wealth advisors by metro in Canada
- Wealth advisors in Toronto495
- Wealth advisors in Calgary205
- Wealth advisors in Vancouver186
- Wealth advisors in Montreal145
- Wealth advisors in Mississauga92
- Wealth advisors in Edmonton88
- Wealth advisors in Winnipeg84
- Wealth advisors in Ottawa78
- Wealth advisors in Markham57
- Wealth advisors in Oakville55
- Wealth advisors in London49
- Wealth advisors in Burlington44
- Wealth advisors in Halifax44
- Wealth advisors in Victoria44
- Wealth advisors in Kelowna34
- Wealth advisors in Saskatoon34
- Wealth advisors in Waterloo33
- Wealth advisors in Kitchener30
- Wealth advisors in Laval28
- Wealth advisors in Surrey26
Questions about this company list
What does Exact match mean for wealth 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 wealth advisors did RevenueBase find based in Quebec, Canada?
The saved snapshot records 79 matching company records, 1,098 tracked contacts and 422 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
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Cite this list
RevenueBase Data Team. Top 25 wealth advisors based in Quebec, Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/canada/quebec.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 wealth advisors based in Quebec, Canada
RevenueBase records 79 matching company records for wealth advisors based in Quebec, Canada, with 1,098 tracked contacts and 422 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 wealth advisors based in Quebec, 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 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 235 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Québec, CanadaReported employees: 51-200 | Québec, Canada | 51-200 | Exact match | 205 contacts → |
“Fière d’une culture d’entreprise 100 % québécoise basée sur les relations franches et conviviales, MICA est considérée comme une firme d’avant-garde.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Sherbrooke, QC, CanadaReported employees: 201-500 | Sherbrooke, QC, Canada | 201-500 | Exact match | 87 contacts → |
“Groupe Financier Horizons est VOTRE cabinet de services financiers par excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 41 contacts → |
“Planica est un cabinet proposant notamment des services de planification financière à une clientèle majoritairement composée de professionnels de la santé et d’entrepreneurs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 39 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Brossard, QC, CanadaReported employees: 51-200 | Brossard, QC, Canada | 51-200 | Exact match | 32 contacts → |
“Planification fiscale, financière et successorale” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 13 contacts → |
“Sommet Groupe Financier est un cabinet de professionnels de la finance passionnés et compétents ayant une vaste expérience auprès des professionnels de la santé et des…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 13 contacts → |
“IT360 Financial is dedicated to maximizing your income and optimizing your taxes as an independent consultant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 10 contacts → |
“Activez votre santé financière grâce à une planification intelligente de votre patrimoine financier.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“La relation d’abord, telle est notre philosophie!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 9 contacts → |
“The Standop Program® supports independent financial advisors in optimizing their practice to increase the perceived value of their services and drive growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 7 contacts → |
“Le Centre Financier Lebourgneuf est un cabinet de services financiers spécialisés dans la planification financière.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Saint-laurent, CanadaReported employees: 1-10 | Saint-laurent, Canada | 1-10 | Exact match | 7 contacts → |
“Myriad Private Wealth with iA Private Wealth is mainly focused in guiding high net worth individuals through the accumulation and de-accumulation stages of their life through…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 7 contacts → |
“Fondée en 1992, Dubeau Capital est une société spécialisée dans la gestion discrétionnaire de portefeuilles pour les particuliers, les corporations et les institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 7 contacts → |
“Notre Cabinet familiale a comme but d'offrir à notre clientèle des produits adéquats et des conseils judicieux afin de lui offrir le meilleur service possible pour répondre à ses…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 7 contacts → |
“C2 est un cabinet de services financiers indépendant.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Planification financière / Assurance de personnes / Assurance collective de personnes” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 6 contacts → |
“Au Groupe Financier Millénium, nous accompagnons les entrepreneurs, professionnels et clients à valeur nette élevée partout au Québec avec une approche avancée en planification…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 6 contacts → |
“L’agence Québec est établie à Québec depuis 40 ans et a reçu plusieurs prix de reconnaissance, tout en s’investissant dans le bien-être de sa communauté!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Québec, CanadaReported employees: 1-10 | Québec, Canada | 1-10 | Exact match | 5 contacts → |
“Jolicoeur Lapierre Gestion financière est un cabinet de planification financière, dynamique et compétent, spécialisé dans la sécurité financière des professionnels exerçant dans…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Concepta Groupe Financier est un cabinet d’experts-conseillers en services financiers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Chez Acolit, notre priorité, c'est vous.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: St-hyactinthe, CanadaReported employees: 1-10 | St-hyactinthe, Canada | 1-10 | Exact match | 4 contacts → |
“Entreprise de services financiers” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Québec, QC, CanadaReported employees: 1-10 | Québec, QC, Canada | 1-10 | Exact match | 4 contacts → |
“Tréma est une firme de services intégrés en comptabilité, en fiscalité et en planification financière, destinée aux entrepreneurs, aux travailleurs autonomes et aux conseillers…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 3 contacts → |
“Solidement établi depuis plus de 35 ans, notre cabinet offre une expertise confirmée en matière d’assurances et de services financiers destinés à une clientèle d’affaires…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 79 company matches
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Wealth 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
79 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 Quebec, so it is reported there. Company counts and contact totals on this page are exact for Quebec, over 79 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.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Wealth advisors by metro in Canada
- Wealth advisors in Toronto495
- Wealth advisors in Calgary205
- Wealth advisors in Vancouver186
- Wealth advisors in Montreal145
- Wealth advisors in Mississauga92
- Wealth advisors in Edmonton88
- Wealth advisors in Winnipeg84
- Wealth advisors in Ottawa78
- Wealth advisors in Markham57
- Wealth advisors in Oakville55
- Wealth advisors in London49
- Wealth advisors in Burlington44
- Wealth advisors in Halifax44
- Wealth advisors in Victoria44
- Wealth advisors in Kelowna34
- Wealth advisors in Saskatoon34
- Wealth advisors in Waterloo33
- Wealth advisors in Kitchener30
- Wealth advisors in Laval28
- Wealth advisors in Surrey26
Questions about this company list
What does Exact match mean for wealth 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 wealth advisors did RevenueBase find based in Quebec, Canada?
The saved snapshot records 79 matching company records, 1,098 tracked contacts and 422 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
Wealth advisors by geography
- Wealth advisors based in the United States
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- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
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Cite this list
RevenueBase Data Team. Top 25 wealth advisors based in Quebec, Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/canada/quebec.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