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
Portfolio
Portfolio+ is a leading Canadian financial technology provider, delivering secure, scalable core banking solutions to five of the six largest financial institutions in Canada. Specializing in cloud-based banking technology, we enable seamless integration, data connectivity, and financial service innovation. Our modular platform supports Banking-as-a-Service, embedded finance, and API-driven banking models, empowering banks and financial institutions to evolve. With deep industry expertise, we provide training, consulting, and managed services to help financial institutions navigate a rapidly changing digital landscape.
51 to 200 staff
President's Choice Financial
At PC Financial® we are focused on making everyday banking and spending more rewarding for every Canadian. We offer products and services in the following segments: Payment Cards: The ONLY credit and bank accounts that earn you PC Optimum™ points. PC® Mastercard® credit cards offer PC Optimum™ points for every dollar spent. The PC Money™ Account, operated by President’s Choice Bank, works like a bank account and offers PC Optimum™ points on everyday banking and purchases, with no monthly fee. Insurance: PC® home and auto insurance are offered through PC Financial Insurance Broker Inc. and relationships with several insurance companies. Telecom and Gift Cards: The Mobile Shop, PC Mobile prepaid cell phone service, and Gift Cards businesses are focused upon delivering convenience and exceptional value to LCL customers. Loblaw Companies Limited is Canada’s largest food distributor and has expanded into certain non-food categories, with operations across the country. LCL concentrates on food retailing with the objective of providing consumers with the best in one-stop shopping for everyday household needs. PC Financial® and PC Services are important business units within LCL that manage and develop the products and service programs in order to improve the customer experience, maximize value, and provide a platform to enhance customer insights and relationships.
1001 to 5000 staff
Prime Quadrant
Prime Quadrant serves more than 240+ affluent families across North America and consults on CA$26+ billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us. Prime Quadrant is proud to be announced as one of the Best Workplaces™ in Canada for the period of Oct. 2024 to Oct. This recognition is awarded by Great Place to Work® following an independent and anonymous Trust Index™ Survey of all Prime Quadrant team members. Our team’s feedback certified us as a Great Place to Work and then further enabled us to earn the honor of being named as one of the Best Workplaces™ in Canada. Great Place to Work® is the global authority on high-trust, high-performance workplace cultures. We take pride in our team being dedicated to creating a work environment built on trust, inclusivity, and resilience.
51 to 200 staff
Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development. At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself. Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence. Come shape your future at Questrade.
1001 to 5000 staff
Quidax
We have made it insanely easy for individuals and businesses to trade cryptocurrencies because we believe it should be seamless and easy regardless of volume or location. Beyond that we see a world where sending money and value around the globe is as easy as sending a text message thus we are on a mission to build the liquidity that would power the next generation of remittances, making it 4 times cheaper, 8 times faster and much more efficient.
11 to 50 staff
Raymond James Ltd
Raymond James Ltd, the Canadian subsidiary of Raymond James Financial, Inc, has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF. In Raymond James Financial, Inc. acquired Goepel McDermid Inc, subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades. In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer. Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF). Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.
5001 to 10000 staff
Research Capital Corporation
Research Capital is Canada's prominent independent full-service investment firm. We are privately owned by many of our employees. Steeped in tradition, we proudly trace our roots back to 1921. As a fully integrated national investment dealer, we offer a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada.
201 to 500 staff
Rgf Integrated Wealth Management
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry. For people seeking financial well-being, our financial advisors provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.
11 to 50 staff
Rifco National Auto Finance Corporation
Rifco National Auto Finance provides consumers with financing options on new and used vehicles. Rifco specializes in building long-term partnerships with dealers by investing time in personalized services through dedicated account representatives. Rifco's quick credit decisions, common sense lending, and expedited funding processes give its dealers better financing options and more closed deals. Rifco's most successful partnerships result in graduated recognition programs for its loyal dealerships.
