Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Canada

RevenueBase identified 378 endowment management consulting firms headquartered in Canada as of September 2026 and tracks 6,753 professional contacts across them, including 2,338 with verified work emails. Toronto is the largest hub.

This list covers endowment management consulting 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 28, 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 28, 2026 86% judged on-target in blind review
378Companies
6,753Contacts tracked
2,338Verified emails
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The 25 largest endowment management consulting firms based in Canada

Ranked by team size
Top 25 of 378 endowment management consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting 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
1Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 2026501-1,000941 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261,001-5,000407 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceVancouver, BC, CanadaHQ checked Sep 28, 2026201-500265 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 28, 2026
4Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20096 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 28, 2026
5Indirect evidenceMontréal, QC, CanadaHQ checked Sep 28, 202651-20058 contacts →

Indirect evidence

“Lafond : un environnement d’accueil pour la PME et ses dirigeants.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSaskatoon, SK, CanadaHQ checked Sep 28, 202651-20056 contacts →

Indirect evidence

“For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families protect, preserve, and optimize net worth by using…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceQuébec, CanadaHQ checked Sep 28, 202651-20054 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceQuébec, QC, CanadaHQ checked Sep 28, 202611-5042 contacts →

Indirect evidence

“C’est avec une équipe de 40 experts chevronnés et dévoués, qu’Eterna Groupe Financier s’est construit une réputation de chef de file dans le secteur financier.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceOakville, ON, CanadaHQ checked Sep 28, 202651-20042 contacts →

Partial evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSudbury, ON, CanadaHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

“Legacy is built over a lifetime-that’s why we’re here.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5038 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceOttawa, ON, CanadaHQ checked Sep 28, 202611-5037 contacts →

Indirect evidence

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceMontreal, QC, CanadaHQ checked Sep 28, 202611-5037 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceCampbell River, BC, CanadaHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“Alitis Investment Counsel Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceQuébec, QC, CanadaHQ checked Sep 28, 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 28, 2026
16Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 202651-20032 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 28, 202611-5032 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
19Partial evidenceVancouver, BC, CanadaHQ checked Sep 28, 202611-5026 contacts →

Partial 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 28, 2026
20Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5026 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSaint-bruno-de-montarville, QC, CanadaHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSaskatoon, SK, CanadaHQ checked Sep 28, 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 28, 2026
23Partial evidenceSwift Current, SK, CanadaHQ checked Sep 28, 202611-5019 contacts →

Partial evidence

“Innovation Wealth is the wealth management partner for Innovation Federal Credit Union.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceGrande Prairie, AB, CanadaHQ checked Sep 28, 20261-1019 contacts →

Indirect evidence

“Thanks for visiting Discovery Financial We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 378 endowment management consulting firms based in Canada

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Endowment management consulting firms based in Canada at a glance

As of Sep 28, 2026
34.6%Verified-email coverage
17.9Average contacts per company
1-10Median size (employees)
24.6%Largest-city concentration · Toronto
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
253
11-50
98
51-200
16
201-500
2
501-1,000
4
1,001-5,000
3
10001+
2

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 378 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 endowment management consulting 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 “endowment management consulting 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 endowment management consulting 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 endowment management consulting 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, 2,338 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 28, 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 endowment management consulting 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 endowment management consulting firms are there based in Canada?

RevenueBase identified 378 endowment management consulting 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?

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

Which city has the most endowment management consulting firms?

Toronto leads with 93 headquartered companies, followed by Vancouver (29) and Calgary (26).

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 2,338 verified decision-maker contacts tracked across these 378 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 28, 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.