Top Financial Services Firms in Canada
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves CanadaServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Serves CanadaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
Launched in 2003, Tandem Innovation Group is a Finance & Accounting Outsourcing (FAO) company. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
Read more -
UndisclosedUndisclosed10 - 49Calgary, Canada
Services provided
Small Business Tax Accountants is a small Accounting company based in Calgary, Canada and Calgary, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
Finance & Accounting Outsourcing (FAO) and Accounting company Taxory was established in 2013. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Services provided
Ribeyre Chang Haylock, an Accounting company, was founded in 1994. They specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
Team Uppal is a Mississauga, Canada-based Financial Advising & Planning company. Established in 2022, the team focuses on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Debits n Credits, a Finance & Accounting Outsourcing (FAO) company, is in Calgary, Canada and Calgary, Canada. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hamilton, Canada
Services provided
Wealth by Design is an Accounting company. Located in Hamilton, Canada, the agency was launched in 2005. Their team focuses on Accounting.
Read more -
$5,000+$100 - $149 / hr10 - 49Toronto, Canada
Services provided
Headquartered in Toronto, Canada and Bengaluru, India, ENGAIZ is a small Cybersecurity company. Their services include Cybersecurity and Insurance Services & Brokers.
Read more -
$1,000+$25 - $49 / hr2 - 9Calgary, Canada
Services provided
Established in 2019, Tax Buddies is a small Calgary, Canada-based Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
Services provided
Founded in 2022, JourneyApproved is a Financial Advising & Planning and Financial Consulting company. The firm provides Financial Advising & Planning and Financial Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
Dexado Accounting and Tax is an Accounting company. Launched in 2020, the team specializes in Accounting.
Read more -
$25,000+Undisclosed2 - 9Mississauga, Canada
Services provided
Max Mortgages Inc. Is a small Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Property Management and were launched in 2015.
Read more -
$1,000+< $25 / hr10 - 49Richmond Hill, Canada
Services provided
Conversion Optimization company IT Solutions Canada specializes in Conversion Optimization and Cybersecurity. They are in Richmond Hill, Canada.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Launched in 2000, Mortgage Design Group is a Commercial Financing company. The team provides Commercial Financing and Financial Advising & Planning and is based in Calgary, Canada.
Read more -
$1,000+Undisclosed10 - 49Mississauga, Canada
Services provided
Miranda Professional Corporation is a small Mississauga, Canada-based Commercial Financing and Accounting company. Their services include Commercial Financing and Accounting.
Read more -
$5,000+$50 - $99 / hr250 - 999Toronto, Canada
Services provided
In Toronto, Canada, MB Insurance is an Insurance Services & Brokers and Insurance Law company. Their services include Insurance Services & Brokers and Insurance Law.
Read more -
UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
Danforth Insurance is an Insurance Services & Brokers company based in Toronto, Canada. They provide Insurance Services & Brokers.
Read more -
$100,000+Undisclosed10 - 49Medicine Hat, Canada
Services provided
NowCPA is a Finance & Accounting Outsourcing (FAO) company. Launched in 2018, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed$150 - $199 / hr2 - 9Langley, Canada
Services provided
JD TAX & ACCOUNTING INC., an Accounting company, offer Accounting. They were founded in 2002.
Read more -
$1,000+< $25 / hr50 - 249Edmonton, Canada
Services provided
Akan Insurance is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 2000.
Read more -
$5,000+$50 - $99 / hr10 - 49Halifax, Canada
Services provided
Dean & Associate is a Commercial Financing company. In Halifax, Canada, the company was established in 2010. Their services include Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mississauga, Canada
Services provided
See all 1 projectsRCSPL Canada INC. is an Outsourcing company registered under Canada Business Corporation Act (CBCA). We offer end-to-end technology and outsourcing services serving businesses, SMBs, and enterprises
Read more -
$1,000+$25 - $49 / hr2 - 9St. John's, Canada
Services provided
Established in 2014, Clarified Accounting, a small Accounting company, is located in St. John's, Canada. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Your Modern Accountant is a small Toronto, Canada-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Saskatoon, Canada
Services provided
Lift Accounting is an Accounting company. Their team is located in Saskatoon, Canada. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Windsor, Canada
Services provided
Accounting company Dosanjh, CPA Professional Corporation was launched in 2010. The team specializes in Accounting and is headquartered in Windsor, Canada.
