Top Financial Services Firms in Canada
15 Leaders 15 Contenders
1,745 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 Detail-oriented
CSTMR has received positive feedback highlighting their detail-oriented approach, particularly through the involvement of Rory H, whose meticulousness and insights during weekly calls have been instrumental. Clients appreciate CSTMR's commitment to understanding project nuances, which aids in maintaining focus on broader strategic goals. One client noted, 'Rory H’s attention to detail and presence during each and every weekly call' significantly contributed to the partnership's success, reflecting an overall sentiment of satisfaction with their attention to detail.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024Our project manager has been phenomenal in ensuring their team and I are on point with deliverables. Rory H’s attention to detail and presence during each and every weekly call are some of the reasons we went with CSTMR. They haven’t just assigned us to an account manager; instead, we get to sit with one of the company’s founders every week and glean his wisdom and insights. He provides an analysis of what he’s seen and offers a chance to think about the future and our goals.
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?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
-
-
UndisclosedUndisclosed10 - 49Saskatoon, Canada
Services provided
100% AccountingLocated in Saskatoon, Canada, Hounjet Tastad Harpham CPAs is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Regina, Canada
Services provided
100% AccountingGreat Plains Accounting Services is a small Regina, Canada-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Regina, Canada
Services provided
100% AccountingCloud Accounting Ltd. Is an Accounting company. They were founded in 2018, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9North Battleford, Canada
Services provided
100% AccountingSmall Accounting company Clements Kwong Chartered Professional Accountants, is based in North Battleford, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Saskatoon, Canada
Services provided
100% AccountingAccounting company Precedence Private Wealth is based in Saskatoon, Canada. Established in 2009, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Regina, Canada
Services provided
100% AccountingMWC CPA is a small Regina, Canada-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Saskatoon, Canada
Services provided
100% AccountingJ & T Income Tax Service Inc. Is an Accounting company. The firm is headquartered in Saskatoon, Canada. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Saskatoon, Canada
Services provided
35% Accounting35% Business Consulting30% IT Strategy ConsultingSmall Accounting company JPM Business Solutions Inc, is based in Saskatoon, Canada. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Regina, Canada
Services provided
65% Accounting35% Business ConsultingSmall Accounting company Pharos Business & Taxation Advisors, is in Regina, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Courtenay, Canada
Services provided
100% AccountingCloutier Matthews Chartered Professional Accountants is an Accounting company. Their small team is located in Courtenay, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
70% Accounting30% Business ConsultingVohora LLP - CPAs & Business Advisors, an Accounting company, is located in Vancouver, Canada. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49North Vancouver, Canada
Services provided
100% AccountingCRSP CPA Corp is an Accounting company. They are located in North Vancouver, Canada and have small team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
80% Accounting20% Business ConsultingAccubusiness is an Accounting company based in Vancouver, Canada. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burnaby, Canada
Services provided
70% Accounting30% Business ConsultingLocated in Burnaby, Canada, Pagnanini Edwards Lam is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
70% Accounting30% Business ConsultingSaklas & Co. Is an Accounting company. Founded in 1996, the agency is in Surrey, Canada. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Mississauga, Canada
Services provided
100% AccountingFounded in 2017, Think Accounting & Consulting is an Accounting company. The team provides Accounting and is located in Mississauga, Canada.
Read more -
UndisclosedUndisclosed2 - 9Nelson, Canada
Services provided
100% AccountingWharfhouse Business Services Ltd. Is a small Accounting company based in Nelson, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
80% Accounting20% Business ConsultingBentley Siu Redmond, Chartered Professional Accountants is an Accounting company. The small Victoria, Canada-based team specializes in Accounting and Business Consulting. The firm was founded in
Read more -
UndisclosedUndisclosed2 - 9Merritt, Canada
Services provided
100% AccountingEstablished in 2013, Carrie Ware & Company Inc. Is a small Merritt, Canada-based Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Enderby, Canada
Services provided
100% AccountingRossworn Henderson LLP is an Accounting company. Their small team is headquartered in Enderby, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kamloops, Canada
Services provided
100% AccountingSellars & Company is an Accounting company. Their small team is headquartered in Kamloops, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sidney, Canada
Services provided
75% Accounting25% Business ConsultingHughesman Morris, CPA's is a small Sidney, Canada-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Vancouver, Canada
Services provided
100% AccountingRKCPA (Chartered Professional Accountant), a small Accounting company, is located in West Vancouver, Canada. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mono, Canada
Services provided
100% AccountingWhalen Professional Corporation is an Accounting company established in 2010. The team specializes in Accounting and is based in Mono, Canada.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
75% Accounting25% Business ConsultingPSL Chartered Professional Accountants is an Accounting company. Their team is headquartered in Abbotsford, Canada and specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
100% AccountingDharna CPA, a small Accounting company, is in Mississauga, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
100% AccountingLocated in Mississauga, Canada, Parveen Bansal CPA is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Services provided
75% Accounting25% Business ConsultingGallo and Company, CPAs is an Edmonton, Canada-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
80% Accounting20% Business ConsultingAccounting company Raj Hans Inc. Specializes in Accounting and Business Consulting. They were established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Chilliwack, Canada
Services provided
100% AccountingLaunched in 2016, Eugeniu Braila CPA, a small Accounting company, is located in Chilliwack, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Langley City, Canada
Services provided
