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
Prospera Credit Union
As a community-based, purpose-driven organization, Prospera delivers financial services to more than members across British Columbia through a network of 24 branches and our Member Service Centre. We’ve committed ourselves to strengthening diversity, equity, and inclusion (DEI) within our organization, recognizing that we want to be a great place for everyone to work at and do business with. Diversity is also a key part of our organizational values, called out explicitly in how we Cultivate trusting relationships, and inherently linked to our mission to help build vibrant, healthy communities, thriving local enterprises, and financially empowered people by representing the communities and members we serve. Our primary lines of business are Personal Banking, Business Banking (including Leasing), and Wealth Planning. Deposits are insured by the Credit Union Deposit Insurance Corporation (CUDIC) of BC. Our corporate office is located on the traditional territories of the Semiahmoo, Katzie, Kwikwetlem, Kwantlen, Qayqayt, and Tsawwassen First Nations in Surrey, BC.
501 to 1000 staff
Romspen Investment Corporation
With roots stretching back 60 years, Romspen Investment Corporation is one of Canada’s largest private commercial mortgage firms, overseeing $2.7 billion¹ of assets on behalf of retail and institutional investors globally. Romspen also manages the Romspen Mortgage Investment Fund, one of Canada’s largest private mortgage funds. Our experienced and aligned team of over 80 professionals is guided by six core principles: investor value, commitment, risk management, partnership, responsibility, and long-term perspective. As industry veterans, we are known for our solution-oriented and outcome-focused approach. Romspen’s financial goals center on capital preservation and delivering consistent long-term performance to investors. Our proven strategy, value-enhancing financial solutions, and prudent approach to commercial mortgage lending support these goals. We provide borrowers with timely capital deployment and value-enhancing guidance, funding innovative projects often overlooked by traditional lenders. Our investors include high-net-worth individuals, family offices, foundations, endowments, and pension plans, and it is our privilege to serve them. As skilled problem-solving experts with an entrepreneurial approach, we create long-term value for both our investors and borrowers. ¹As of December 31, 2025
51 to 200 staff
Sherwood Mortgage Group
We specialize in mortgage financing in Canada. Our team of Canadian mortgage brokers and agents have simplified the mortgage rate-hunting process for thousands of Canadians, helping our clients secure hundreds of millions in home financing, and the best mortgage rates in Toronto, Quebec, Saskatchewan, Alberta and other competitive housing markets in the country. We have access to over 50 lenders and credit unions, allowing our mortgage agents to leverage the best offer from every lender. With a sterling reputation as a trusted mortgage brokerage, we regularly secure low Canadian mortgage rates exclusively through our shortlist of lenders for Canadians.
51 to 200 staff
Virgocx
Founded in 2018, VirgoCX is committed to making crypto trading safe, easy, and affordable for Canadians. It is Canada's trusted non-custodial trading platform, registered with FINTRAC (MSB# M19955733), and dedicated to streamlining trading experience and empowering clients with advanced technology, superior liquidity, and best-in-class security. Mission and Vision VirgoCX's mission is to provide easy and affordable access for all Canadians to buy and sell cryptocurrency, including Bitcoin, XRP, Dogecoin, Ethereum, Solana, USDC and more. Whether you are a new or experienced trader, VirgoCX is your trusted crypto trading partner that supports you throughout your journey.
51 to 200 staff
8twelve Mortgage
8Twelve Mortgage Corp. is a Canadian Mortgage Brokerage operating out of Toronto, Ontario. We provide services to clients across Canada and help them find the funds to reach their financial goals through a refinance, renewal, debt consolidation and more. 8Twelve's vision is to help Canadians accomplish homeownership happiness. From the first time we connect to the successful closing of our client's mortgage loan, we’re committed to demystifying the process, educating them, keeping them well informed, thinking creatively and developing unique solutions to suit their every individual need. Head Office- Ontario FSCO Mortgage Brokerage License number: 13072 8Twelve is licensed to help Canadians in Ontario, British Columbia, Alberta, Manitoba, Saskatchewan, Nova Scotia, New Brunswick, Newfoundland & Labrador, Prince Edward Island and Québec 8Twelve Hypothèque est un courtage hypothécaire au Canada opérant à partir de Toronto, en Ontario. Nous offrons des services à nos clients partout au Canada et les aidons à trouver les fonds nécessaires pour atteindre leurs objectifs financiers grâce à un refinancement, un renouvellement, une consolidation de dettes et plus encore. La vision de 8Twelve est d'aider les Canadiens à devenir propriétaires. Dès la première fois que nous nous connectons à la conclusion réussie du prêt hypothécaire de nos clients, nous nous engageons à démystifier le processus, à les éduquer, à les tenir bien informés, à penser de manière créative et à développer des solutions uniques pour répondre à chacun de leurs besoins. Siège social - Ontario Numéro de permis de courtage hypothécaire de la CSFO : 13072 8Twelve est autorisé à aider les Canadiens en Ontario, en Colombie-Britannique, en Alberta, au Manitoba, en Saskatchewan, en Nouvelle-Écosse, au Nouveau-Brunswick, à Terre-Neuve-et-Labrador, à l'Île-du-Prince-Édouard, au Yukon et au Québec.