51 to 200 staff
Russell Investments
Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. For the last 90 years, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. We believe all investors deserve more than one way to invest, so we build customized portfolios using data-driven research and top managers to perform across markets. We work tirelessly and ask the right questions to stay ahead of the curve, anticipating market shifts and palpable risks to meet ever-changing client needs. We’ve been in business 90 years and we’re still climbing. The firm has $370 billion in assets under management (as of 9/30/2025) for clients in 30 countries. Headquarters: 401 Union St, Seattle, WA 98101 Russell Investments has offices in 17 cities around the world.
1001 to 5000 staff
Serenia Life Financial
Serenia Life Financial is a Canadian organization on a mission to prove a business can be kind. We offer: Life Insurance Investment Solutions Member Benefits Benefits for Beneficiaries Get to know us a little better!
51 to 200 staff
Sggg Fund Services Inc
Funds Services is a leading provider of fund administration to hedge funds, mutual funds, and private debt/equity firms. With headquarters in Toronto and affiliate offices in the United States, Cayman, and India, we believe we succeed only when our clients do. Using our expert staff and Diamond, our in-house proprietary fund administration software, we have been named Canada’s Top Hedge Fund Administrator four years in a row and provide services to more than investment funds with $75 billion+ in assets. We are Great Place to Work certified, and a designated CPA training office. Our staff enjoys a competitive total compensation package including comprehensive health benefits and a group retirement plan, focused career development, and an employee-centric workplace.
201 to 500 staff
Shop Your Own Mortgage
Shop Your Own Mortgage (SYO) provides comprehensive mortgage services to help you secure the best loan for your individual needs. We specialize in simplifying the process by offering personalized solutions and innovative services & technologies, such as our Instant Quote software that lets you compare rates and products from multiple lenders in real-time. Additionally, our online mortgage application process is fast, simple, and secure. With SYO Mortgage, you only have to fill out one application and can apply for a mortgage from the comfort of your own home. No matter what stage of the mortgage process you’re in – whether you’re buying a home, refinancing or applying for a VA loan – our expert team is ready to help! Start shopping your own mortgage today! Serving California, Florida, Texas, British Columbia and Ontario. NMLS#: 1635517 | FSCO#: 13040 Texas Location: 2121 N Pearl Ave, 2C, Dallas, Texas 75201, United States For state disclaimer and licensing:
11 to 50 staff
Slate Asset Management
Slate Asset Management is a global investor and manager focused on essential real estate and infrastructure assets. We focus on fundamentals with the objective of creating long-term value for our investors and partners across the real assets space. We are supported by exceptional people and flexible capital, which enable us to originate and execute on a wide range of compelling investment opportunities. Visit slateam.com to learn more, and follow Slate Asset Management on LinkedIn, X (Twitter), and Instagram.
51 to 200 staff
Solution Financial Inc
Solution Financial (TSX: SFI) specializes in offering leasing and sourcing services for ultra-luxury and exotic vehicles in the Greater Vancouver area. Since 2004, we have been working with a selected group of premium dealerships to develop a unique leasing approach that is not commonly offered by traditional leasing companies. Our clients include affluent immigrants, international students, and business owners. In 2021, Solution Financial expanded its operations beyond British Columbia to include Alberta and Ontario. Experience-driven, results-driven, and success-driven. VSA, AMVIC & OMVIC Licensed Business Vancouver | Calgary | Toronto
11 to 50 staff
Ssq Assurance Ssq Insurance
This page is now inactive. We are now Beneva since our merger with La Capitale. Follow our new page so you don't miss a thing: https://bit.ly/3pP8rBx
1001 to 5000 staff
Steinbach Credit Union
SCU (Steinbach Credit Union) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $10 billion in assets. For almost 85 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide products and services that are tailored to meet every member's individual needs in the best way possible. SCU is proud to be recognized as one of Canada’s Best Employers for Recent Grads for 2025. Find out why, at Canada's Top 100 The Career Directory 2025 or visit SCU's Careers for current opportunities.
