Top Financial Services Firms in Canada
15 Leaders 15 Contenders
1,728 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 fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
Reviews mention Knowledgeable
CSTMR has received positive feedback highlighting their extensive knowledge in digital marketing and branding. Clients noted their impressive understanding of the fintech space and innovative strategies, significantly enhancing both website traffic and customer engagement. One client remarked on CSTMR's 'depth of knowledge in content, branding, and design,' while another emphasized their expertise in navigating the technical aspects of digital marketing. Overall, the sentiment reflects confidence in CSTMR's capabilities, with no notable areas for improvement mentioned.-
Branding & Website Dev for AI Governance Platform
5.0 Jun 23, 2025Their depth of knowledge in content, branding, and design was impressive. This expertise ensured that our project was executed with a high level of proficiency. They were methodical in their approach and managed all deliverables on time.
Read Full Review -
Marketing Strategy & Website Design for Bank
5.0 May 2, 2018They’re also very knowledgeable about digital marketing and have helped us navigate the technical side. Their site changes, email marketing suggestions, and responsive analytics tracking are considerably strong.
Read Full Review
Was this helpful?
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for CSTMR reflect a highly positive sentiment, emphasizing their expertise in branding and content strategy. A client from ValidMind noted that CSTMR's understanding of the fintech sector and methodical project management led to a threefold increase in website traffic and customer acquisition post-engagement. The agency's responsiveness and timely delivery were particularly praised, with no identified areas for improvement. Clients recommend clarity in project goals to maximize collaboration.Was this helpful?
Industry Experience
CSTMR has demonstrated robust expertise primarily in the financial services sector, working with clients to enhance branding, digital marketing strategies, and user engagement. Feedback highlights their strength in optimizing brand positioning and driving customer acquisition through targeted campaigns. Additionally, they have experience in other industries, notably supporting startups with branding and web development. Overall, clients commend CSTMR for their deep industry knowledge and collaborative approach, making them a suitable partner for businesses in fintech and related fields.
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
Clients have expressed strong satisfaction with CSTMR's cost-effectiveness and value, often highlighting significant returns on investment. For instance, one client noted a tripling in website traffic and customer acquisition, while another reported a consistent reduction in customer acquisition costs. Overall, feedback indicates that CSTMR delivers high-quality services that align with client goals, reinforcing their reputation as a valuable partner in marketing strategy despite varying project costs.Was this helpful?
$25,000+Undisclosed250 - 999Serves CanadaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Whitchurch-Stouffville, Canada
Services provided
20% Talent Representation10% Branding10% Business Consulting +6 services10% Commercial Development10% Corporate Training & Coaching10% Digital Strategy10% Financial Advising & Planning10% Marketing Strategy10% Sports MarketingGil Scott Sports Management, a Talent Representation company, was founded in 1979. They focuses on Talent Representation and Branding.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
20% Talent Representation10% Business Consulting10% Corporate Training & Coaching +6 services10% Financial Advising & Planning10% 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.
Read more -
UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
30% Accounting40% Litigation Support Services30% Insurance Services & BrokersGreat Oak Litigation Support, a Litigation Support Services company, is in Toronto, Canada. They specialize in Litigation Support Services and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
20% Business Valuation Services20% Financial Advising & Planning15% Executive Search +3 services15% HR Consulting15% Insurance Services & Brokers15% Litigation Support ServicesFounded in 1979, B. Riley Farber is a midsize Toronto, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Ottawa, Canada
Services provided
20% Business Consulting20% Talent Representation10% Branding +5 services10% Event Management10% Financial Advising & Planning10% Public Relations10% Social Media Marketing10% Sports MarketingImport Sports Ltd., a small Business Consulting company, is located in Ottawa, Canada. Their services include Business Consulting and Talent Representation.
Read more -
UndisclosedUndisclosed2 - 9Sherwood Park, Canada
Services provided
10% Accounting20% Talent Representation10% Business Consulting +9 services10% Corporate Training & Coaching10% Financial Advising & Planning10% 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.
Read more -
UndisclosedUndisclosed50 - 249Markham, Canada
Services provided
20% Accounting30% Litigation Support Services20% Insurance Services & Brokers +2 services15% Business Valuation Services15% Intellectual Property LawWilliams Meaden & Moore Inc. Is a midsize Litigation Support Services company in Markham, Canada and Vancouver, Canada. Their services include Litigation Support Services and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Winnipeg, Canada
Services provided
20% Financial Advising & Planning20% Talent Representation10% Branding +5 services10% Immigration Law10% Marketing Strategy10% Social Media Marketing10% Sports Marketing10% Tax Law2112 Hockey Agency , a Financial Advising & Planning company, was founded in 2004. Headquartered in Winnipeg, Canada, the team offers Financial Advising & Planning and Talent Representation.