51 to 200 staff
Akal Mortgages Inc
Trusted by Brokers. Chosen by Canadians.™ AKAL Mortgages Inc. proudly operates in Ontario, British Columbia, Alberta, Saskatchewan, and Nova Scotia, delivering trusted mortgage solutions from coast to coast. With a growing footprint and a deep commitment to local communities, AKAL is redefining what it means to be a national mortgage platform. We are more than a brokerage—we are a collaborative ecosystem where mortgage professionals grow, lead, and thrive. Built on a foundation of trust, integrity, and excellence, AKAL Mortgages Inc. has earned its reputation as one of Canada’s most respected mortgage brokerages. Our mission is to empower mortgage professionals with industry-leading tools, unwavering support, and competitive advantages that drive growth and deliver outstanding client experiences. At AKAL, brokers are not only equipped for success—they are part of a dynamic community that values innovation, shared knowledge, and long-term partnership. With our promise—“When We Say YES! We Stand Behind Our Promise.™®”—we uphold every commitment with integrity, accountability, and a passion for service. Whether you're a client on the path to homeownership or a broker looking to elevate your business, AKAL Mortgages Inc. is where ambition meets opportunity. Guided by our core values—Integrity, Commitment, Passion, Accountability, and Service—we continue to lead with collaboration and build a legacy of trust, one mortgage at a time. ON Lic # 10845 | SK Lic # 514018 | NS Lic # | Independently owned and operated
201 to 500 staff
Alberta Investment Management Corporation Aimco
The Alberta Investment Management Corporation (AIMCo) is a Crown corporation, owned by the Province of Alberta, and one of Canada's largest and most diversified institutional investment managers. AIMCo was established on January 1, 2008 with a mandate to provide superior long-term investment results for its clients and operates independently from the Government of Alberta. With assets under management of more than $160 billion, AIMCo invests globally on behalf of its Alberta-based pension, endowment, insurance and government funds, including the Alberta Heritage Savings Trust Fund.
501 to 1000 staff
Aligned Capital Partners Inc
Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm. At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients. Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first. As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
51 to 200 staff
Alterna Savings
Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years. As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over members through a network of 39 branches across Ontario, a Contact Centre, and digital channels. Members and customers also benefit from industry-leading online brokerage and investment management services and have access to over surcharge-free ATMs in North America.
501 to 1000 staff
Boast
Accelerate your innovation and R&D intelligence! Boast specializes in helping organizations claim and access eligible R&D tax credits, minimizing audit risks and time-consuming processes in Canada and the United States. Boast combines in-house technical and R&D tax expertise with the latest AI technology to help companies effortlessly navigate the complexities of tax credits, enabling them to focus on what they do best: Innovate. Since Boast's founding in 2011, we've helped more than 1,500 businesses across North America tap into over $600 million in innovation capital to build stronger products, extend their runway, and drive world-changing innovation. Our software integrates your financial, engineering, and project data to increase the speed, accuracy, and size of eligible tax incentives. Maximize claims and innovate faster with Boast. Learn more: https://boast.ai
51 to 200 staff
Bpa Financial Group
The BPA Financial Group (“BPA”) has over 50 years of experience administering benefit and pension plans in Canada. BPA has earned a reputation as being a leading provider of health and pension benefit design, delivery, consulting and administration services. We look forward to servicing your benefit needs.
