Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Canada

Name: Asset and wealth management consulting firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 1,603 companies tracked

RevenueBase identified 1,603 asset and wealth management consulting firms headquartered in Canada as of September 2026 and tracks 95,691 professional contacts across them, including 28,775 with verified work emails. Toronto is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

1,603Companies

95,691Contacts tracked

28,775Verified emails

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The 25 largest asset and wealth management consulting firms based in Canada

Ranked by team size

Top 25 of 1,603 asset and wealth management consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Manulife	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	10001+	29,246 contacts →
	Indirect evidence “Manulife is a leading international financial services group that helps people make their decisions easier and lives better.” Source: RevenueBase Database · checked Sep 21, 2026
2	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	10001+	8,191 contacts →
	Partial evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 21, 2026
3	IG Wealth Management	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 21, 2026	5,001-10,000	6,589 contacts →
	Strong evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 21, 2026
4	ATB Financial	Indirect evidence	Edmonton, AB, CanadaHQ checked Sep 21, 2026	5,001-10,000	5,945 contacts →
	Indirect evidence “For more than 85 years, ATB has been reimagining the way we do business.” Source: RevenueBase Database · checked Sep 21, 2026
5	BMO Nesbitt Burns	Indirect evidence	Toronto, CanadaHQ checked Sep 21, 2026	1,001-5,000	2,400 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
6	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
7	Canadian Western Bank	Strong evidence	Edmonton, AB, CanadaHQ checked Sep 21, 2026	1,001-5,000	1,389 contacts →
	Strong evidence “Whether you need expert advice and specialized financial services for your business banking, personal banking or wealth management – CWB has everything you need.” Source: RevenueBase Database · checked Sep 21, 2026
8	IA Private Wealth	Strong evidence	Montréal, QC, CanadaHQ checked Sep 21, 2026	201-500	1,050 contacts →
	Strong evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 21, 2026
9	Richardson Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	501-1,000	941 contacts →
	Strong evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 21, 2026
10	Canaccord Genuity Group INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1,001-5,000	913 contacts →
	Indirect evidence “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Source: RevenueBase Database · checked Sep 21, 2026
11	Wellington-Altus	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 21, 2026	501-1,000	841 contacts →
	Partial evidence “Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.” Source: RevenueBase Database · checked Sep 21, 2026
12	Investment Planning Counsel	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 21, 2026	501-1,000	807 contacts →
	Partial evidence “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Source: RevenueBase Database · checked Sep 21, 2026
13	Desjardins Financial Security Independent Network	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1,001-5,000	686 contacts →
	Strong evidence “Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Source: RevenueBase Database · checked Sep 21, 2026
14	Fiera Capital	Strong evidence	Montreal, QC, CanadaHQ checked Sep 21, 2026	501-1,000	676 contacts →
	Strong evidence “Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Source: RevenueBase Database · checked Sep 21, 2026
15	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 21, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
16	AGF Investments	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	501-1,000	526 contacts →
	Partial evidence “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Source: RevenueBase Database · checked Sep 21, 2026
17	Connor, Clark & Lunn Financial Group Cc&l	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	501-1,000	499 contacts →
	Indirect evidence “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Source: RevenueBase Database · checked Sep 21, 2026
18	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
19	Aligned Capital Partners INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 21, 2026	51-200	331 contacts →
	Indirect evidence “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Source: RevenueBase Database · checked Sep 21, 2026
20	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	201-500	265 contacts →
	Strong evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
21	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Indirect evidence	Québec, CanadaHQ checked Sep 21, 2026	501-1,000	257 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
22	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 21, 2026	201-500	238 contacts →
	Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 21, 2026
23	Guardian Capital Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	201-500	222 contacts →
	Partial evidence “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Source: RevenueBase Database · checked Sep 21, 2026
24	Ventum Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	201-500	193 contacts →
	Indirect evidence “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 21, 2026
25	CIDEL	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	201-500	182 contacts →
	Partial evidence “Cidel is a Canadian private bank and asset manager.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,603 asset and wealth management consulting firms based in Canada

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Asset and wealth management consulting firms based in Canada at a glance

As of Sep 21, 2026

30.1%Verified-email coverage

59.7Average contacts per company

1-10Median size (employees)

17.9%Largest-city concentration · Toronto

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

1,136

11-50

313

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,603 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Canada whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 28,775 across the full list. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset and wealth management consulting firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset and wealth management consulting firms are there based in Canada?

RevenueBase identified 1,603 asset and wealth management consulting firms headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Manulife, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

Toronto leads with 287 headquartered companies, followed by Calgary (111) and Montreal (94).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 28,775 verified decision-maker contacts tracked across these 1,603 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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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 Smart Search, 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.