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 company matches for asset and wealth management consulting firms associated with 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 company matches for asset and wealth management consulting firms 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 21, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

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 company matches for asset and wealth management consulting firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Manulife	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	10001+	29,246 contacts →
	Exact match “Manulife is a leading international financial services group that helps people make their decisions easier and lives better.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	10001+	8,191 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 21, 2026	5,001-10,000	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 21, 2026 · View company records in RevenueBase
4	ATB Financial	Exact match	Edmonton, AB, CanadaHQ recorded Sep 21, 2026	5,001-10,000	5,945 contacts →
	Exact match “For more than 85 years, ATB has been reimagining the way we do business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 21, 2026	1,001-5,000	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 21, 2026 · View company records in RevenueBase
6	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	5,001-10,000	1,405 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Canadian Western Bank	Exact match	Edmonton, AB, CanadaHQ recorded Sep 21, 2026	1,001-5,000	1,389 contacts →
	Exact match “Whether you need expert advice and specialized financial services for your business banking, personal banking or wealth management – CWB has everything you need.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	IA Private Wealth	Exact match	Montréal, QC, CanadaHQ recorded Sep 21, 2026	201-500	1,050 contacts →
	Exact match “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Canaccord Genuity Group INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	1,001-5,000	913 contacts →
	Exact match “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Wellington-Altus	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 21, 2026	501-1,000	841 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Investment Planning Counsel	Exact match	Mississauga, ON, CanadaHQ recorded Sep 21, 2026	501-1,000	807 contacts →
	Exact match “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Desjardins Financial Security Independent Network	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	1,001-5,000	686 contacts →
	Exact match “Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Fiera Capital	Exact match	Montreal, QC, CanadaHQ recorded Sep 21, 2026	501-1,000	676 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	IGM Financial INC	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 21, 2026	5,001-10,000	623 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	AGF Investments	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	501-1,000	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 21, 2026 · View company records in RevenueBase
17	Connor, Clark & Lunn Financial Group Cc&l	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	501-1,000	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 21, 2026 · View company records in RevenueBase
18	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Aligned Capital Partners INC	Exact match	Burlington, ON, CanadaHQ recorded Sep 21, 2026	51-200	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 21, 2026 · View company records in RevenueBase
20	Harbourfront Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 21, 2026	201-500	265 contacts →
	Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Exact match	Québec, CanadaHQ recorded Sep 21, 2026	501-1,000	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 21, 2026 · View company records in RevenueBase
22	Croesus	Exact match	Laval, QC, CanadaHQ recorded Sep 21, 2026	201-500	238 contacts →
	Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Guardian Capital Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	201-500	222 contacts →
	Exact match “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Ventum Financial	Exact match	Vancouver, BC, CanadaHQ recorded Sep 21, 2026	201-500	193 contacts →
	Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	CIDEL	Exact match	Toronto, ON, CanadaHQ recorded Sep 21, 2026	201-500	182 contacts →
	Exact match “Cidel is a Canadian private bank and asset manager.” Recorded in the RevenueBase company graph · Sep 21, 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 “asset and wealth management consulting firms”. 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 1,603 asset and wealth management consulting firms based in Canada

See the full list, filter by size, metro and specialty, and access 28,775 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “asset and wealth management consulting firms” 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 28,775 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 21, 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.

Asset and wealth management consulting firms 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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 1,603 company matches for asset and wealth management consulting firms 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?

Manulife tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

Toronto leads with 287 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 28,775 professional contacts with verified work emails tracked across these 1,603 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 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 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.