Company lists · Data refreshed September 2026
Top 25 Advisor-led investment platforms based in Canada
RevenueBase identified 646 company matches for advisor-led investment platforms associated with Canada as of September 2026 and tracks 36,556 professional contacts across them, including 9,587 with verified work emails. Toronto is the largest hub.
This list covers company matches for advisor-led investment platforms associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest advisor-led investment platforms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 2,400 contacts → | ||||
Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 1,862 contacts → | ||||
Exact match “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 1,405 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 941 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 807 contacts → | ||||
Exact match “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 623 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 526 contacts → | ||||
Exact match “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 499 contacts → | ||||
Exact match “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 438 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 331 contacts → | ||||
Exact match “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 257 contacts → | ||||
Exact match “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 134 contacts → | ||||
Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 109 contacts → | ||||
Exact match “Effective May 1, 2024, PI Financial Corp.(PI) has officially changed its name to Ventum Financial Corp.(Ventum).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 105 contacts → | ||||
Exact match “One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 97 contacts → | ||||
Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 93 contacts → | ||||
Exact match “CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 91 contacts → | ||||
Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 72 contacts → | ||||
Exact match “CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 61 contacts → | ||||
Exact match “Investments, Insurance, Advice” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 57 contacts → | ||||
Exact match “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 54 contacts → | ||||
Exact match “Our goal is to see you reach your financial goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 54 contacts → | ||||
Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 48 contacts → | ||||
Exact match “On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 46 contacts → | ||||
Exact match “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “advisor-led investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 646 advisor-led investment platforms based in Canada
See the full list, filter by size, metro and specialty, and access 9,587 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Advisor-led investment platforms based in Canada at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 646 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Canada whose business descriptions match “advisor-led investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 9,587 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Advisor-led investment platforms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many advisor-led investment platforms are there based in Canada?
RevenueBase identified 646 company matches for advisor-led investment platforms associated with Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most advisor-led investment platforms?
Toronto leads with 147 company records, followed by Vancouver (44) and Calgary (40).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 9,587 professional contacts with verified work emails tracked across these 646 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 646 advisor-led investment platforms based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Advisor-led investment platforms by geography
- Advisor-led investment platforms based in Porto Alegre, Brazil
- Advisor-led investment platforms based in Rio De Janeiro, Brazil
- Advisor-led investment platforms based in Sao Paulo, Brazil
- Advisor-led investment platforms based in Calgary, Canada
- Advisor-led investment platforms based in Montreal, Canada
- Advisor-led investment platforms based in Toronto, Canada
- Advisor-led investment platforms based in Vancouver, Canada
- Advisor-led investment platforms based in Ahmedabad, India
- Advisor-led investment platforms based in Bangalore, India
- Advisor-led investment platforms based in Chennai, India
- Advisor-led investment platforms based in Gurgaon, India
- Advisor-led investment platforms based in Hyderabad, India
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Advisor-led investment platforms based in Porto Alegre, Brazil
- Advisor-led investment platforms based in Rio De Janeiro, Brazil
- Advisor-led investment platforms based in Sao Paulo, Brazil
- Advisor-led investment platforms based in Calgary, Canada
- Advisor-led investment platforms based in Montreal, Canada
- Advisor-led investment platforms based in Toronto, Canada
Company intelligence · public preview
Top 25 advisor-led investment platforms based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 646 matching company records for advisor-led investment platforms based in Canada, with 36,556 tracked contacts and 9,587 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 advisor-led investment platforms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fidelity Canadafidelity.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,862 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Raymond James LTDraymondjames.caHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,405 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Investment Planning Counselipcc.ca HQ: Mississauga, ON, CanadaReported employees: 501-1,000 | Mississauga, ON, Canada | 501-1,000 | Exact match | 807 contacts → |
“Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 |  AGF Investmentsagf.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 526 contacts → |
“AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Connor, Clark & Lunn Financial Group Cc&lcclgroup.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 499 contacts → |
“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 438 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Aligned Capital Partners INCalignedcapitalpartners.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 331 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 257 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Q Wealth Partnersqwealth.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  PI Financial Corpventumfinancial.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 109 contacts → |
“Effective May 1, 2024, PI Financial Corp.(PI) has officially changed its name to Ventum Financial Corp.(Ventum).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  IA Clarington Investmentsiaclarington.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 105 contacts → |
“One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mandeville Private Client INCmandevilleinc.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Capintelcapintel.comHQ: Toronto, NS, CanadaReported employees: 51-200 | Toronto, NS, Canada | 51-200 | Exact match | 93 contacts → |
“CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  D1g1td1g1t.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 91 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cibc Investor S Edgeinvestorsedge.cibc.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 72 contacts → |
“CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 61 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Sprucegrove Investment Management LTDsprucegrove.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 57 contacts → |
“Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Acumen Capital Partnersacumencapital.comHQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 54 contacts → |
“Our goal is to see you reach your financial goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Foyston, Gordon & Payne INCfoyston.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fundex Investments INCinvestia.caHQ: Vaughan, ON, CanadaReported employees: 51-200 | Vaughan, ON, Canada | 51-200 | Exact match | 48 contacts → |
“On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Raymond James USA LTDrjlu.comHQ: Vancouver, BC, CanadaReported employees: Not recorded | Vancouver, BC, Canada | Not recorded | Exact match | 46 contacts → |
“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 646 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Advisor-led investment platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
640 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 646 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Advisor-led investment platforms by metro
Questions about this company list
What does Exact match mean for advisor-led investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many advisor-led investment platforms did RevenueBase find based in Canada?
