Company lists · Data refreshed September 2026
Top 25 Annual fund management consultants based in Canada
RevenueBase identified 270 company matches for annual fund management consultants associated with Canada as of September 2026 and tracks 5,767 professional contacts across them, including 827 with verified work emails. Toronto is the largest hub.
This list covers company matches for annual fund management consultants 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 annual fund management consultants based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 44 contacts → | ||||
Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 37 contacts → | ||||
Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 36 contacts → | ||||
Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “With experience in multiple sectors and a focus on the Atlantic Canadian economic landscape, Fitzpatrick & Co.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 24 contacts → | ||||
Exact match “OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 19 contacts → | ||||
Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “Igniting impact, one spark at a time At Eternal Sparks Consulting, we're a global team of #fundraising and #nonprofit experts dedicated to helping mission-driven organizations…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 17 contacts → | ||||
Exact match “George & Bell Consulting Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 16 contacts → | ||||
Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “At Steward Group, we believe finances are about more than dollars and cents.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Bellwether Family Wealth is a division of Bellwether Investment Management Inc, a boutique investment manager.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “McFadden Benefits, Pension & Wellness is an established, innovative and creative advisory firm.” 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 “annual fund management consultants”. 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 270 annual fund management consultants based in Canada
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Annual fund management consultants 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 270 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 “annual fund management consultants” 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 827 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.
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 “annual fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many annual fund management consultants are there based in Canada?
RevenueBase identified 270 company matches for annual fund management consultants 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?
AGF Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most annual fund management consultants?
Toronto leads with 73 company records, followed by Vancouver (21) and Calgary (16).
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 827 professional contacts with verified work emails tracked across these 270 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 270 annual fund management consultants based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Annual fund management consultants by geography
- Annual fund management consultants based in Bangalore, India
- Annual fund management consultants based in Chennai, India
- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States
- Annual fund management consultants based in Austin, United States
- Annual fund management consultants based in Boston, United States
- Annual fund management consultants based in Charlotte, United States
- Annual fund management consultants based in Chicago, United States
- Annual fund management consultants based in Dallas, United States
- Annual fund management consultants based in Denver, United States
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
- Annual fund management consultants based in Bangalore, India
- Annual fund management consultants based in Chennai, India
- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States
Company intelligence · public preview
Top 25 annual fund management consultants 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 270 matching company records for annual fund management consultants based in Canada, with 5,767 tracked contacts and 827 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 annual fund management consultants 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  Westcourt Capitalwestcourtcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 44 contacts → |
“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Capcorp Financialcapcorp.caHQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Groupe Financier Stratège INCgroupestratege.comHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 36 contacts → |
“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Infor Financialinforfg.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 32 contacts → |
“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fitzpatrick & COfitzandco.caHQ: Charlottetown, PE, CanadaReported employees: 11-50 | Charlottetown, PE, Canada | 11-50 | Exact match | 24 contacts → |
“With experience in multiple sectors and a focus on the Atlantic Canadian economic landscape, Fitzpatrick & Co.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Opes Softwareopessoftware.comHQ: Kirkland, QC, CanadaReported employees: 51-200 | Kirkland, QC, Canada | 51-200 | Exact match | 24 contacts → |
“OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Caldwell Investment Management LTDcaldwellinvestment.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 20 contacts → |
“Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cypress Capital Management LTDcypresscap.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Coaching Financier Trektreksf.caHQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Generation Iacp INCgenerationiacp.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Eternal Sparks Consultingeternalsparksconsulting.comHQ: Edmonton, CanadaReported employees: 11-50 | Edmonton, Canada | 11-50 | Exact match | 18 contacts → |
“Igniting impact, one spark at a time At Eternal Sparks Consulting, we're a global team of #fundraising and #nonprofit experts dedicated to helping mission-driven organizations…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  George & Bell Consultinggeorgeandbell.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 17 contacts → |
“George & Bell Consulting Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  First North Consultingfirstnorth.caHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Watt Carmichael INCwattcarmichael.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Barrantagh Investment Managementbarrantagh.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Harvest Wealth Managementharvestwealth.ca HQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Goodreid Investment Counselgoodreid.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Davis REA LTDdavisrea.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Prosphèreprosphere.caHQ: Rouyn-noranda, QC, CanadaReported employees: 11-50 | Rouyn-noranda, QC, Canada | 11-50 | Exact match | 12 contacts → |
“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Steward Groupstewardgroup.ca HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 12 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bellwether Family Wealthbellvest.caHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 11 contacts → |
“Bellwether Family Wealth is a division of Bellwether Investment Management Inc, a boutique investment manager.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Generation Pmca Corpgenerationpmca.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Established in Generation PMCA Corp.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mcfadden Benefits, Pension & Wellnessmcfaddenbenefits.com HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 11 contacts → |
“McFadden Benefits, Pension & Wellness is an established, innovative and creative advisory firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 270 company matches
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Annual fund management consultants: 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
269 records in the displayed employee bands.
