Company lists · Data refreshed November 2026

Top 25 Endowment investment advisors based in Canada

RevenueBase identified 197 company matches for endowment investment advisors associated with Canada as of November 2026 and tracks 11,394 professional contacts across them, including 1,915 with verified work emails. Toronto is the largest hub.

This list covers company matches for endowment investment advisors 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 November 6, 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 Nov 6, 2026 How this list was built
197Companies
11,394Contacts tracked
1,915Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest endowment investment advisors based in Canada

Ranked by team size
Top 25 of 197 company matches for endowment investment advisors based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, ON, CanadaHQ recorded Nov 6, 2026501-1,000552 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 · Nov 6, 2026 · View company records in RevenueBase
2Exact matchToronto, QC, CanadaHQ recorded Nov 6, 2026501-1,000550 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 · Nov 6, 2026 · View company records in RevenueBase
3Exact matchCalgary, AB, CanadaHQ recorded Nov 6, 2026201-500272 contacts →

Exact match

“Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchVancouver, BC, CanadaHQ recorded Nov 6, 202651-200148 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchVancouver, CanadaHQ recorded Nov 6, 202651-200132 contacts →

Exact match

“If you believe the most important part of building prosperity is sustaining it… if you agree that flashy investment predictions usually amount to nothing more than a lot of noise…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20058 contacts →

Exact match

“Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5057 contacts →

Exact match

“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20046 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchCampbell River, BC, CanadaHQ recorded Nov 6, 202611-5038 contacts →

Exact match

“Alitis Investment Counsel Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5038 contacts →

Exact match

“KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMontreal, QC, CanadaHQ recorded Nov 6, 202611-5038 contacts →

Exact match

“Pembroke Management is an independent, Montreal-based investment firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchWinnipeg, MB, CanadaHQ recorded Nov 6, 202611-5036 contacts →

Exact match

“Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20036 contacts →

Exact match

“Barometer Capital Management is a Toronto-based wealth management company that specializes in tactical, multi-asset portfolios for families, foundations, and endowment funds.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchMontréal, QC, CanadaHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“Claret Asset Management specializes in offering portfolio management services to high net worth clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5034 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchLangley, BC, CanadaHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“Capstone Asset Management provides Discretionary Portfolio Management, specific Investment Mandates for Institutional investors and a range of traditional & non-traditional…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchVancouver, BC, CanadaHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5026 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSaint-bruno-de-montarville, QC, CanadaHQ recorded Nov 6, 202611-5025 contacts →

Exact match

“Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5024 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchSaskatoon, SK, CanadaHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“We believe in potential of all kinds–whether it be that of our clients, their families, or the businesses we invest in.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchWaterloo, ON, CanadaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchVictoria, BC, CanadaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchWestmount, QC, CanadaHQ recorded Nov 6, 202651-20020 contacts →

Exact match

“For over 40 years, Rothenberg Wealth Management has been one of Canada's leading Wealth Management advisory teams providing financial advice and solutions to thousands of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 197 endowment investment advisors based in Canada

See the full list, filter by size, metro and specialty, and access 1,915 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Endowment investment advisors based in Canada at a glance

As of Nov 6, 2026
16.8%Verified-email coverage
57.8Average contacts per company
1-10Median size (employees)
37.6%Largest-city concentration · Toronto
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
106
11-50
66
51-200
12
201-500
2
501-1,000
6
1,001-5,000
3
5,001-10,000
1
10001+
1

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 197 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 “endowment investment advisors” 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 1,915 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 November 6, 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.

Endowment investment advisors 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 “endowment investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many endowment investment advisors are there based in Canada?

RevenueBase identified 197 company matches for endowment investment advisors associated with Canada as of November 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?

Connor, Clark & Lunn Financial Group Cc&l tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most endowment investment advisors?

Toronto leads with 74 company records, followed by Montreal (16) and Calgary (15).

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 1,915 professional contacts with verified work emails tracked across these 197 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 197 endowment investment advisors based in Canada. Start with a free account, no credit card.

Download this list →

Related lists

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.