The saved snapshot records 646 matching company records, 36,556 tracked contacts and 9,587 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Advisor-led investment platforms by geography
- Advisor-led investment platforms based in Porto Alegre, Brazil
- Advisor-led investment platforms based in Rio De Janeiro, Brazil
- Advisor-led investment platforms based in Sao Paulo, Brazil
- Advisor-led investment platforms based in Calgary, Canada
- Advisor-led investment platforms based in Montreal, Canada
- Advisor-led investment platforms based in Toronto, Canada
- Advisor-led investment platforms based in Vancouver, Canada
- Advisor-led investment platforms based in Ahmedabad, India
- Advisor-led investment platforms based in Bangalore, India
- Advisor-led investment platforms based in Chennai, India
- Advisor-led investment platforms based in Gurgaon, India
- Advisor-led investment platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 advisor-led investment platforms based in Canada. Snapshot: September 27, 2026. https://revenuebase.ai/companies/advisor-led-investment-platforms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Advisor-led investment platforms based in Porto Alegre, Brazil
- Advisor-led investment platforms based in Rio De Janeiro, Brazil
- Advisor-led investment platforms based in Sao Paulo, Brazil
- Advisor-led investment platforms based in Calgary, Canada
- Advisor-led investment platforms based in Montreal, Canada
- Advisor-led investment platforms based in Toronto, Canada
Company intelligence · public preview
Top 25 advisor-led investment platforms based in Canada
RevenueBase records 646 matching company records for advisor-led investment platforms based in Canada, with 36,556 tracked contacts and 9,587 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 advisor-led investment platforms based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,589 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,400 contacts → |
“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fidelity Canadafidelity.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,862 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Raymond James LTDraymondjames.ca HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,405 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 941 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Investment Planning Counselipcc.ca HQ: Mississauga, ON, CanadaReported employees: 501-1,000 | Mississauga, ON, Canada | 501-1,000 | Exact match | 807 contacts → |
“Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 623 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 8 | AGF Investmentsagf.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 526 contacts → |
“AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Connor, Clark & Lunn Financial Group Cc&lcclgroup.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 499 contacts → |
“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 438 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aligned Capital Partners INCalignedcapitalpartners.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 331 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Québec, CanadaReported employees: 501-1,000 | Québec, Canada | 501-1,000 | Exact match | 257 contacts → |
“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Q Wealth Partnersqwealth.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | PI Financial Corpventumfinancial.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 109 contacts → |
“Effective May 1, 2024, PI Financial Corp.(PI) has officially changed its name to Ventum Financial Corp.(Ventum).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | IA Clarington Investmentsiaclarington.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 105 contacts → |
“One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mandeville Private Client INCmandevilleinc.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 97 contacts → |
“At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capintelcapintel.com HQ: Toronto, NS, CanadaReported employees: 51-200 | Toronto, NS, Canada | 51-200 | Exact match | 93 contacts → |
“CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | D1g1td1g1t.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 91 contacts → |
“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cibc Investor S Edgeinvestorsedge.cibc.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 72 contacts → |
“CIBC investor’s Edge is an investment banking company based out of 800 BAY STREET 2ND FLOOR, Toronto, Ontario, Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cooperatorslocal.cooperators.ca HQ: Scarborough, ON, CanadaReported employees: Not recorded | Scarborough, ON, Canada | Not recorded | Exact match | 61 contacts → |
“Investments, Insurance, Advice” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Sprucegrove Investment Management LTDsprucegrove.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 57 contacts → |
“Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Acumen Capital Partnersacumencapital.com HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 54 contacts → |
“Our goal is to see you reach your financial goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Foyston, Gordon & Payne INCfoyston.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fundex Investments INCinvestia.ca HQ: Vaughan, ON, CanadaReported employees: 51-200 | Vaughan, ON, Canada | 51-200 | Exact match | 48 contacts → |
“On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Raymond James USA LTDrjlu.com HQ: Vancouver, BC, CanadaReported employees: Not recorded | Vancouver, BC, Canada | Not recorded | Exact match | 46 contacts → |
“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 646 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Advisor-led investment platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
640 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 646 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Advisor-led investment platforms by metro
Questions about this company list
What does Exact match mean for advisor-led investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many advisor-led investment platforms did RevenueBase find based in Canada?
The saved snapshot records 646 matching company records, 36,556 tracked contacts and 9,587 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Advisor-led investment platforms by geography
- Advisor-led investment platforms based in Porto Alegre, Brazil
- Advisor-led investment platforms based in Rio De Janeiro, Brazil
- Advisor-led investment platforms based in Sao Paulo, Brazil
- Advisor-led investment platforms based in Calgary, Canada
- Advisor-led investment platforms based in Montreal, Canada
- Advisor-led investment platforms based in Toronto, Canada
- Advisor-led investment platforms based in Vancouver, Canada
- Advisor-led investment platforms based in Ahmedabad, India
- Advisor-led investment platforms based in Bangalore, India
- Advisor-led investment platforms based in Chennai, India
- Advisor-led investment platforms based in Gurgaon, India
- Advisor-led investment platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 advisor-led investment platforms based in Canada. Snapshot: September 27, 2026. https://revenuebase.ai/companies/advisor-led-investment-platforms/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Advisor-led investment platforms based in Porto Alegre, Brazil
- Advisor-led investment platforms based in Rio De Janeiro, Brazil
- Advisor-led investment platforms based in Sao Paulo, Brazil
- Advisor-led investment platforms based in Calgary, Canada
- Advisor-led investment platforms based in Montreal, Canada
- Advisor-led investment platforms based in Toronto, Canada