1 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 270 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 ↗
Questions about this company list
What does Exact match mean for annual fund management consultants?
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 annual fund management consultants did RevenueBase find based in Canada?
The saved snapshot records 270 matching company records, 5,767 tracked contacts and 827 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
Annual fund management consultants by geography
- Annual fund management consultants based in Bangalore, India
- Annual fund management consultants based in Chennai, India
- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States
- Annual fund management consultants based in Austin, United States
- Annual fund management consultants based in Boston, United States
- Annual fund management consultants based in Charlotte, United States
- Annual fund management consultants based in Chicago, United States
- Annual fund management consultants based in Dallas, United States
- Annual fund management consultants based in Denver, United States
Cite this list
RevenueBase Data Team. Top 25 annual fund management consultants based in Canada. Snapshot: September 27, 2026. https://revenuebase.ai/companies/annual-fund-management-consultants/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
- Annual fund management consultants based in Bangalore, India
- Annual fund management consultants based in Chennai, India
- Annual fund management consultants based in Mumbai, India
- Annual fund management consultants based in New Delhi, India
- Annual fund management consultants based in Pune, India
- Annual fund management consultants based in Atlanta, United States
Company intelligence · public preview
Top 25 annual fund management consultants based in Canada
RevenueBase records 270 matching company records for annual fund management consultants based in Canada, with 5,767 tracked contacts and 827 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 annual fund management consultants 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | Westcourt Capitalwestcourtcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 44 contacts → |
“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Capcorp Financialcapcorp.ca HQ: Ottawa, ON, CanadaReported employees: 11-50 | Ottawa, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Groupe Financier Stratège INCgroupestratege.com HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 36 contacts → |
“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Infor Financialinforfg.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 32 contacts → |
“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fitzpatrick & COfitzandco.ca HQ: Charlottetown, PE, CanadaReported employees: 11-50 | Charlottetown, PE, Canada | 11-50 | Exact match | 24 contacts → |
“With experience in multiple sectors and a focus on the Atlantic Canadian economic landscape, Fitzpatrick & Co.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Opes Softwareopessoftware.com HQ: Kirkland, QC, CanadaReported employees: 51-200 | Kirkland, QC, Canada | 51-200 | Exact match | 24 contacts → |
“OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Caldwell Investment Management LTDcaldwellinvestment.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 20 contacts → |
“Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cypress Capital Management LTDcypresscap.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 20 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Coaching Financier Trektreksf.ca HQ: Laval, QC, CanadaReported employees: 11-50 | Laval, QC, Canada | 11-50 | Exact match | 19 contacts → |
“Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Generation Iacp INCgenerationiacp.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 19 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eternal Sparks Consultingeternalsparksconsulting.com HQ: Edmonton, CanadaReported employees: 11-50 | Edmonton, Canada | 11-50 | Exact match | 18 contacts → |
“Igniting impact, one spark at a time At Eternal Sparks Consulting, we're a global team of #fundraising and #nonprofit experts dedicated to helping mission-driven organizations…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | George & Bell Consultinggeorgeandbell.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 17 contacts → |
“George & Bell Consulting Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | First North Consultingfirstnorth.ca HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 16 contacts → |
“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Watt Carmichael INCwattcarmichael.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Barrantagh Investment Managementbarrantagh.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Harvest Wealth Managementharvestwealth.ca HQ: Kentville, NS, CanadaReported employees: 11-50 | Kentville, NS, Canada | 11-50 | Exact match | 12 contacts → |
“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Goodreid Investment Counselgoodreid.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Davis REA LTDdavisrea.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Prosphèreprosphere.ca HQ: Rouyn-noranda, QC, CanadaReported employees: 11-50 | Rouyn-noranda, QC, Canada | 11-50 | Exact match | 12 contacts → |
“Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Steward Groupstewardgroup.ca HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 12 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bellwether Family Wealthbellvest.ca HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 11 contacts → |
“Bellwether Family Wealth is a division of Bellwether Investment Management Inc, a boutique investment manager.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Generation Pmca Corpgenerationpmca.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Established in Generation PMCA Corp.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mcfadden Benefits, Pension & Wellnessmcfaddenbenefits.com HQ: Winnipeg, MB, CanadaReported employees: 1-10 | Winnipeg, MB, Canada | 1-10 | Exact match | 11 contacts → |
“McFadden Benefits, Pension & Wellness is an established, innovative and creative advisory firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 270 company matches
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Annual fund management consultants: 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
269 records in the displayed employee bands.
1 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 270 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 ↗
Questions about this company list
What does Exact match mean for annual fund management consultants?
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 annual fund management consultants did RevenueBase find based in Canada?
The saved snapshot records 270 matching company records, 5,767 tracked contacts and 827 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
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Cite this list
RevenueBase Data Team. Top 25 annual fund management consultants based in Canada. Snapshot: September 27, 2026. https://revenuebase.ai/companies/annual-fund-management-consultants/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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