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.
The 25 largest endowment management consulting firms based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 941 contacts → | ||||
Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 407 contacts → | ||||
Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 58 contacts → | ||||
Indirect evidence “Lafond : un environnement d’accueil pour la PME et ses dirigeants.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 56 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 54 contacts → | ||||
Indirect evidence “Fondé en 2006, BGY Services financiers intégrés inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 42 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 42 contacts → | ||||
Partial evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 41 contacts → | ||||
Indirect evidence “Legacy is built over a lifetime-that’s why we’re here.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 38 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 37 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 37 contacts → | ||||
Partial evidence “Pembroke Management is an independent, Montreal-based investment firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 36 contacts → | ||||
Indirect evidence “Alitis Investment Counsel Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 36 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 32 contacts → | ||||
Partial evidence “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 32 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 31 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 26 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 26 contacts → | ||||
Partial evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 25 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 19 contacts → | ||||
Partial evidence “Innovation Wealth is the wealth management partner for Innovation Federal Credit Union.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 19 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 19 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, 2026Thanks. The Data Team will review it. | |||||
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: endowment management consulting firms. 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 endowment management consulting firms.
- Partial evidence
- Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name endowment management consulting firms. 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 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, 2026Companies by employee count
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.
Endowment management consulting firms 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 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.
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