201 to 500 staff
Sterling Mutuals Inc
We are an independent financial services dealer that focuses on independent advisors and their values. Sterling Mutuals was founded in 1996 and has grown to be one of Canada’s coast to coast premier independent dealers with over 300 advisors. Our advisors are independent but never alone. With our distinctive use of technology and unique support, advisors have the confidence that Sterling Mutuals is the right dealer for them and for their clients. Sterling Mutuals has always excelled by giving advisors a voice to express their independence. We acknowledged early on that our people are the most valuable asset in this organization. We are committed to working with our advisors by offering their clients the best the industry has to offer. Contact us today to learn more about the advantages of dealing with an independent advisor!
201 to 500 staff
Sun Life Global Investments
Building wealth today requires you to look beyond Canada’s borders. We are part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management. And we’ve built a truly global investment platform by combining the strength of Sun Life with world class asset managers who use insight and innovation to manage high quality investment solutions for Canadian investors.
51 to 200 staff
Synctera
Synctera’s platform gives companies of all sizes the technology infrastructure, sponsor bank connection, and compliance framework they need to launch FinTech or embedded banking products. With a single set of powerful APIs, companies are able to quickly launch and scale products such as debit cards, bank accounts, charge cards, lines of credit, and money movement. Whether you are a FinTech company or an established business wanting to embed banking into your existing product set, Synctera can help you bring your vision to life.
51 to 200 staff
Tcu Financial Group
TCU Financial Group is a Saskatchewan based Credit Union providing a full suite of financial products and services to the residents, organizations and businesses of Saskatchewan since 1952. We are always striving to be the best at TCU Financial Group. Through our employee feedback we know that we are the credit union big enough to make a difference but small enough to care how we make that difference! We are very committed to our members and have been supporting them and our communities for over 5 decades. TCU fosters a strong culture with highly skilled and engaged people. The team is dedicated to achieving excellence and we have the courage to succeed. Our commitment to inclusion and strong culture of employee engagement creates an enriching on the job experience. We have competitive compensation and one of the best benefit and pension plans in the country. If you are someone who wishes to pursue a rewarding and challenging career opportunity please take the time to discover what TCU has to offer.
51 to 200 staff
Tfg Financial
TFG Financial provides capital to support the acquisition of commercial assets across a wide array of industries. We understand that not all customers are the same, so we’ve developed a multi-tiered financing solution that expands our credit appetite so you can get more deals approved!
201 to 500 staff
Total Credit Recovery Limited
Total Credit Recovery (TCR) is the largest collection agency that is, and always has been, 100% Canadian-owned. We collect more Canadian debt than any other agency in the country, and specialize in accounts receivable management. TCR's head office is located in Toronto, with regional offices in Montreal, Edmonton, and Vancouver, but we are licensed and able to conduct collection activities in all provinces and territories. We provide exemplary first-party and third-party account receivable management while abiding by all regulatory and client compliance requirements. TCR’s mission is to provide excellent service to our clients and their customers. We offer effective and strategic receivable management programs and tailor all our solutions to our clients’ needs. Why work at TCR? TCR is an established company with a loyal clientele that’s redefining what it means to work in financial services. Joining our team gives you a chance to work in a forward-thinking and supportive environment with opportunities to grow and establish your career. Come work for a company that has been Canadian-owned and operated for over 37 years. We offer competitive salaries with opportunities for higher earnings via commissions and bonuses, all in a professional and exciting environment. Take the next step in your career with TCR.
501 to 1000 staff
Trust Science
Approximately 64 million US consumers have limited or no credit history. While these people may be invisible to traditional credit reporting bureaus, vast amounts of data exist about them through alternative sources including digital and mobile. Trust Science empowers lenders to go Beyond the Bureau™ to Find Invisible Primes™ from Lead to Loan™. By leveraging its proprietary Credit Bureau+™ #ExplainableAI platform and the power of #AlternativeData, Trust Science is helping lenders extend access to credit to deserving borrowers with fully automated lead sourcing, lead screening, credit scoring, and full credit decisions with ROIs of up to 201x. With its rapid growth and over 50 patents in over a dozen countries, Trust Science is leading the charge in #FinancialInclusion and innovation.
11 to 50 staff