Company lists · Data refreshed September 2026
Top 14 Wealth management advisors based in Waterloo, Canada
RevenueBase identified 25 company matches for wealth management advisors associated with Waterloo, Canada as of September 2026 and tracks 163 professional contacts across them, including 95 with verified work emails. Across Canada, Toronto is the largest hub for this category (255 companies); Waterloo has 25.
This list covers company matches for wealth management advisors associated with Waterloo, 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 September 19, 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 14 largest wealth management advisors based in Waterloo, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 52 contacts → | ||||
Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 10 contacts → | ||||
Exact match “Founded in we understand the challenges of managing family wealth, succession, and legacy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Sentry Group | Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “You've worked hard for your money, so controlling your risks and minimizing taxes is important.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “Collaborative Financial & Retirement Advice for Business & Individuals” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “EastCap Wealth Planning Inc has merged with Stewart Fisher Financial of Windsor.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Eby Financial is an independent wealth management firm that has been serving families, corporations and foundations for over 30 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “We appreciate that you have worked hard to attain your wealth, and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “At Wealth Stream, we understand the challenges of managing your finances and are here to offer guidance and support for informed financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 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 management 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 14 of 25 wealth management advisors based in Waterloo, Canada
See the full list, filter by size, metro and specialty, and access 95 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management advisors based in Waterloo, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Waterloo, so it is reported there. Company counts and contact totals on this page are exact for Waterloo, over 25 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 Waterloo, Canada whose business descriptions match “wealth management 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 95 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 September 19, 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 management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Winnipeg55
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- Wealth management advisors in Oakville36
- Wealth management advisors in Burlington32
- Wealth management advisors in London32
- Wealth management advisors in Markham32
- Wealth management advisors in Halifax28
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 management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management advisors are there based in Waterloo, Canada?
RevenueBase identified 25 company matches for wealth management advisors associated with Waterloo, Canada as of September 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?
Tricert 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 management advisors?
Toronto leads Canada with 255 company records, followed by Calgary (126) and Vancouver (106). Waterloo has 25.
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 95 professional contacts with verified work emails tracked across these 25 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 25 wealth management advisors based in Waterloo, Canada. Start with a free account, no credit card.
Download this list →Related lists
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- Wealth management advisors based in Porto Alegre, Brazil
- Wealth management advisors based in Rio De Janeiro, Brazil
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 14 wealth management advisors based in Waterloo, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 25 matching company records for wealth management advisors based in Waterloo, Canada, with 163 tracked contacts and 95 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 14 wealth management advisors based in Waterloo, 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 |  Tricerttricert.caHQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 52 contacts → |
“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Raelipskie Partnershipraelipskie.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 17 contacts → |
“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Arca Financial Grouparcafinancial.comHQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Founded in we understand the challenges of managing family wealth, succession, and legacy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Marnoa Private Wealth Counsel LTDmarnoa.caHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Sentry Group Wealth Partnerssentrygroup.caHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Sentry Group | Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kaleidoscope Financialkaleidoscopefinancial.caHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“You've worked hard for your money, so controlling your risks and minimizing taxes is important.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MAC Financial Services INCmac-ca.comHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Eastcap Wealth Planning INC O A Stewart Fisher Financialstewartfisherfinancial.caHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“EastCap Wealth Planning Inc has merged with Stewart Fisher Financial of Windsor.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | EBY Financialebyfinancial.com HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Eby Financial is an independent wealth management firm that has been serving families, corporations and foundations for over 30 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Generations Financial Solutionsadvisor.assante.comHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We appreciate that you have worked hard to attain your wealth, and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wealthstream Partners INCwealthstream.caHQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Wealth Stream, we understand the challenges of managing your finances and are here to offer guidance and support for informed financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 25 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Wealth management advisors: dataset insights
September 19, 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
25 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 Waterloo, so it is reported there. Company counts and contact totals on this page are exact for Waterloo, over 25 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: September 19, 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 management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Winnipeg55
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- Wealth management advisors in Oakville36
- Wealth management advisors in Burlington32
- Wealth management advisors in London32
- Wealth management advisors in Markham32
- Wealth management advisors in Halifax28
Questions about this company list
What does Exact match mean for wealth management 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 management advisors did RevenueBase find based in Waterloo, Canada?
