Top Financial Services Firms in Canada
15 Leaders 15 Contenders
1,732 Companies
List of the Top Canada Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves CanadaServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
Reviews mention Well-organized projects
CSTMR has received positive feedback regarding their project management and organizational skills. Clients appreciate the structured communication through Basecamp, which facilitates project updates and approvals. A client noted, "They’re very organized," highlighting their weekly video chats and detailed meeting reviews. This structured approach has led to high engagement rates and effective collaboration, emphasizing the importance of client responsiveness for project success.-
Marketing Strategy & Website Design for Bank
5.0 May 2, 2018They’re very organized. About 3–4 times a week, we communicate through Basecamp, which allows us to exchange information on our projects, make changes, and approve them. Anytime I need marketing materials, I post the specs on Basecamp, and they design it, keeping the look and feel consistent with our brand. They also conduct a weekly video chat to provide status updates, and after the call, they compile a detailed review of the meeting, including pending projects and any next steps. The calls range from 30 minutes to an hour.
Read Full Review
Was this helpful?
Industry Experience
CSTMR has demonstrated extensive expertise in the financial services sector, supporting clients with brand optimization, digital marketing strategies, and website development. Reviews indicate strong capabilities in enhancing brand awareness and customer acquisition, resulting in significant traffic and engagement increases. Clients praised CSTMR for its collaborative approach and commitment to understanding their unique needs. Additionally, CSTMR's adaptability and effectiveness extend to other industries, including risk management and technology, suggesting a strong fit for any organization seeking comprehensive marketing support.
Read All ReviewsSelect Industry to see insights
Other Industry Financial services Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
CSTMR is perceived as providing strong value for money, with clients noting their expertise in digital marketing and brand strategy. One client highlighted a $210,000 investment resulting in doubled website traffic and significantly increased demo requests. Another praised their ability to reduce customer acquisition costs while enhancing brand visibility. Overall, feedback reflects satisfaction with CSTMR's pricing relative to the results achieved, emphasizing their commitment to delivering high-quality service and outcomes.Was this helpful?
View projects from:
Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingDelambre Gagnon CPA Inc is an Accounting company. Their small team is located in Montréal, Canada. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Quebec City, Canada
Services provided
100% AccountingSmall Accounting company monCPAenligne.ca, is based in Quebec City, Canada. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laval, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingIn Laval, Canada, BNB CPA is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Gatineau, Canada
Services provided
100% AccountingLocated in Gatineau, Canada, Godin, Lacroix & Associés Inc. Is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brossard, Canada
Services provided
80% Accounting20% HR ConsultingGroupe Servicas is an Accounting company. Their small team is located in Brossard, Canada. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosedFreelancerLongueuil, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLaunched in 1992, Alain Savaria CPA is an Accounting company. The firm provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Vaudreuil-Dorion, Canada
Services provided
100% AccountingBOURASSA BOYER is an Accounting company. They are located in Vaudreuil-Dorion, Canada, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Notre-Dame-des-Prairies, Canada
Services provided
100% AccountingMartine Adam CPA Inc. Is a small Accounting company located in Notre-Dame-des-Prairies, Canada. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Gatineau, Canada
Services provided
75% Accounting15% Business Consulting10% Financial Consulting4CPA is an Accounting company. In Gatineau, Canada, their small team provides Accounting and Business Consulting. The firm was launched in 2017.
Read more -
UndisclosedUndisclosed10 - 49Saint-Hyacinthe, Canada
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingFradette et Associés CPA inc is a small Accounting company. Launched in 1989, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Saint-Sauveur, Canada
Services provided
100% AccountingIn Saint-Sauveur, Canada, Joly CPA inc. Is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
80% Accounting20% Other IT Consulting and SICélestin Comptable Agréé is a small Accounting company located in Montréal, Canada. Their services include Accounting and other IT consulting and SI.
Read more -
UndisclosedUndisclosed2 - 9Montreal, Canada
Services provided
100% AccountingTiming CPA inc is an Accounting company. Located in Montreal, Canada, the agency was established in 2005. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Princeville, Canada
Services provided
100% AccountingLaroche Gaulin, CPA Inc. Is an Accounting company. Located in Princeville, Canada, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingAccounting and Tax Solutions ATS, a small Accounting company, is in Montréal, Canada. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laval, Canada
Services provided
100% AccountingBoulanger Jette Ca is a small Laval, Canada-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Montreal, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSmall Accounting company M. Wronsky, CPA INC., is in Montreal, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Blainville, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingAmyot Gélinas is an Accounting company. They are in Blainville, Canada and have midsize team. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Lévis, Canada
Services provided
80% Accounting10% Business Consulting10% HR ConsultingLemieux Nolet is a Lévis, Canada-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
100% AccountingRobert CPA, a small Accounting company, is in Ottawa, Canada. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Montréal, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingBased in Montréal, Canada, Porter Hétu International is a small Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
100% AccountingSmall Accounting company Haque Consultants, is located in Montréal, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brossard, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingDV Consultation S.E.N.C.R.L. Is a Brossard, Canada-based Accounting company. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Brossard, Canada
Services provided
80% Accounting10% Business Consulting10% Corporate Training & CoachingGosselin & Assoc, an Accounting company, focuses on Accounting and Corporate Training & Coaching. The company is located in Brossard, Canada.