51 to 200 staff
Brim Financial
Brim is one of the fastest growing enterprise financial technology companies, powering modern payment experiences for banks, credit unions, fintechs, and non-FI lenders. Brim’s end-to-end, turnkey platform delivers a full suite of credit, debit, prepaid, and secured card programs, along with cross-border payments, ACH, Real-Time Payments, and more. The platform solves one of the industry’s biggest hurdles: reducing the complexity and timelines of payments and card program launches. Brim’s modular stack eliminates the complexity of building and maintaining advanced financial infrastructure and enables rapid deployment of consumer, SMB, and corporate card programs in as little as 8 to 10 weeks, compared to the industry norm of 12 to 18 months. Brim’s clients report results such as a 40 to 70% spend increase post migration and a 90% reduction in manual processes via enterprise workflows. The platform gives institutions full control over product configuration, customer experience, and operations, driving scalability across consumer, SMB, and commercial segments. Recognized by: Deloitte Technology Fast 50 and Fast 500 North America CB Insights’ Fintech 100 Datos Insights as Best-in-Class for Product globally Recently awarded: CIX Awards: Growth Category Winner, recognizing tech scale-ups that have moved beyond startup mode into repeatable, mature growth Banking Tech Awards USA 2025: Best as a Service Solution, Cards PayTech Awards Global 2025: Best Business Payments System, Cards and Payments Banking Tech Awards 2025: PayTech of the Year and Playtech of the Year Tearsheet's The Big Bank Theory Awards 2025: Best Card Issuing Platform Tearsheet's Best in SMB Finance 2025: Best Card for SMBs Security & Compliance SOC 2 Type II PCI DSS ISO/IEC 27001 Brim continues to deliver secure, scalable, and tailored card issuing and payments solutions at speed.
51 to 200 staff
Caat Pension Plan
CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure. The CAAT Plan is funded at 124% with a funding reserve of $6.1B and $23.3B in assets under management as of January 1, 2025. We have more than members in our Plan and more than 750 participating employers, and we’re growing! What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement. We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan. We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans. We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, 2022, 2023, 2024 and 2025; Canada’s Most Admired Corporate Cultures 2020, 2021, 2022, and 2023; Kudos' Best Culture Leader 2021, 2022, 2023, and 2024; and Canadian HR Reporter’s Best Places to Work 2021 and 2024 and 5-Star Rewards & Recognition 2022 and 2023. Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members. With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions. As CAATsters, we have fun together and give back to our community!
201 to 500 staff
Cambrian Credit Union
Cambrian Credit Union was established in 1959. Since then, we have grown to be one of the largest credit unions serving the Winnipeg and Selkirk marketplaces and among the first to launch a virtual division, Achieva Financial in 1998. With more than $4.8 billion in assets and over members, we strive to help each of our members build strong financial foundations for making their dreams come true. This is not only our mission, but our core purpose. Everything we do at Cambrian is guided by our five simple values- Integrity and honesty - Member focused - Competitive - Community involvement - Innovative spirit These simple values ensure that each of our members is guaranteed to receive hassle-free banking day in and day out.
201 to 500 staff
Cash4you Corp
Since 2001, Cash 4 You has helped millions of hardworking Canadians with a variety of personalized money solutions including Installment Loans, Personal loans, Payday Loans, Cheque Cashing and Money Transfer Services with no hassle and more flexibility than banks. We are a Canadian Consumer Finance Association recognized, fully licensed lender with 100+ stores serving our valued customers across Ontario. We believe our customers deserve clear, understandable loan terms and therefore encourage fair and fully disclosed lending practices. Our core values drive our passion and uncompromising dedication to treat every customer with the highest level of integrity. So our customers can have confidence knowing they’ve made a reliable and smart choice with Cash 4 You. What differentiates us is our culture and our extreme customer obsession! We stop at nothing to WOW our customers. We do whatever it takes to make them happy and successful.
501 to 1000 staff
Cdspi
CDSPI helps dentists and dental students achieve and maintain financial well-being by empowering them to protect and grow their wealth with customized financial advice, insurance, and advice. This is provided as an exclusive benefit of membership in participating dental associations in Canada. CDSPI, a not-for-profit, only serves dental professionals and this singular focus ensures a thorough understanding and appreciation of your needs while offering the deepest level of service and expertise to help you achieve your goals. OUR MISSION To provide a broad and meaningful range of customized financial solutions to the dental community, covering every facet of their lives. OUR VISION To be the #1 choice in the Canadian dental community for advice and our tailored insurance and investment solutions. The right advice makes all the difference. Visit cdspi.com and book a meeting with an advisor at CDSPI Advisory Services Inc. or call 1.800.561.9401.
51 to 200 staff
Ci Assante Wealth Management
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp, a leading global diversified investment company. Find an Assante advisor near you today: For legal and regulatory information, visit assante.com/legal.
