Company lists · Data refreshed November 2026
Top 25 Wealth transfer consultants based in Canada
RevenueBase identified 184 company matches for wealth transfer consultants associated with Canada as of November 2026 and tracks 5,580 professional contacts across them, including 1,155 with verified work emails. Toronto is the largest hub.
This list covers company matches for wealth transfer consultants associated with 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 transfer consultants based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,659 contacts → | ||||
Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 51 contacts → | ||||
Exact match “Fondé en 2006, BGY Services financiers intégrés inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 40 contacts → | ||||
Exact match “We help Canada's leading business families transition their capital to the next generation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “Planification fiscale, financière et successorale” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “OneLife is solutions oriented in every respect.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Life doesn't always follow a straight path.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “We are FOREST.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “We understand your goals and dreams are as individual as you are!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Discover our commitment to our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Founded in we understand the challenges of managing family wealth, succession, and legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 5 contacts → | ||||
Exact match “Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Whitney Hammond has been in personal practice since 1997.” 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 transfer consultants”. 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 184 wealth transfer consultants based in Canada
See the full list, filter by size, metro and specialty, and access 1,155 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer consultants based in Canada at a glance
As of Nov 6, 2026Companies by employee count
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 184 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 Canada whose business descriptions match “wealth transfer consultants” 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 1,155 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 transfer consultants by metro
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 transfer consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer consultants are there based in Canada?
RevenueBase identified 184 company matches for wealth transfer consultants associated with 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?
BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer consultants?
Toronto leads with 25 company records, followed by Vancouver (13) and Calgary (10).
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 1,155 professional contacts with verified work emails tracked across these 184 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 184 wealth transfer consultants based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in France
- Wealth transfer consultants based in India
Browse the directory
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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- Wealth transfer consultants based in Toronto, Canada
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- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
Company intelligence · public preview
Top 25 wealth transfer consultants based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 184 matching company records for wealth transfer consultants based in Canada, with 5,580 tracked contacts and 1,155 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 transfer consultants based in 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 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,659 contacts → |
“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Creaghan Mcconnell Gould LTDcmgpartners.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 40 contacts → |
“We help Canada's leading business families transition their capital to the next generation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lawton Partners Wealth Managementlawtonpartners.caHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Diversico, Experts-Conseilsdiversico.caHQ: 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. | |||||
| 6 |  PAL Insurancepalltd.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Macmillan Estate Planning Corpmacmillanestate.comHQ: Calgary, BC, CanadaReported employees: 11-50 | Calgary, BC, Canada | 11-50 | Exact match | 14 contacts → |
“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Onelifeonelifewealth.comHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 13 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  North Road Investment Counselnorthroadic.comHQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 13 contacts → |
“Life doesn't always follow a straight path.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Robinsons LAWrobinsonslaw.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Forestdavidforest.comHQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
“We are FOREST.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bull Financialbullfinancial.caHQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  wealthinsurance.comwealthinsurance.comHQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Simard & Associates Wealth Strategiessimardandassociates.comHQ: Windsor, ON, CanadaReported employees: 1-10 | Windsor, ON, Canada | 1-10 | Exact match | 8 contacts → |
“We understand your goals and dreams are as individual as you are!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  CAP Advisors INCcapadvisorsinc.comHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 8 contacts → |
“A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Life & Legacy Advisory Grouplifeandlegacy.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Discover our commitment to our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Michael Vukets & Associatesvukets.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Continuum Legacy Partners INCcontinuumlp.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Arca Financial Grouparcafinancial.comHQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Founded in we understand the challenges of managing family wealth, succession, and legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  C2 Services Financiers INCc2sf.comHQ: 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. | |||||
| 22 |  Feigelsohn Kellarfeigelsohnkellar.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Financial Confidencefinancialconfidence.comHQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Legasus Advisorslegasus.ca HQ: Richmond Hill, ON, CanadaReported employees: 1-10 | Richmond Hill, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Sovereign Wealth Management INCsovereignwealth.caHQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Whitney Hammond has been in personal practice since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 184 company matches
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Wealth transfer consultants: 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
183 records in the displayed employee bands.
1 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 184 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 transfer consultants by metro
Questions about this company list
What does Exact match mean for wealth transfer consultants?