Read more -
UndisclosedUndisclosed50 - 249Greater Sudbury, Canada
Services provided
30% Accounting25% HR Consulting25% Litigation Support Services +1 service20% Business Valuation ServicesFCR | Freelandt Caldwell Reilly LLP, an Accounting company, was launched in 1991. They specializes in Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
25% Business Consulting25% Business Continuity Management25% Insurance Services & Brokers +1 service25% Litigation Support ServicesINTECH Risk Management Inc is a Toronto, Canada-based Business Consulting company. They offer Business Consulting and Insurance Services & Brokers and were established in 1976.
Read more -
UndisclosedUndisclosed2 - 9Victoria, Canada
Services provided
40% Business Valuation Services30% Financial Advising & Planning30% Litigation Support ServicesHeadquartered in Victoria, Canada, XPS Group is a Business Valuation Services company. Their services include Business Valuation Services and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Oakville, Canada
Services provided
25% Accounting25% Business Valuation Services25% Financial Advising & Planning +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.
Read more -
UndisclosedUndisclosed10 - 49Edmonton, Canada
Services provided
30% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service20% Litigation Support ServicesLaunched in 1977, Yaremchuk & Annicchiarico LLP , a small Accounting company, is located in Edmonton, Canada. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
50% Accounting50% Litigation Support ServicesAccounting and Litigation Support Services company CS Financial Forensics Inc was established in 2019. The company provides Accounting and Litigation Support Services, and is small.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
50% Accounting50% Litigation Support ServicesDover Forensic Accounting is an Accounting and Litigation Support Services company. Founded in 2014, their team provides Accounting and Litigation Support Services.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
60% Accounting40% Litigation Support ServicesBFerguson + Associates Inc. Is a Toronto, Canada-based Accounting company. They specialize in Accounting and Litigation Support Services.
Read more -
UndisclosedUndisclosed2 - 9Hamilton, Canada
Services provided
50% Insurance Services & Brokers50% Litigation Support ServicesCanadian Claim Quantification Services is an Insurance Services & Brokers and Litigation Support Services company. Their team offers Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49Hamilton, Canada
Services provided
50% Accounting25% Business Valuation Services25% Litigation Support ServicesPettinelli Mastroluisi LLP is a small Hamilton, Canada-based Accounting company. The team offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
60% Business Consulting40% Financial Advising & PlanningCitisoft, 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
Was this helpful?
-
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
10% Accounting30% Corporate Photography20% Architectural Design +2 services20% Commercial Brokerage Services20% Commercial Property ManagementSoul Homes is a Corporate Photography company founded in 2013. Their services include Corporate Photography and Architectural Design.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
40% Back Office Outsourcing20% AI Development20% Blockchain Marketing +1 service20% Insurance Services & BrokersBack Office Outsourcing company Baer's Crest is located in Vancouver, Canada. They offer Back Office Outsourcing and Artificial Intelligence and were founded in 2020.
Read more -
UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
20% Accounting40% Back Office Outsourcing20% E-Commerce Development +1 service20% Sales OutsourcingBaseline Payments is a Back Office Outsourcing company. The Vancouver, Canada-based firm was established in 2012. Their team focuses on Back Office Outsourcing and E-Commerce Development.
Read more -
UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
30% Accounting35% Back Office Outsourcing35% Event ManagementMPS Executive Suite is a Back Office Outsourcing company. The small Vancouver, Canada-based team specializes in Back Office Outsourcing and Event Management. The company was established in 1981.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
25% Accounting50% Back Office Outsourcing25% Event ManagementFounded in 2005, AskBecky Business Services is a Back Office Outsourcing company. Their team specializes in Back Office Outsourcing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
15% Accounting15% Back Office Outsourcing15% Event Management +4 services15% Graphic Design15% Social Media Marketing15% Web Design10% Video ProductionSocial media marketing firm Virtual Squirrel Business Support Services offers Social Media Marketing and Web Design. They were launched in 2017.
Read more -
UndisclosedUndisclosed2 - 9Surrey, Canada
Services provided
20% Accounting10% Business Consulting10% Content Marketing +6 services10% Digital Strategy10% Pay Per Click10% Search Engine Optimization10% Social Media Marketing10% Web Design10% Web DevelopmentFour Square Business Services is an Accounting company. They are located in Surrey, Canada and have small team. Their team provides Accounting and Digital Strategy.
Read more -
UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
20% Accounting20% AI Development20% Blockchain +2 services20% Cloud Consulting & SI20% Digital Asset ManagementFLUIDEFI is a cloud consulting & SI company. Established in 2020, the team provides cloud consulting & SI and Artificial Intelligence.
Read more -
UndisclosedUndisclosed2 - 9Oshawa, Canada
Services provided
40% Business Consulting30% BI & Big Data Consulting & SI30% Insurance Services & BrokersBusiness Consulting company iDatascientist is in Oshawa, Canada. They specialize in Business Consulting and BI & big data consulting & SI and were founded in 2024.
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 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.
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
36/40.017.8/20 Reviews8.8/10 Clients & Experience9.5/10 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+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 -
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 -
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
21/40.017/20 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 -
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
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.