Company lists · Data refreshed September 2026
Top 25 Wealth transfer specialists based in Toronto, Canada
RevenueBase identified 60 company matches for wealth transfer specialists associated with Toronto, Canada as of September 2026 and tracks 14,271 professional contacts across them, including 5,548 with verified work emails. Across Canada, Toronto is the largest hub for this category.
This list covers company matches for wealth transfer specialists associated with Toronto, 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 22, 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 specialists based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,191 contacts → | ||||
Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 1,555 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 407 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 182 contacts → | ||||
Exact match “Cidel is a Canadian private bank and asset manager.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 96 contacts → | ||||
Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 43 contacts → | ||||
Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 34 contacts → | ||||
Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 32 contacts → | ||||
Exact match “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 31 contacts → | ||||
Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 26 contacts → | ||||
Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 23 contacts → | ||||
Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 20 contacts → | ||||
Exact match “Sprackman Terrence is a full-service accounting & tax, business management and family office firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 15 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Longview Asset Management is a private, independent investment management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “A wealth management firm committed to meeting the unique needs of wealthy families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 6 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Ginsler Wealth is a new wealth management experience.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Recorded in the RevenueBase company graph · Sep 22, 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 specialists”. 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 60 wealth transfer specialists based in Toronto, Canada
See the full list, filter by size, metro and specialty, and access 5,548 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer specialists based in Toronto, Canada at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 60 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 Toronto, Canada whose business descriptions match “wealth transfer specialists” 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 5,548 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 22, 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 specialists by metro in Canada
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer specialists are there based in Toronto, Canada?
RevenueBase identified 60 company matches for wealth transfer specialists associated with Toronto, 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?
RBC Wealth Management 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 transfer specialists?
Toronto leads Canada with 60 company records, followed by Vancouver (29) and Calgary (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 5,548 professional contacts with verified work emails tracked across these 60 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 22, 2026.
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Download this list →Related lists
Wealth transfer specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
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- Wealth transfer specialists based in Geneva, Switzerland
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
Company intelligence · public preview
Top 25 wealth transfer specialists based in Toronto, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for wealth transfer specialists based in Toronto, Canada, with 14,271 tracked contacts and 5,548 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: September 22, 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 specialists based in Toronto, 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 |  RBC Wealth Managementrbcwealthmanagement.comHQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,191 contacts → |
“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CIDELcidel.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 182 contacts → |
“Cidel is a Canadian private bank and asset manager.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Newport Private Wealthnewportprivatewealth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kerr Financial Groupkerrfinancial.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 43 contacts → |
“Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CI Private Wealth Canadaci.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 34 contacts → |
“CI Private Wealth is a wealth management firm rooted in strength.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Guardian Capital Advisorsguardiancapital.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 32 contacts → |
“Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nexus Investment Managementnexusinvestments.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 31 contacts → |
“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Generation Capitalgenerationcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Optimize Wealth Managementoptimize.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 23 contacts → |
“We are the next generation in premier wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sprackman Terrencesprackmanterrence.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“Sprackman Terrence is a full-service accounting & tax, business management and family office firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Chronicle Wealthchroniclewealth.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Rubach Wealth Holistic Family Advisorsrubachwealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lifecycle Wealthlifecyclewealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Logan Wealth Managementloganwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Continuum Legacy Partners INCcontinuumlp.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ginsler Wealthginslerwealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Ginsler Wealth is a new wealth management experience.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Treegrove Investment Management INCtreegrove.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Tower Street Wealthtowerstreetwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 60 company matches
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Wealth transfer specialists: dataset insights
September 22, 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
60 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 Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 60 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 22, 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 specialists by metro in Canada
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 specialists did RevenueBase find based in Toronto, Canada?
The saved snapshot records 60 matching company records, 14,271 tracked contacts and 5,548 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: September 22, 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 specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Austin, United States
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in Toronto, Canada. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/canada/toronto.
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 specialists based in Calgary, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
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Company intelligence · public preview
Top 25 wealth transfer specialists based in Toronto, Canada
RevenueBase records 60 matching company records for wealth transfer specialists based in Toronto, Canada, with 14,271 tracked contacts and 5,548 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: September 22, 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 specialists based in Toronto, 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 | RBC Wealth Managementrbcwealthmanagement.com HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,191 contacts → |
“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,555 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 407 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CIDELcidel.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 182 contacts → |
“Cidel is a Canadian private bank and asset manager.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Newport Private Wealthnewportprivatewealth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 96 contacts → |
“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kerr Financial Groupkerrfinancial.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 43 contacts → |
“Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CI Private Wealth Canadaci.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 34 contacts → |
“CI Private Wealth is a wealth management firm rooted in strength.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Guardian Capital Advisorsguardiancapital.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 32 contacts → |
“Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nexus Investment Managementnexusinvestments.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 31 contacts → |
“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Generation Capitalgenerationcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 26 contacts → |
“Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Optimize Wealth Managementoptimize.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 23 contacts → |
“We are the next generation in premier wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sprackman Terrencesprackmanterrence.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 20 contacts → |
“Sprackman Terrence is a full-service accounting & tax, business management and family office firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Chronicle Wealthchroniclewealth.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | PAL Insurancepalltd.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 15 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Rubach Wealth Holistic Family Advisorsrubachwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 9 contacts → |
“At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lifecycle Wealthlifecyclewealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“We are a tight knit-team of professionals with over 80 years of combined experience.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Logan Wealth Managementloganwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Continuum Legacy Partners INCcontinuumlp.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ginsler Wealthginslerwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Ginsler Wealth is a new wealth management experience.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Treegrove Investment Management INCtreegrove.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Tower Street Wealthtowerstreetwealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Wealth transfer specialists: dataset insights
September 22, 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
60 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 Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 60 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 22, 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 specialists by metro in Canada
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 specialists did RevenueBase find based in Toronto, Canada?
The saved snapshot records 60 matching company records, 14,271 tracked contacts and 5,548 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: September 22, 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 specialists based in Toronto, Canada. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/canada/toronto.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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