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 transfer consultants did RevenueBase find based in Canada?
The saved snapshot records 184 matching company records, 5,580 tracked contacts and 1,155 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 transfer consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in France
- Wealth transfer consultants based in India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth transfer consultants based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-consultants/canada.
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 transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
Company intelligence · public preview
Top 25 wealth transfer consultants based in Canada
RevenueBase records 184 matching company records for wealth transfer consultants based in Canada, with 5,580 tracked contacts and 1,155 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 transfer consultants based in 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 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,659 contacts → |
“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Québec, QC, CanadaReported employees: 51-200 | Québec, QC, Canada | 51-200 | Exact match | 51 contacts → |
“Fondé en 2006, BGY Services financiers intégrés inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Creaghan Mcconnell Gould LTDcmgpartners.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 40 contacts → |
“We help Canada's leading business families transition their capital to the next generation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lawton Partners Wealth Managementlawtonpartners.ca HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 32 contacts → |
“Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Diversico, Experts-Conseilsdiversico.ca 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. | |||||
| 6 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Macmillan Estate Planning Corpmacmillanestate.com HQ: Calgary, BC, CanadaReported employees: 11-50 | Calgary, BC, Canada | 11-50 | Exact match | 14 contacts → |
“Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Onelifeonelifewealth.com HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 13 contacts → |
“OneLife is solutions oriented in every respect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | North Road Investment Counselnorthroadic.com HQ: Edmonton, AB, CanadaReported employees: 1-10 | Edmonton, AB, Canada | 1-10 | Exact match | 13 contacts → |
“Life doesn't always follow a straight path.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 12 contacts → |
“At the Popowich Karmali Advisory Group (PKAG), we help families protect what they’ve built and plan for the legacy they want to leave behind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Robinsons LAWrobinsonslaw.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Forestdavidforest.com HQ: Montreal, QC, CanadaReported employees: 1-10 | Montreal, QC, Canada | 1-10 | Exact match | 9 contacts → |
“We are FOREST.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bull Financialbullfinancial.ca HQ: Oshawa, ON, CanadaReported employees: 11-50 | Oshawa, ON, Canada | 11-50 | Exact match | 9 contacts → |
“ADVANCED TAX PLANNING STRATEGIES AND TAX MINIMIZATION At Bull Financial, we surprise and delight our Business Owner and affluent clients with tax-saving strategies most people…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | wealthinsurance.comwealthinsurance.com HQ: Markham, ON, CanadaReported employees: 1-10 | Markham, ON, Canada | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Simard & Associates Wealth Strategiessimardandassociates.com HQ: Windsor, ON, CanadaReported employees: 1-10 | Windsor, ON, Canada | 1-10 | Exact match | 8 contacts → |
“We understand your goals and dreams are as individual as you are!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CAP Advisors INCcapadvisorsinc.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 8 contacts → |
“A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Life & Legacy Advisory Grouplifeandlegacy.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Discover our commitment to our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Michael Vukets & Associatesvukets.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Continuum Legacy Partners INCcontinuumlp.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arca Financial Grouparcafinancial.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Founded in we understand the challenges of managing family wealth, succession, and legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | C2 Services Financiers INCc2sf.com 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. | |||||
| 22 | Feigelsohn Kellarfeigelsohnkellar.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Financial Confidencefinancialconfidence.com HQ: Vancouver, BC, CanadaReported employees: 1-10 | Vancouver, BC, Canada | 1-10 | Exact match | 5 contacts → |
“At Financial Confidence Advisors, we empower business families, business owners, and wealthy individuals to unlock their wealth’s potential with innovative strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Legasus Advisorslegasus.ca HQ: Richmond Hill, ON, CanadaReported employees: 1-10 | Richmond Hill, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Sovereign Wealth Management INCsovereignwealth.ca HQ: Burlington, ON, CanadaReported employees: 1-10 | Burlington, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Whitney Hammond has been in personal practice since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 184 company matches
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Wealth transfer consultants: 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
183 records in the displayed employee bands.
1 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 184 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 transfer consultants by metro
Questions about this company list
What does Exact match mean for wealth transfer consultants?
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 transfer consultants did RevenueBase find based in Canada?
The saved snapshot records 184 matching company records, 5,580 tracked contacts and 1,155 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer consultants based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-consultants/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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