Top Financial Services Firms in Canada
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$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, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Knowledgeable
Clients consistently highlight CSTMR's deep knowledge and expertise in marketing, branding, and digital strategies. One client noted their 'impressive depth of knowledge in content, branding, and design,' while another praised their understanding of digital marketing, stating they effectively navigated technical challenges. This sentiment is reinforced by successful outcomes, such as increased website traffic and improved SEO rankings, demonstrating CSTMR's ability to apply their knowledge effectively to drive results.-
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.
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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.
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Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas 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?
$25,000+Undisclosed250 - 999Serves CanadaServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)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.
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.
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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?
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 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
24.2/40.016.8/20 Reviews2.1/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$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 -
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 -
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 -
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
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