70% Accounting30% Business ConsultingAccounting company de Verteuil & Company Inc. Is in Langley City, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
80% Accounting20% Business ConsultingSong & Ho Group LLP is an Accounting company. Their small team is in Vancouver, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Langley City, Canada
Services provided
100% AccountingGilmour Group CPA's is an Accounting company. Founded in 1994, the firm is headquartered in Langley City, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Langley City, Canada
Services provided
70% Accounting30% Business ConsultingAccounting company Facet Advisors Inc. Is headquartered in Langley City, Canada. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
80% Accounting20% Business ConsultingTeed & Company is a Surrey, Canada-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abbotsford, Canada
Services provided
100% AccountingEric Nyvall Inc., Chartered Professional Accountant is a small Accounting company established in 2007. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
80% Accounting20% Business ConsultingComplete Accounting Solutions, an Accounting company, specialize in Accounting and Business Consulting. They were launched in 2003.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
80% Accounting20% Business ConsultingClark & Company, an Accounting company, is located in Surrey, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
80% Accounting20% Business ConsultingDuffin Martin Tax & Accounting is an Accounting company founded in 1993. The firm specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Surrey, Canada
Services provided
75% Accounting25% Business ConsultingEKS CPA Inc. Is an Accounting company in Surrey, Canada. Founded in 2008, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)Small Accounting company M. Yasin & Co Inc., is located in Vancouver, Canada. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Surrey, Canada
Services provided
100% AccountingJohnsen Archer LLP, CPA's is an Accounting company. In Surrey, Canada, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Surrey, Canada
Services provided
80% Accounting20% Business ConsultingSadler Weismiller Group, an Accounting company, is headquartered in Surrey, Canada. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Surrey, Canada
Services provided
80% Accounting20% Business ConsultingBouchard & Company is an Accounting company. They are located in Surrey, Canada and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Belleville, Canada
Services provided
100% AccountingMidsize Accounting company Quinte Business Accounting Services Inc., is located in Belleville, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kingston, Canada
Services provided
100% AccountingSmall Accounting company M. Losee & Associates, is located in Kingston, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Services provided
75% Accounting25% Business ConsultingStuart & Company Accounting is an Accounting company. Founded in 1997, the company is in Edmonton, Canada and Edmonton, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
80% Accounting20% Business ConsultingSymmetry accounting & financial solutions, a small Accounting company, is in Edmonton, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Services provided
75% Accounting25% Business ConsultingLaunched in 1946, Givens LLP, a small Accounting company, is based in Edmonton, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9White Rock, Canada
Services provided
100% AccountingGreen Quarter Consulting is an Accounting company founded in 2013. The small team provides Accounting.
Read more
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 and their real-time quotes in minutes.
Get My QuotesLook 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
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+< $25 / hr10 - 49Toronto, Canada
Ability to deliver
27/40.018.4/20 Reviews4.1/10 Clients & Experience4.5/10 Market PresenceService focus
100% Accounting -
$50,000+$50 - $99 / hr2 - 9Calgary, Canada
Ability to deliver
25.8/40.016.4/20 Reviews5/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
25.5/40.016.2/20 Reviews6.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed2 - 9Toronto, Canada
Ability to deliver
25.4/40.019/20 Reviews2.4/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Ability to deliver
24.2/40.016/20 Reviews4.4/10 Clients & Experience3.9/10 Market PresenceService focus
100% Accounting -
$1,000+$200 - $300 / hr2 - 9Ottawa, Canada
Ability to deliver
23.6/40.016.2/20 Reviews2.9/10 Clients & Experience4.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Vaughan, Canada
Ability to deliver
22.5/40.016.2/20 Reviews2.5/10 Clients & Experience3.9/10 Market PresenceService focus
50% Accounting20% Financial Advising & Planning30% Other -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
22.5/40.016.4/20 Reviews2.1/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
Undisclosed$25 - $49 / hr10 - 49Toronto, Canada
Ability to deliver
21.4/40.016.2/20 Reviews1.3/10 Clients & Experience3.9/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr2 - 9Toronto, Canada
Ability to deliver
20.8/40.016.2/20 Reviews0.9/10 Clients & Experience3.7/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49Toronto, Canada
Ability to deliver
20.7/40.016.2/20 Reviews0.6/10 Clients & Experience3.9/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$150 - $199 / hr50 - 249Newmarket, Canada
Ability to deliver
20.6/40.017.2/20 Reviews0/10 Clients & Experience3.4/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Calgary, Canada
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
70% Accounting30% Other -
Undisclosed$150 - $199 / hr2 - 9Richmond Hill, Canada
Ability to deliver
20.5/40.016.8/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% Other -
Undisclosed$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
20.4/40.016.2/20 Reviews0.7/10 Clients & Experience3.4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Toronto, Canada
Ability to deliver
20.1/40.016.4/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$5,000+$150 - $199 / hr10 - 49Toronto, Canada
Ability to deliver
20/40.016.6/20 Reviews0/10 Clients & Experience3.4/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed< $25 / hr10 - 49Mississauga, Canada
Ability to deliver
19.9/40.016.2/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
70% Accounting20% Financial Advising & Planning10% Other -
$1,000+$50 - $99 / hr2 - 9North Vancouver, Canada
Ability to deliver
19.8/40.016.4/20 Reviews0/10 Clients & Experience3.4/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Calgary, Canada
Ability to deliver
19.7/40.014.6/20 Reviews1.4/10 Clients & Experience3.7/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% Other -
$1,000+Undisclosed2 - 9Kamloops, Canada
Ability to deliver
19.4/40.016.4/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr2 - 9Surrey, Canada
Ability to deliver
19.4/40.016.4/20 Reviews0/10 Clients & Experience3/10 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
Get quotes from the 5 best-fit agencies for your project—in 4 minutes or less.