501 to 1000 staff
Citadel Mortgages
Citadel Mortgages is your COMPLETE SOLUTION for all of your mortgage needs. Our complete mortgage solution programs are perfect for anyone looking to buy a new home, refinance, obtain a second mortgage, consolidate debts, access the equity in your home or are self – employed. We have built our reputation by working with our credit challenged clients to consolidate debt, preventing the power of sale of their home and rebuilding their credit one step at a time. Citadel Mortgages is also well known for our self employed and commission mortgage program and how it works, see we understand how hard it is to get a mortgage when your self employed because like you we are self employed too! See the Difference for Yourself, Get Approved Today! FSCO Lic # 12993
11 to 50 staff
Clear Trust Mortgages
In our quest to present the mortgage industry with a unique concept, we at Clear Trust Mortgages believe that the weave of our business begins with the individuals. With Offices in both Vancouver and Toronto, our group consists of professionals from diverse backgrounds with decades of banking and real estate experience and results. We are a boutique mortgage brokerage which offers our members the tools and support necessary to help make dreams come true, one valued client at a time. Our brokers are empowered by award winning leaders and mentors who place their success as top priority. We offer a creative, progressive and effective coaching platform that has proven to set our professionals apart and hence translating to helping our clients realize their real estate goals. The foundation of our calling is based on our core values. Our mission statement is simple: Clear Trust Mortgages is dedicated to serving our community with utmost professionalism, integrity and respect. The brain child of its founding partners, Clear Trust Mortgages aspires to build the most progressive, recognized and reputable mortgage broker organization with a name synonymous to results and responsible business. The inception of Clear Trust Mortgages was not only a putting together of our heads, but also just as much our hearts. Our name says it all: at Clear Trust Mortgages we offer each and every one of you the gift of possibility.
51 to 200 staff
Co-Operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Proudly Canadian since 1945.
5001 to 10000 staff
Collabria Financial Services Inc
Every day, credit union members across Canada trust us to deliver an exceptional credit card experience. As Canada’s largest credit union card issuer, we are always finding a way to solve challenges swiftly and seamlessly integrate our operations with our partners. We make the out-of-reach attainable and open a world of possibilities. Our team of experts understand the complexities of the financial world and the credit union imperatives, and we proudly deliver an exceptional suite of end-to-end services to our partners, and the hardworking Canadians that are their members.
51 to 200 staff
Collective Point Of Sale Solutions
Collective Point of Sale Solutions (Collective P.O.S.) is Canada’s Choice for Payment Processing and merchant services. The company provides small to medium-sized businesses with affordable, convenient and customized alternatives to the Visa, MasterCard, American Express and Interac processing services currently offered by major banks. Collective P.O.S. serves more than businesses across Canada and processes more than $1 billion in debit and credit transactions annually. Collective P.O.S. was purchased by Elavon, a leading global payments provider and wholly-owned subsidiary of U.S. Bancorp (NYSE: USB). Elavon processes more than 2 billion transactions annually and provides end-to-end payment processing solutions and services to more than 1 million merchants worldwide. Collective P.O.S. guarantees the absolute lowest transaction rates. If you have not had your rates reviewed lately, send them to Collective P.O.S. for a free, no-obligation analysis. Collective P.O.S. can open merchant accounts and fill new orders to get customers up and running in as soon as 2-3 business days. Collective P.O.S. offers its secure, chip-enabled P.O.S. debit & credit terminals on a lease to own, rather than perpetual rental, basis. Unlimited technical support are included. Collective P.O.S. is expanding quickly. We need talented people to join us. Inquire today about career Elavon Canada Company d/b/a Collective Point of Sale Solutions.
51 to 200 staff
Community Savings Credit Union
We exist to unite working people to build a just world. This is our guiding principle above and beyond the products and services we provide daily. We live by our actions as Community Savings has a strong history of advocating for the working community to create a better BC for all.
51 to 200 staff
Community Trust
We're Community Trust, and we aren't your typical financial institution. Since we opened our doors in 1975, we have been proud to operate as a flexible alternative, providing our clients (and our team) with opportunities for growth and success. We offer a wide range of financial products and trust services, and our experts pride themselves in providing the right products to suit our customers' unique needs. Not only that, but we believe firmly in inclusion and equal opportunities for people from all walks of life. That means working hard to make sure our practices are flexible, so you don't have to be. Community Trust Company is a member of the Questrade Group of Companies. Offering a wide range of financial products and trust services to suit our customers unique needs.
51 to 200 staff
