Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Toronto, Canada

Name: Endowment management consulting firms based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 93 companies tracked

RevenueBase identified 93 endowment management consulting firms headquartered in Toronto, Canada as of September 2026 and tracks 4,346 professional contacts across them, including 1,308 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers endowment management consulting firms headquartered in Toronto, 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

93Companies

4,346Contacts tracked

1,308Verified emails

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The 25 largest endowment management consulting firms based in Toronto, Canada

Ranked by team size

Top 25 of 93 endowment management consulting firms based in Toronto, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Richardson Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	941 contacts →
	Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 28, 2026
2	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
3	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	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, 2026
4	KJH Investors At Harbourfront Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	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, 2026
5	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	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, 2026
6	Generation Capital	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 28, 2026
7	Jcic Asset Management INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
8	Baskin Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Founded over 30 years ago, Baskin Wealth Management is an independently owned investment management firm that provides customized wealth management solutions and services to…” Source: RevenueBase Database · checked Sep 28, 2026
9	First North Consulting	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
10	Watt Carmichael INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Source: RevenueBase Database · checked Sep 28, 2026
11	PAL Insurance	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Source: RevenueBase Database · checked Sep 28, 2026
12	Evans Investment Counsel	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Source: RevenueBase Database · checked Sep 28, 2026
13	Barrantagh Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
14	Bridgeport Asset Management INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Bridgeport Asset Management is an independent wealth management firm that offers alternative and traditional investment solutions to high net worth investors, institutions and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Goodreid Investment Counsel	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
16	Davis REA LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
17	JC Clark LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Founded in 2001, JC Clark Ltd.” Source: RevenueBase Database · checked Sep 28, 2026
18	Safebridge Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Source: RevenueBase Database · checked Sep 28, 2026
19	Ullman Wealth Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…” Source: RevenueBase Database · checked Sep 28, 2026
20	Coleford Investment Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “We manage wealth with a clear purpose: to deliver steady, long-term investment returns that achieve the financial plans and aspirations of our clients while minimizing risk.” Source: RevenueBase Database · checked Sep 28, 2026
21	Longview Asset Management LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Longview Asset Management is a private, independent investment management firm.” Source: RevenueBase Database · checked Sep 28, 2026
22	Harness Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Source: RevenueBase Database · checked Sep 28, 2026
23	Bell Kearns And Associates LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…” Source: RevenueBase Database · checked Sep 28, 2026
24	Summit Wealth Advisory Group INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Pension & Benefits Consulting We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges.” Source: RevenueBase Database · checked Sep 28, 2026
25	Vestcap Investment Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Independent - Our interests and goals are aligned with those of our clients.” Source: RevenueBase Database · checked Sep 28, 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: 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 93 endowment management consulting firms based in Toronto, Canada

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Endowment management consulting firms based in Toronto, Canada at a glance

As of Sep 28, 2026

30.1%Verified-email coverage

46.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 93 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 Toronto, 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 Toronto 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, 1,308 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 in Canada

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 Toronto, Canada?

RevenueBase identified 93 endowment management consulting firms headquartered in Toronto, 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 in Canada has the most endowment management consulting firms?

Toronto leads Canada 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 1,308 verified decision-maker contacts tracked across these 93 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.