Read more -
$1,000+$50 - $99 / hr10 - 49Welland, Canada
Services provided
RM Bookkeeping & Accounting Services is a Business Consulting and Accounting company. They were founded in 2006 and offer Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Focus LLP is a small Accounting company founded in 2019. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Nexus Accounting is an Accounting company. In Calgary, Canada, the agency focuses on Accounting.
Read more -
$1,000+$150 - $199 / hr2 - 9Red Deer County, Canada
Services provided
Horizon CPA is an Accounting company. The Red Deer County, Canada-based team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Saskatoon, Canada
Services provided
786 Accounting & Tax is a Saskatoon, Canada-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Toronto, Canada
Services provided
Finnection Inc. Is an Accounting company. Founded in 2013, the team focuses on Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49Calgary, Canada
Services provided
Bullseye Accounting & Tax Services Inc is an Accounting and Financial Advising & Planning company. Established in 1996, the team focuses on Accounting and Financial Advising & Planning.
Read more -
Undisclosed$25 - $49 / hr2 - 9Toronto, Canada
Services provided
Stroshe Capital Inc., an Accounting company, was launched in 2016. The small team specializes in Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Launched in 2022, CoPilot Tax, a small Accounting company, is located in Toronto, Canada. Their team specializes in Accounting.
Read more -
$5,000+$200 - $300 / hr2 - 9West Vancouver, Canada
Services provided
Synertree CMS Inc. Is an Application Management & Support company founded in 2016. The company offers Application Management & Support and Financial Advising & Planning.
Read more -
$5,000+$50 - $99 / hr10 - 49Pickering, Canada
Services provided
In Pickering, Canada, Tax Eagle is an Accounting and Tax Law company. They offer Accounting and Tax Law and were launched in 2015.
Read more -
$1,000+< $25 / hr2 - 9Toronto, Canada
Services provided
Astercube Accounting Outsourcing is an Ahmedabad, India-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed$25 - $49 / hr2 - 9London, Canada
Services provided
MultiTaxServices is a small Accounting company. Founded in 2023, the team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Established in 2015, Instaccountant is an Accounting company. The small team focuses on Accounting.
Read more -
$1,000+< $25 / hr50 - 249Calgary, Canada
Services provided
Westcap Wealth is a Financial Advising & Planning company established in 2020. Their team provides Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr10 - 49Surrey, Canada
Services provided
Surrey is an Accounting and Financial Advising & Planning company. They were founded in 2013, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
Plus Advisors, an Accounting company, focus on Accounting and Business Consulting. They were established in 2010.
Read more -
UndisclosedUndisclosed10 - 49Vaughan, Canada
Services provided
Johri CPA` is an Accounting company. The Vaughan, Canada-based team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Financial Advising & Planning company Sharp Asset Management is based in Toronto, Canada. The team specializes in Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Thunder Bay, Canada
Services provided
Covello Financial Group Inc. Is a Thunder Bay, Canada-based Financial Advising & Planning company. They specialize in Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
Small Accounting company KineticBooks & Tax Solutions, is in Vancouver, Canada. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Supervisa Insurance is an Insurance Services & Brokers company in Calgary, Canada and Calgary, Canada. The team focuses on Insurance Services & Brokers.
Read more -
$1,000+Undisclosed2 - 9Brampton, Canada
Services provided
Birdi Chartered Professional Accountant, an Accounting company, provides Accounting. The company is located in Brampton, Canada and Milton, Canada.
Read more -
UndisclosedUndisclosed50 - 249Montreal, Canada
Services provided
Launched in 1987, Shemie CPA, a midsize Accounting and Finance Law company, is located in Montreal, Canada. Their services include Accounting and Finance Law.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy 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.
List of the Top 15 Canada Financial Services Companies
-
$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
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 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 -
$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Ability to deliver
27.2/40.016.2/20 Reviews4.4/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed2 - 9Toronto, Canada
Ability to deliver
26.5/40.019/20 Reviews2.4/10 Clients & Experience5.2/10 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 -
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 -
$1,000+$100 - $149 / hr10 - 49Ottawa, Canada
Ability to deliver
22.8/40.016.4/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
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 -
$5,000+$150 - $199 / hr10 - 49Toronto, Canada
Ability to deliver
21.8/40.017.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% Accounting90% 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 -
Undisclosed< $25 / hr10 - 49Mississauga, Canada
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
70% Accounting20% Financial Advising & Planning10% 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 -
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 -
UndisclosedUndisclosed10 - 49St. Catharines, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Oakville, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Dartmouth, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
35% Accounting35% Financial Advising & Planning30% Other -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% Other -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Ability to deliver
15.6/40.015.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Calgary, Canada
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting
