Directory · CA
Financial Services in Canada
A register of firms and the professionals working at them in the Financial Services sector based in Canada. Browse the public index, then filter or export on Kipplo.
Companies
8.7K on file
H&r Block Canada
We’re Canada’s leading tax preparation firm for over 60 years – delivering value to Canadians by our expertise and knowledge in handling all tax situations and by our commitment to making Canadian’s tax filing experience the best it can be. Our dedicated team of Tax Experts are trained through our highly regarded H&R Block Tax Academy®. Through in-depth training, our experts are well equipped to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S, rental, and estate. We continuously evolve to meet our clients' ever-changing needs through our digital products, in-office experience, and knowledgeable Tax Experts. We know taxes, and we apply that expertise to peoples' lives to offer them the best solutions – allowing us the ability to serve our clients anywhere, anyway, anytime. Our Canadian headquarters are located in Calgary, Alberta, and we serve taxpayers in nearly offices across the country, both in person and virtually. Of those offices over 300 are owned and operated by our community of Franchise Owners. Beyond providing tax filing services to our clients, we work hard to support our communities through not-for-profit initiatives, including providing free filing services to Canadians in need through our Returning Hope Program. Working at Block. Our success begins with our talented Associates. We know that the ability to deliver outstanding client service and products starts with having the best talent on our team! At H&R Block Canada we’ve built a culture of recognizing our Associates and celebrating the many talents our diverse teams have to offer. Working at Block is an opportunity to grow with the strongest brand in the tax preparation industry and build a rewarding career.
5001 to 10000 staff
Haventree Bank
Founded in 1990, Haventree Bank is a federally regulated Schedule 1 bank dedicated to fostering financial security & upward mobility for Canadian residents underserved by the traditional financial system. Our dedicated team collaborates closely with the mortgage and deposit broker community to provide tailored mortgage and GIC deposit solutions across Canada. At Haventree Bank, we prioritize : Client service - Our company revolves around your needs, ensuring quick response times, dedicated relationship managers, and user-friendly online tools. We implement innovative solutions customized to your business and regulatory requirements. Experience and skills – With an experienced team that understands your needs and requirements, we work alongside you to address complex situations and mitigate potential risks. Commitment to partnership – Recognizing the value of strong partnerships, we are committed to your success. Our objective is to cultivate long-term, sustainable relationships with clients, growing together over time.
201 to 500 staff
Hub Financial Inc
HUB Financial Inc. is a full-service, full-access Managing General Agency (MGA) with offices in eight major cities throughout Canada and the ability to service the needs of independent brokers across the country. HUB Financial Inc. is a subsidiary of HUB International Limited, an international insurance brokerage that provides a broad range of property, casualty, life, and health, employee benefits, investment, and risk-management products and services through offices located in Canada, the United States, and Brazil.
201 to 500 staff
Hyundai Capital Canada
Hyundai Capital Canada is the financial services subsidiary of the Hyundai Motor Group and Kia Motors Group. Headquartered in Toronto, we support the growth of the Hyundai, Kia, and Genesis brands throughout Canada. We are a young and rapid-growing company, backed by a multi-billion dollar global organization. It is an exciting time to be involved with us because as a Hyundai Capital employee, your efforts will be supported by an international affiliation of financial services companies. You'll have access to the global programs that have made Hyundai Capital known for its unique and rewarding company culture. Take the first step toward playing a major role in this exciting journey by checking out our available positions.
51 to 200 staff
Ig Wealth Management
Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future. Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. With powerful human advice, world-class asset managers, and proactive advisors, we craft personalized strategies to meet your financial goals. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ownership, cash management and more, we provide solutions that adapt to your changing needs. Discover the benefits of integrated financial planning with IG Wealth Management. Please find our Social Media Policy here:
5001 to 10000 staff
Interac Corp
Interac Corp. empowers Canadians to access, spend and send funds whenever and from wherever they choose. With nearly 300 financial institutions connected to our network, we enable payment and ID experiences that support Canadians’ accelerated use of safe and digital payments while prioritizing interoperability, security, privacy, and inclusivity. We are proud to be one of Canada’s leading and most trusted financial brands, with Canadians choosing Interac products an average of 18 million times a day to pay and exchange money. Interac champions workplace culture and corporate citizenship based on the principles of responsibility, diversity and inclusion. Interac Corp. permet aux Canadiens d’accéder à des fonds, de les dépenser et de les envoyer où et quand ils le souhaitent. Avec près de 300 institutions financières connectées à notre réseau, nous facilitons les expériences de paiement et d’identification qui soutiennent l’utilisation accélérée par les Canadiens des paiements sécuritaires et numériques tout en priorisant l’interopérabilité, la sécurité, la confidentialité et l’inclusivité. Nous sommes fiers d’être l’une des marques financières les plus importantes et les plus fiables au Canada. En effet, les Canadiens choisissent les produits Interac en moyenne 18 millions de fois par jour pour payer et échanger de l’argent. Interac se fait le champion d’une culture organisationnelle et d’une citoyenneté d’entreprise fondées sur les principes de responsabilité, de diversité et d’inclusion.
201 to 500 staff
Kawartha Credit Union
Kawartha Financial Services serves over members with online and mobile banking access and a network of 23 branches that extend from Cornwall to Parry Sound. With more than 70 years of history and a focus on service excellence, Kawartha delivers a full suite of competitive financial products and needs-based advice. Since 1998, Kawartha has supported the well-being of the communities we serve through our Community Involvement Program which has donated over $3 million in corporate donations. In addition, our dedicated employees volunteer their time and talents to many initiatives throughout the year. As of January 1, 2026, Kawartha Credit Union Limited has amalgamated with Libro Credit Union Limited. From this date, Kawartha Credit Union will operate as Kawartha Financial Services, a division of Libro Credit Union Limited.
201 to 500 staff
Keybase Financial Group
Keybase Financial Group is an outstanding team of Financial Planning experts. We are dedicated to a tradition of creating and improving financial freedom, security and peace of mind. Our company is based on two guiding principles: 1. To achieve superior performance results by creating personalized portfolio strategies that are consistent with our client's goals and dreams. To be independent, providing unbiased advice and offering a wide selection of financial services and products. Company Overview Keybase is an independent mutual fund dealer,with locations and representation in each of Canada’s major provinces, where we serve over clients. Since 1997, Keybase has been helping our clients achieve financial independence so they can retire in comfort and with dignity. Keybase is fiercely independent. We are not owned by any large institution, bank or insurance company. We stand on the side of our clients by offering a wide spectrum of products, superior investment choices and independent advice. We believe that most clients are better served by seeking quality advice from an independent Financial Advisor. Our network of Financial Advisors offer a wide range of services and products dedicated to meet the needs of our clientele. The combination of our personalized and integrated approach and prudent portfolio construction strategies, gives us a competitive advantage. Our goal is to provide our clients a road map to guide them to their financial destination so they may live their dreams and enjoy their golden age with money for life solutions. Keybase Financial Group Inc. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation (the “IPC”). Keybase Financial Group exclusively offers Mutual Funds and Exempt Market products such as: Principal Protected Notes, Alternative Strategies Funds and Hedge Funds.
51 to 200 staff
Kindred Credit Union
Kindred Credit Union is a member-owned financial cooperative based in southwestern Ontario. Kindred’s values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for those who want to connect their values and faith with their finances. Kindred offers a complete range of banking, borrowing, and investing products and services through eight branches and online. You can Make Peace with Your Money! To learn more, visit kindredcu.com/about-kindred. Community Guidelines Our shared values of integrity, compassion, and stewardship extend to the content on our website and social media. We welcome everyone’s questions and comments. Please use common courtesy within our online community and share your opinions and feedback in a respectful manner. Kindred Credit Union (Kindred) reserves the right to moderate all comments on social media and remove ones that are considered offensive and / or block users who violate these guidelines. Kindred may delete, remove, or hide the following types of posts at its discretion: • Posts that are disparaging in nature or include offensive, inflammatory, inappropriate, or irrelevant commentary or content; • Posts that contain threats or suggest violent or illegal behaviour; • Posts that violate the privacy of our members, or posts that contain sensitive information such as email addresses, phone numbers, account numbers, or any other confidential information; and • Posts that spam, solicit, advertise, promote, or endorse any other commercial, political, or government organisation. Our social media pages provide helpful information about how Kindred delivers on its purpose, they are not to be used for the public’s endorsement of third parties. We welcome all who abide by these guidelines to participate with us on social media and join us in working to impact the world in amazing ways!
201 to 500 staff
Lgm Financial Services
LGM Financial Services is Canada’s trusted partner in automotive finance and insurance (F&I). We work with many of the world’s leading automotive manufacturers and Canadian automotive dealers to drive consumer loyalty through industry-leading protection products and an exceptional customer experience. Our work is guided by our Social Purpose: to Accelerate Responsible Mobility for All. This means championing fair and transparent practices, advancing greener and more accessible mobility solutions, and helping create a more sustainable future for people and the planet.
