Top Strategic Financial Planning Firms in Canada
164 Companies
List of the Top Canada Strategic Financial Planners
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UndisclosedUndisclosed1,000 - 9,999Toronto, Canada
Services provided
30% Financial Advising & Planning50% Business Valuation Services20% Commercial FinancingLaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.
Read moreSee All Locations (3)Toronto, Canada
Bay Adelaide Centre, East Tower 22 Adelaide Street West
Toronto, Canada M5H 4E36 - 9
+1.416.304.6000
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
10% Financial Advising & Planning10% Branding10% Cybersecurity +7 services10% Digital Strategy10% Graphic Design10% IT Strategy Consulting10% Marketing Strategy10% Public Relations10% Social Media Marketing10% Video ProductionEdelman Canada is a small Toronto, Canada-based branding company. Their services include Branding and Public Relations.
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UndisclosedUndisclosed2 - 9Guelph, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Accounting +6 services10% Business Consulting10% Corporate Training & Coaching10% Marketing Strategy10% Media Planning & Buying10% Sports Marketing10% Video MarketingSmall Talent Representation company Maloney & Thompson Sports Management, is located in Guelph, Canada. The team specializes in Talent Representation and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Accounting +6 services10% Branding10% Business Consulting10% Content Marketing10% Marketing Strategy10% Public Relations10% Social Media MarketingEnvision Sports & Entertainment is a Talent Representation company founded in 2012. Their services include Talent Representation and Branding.
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UndisclosedUndisclosed2 - 9Whitchurch-Stouffville, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Branding +6 services10% Business Consulting10% Commercial Development10% Corporate Training & Coaching10% Digital Strategy10% Marketing Strategy10% Sports MarketingGil Scott Sports Management, a Talent Representation company, was founded in 1979. They focuses on Talent Representation and Branding.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Business Consulting +6 services10% Corporate Training & Coaching10% HR Consulting10% Marketing Strategy10% Media & Entertainment Law10% Sports Marketing10% Video MarketingLaunched in 2010, CKM Sports Management Ltd is a Talent Representation company. Located in Vancouver, Canada, the team offers Talent Representation and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Sherwood Park, Canada
Services provided
10% Financial Advising & Planning20% Talent Representation10% Accounting +9 services10% Business Consulting10% Corporate Training & Coaching10% Sports Marketing5% Branding5% Family Law5% Immigration Law5% Intellectual Property Law5% Litigation Support Services5% Social Media MarketingLink Management is a Talent Representation company. Launched in 1995, the team specializes in Talent Representation and Business Consulting. The agency is in Sherwood Park, Canada.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
25% Financial Advising & Planning40% Financial Consulting25% Insurance Services & Brokers +1 service10% Business ConsultingCapital Edge Financial Planning is a Financial Consulting company. The team offers Financial Consulting and Financial Advising & Planning and is based in Edmonton, Canada.
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UndisclosedUndisclosed2 - 9Oakville, Canada
Services provided
25% Financial Advising & Planning25% Accounting25% Business Valuation Services +1 service25% Litigation Support ServicesAdaley Appraisal & Consulting Inc. Is a small Oakville, Canada-based Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
40% Financial Advising & Planning60% Business ConsultingCitisoft, a Business Consulting company, was established in 1986. The team offers Business Consulting and Financial Advising & Planning.
Read moreSee All Locations (3)Toronto, Canada
1 University Ave
Toronto, Canada M5J 2P12 - 5
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UndisclosedUndisclosedFreelancerMarkham, Canada
Services provided
25% Financial Advising & Planning50% Accounting25% Funding & InvestmentAccounting company RNK Professional Corporation is in Markham, Canada. They offer Accounting and Financial Advising & Planning and were launched in 2009.
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$1,000+$50 - $99 / hr50 - 249Dartmouth, Canada
Services provided
10% Financial Advising & Planning25% Fractional CFO Services20% Business Consulting +5 services10% Accounting10% BI & Big Data Consulting & SI10% Finance & Accounting Outsourcing (FAO)10% Financial Consulting5% Business Valuation ServicesSee all 4 projectsDNA GROWTH is a financial advising and planning company that excels in financial reporting and modeling. Their reviews highlight their strong communication skills, timely delivery, and high-quality outputs. With 100% positive feedback, clients consistently praise DNA GROWTH for being a reliable and effective partner in corporate financial planning and advisement.
0 of 1 Financial Advising & Planning reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewFinancial Advising & Planning PROJECT HIGHLIGHT
Finance & Accounting Services for Accounting Company
4.5 — DNA GROWTH provides ongoing finance and accounting services for an accounting company. The team is responsible for developing finance reports and models, including cash flow forecasts and management Read moreWas this helpful?
Industry Experience
DNA GROWTH has received positive feedback across multiple industries, including Consulting, Financial Services, Business Services, and Wellness & Fitness. Clients praised their expertise in business improvement, financial modeling, and detailed business plans, noting strengths in communication, timely delivery, and high-quality work. Overall sentiment reflects strong satisfaction, particularly in Financial Services and Business Services, where they significantly impacted client operations and project success.
Read All ReviewsSelect Industry to see insights
Consulting Financial services Business services Wellness & FitnessWas this helpful?
More responsive than most other service providers
Get in TouchDNA GROWTH is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
See All Locations (6)Dartmouth, Canada
99 Wyse Road
Dartmouth, Canada B3A 4S51
+1(902) 4566473
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UndisclosedUndisclosedFreelancerOttawa, Canada
Services provided
20% Financial Advising & Planning20% Corporate Training & Coaching20% Financial Consulting +3 services20% Funding & Investment10% Business Consulting10% HR ConsultingPriti Lad Professional Corporation is a Corporate Training & Coaching company. The Ottawa, Canada-based team specializes in Corporate Training & Coaching and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerVaughan, Canada
Services provided
10% Financial Advising & Planning40% Business Valuation Services20% Commercial Financing +3 services10% Business Consulting10% Financial Consulting10% Funding & InvestmentBusiness Valuation Services company Stewart Business Valuations Inc. Was established in 2007. The team provides Business Valuation Services and Commercial Financing.
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List of the Top 8 Canada Strategic Financial Planners
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$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed2 - 9Vaughan, Canada
Ability to deliver
25.2/40.016.2/20 Reviews2.5/10 Clients & Experience6.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Calgary, Canada
Ability to deliver
22/40.014.6/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
Undisclosed< $25 / hr10 - 49Mississauga, Canada
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Dartmouth, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Ability to deliver
9.2/40.00/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10,000+Toronto, Canada
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$10,000+$100 - $149 / hr10 - 49Windsor, Canada
Ability to deliver
6.7/40.00/20 Reviews1.4/10 Clients & Experience5.4/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed250 - 999Toronto, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed250 - 999Pointe-Claire, Canada
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+< $25 / hr50 - 249Calgary, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Burnaby, Canada
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr10 - 49Calgary, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr10 - 49Surrey, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Thunder Bay, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
$50,000+$50 - $99 / hr250 - 999Toronto, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Revelstoke, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other
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