Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms based in Canada

RevenueBase identified 732 athlete wealth management firms headquartered in Canada as of September 2026 and tracks 22,110 professional contacts across them, including 6,145 with verified work emails. Toronto is the largest hub.

This list covers athlete wealth management 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 30, 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 30, 2026 86% judged on-target in blind review
732Companies
22,110Contacts tracked
6,145Verified emails
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The 25 largest athlete wealth management firms based in Canada

Ranked by team size
Top 25 of 732 athlete wealth management firms based in Canada, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 30, 20265,001-10,0006,589 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 30, 2026
2Partial evidenceToronto, CanadaHQ checked Sep 30, 2026501-1,0001,555 contacts →

Partial evidence

“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.”

Source: RevenueBase Database · checked Sep 30, 2026
3Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 2026501-1,000941 contacts →

Strong evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 30, 2026
4Strong evidenceAll Across, AB, CanadaHQ checked Sep 30, 2026501-1,000438 contacts →

Strong evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 30, 2026
5Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 20261,001-5,000407 contacts →

Strong evidence

“At CG Wealth Management, we take a purposefully different approach to wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 202651-20096 contacts →

Strong 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 30, 2026
7Indirect evidenceQuébec, CanadaHQ checked Sep 30, 202651-20054 contacts →

Indirect evidence

“Fondé en 2006, BGY Services financiers intégrés inc.”

Source: RevenueBase Database · checked Sep 30, 2026
8Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 30, 202651-20052 contacts →

Indirect evidence

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceVancouver, BC, CanadaHQ checked Sep 30, 202651-20050 contacts →

Indirect evidence

“ZLC is a boutique financial services firm based in Vancouver.”

Source: RevenueBase Database · checked Sep 30, 2026
10Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 202651-20048 contacts →

Strong evidence

“The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…”

Source: RevenueBase Database · checked Sep 30, 2026
11Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 202611-5043 contacts →

Strong evidence

“Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidenceOakville, ON, CanadaHQ checked Sep 30, 202651-20042 contacts →

Partial evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceLondon, ON, CanadaHQ checked Sep 30, 202611-5042 contacts →

Indirect evidence

“We deal primarily with business owners and their families.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceCampbell River, BC, CanadaHQ checked Sep 30, 202611-5036 contacts →

Indirect evidence

“Alitis Investment Counsel Inc.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceQuébec, QC, CanadaHQ checked Sep 30, 202611-5036 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
16Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 2026201-50032 contacts →

Strong evidence

“Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.”

Source: RevenueBase Database · checked Sep 30, 2026
17Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 30, 202651-20032 contacts →

Strong evidence

“Lawton Partners is a wealth management firm located in Winnipeg, MB.”

Source: RevenueBase Database · checked Sep 30, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 30, 202611-5031 contacts →

Partial evidence

“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.”

Source: RevenueBase Database · checked Sep 30, 2026
19Partial evidencePeterborough, ON, CanadaHQ checked Sep 30, 202611-5026 contacts →

Partial evidence

“At Park Place Financial we preserve and grow the wealth of families, family businesses and entrepreneurs.”

Source: RevenueBase Database · checked Sep 30, 2026
20Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 202611-5026 contacts →

Strong evidence

“Generation Capital is a private wealth and investment management firm based in Toronto.”

Source: RevenueBase Database · checked Sep 30, 2026
21Strong evidenceToronto, ON, CanadaHQ checked Sep 30, 202651-20023 contacts →

Strong evidence

“We are the next generation in premier wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceToronto, ON, CanadaHQ checked Sep 30, 202651-20023 contacts →

Indirect evidence

“For more than 45 years, T.E.”

Source: RevenueBase Database · checked Sep 30, 2026
23Indirect evidenceOakville, ON, CanadaHQ checked Sep 30, 202611-5022 contacts →

Indirect evidence

“We are a full-service financial planning firm.”

Source: RevenueBase Database · checked Sep 30, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 30, 202611-5021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
25Indirect evidenceSaskatoon, SK, CanadaHQ checked Sep 30, 202611-5020 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 30, 2026

Showing 25 of 732 athlete wealth management firms based in Canada

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Athlete wealth management firms based in Canada at a glance

As of Sep 30, 2026
27.8%Verified-email coverage
30.2Average contacts per company
1-10Median size (employees)
11.5%Largest-city concentration · Toronto
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
564
11-50
126
51-200
21
201-500
4
501-1,000
4
1,001-5,000
4
5,001-10,000
2
10001+
5

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 732 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 athlete wealth management 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 “athlete wealth management 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 athlete wealth management 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 athlete wealth management 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, 6,145 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 30, 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.

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 athlete wealth management 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 athlete wealth management firms are there based in Canada?

RevenueBase identified 732 athlete wealth management 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?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most athlete wealth management firms?

Toronto leads with 84 headquartered companies, followed by Calgary (63) and Vancouver (50).

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 6,145 verified decision-maker contacts tracked across these 732 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 30, 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.