51 to 200 staff
Loyal Vc
Loyal is a venture fund designed to reduce the risk and illiquidity of the asset class. Investors benefit from a highly diversified portfolio and the flexibility to buy or sell units quarterly. We invest in top founders from three trusted networks: INSEAD, a top five business school; FI, the largest pre-seed accelerator; and our community of 200+ investors. Since 2018, Loyal has invested in 400+ companies in 70+ countries. We support them with advisors, earning loyalty for preferred access to follow-on deals. loyal.vc
1 to 10 staff
Mawer Investment Management
Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $75.5 billion in assets for institutional and individual investors across all major investment strategies. We employ over 250 people in Canada, the U.S, and Singapore. For over 50 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always. We are dedicated to investing in our people and our communities. This commitment has earned us recognition as a top employer, including being named one of Canada’s Top 100 Employers (2025), Alberta Top Employers (2025), and Canada’s Top Small & Medium Employers (2025).
201 to 500 staff
Mortgage Centre Canada
Franchisor for The Mortgage Centre Group of Companies, supporting a Network of Mortgage Brokerages in over 100 Offices. The Mortgage Centre brand is recognizable in all 10 Provinces in Canada. Each of our Franchises is independently owned and operated.
1001 to 5000 staff
Olympia Trust Company
Olympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc.(TSX:OLY), founded in 1996 to offer the business community a superior alternative to the traditional products and services provided by major trust companies, banks and insurance companies. There are two divisions that operate under the Olympia Trust Company banner: • Investment Account Services: Our self-administered plans offer a combination of flexibility and convenience. With over $8 billion of assets under administration, account holders may invest in exempt market securities and arms-length mortgages in addition to traditional investment products. • Corporate & Shareholder Services: We provide comprehensive transfer agent, corporate trustee, depositary and plan administration solutions to both private and publicly listed issuers.
201 to 500 staff
Paradigm Quest
Paradigm Quest Inc. is a leading, innovative Business Process Outsourcing (BPO) company in the Canadian mortgage industry with offices in Toronto, Vancouver and Montreal. Paradigm underwrites over $10 Billion of mortgages annually and is fully operational in English and French. Paradigm was founded in 2004 by its senior management team and was the first pure BPO dedicated to mortgages in Canada. Paradigm has consistently endeavored throughout the years to provide its clients with customizable cost-effective end to end business solutions that focus on enhancing the overall mortgage experience for our broker partners, institutional partners and homeowners. We are a people centered organization, committed to putting our teams first. Simply put – we hire, train, promote and retain exceptional and passionate people, for the express purpose of creating an extraordinary Paradigm family and customer experience. By constantly challenging conventional thinking, we have fostered an atmosphere where people consistently strive to exceed expectations and delight our customers! Since inception, Paradigm has successfully harmonized a service-oriented operations team with best in class technology, resulting in the accumulation of $26 Billion of Assets Under Administration, 14 white label brands and counting, an “above average” ranking by S&P, and strategic partnerships with several credit unions and 3 of the top 6 major Canadian Banks. We pride ourselves on offering a standard of service that is second to none. Our growth is driven by our leading industry experts, who have extensive knowledge of the mortgage market, and who are passionate about delivering a best in class mortgage experience for all our clients.
201 to 500 staff
Ratehub.Ca
Ratehub.ca is an online comparison platform for mortgage rates, credit cards, deposits, and insurance offered by Canada’s major banks, neighbourhood credit unions, and brokers. We allow Canadians to compare thousands of rates from hundreds of providers with just a few easy clicks. More than 12 million Canadians visit Ratehub.ca every year to get personalized recommendations on the best mortgage rates, credit cards, savings accounts, GICs, and insurance products. Ratehub.ca offers a friendly, innovative and collaborative work environment in downtown Toronto. Our talented team drives our success, and we support each individual in fulfilling his or her potential.
51 to 200 staff
Rpia
RPIA is a specialized fixed income manager with expertise in corporate bonds and active interest rate management. The firm was founded in 2009 by a highly experienced team that has now grown to over 120 people including investment and risk professionals. We take an active, innovative approach to fixed income to offer our investors what we believe is a better way to meet their objectives. 16 years in, we are now managing approximately $21 billion for a broad investor base of institutions and private clients. RPIA remains independent, privately owned by employees who have over $280 million invested alongside our clients. Our team actively collaborates to ensure that our clients benefit from our shared expertise and that we are well-positioned to meet the challenges of a constantly changing market environment.
