Company lists · Data refreshed September 2026

Top 25 Asset management and consulting services based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 1,185 companies tracked

RevenueBase identified 1,185 asset management and consulting services headquartered in Canada as of September 2026 and tracks 49,899 professional contacts across them, including 16,007 with verified work emails. Toronto is the largest hub.

This list covers asset management and consulting services 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

1,185Companies

49,899Contacts tracked

16,007Verified emails

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The 25 largest asset management and consulting services based in Canada

Ranked by team size

Top 25 of 1,185 asset management and consulting services 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 management and consulting services: 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	RBC Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	10001+	8,191 contacts →
	Indirect 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
2	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 21, 2026	5,001-10,000	6,589 contacts →
	Partial 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
3	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
4	BCI	Partial evidence	Victoria, BC, CanadaHQ checked Sep 21, 2026	501-1,000	1,389 contacts →
	Partial evidence “British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Source: RevenueBase Database · checked Sep 21, 2026
5	Richardson Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	501-1,000	941 contacts →
	Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 21, 2026
6	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
7	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
8	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
9	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
10	Nicola Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	501-1,000	447 contacts →
	Partial evidence “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Source: RevenueBase Database · checked Sep 21, 2026
11	ATB Wealth	Partial evidence	All Across, AB, CanadaHQ checked Sep 21, 2026	501-1,000	438 contacts →
	Partial evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 21, 2026
12	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
13	Harbourfront Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	201-500	265 contacts →
	Partial 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
14	Mawer Investment Management	Strong evidence	Calgary, AB, CanadaHQ checked Sep 21, 2026	201-500	262 contacts →
	Strong evidence “Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Source: RevenueBase Database · checked Sep 21, 2026
15	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
16	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
17	Connor, Clark & Lunn Investment Management Cc&l	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	51-200	133 contacts →
	Partial evidence “We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Source: RevenueBase Database · checked Sep 21, 2026
18	HUB International Québec LTD	Indirect evidence	Mont-royal, QC, CanadaHQ checked Sep 21, 2026	10001+	127 contacts →
	Indirect evidence “Hi, we're HUB.” Source: RevenueBase Database · checked Sep 21, 2026
19	Trans-Canada Capital	Strong evidence	Montréal, QC, CanadaHQ checked Sep 21, 2026	51-200	120 contacts →
	Strong evidence “Trans-Canada Capital Inc.(TCC) is an asset management firm specializing in innovative investment strategies for investors.” Source: RevenueBase Database · checked Sep 21, 2026
20	Ninepoint Partners	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	97 contacts →
	Indirect evidence “Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification.” Source: RevenueBase Database · checked Sep 21, 2026
21	Mandeville Private Client INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 21, 2026	51-200	97 contacts →
	Indirect evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 21, 2026
22	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	96 contacts →
	Partial evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 21, 2026
23	Fluid Life	Strong evidence	Edmonton, AB, CanadaHQ checked Sep 21, 2026	51-200	90 contacts →
	Strong evidence “As a leading provider of asset management solutions and lubrication analysis, Fluid Life uses its cutting edge software, training, tools and supported programs to improve…” Source: RevenueBase Database · checked Sep 21, 2026
24	Roth Iams	Strong evidence	Oakville, ON, CanadaHQ checked Sep 21, 2026	51-200	89 contacts →
	Strong evidence “Imagine a world where your asset management plans were based on consistent and defensible data.” Source: RevenueBase Database · checked Sep 21, 2026
25	Cardinal Capital Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 21, 2026	51-200	88 contacts →
	Partial evidence “A Canadian investment counsel firm built on decades of disciplined, rules-based dividend growth investing and long-term wealth management.” 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 management and consulting services. 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 management and consulting services.
Partial evidence: Its own public description names part of asset management and consulting services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management and consulting services. 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 1,185 asset management and consulting services based in Canada

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Asset management and consulting services based in Canada at a glance

As of Sep 21, 2026

32.1%Verified-email coverage

42.1Average contacts per company

1-10Median size (employees)

19.8%Largest-city concentration · Toronto

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

798

11-50

259

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 1,185 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 management and consulting services, 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 management and consulting services”. 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 management and consulting services), 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 management and consulting services, 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, 16,007 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 management and consulting services by metro

Asset management and consulting services in Toronto235
Asset management and consulting services in Vancouver92
Asset management and consulting services in Calgary79
Asset management and consulting services in Montreal78
Asset management and consulting services in Mississauga33
Asset management and consulting services in Winnipeg32
Asset management and consulting services in Edmonton30
Asset management and consulting services in Quebec30
Asset management and consulting services in Oakville25
Asset management and consulting services in Ottawa25

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 management and consulting services, 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 management and consulting services are there based in Canada?

RevenueBase identified 1,185 asset management and consulting services 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most asset management and consulting services?

Toronto leads with 235 headquartered companies, followed by Vancouver (92) and Calgary (79).

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 16,007 verified decision-maker contacts tracked across these 1,185 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.