The saved snapshot records 25 matching company records, 163 tracked contacts and 95 verified emails. The public preview displays 14 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: September 19, 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 management advisors by geography
- Wealth management advisors based in Adelaide, Australia
- Wealth management advisors based in Brisbane, Australia
- Wealth management advisors based in Melbourne, Australia
- Wealth management advisors based in North Sydney, Australia
- Wealth management advisors based in Perth, Australia
- Wealth management advisors based in Sydney, Australia
- Wealth management advisors based in Belo Horizonte, Brazil
- Wealth management advisors based in Curitiba, Brazil
- Wealth management advisors based in Porto Alegre, Brazil
- Wealth management advisors based in Rio De Janeiro, Brazil
- Wealth management advisors based in Sao Paulo, Brazil
- Wealth management advisors based in Burlington, Canada
Cite this list
RevenueBase Data Team. Top 14 wealth management advisors based in Waterloo, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/canada/waterloo.
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
- Wealth management advisors based in Adelaide, Australia
- Wealth management advisors based in Brisbane, Australia
- Wealth management advisors based in Melbourne, Australia
- Wealth management advisors based in North Sydney, Australia
- Wealth management advisors based in Perth, Australia
- Wealth management advisors based in Sydney, Australia
Company intelligence · public preview
Top 14 wealth management advisors based in Waterloo, Canada
RevenueBase records 25 matching company records for wealth management advisors based in Waterloo, Canada, with 163 tracked contacts and 95 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 14 wealth management advisors based in Waterloo, 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 | Tricerttricert.ca HQ: Waterloo, ON, CanadaReported employees: 51-200 | Waterloo, ON, Canada | 51-200 | Exact match | 52 contacts → |
“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Raelipskie Partnershipraelipskie.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 17 contacts → |
“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Arca Financial Grouparcafinancial.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 10 contacts → |
“Founded in we understand the challenges of managing family wealth, succession, and legacy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Marnoa Private Wealth Counsel LTDmarnoa.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Sentry Group Wealth Partnerssentrygroup.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Sentry Group | Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kaleidoscope Financialkaleidoscopefinancial.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 7 contacts → |
“You've worked hard for your money, so controlling your risks and minimizing taxes is important.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lakewood Wealth Partnerslakewoodwealth.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Collaborative Financial & Retirement Advice for Business & Individuals” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MAC Financial Services INCmac-ca.com HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“At Grand River Financial Solutions, we believe smart financial decisions start with understanding, trust, and personalized advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Eastcap Wealth Planning INC O A Stewart Fisher Financialstewartfisherfinancial.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“EastCap Wealth Planning Inc has merged with Stewart Fisher Financial of Windsor.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | EBY Financialebyfinancial.com HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Eby Financial is an independent wealth management firm that has been serving families, corporations and foundations for over 30 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Generations Financial Solutionsadvisor.assante.com HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 2 contacts → |
“We appreciate that you have worked hard to attain your wealth, and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wealthstream Partners INCwealthstream.ca HQ: Waterloo, ON, CanadaReported employees: 1-10 | Waterloo, ON, Canada | 1-10 | Exact match | 2 contacts → |
“At Wealth Stream, we understand the challenges of managing your finances and are here to offer guidance and support for informed financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 25 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management advisors: dataset insights
September 19, 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
25 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 Waterloo, so it is reported there. Company counts and contact totals on this page are exact for Waterloo, over 25 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: September 19, 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 management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Winnipeg55
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
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Questions about this company list
What does Exact match mean for wealth management 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 management advisors did RevenueBase find based in Waterloo, Canada?
The saved snapshot records 25 matching company records, 163 tracked contacts and 95 verified emails. The public preview displays 14 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: September 19, 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.
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Cite this list
RevenueBase Data Team. Top 14 wealth management advisors based in Waterloo, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/canada/waterloo.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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