51 to 200 staff
Safe-Guard Products International
Safe-Guard is the only Protection Products Platform serving OEMs, top retailers, and independent agents in the finance and insurance sector of the automotive, powersports, marine, and RV industries. Our platform delivers innovative protection products and solutions that protect consumers from the perils of ownership, while providing F&I professionals the tools to ignite scalable and sustainable business growth. Safe-Guard's success is driven by over 850 employees, who serve more than dealers and over 19 million contract holders across the U.S. and Canada. For 30 years and counting, our team continues to transform the motor vehicle space, earning a stellar reputation from our partners and peers by providing the highest quality protection products in the industry a broad platform of branded product, technology, marketing, and training solutions, and an unwavering commitment to uncomplicated care and customer service.
501 to 1000 staff
Servus Credit Union
Servus Credit Union is Canada’s largest credit union, serving Albertans with full-circle financial services, personalized advice and Profit Share® Rewards cash—returning millions of dollars of profits back to members each year. With branches in more than 80 communities, 24/7 member support and access to thousands of no-fee ATMs, Servus helps our members feel good about their money.
5001 to 10000 staff
Specialty Life Insurance
The Future of Life Insurance is Here! Specialty Life is an innovator in the world of personal insurance. Our mission? Deliver real and meaningful financial protection to Canadian families through our suite of simplified products. We understand that family comes first, and that protection matters. That's why we've simplified the journey to financial protection. Our tailored approach ensures that Canadians of all walks of life and health – regardless of their past challenges in finding financial solutions, can access the protection and assurance they deserve. Specialty Life prides itself to be committed to our distribution partners and advisors’ accomplishments by providing the most advanced and innovative tools and strategies. Our team is designed to focus on our partners’ education and overall success. Innovation is our pulse. The horizon of financial solutions is ever-evolving, and with Specialty Life, you're right at the forefront.
51 to 200 staff
Spring Financial
Spring Financial is a leading financial technology company that provides all Canadians with simplified money solutions to help build credit, save money, and borrow responsibly. Millions of Canadians have been locked out of the financial system and are stuck in a payday cycle of high-interest debt without any opportunity to improve their situation. Our mission is to democratize access to better credit with an industry-leading suite of financial solutions that provide better opportunities for Canadians to build credit, save money, and access premium loan products. Our industry-leading product set—including signature credit-building products, mortgage solutions, and personal lending—have allowed hundreds of thousands of Canadians to access financing online, via text, or over the phone – all from the comfort of their own home. Since our launch in 2014, we have become one of the largest fintech companies in Canada with over a million applicants and product originations. We are a diverse, forward-thinking, and fast-growing team of high-energy innovators. We empower our employees by offering them opportunities to explore their interests and passions while helping them discover their full potential. We embrace both collaboration and individualism as we work towards a common goal – to make financing fair and accessible for all Canadians. If you want to be part of our mission to democratize access to better credit, we offer unmissable opportunities for ambitious candidates to step up and fast-track their career growth. Come and discover your potential at Spring Financial!
501 to 1000 staff
Symcor
Symcor is a technology provider of payment, security, and data services. From business transformation to digital innovation, we have the expertise and technology solutions to help clients thrive at every stage of their business evolution. Symcor makes tomorrow’s challenges today’s business. Symcor est un fournisseur de services technologiques dans les domaines du paiement, de la sécurité et des données. Qu'il s'agisse de transformation des entreprises ou d'innovation numérique, nous disposons de l'expertise et des solutions technologiques nécessaires pour aider nos clients à prospérer à chaque étape de l'évolution de leur entreprise. Symcor transforme les enjeux de demain en opportunités d'affaires aujourd'hui.
1001 to 5000 staff
Tmg The Mortgage Group
Welcome to TMG The Mortgage Group Canadian owned and operated since 1990, TMG The Mortgage Group and its network of 1250+ mortgage professionals have helped hundreds of thousands of Canadians with their financing needs. For career opportunities and more on why TMG is an award-winning national brokerage of choice, visit As one of Canada's largest national brokerages, TMG has built a reputation as leading-edge residential and commercial mortgage experts, delivering unique mortgage options from over 50 lenders nationwide. Award-winning leaders in mortgage innovation and technology, TMG has developed proprietary tools to quickly and efficiently source and manage financing solutions. From Global TV appearances and up-to-the-minute industry news to informative videos, TMG is widely considered a mortgage education resource. Visit us at
501 to 1000 staff
True North Mortgage
We’re real people who help real people finance their homes. We're the best of bank and broker. We have locations so that you know where we are. We're connected with all banks, not just one. And we pass along our volume discount to get your mortgage rates even lower. At True North our staff do not work on commission, which is why you will enjoy friendly, no-pressure service. Unlike most mortgage brokers you can come visit us in-store in Vancouver, Burnaby, Calgary, Edmonton, Toronto, North York, Montreal or Halifax. See you soon.
51 to 200 staff
