Company lists · Data refreshed September 2026

Top 25 Asset management consulting services based in Canada

Name: Asset management 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 355 companies tracked

RevenueBase identified 355 asset management consulting services headquartered in Canada as of September 2026 and tracks 10,264 professional contacts across them, including 2,108 with verified work emails. Toronto is the largest hub.

This list covers asset management 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

355Companies

10,264Contacts tracked

2,108Verified emails

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The 25 largest asset management consulting services based in Canada

Ranked by team size

Top 25 of 355 asset management 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 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	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
2	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
3	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
4	Mercer Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	10001+	236 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 21, 2026
5	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
6	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
7	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
8	Ellement Consulting Group	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 21, 2026	51-200	74 contacts →
	Partial evidence “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Source: RevenueBase Database · checked Sep 21, 2026
9	Sprucegrove Investment Management LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	57 contacts →
	Partial evidence “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Source: RevenueBase Database · checked Sep 21, 2026
10	Consilium Assurance Groupe Conseil	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 21, 2026	11-50	54 contacts →
	Indirect evidence “Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs projets et résoudre leurs enjeux personnels et d’affaires.” Source: RevenueBase Database · checked Sep 21, 2026
11	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	38 contacts →
	Indirect evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Sep 21, 2026
12	Infor Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	32 contacts →
	Indirect evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 21, 2026
13	Claret Asset Management	Strong evidence	Montréal, QC, CanadaHQ checked Sep 21, 2026	11-50	31 contacts →
	Strong evidence “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Source: RevenueBase Database · checked Sep 21, 2026
14	Pathfinder Asset Management Limited	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	26 contacts →
	Strong evidence “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Source: RevenueBase Database · checked Sep 21, 2026
15	Tbmaestro Canada	Indirect evidence	Montréal, CanadaHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “PRENEZ LES MEILLEURES DÉCISIONS POUR VOS BATIMENTS ET INFRASTRUCTURES - Nous vous aidons à améliorer la connaissance de vos actifs physiques, maîtriser les risques et prioriser…” Source: RevenueBase Database · checked Sep 21, 2026
16	Fitzpatrick & CO	Indirect evidence	Charlottetown, PE, CanadaHQ checked Sep 21, 2026	11-50	24 contacts →
	Indirect evidence “With experience in multiple sectors and a focus on the Atlantic Canadian economic landscape, Fitzpatrick & Co.” Source: RevenueBase Database · checked Sep 21, 2026
17	Pavilion Business Services	Indirect evidence	Abbotsford, BC, CanadaHQ checked Sep 21, 2026	11-50	24 contacts →
	Indirect evidence “Pavilion Business Services prides itself in providing professional client-centered service.” Source: RevenueBase Database · checked Sep 21, 2026
18	Opes Software	Partial evidence	Kirkland, QC, CanadaHQ checked Sep 21, 2026	51-200	24 contacts →
	Partial evidence “OPES Software is a global provider of investment management solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 21, 2026
19	Finmetrix INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 21, 2026	11-50	22 contacts →
	Partial evidence “Independent from all banks and brokers, FINMETRIX offers objective consulting services without hidden fees or financial product purchases.” Source: RevenueBase Database · checked Sep 21, 2026
20	Meckelborg Financial Group LTD	Indirect evidence	Saskatoon, SK, CanadaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “We believe in potential of all kinds–whether it be that of our clients, their families, or the businesses we invest in.” Source: RevenueBase Database · checked Sep 21, 2026
21	Heward Investment Management INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 21, 2026	11-50	19 contacts →
	Partial evidence “Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Source: RevenueBase Database · checked Sep 21, 2026
22	George & Bell Consulting	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 21, 2026	11-50	17 contacts →
	Partial evidence “George & Bell Consulting Inc.” Source: RevenueBase Database · checked Sep 21, 2026
23	First North Consulting	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	51-200	16 contacts →
	Indirect evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 21, 2026
24	Barrantagh Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 21, 2026	11-50	14 contacts →
	Partial evidence “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Source: RevenueBase Database · checked Sep 21, 2026
25	Ammco INC	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 21, 2026	1-10	14 contacts →
	Indirect evidence 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 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 consulting services.
Partial evidence: Its own public description names part of asset management 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 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 355 asset management consulting services based in Canada

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Asset management consulting services based in Canada at a glance

As of Sep 21, 2026

20.5%Verified-email coverage

28.9Average contacts per company

1-10Median size (employees)

30.1%Largest-city concentration · Toronto

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

249

11-50

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 355 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 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 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 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 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, 2,108 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 consulting services 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 management 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 consulting services are there based in Canada?

RevenueBase identified 355 asset management 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?

Fiera Capital, headquartered in Montreal, tops this list with the largest team on record.

Which city has the most asset management consulting services?

Toronto leads with 107 headquartered companies, followed by Vancouver (36) and Montreal (31).

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 2,108 verified decision-maker contacts tracked across these 355 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.