Read more -
UndisclosedUndisclosed10 - 49Montréal, Canada
Services provided
100% AccountingLevy Pilotte LLP, a small Accounting company, is in Montréal, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
80% Accounting20% Business ConsultingEskanazi & Assoc is an Accounting company. Their small team is based in Montréal, Canada. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
80% Accounting20% Commercial Brokerage ServicesSmall Accounting company Bardosh Income Tax & Accounting, is located in Montréal, Canada. Their services include Accounting and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed2 - 9Trois-Rivières, Canada
Services provided
80% Accounting20% Business ConsultingArnau Déry-Therrien is a small Trois-Rivières, Canada-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pointe-Claire, Canada
Services provided
100% AccountingBoisvert-Porporino CPA Inc. Is a small Pointe-Claire, Canada-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
100% AccountingDavidson & Company LLP is an Accounting company. The firm is headquartered in Vancouver, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingManning Elliott LLP, an Accounting company, was established in 1952. The team offers Accounting and Business Consulting and is located in Vancouver, Canada.
Read more -
UndisclosedUndisclosed2 - 9Kelowna, Canada
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingKerr & Company is an Accounting company. Their small team is based in Kelowna, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
100% AccountingHall & Company, Chartered Accountants is an Accounting company based in Vancouver, Canada. Established in 1982, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
100% AccountingSANDHU & COMPANY is an Accounting company. Their small team is in Vancouver, Canada. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49North Vancouver, Canada
Services provided
100% AccountingLoren Nancke is an Accounting company. They are in North Vancouver, Canada, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSee all 1 projectsHJ Wu & Company Inc. provides a comprehensive range of accounting services, including audit, advisory, and tax preparation. Reviews highlight the firm's exceptional professionalism, meticulous attention to detail, and outstanding client support. Clients commend their deep knowledge, transparent communication, and commitment to ensuring precision in financial reporting.
-
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
100% AccountingSchmidt Berg is an Accounting company. Their small team is in Surrey, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingWalsh King LLP is an Accounting company. They are headquartered in Vancouver, Canada and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingSmall Accounting company Arun Bansal & Company Inc., is in Surrey, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFounded in 2016, Intel CPA is an Accounting company. Based in Surrey, Canada, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kelowna, Canada
Services provided
100% AccountingBanka & Company, CPA is a small Accounting company in Kelowna, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vernon, Canada
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingClark Robinson Chartered Professional Accountants is a small Accounting company headquartered in Vernon, Canada. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Coquitlam, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingRise CPA is an Accounting company founded in 1979. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingEstablished in 2000, Burkett & Co. Is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
100% AccountingEstablished in 1982, Trenholme & Company is a small Accounting company based in Victoria, Canada. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kelowna, Canada
Services provided
100% AccountingAccounting company Kemp Harvey Hunt Ward Inc was launched in 2000. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
100% AccountingBased in Victoria, Canada, Obara & Company LLP is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burnaby, Canada
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingNational Accounting is an Accounting company founded in 2004. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
100% AccountingD&H Group LLP is an Accounting company. They are located in Vancouver, Canada and have midsize team. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingSee all 1 projectsDMCL offers Audit Services, primarily acting as company auditors. Overall feedback from their reviews indicates significant dissatisfaction, highlighting issues with competence, communication, and timeliness. Clients reported numerous errors and unprofessional behavior from staff, leading to missed deadlines and additional work due to error correction.
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesLook for Verified Providers
Clutch conducts a rigorous verification process, confirming a provider’s business registration, legal history, credit background, and client feedback to be legitimate, so you can trust their ability to deliver. Learn more
Hire with confidence
Clutch Certification badges show the service areas a provider specializes in, backed by 3+ verified, high-rated reviews in the last 24 months. Learn more
Why Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 Canada Financial Services Companies
-
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% Other -
$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
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.2/20 Reviews6.3/10 Clients & Experience8.1/10 Market PresenceService focus
100% Accounting -
$50,000+$50 - $99 / hr2 - 9Calgary, Canada
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Ability to deliver
27/40.016/20 Reviews4.4/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
$1,000+$200 - $300 / hr2 - 9Ottawa, Canada
Ability to deliver
26.3/40.016.2/20 Reviews2.9/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed2 - 9Toronto, Canada
Ability to deliver
25.9/40.018.2/20 Reviews2.4/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Vaughan, Canada
Ability to deliver
25.2/40.016.2/20 Reviews2.5/10 Clients & Experience6.5/10 Market PresenceService focus
50% Accounting20% Financial Advising & Planning30% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
23.8/40.016.4/20 Reviews2.1/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
Undisclosed$25 - $49 / hr10 - 49Toronto, Canada
Ability to deliver
22.7/40.016.2/20 Reviews1.3/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$5,000+$100 - $149 / hr10 - 49Toronto, Canada
Ability to deliver
22.6/40.016.2/20 Reviews0.6/10 Clients & Experience5.8/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr2 - 9Toronto, Canada
Ability to deliver
22/40.016.2/20 Reviews0.9/10 Clients & Experience4.9/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Calgary, Canada
Ability to deliver
22/40.014.6/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% Other -
UndisclosedUndisclosed2 - 9Calgary, Canada
Ability to deliver
21.9/40.016.6/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
70% Accounting30% Other -
Undisclosed$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
21.5/40.016.2/20 Reviews0.7/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$5,000+$150 - $199 / hr50 - 249Newmarket, Canada
Ability to deliver
21.4/40.016.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr2 - 9North Vancouver, Canada
Ability to deliver
21.4/40.016.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$5,000+$150 - $199 / hr10 - 49Toronto, Canada
Ability to deliver
21.2/40.016.6/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed< $25 / hr10 - 49Mississauga, Canada
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
70% Accounting20% Financial Advising & Planning10% Other -
$1,000+Undisclosed2 - 9Kamloops, Canada
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr2 - 9Surrey, Canada
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Sainte-Marie, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Toronto, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Saskatoon, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Ottawa, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Calgary, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Listowel, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.