Company lists · Data refreshed September 2026

Top 25 Family office consultants based in Toronto, Canada

Name: Family office consultants based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 225 companies tracked

RevenueBase identified 225 family office consultants headquartered in Toronto, Canada as of September 2026 and tracks 23,008 professional contacts across them, including 7,202 with verified work emails. Toronto is the largest hub.

This list covers family office consultants 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 19, 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 19, 2026 86% judged on-target in blind review

225Companies

23,008Contacts tracked

7,202Verified emails

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The 25 largest family office consultants based in Toronto, Canada

Ranked by team size

Top 25 of 225 family office consultants based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family office consultants: 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	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	10001+	8,191 contacts →
	Partial evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 19, 2026
2	BMO Private Wealth	Indirect evidence	Toronto, CanadaHQ checked Sep 19, 2026	501-1,000	1,555 contacts →
	Indirect 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 19, 2026
3	Richardson Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	501-1,000	941 contacts →
	Indirect evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 19, 2026
4	Canaccord Genuity Wealth Management Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	1,001-5,000	407 contacts →
	Indirect evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
5	Fuller Landau LLP	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	192 contacts →
	Indirect evidence “Work together with people excited by your goals and eager to address your unique business needs.” Source: RevenueBase Database · checked Sep 19, 2026
6	CIDEL	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	201-500	182 contacts →
	Indirect evidence “Cidel is a Canadian private bank and asset manager.” Source: RevenueBase Database · checked Sep 19, 2026
7	Prime Quadrant	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	116 contacts →
	Indirect evidence “Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.” Source: RevenueBase Database · checked Sep 19, 2026
8	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 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 19, 2026
9	Edgepoint Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	91 contacts →
	Indirect evidence “EdgePointers think and act like business owners, and believe in putting investors first.” Source: RevenueBase Database · checked Sep 19, 2026
10	Lipton LLP	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	77 contacts →
	Indirect evidence “Quality Service.” Source: RevenueBase Database · checked Sep 19, 2026
11	Cardinal Point Wealth Management, ULC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	49 contacts →
	Indirect evidence “Cardinal Point is a Canada-U.S.” Source: RevenueBase Database · checked Sep 19, 2026
12	Canfin Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect 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 19, 2026
13	Westcourt Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	44 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
14	Kerr Financial Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	43 contacts →
	Indirect 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 19, 2026
15	Northwood Family Office	Strong evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	40 contacts →
	Strong evidence “Northwood Family Office is Canada's leading multi-family office, offering integrated planning, investment management, wealth administration and family engagement for families of…” Source: RevenueBase Database · checked Sep 19, 2026
16	Gluskin Sheff Associates INC	Partial evidence	Toronto, CanadaHQ checked Sep 19, 2026	51-200	40 contacts →
	Partial evidence “Gluskin Sheff + Associates has served the wealth management needs of Canada’s high-net-worth individuals, families and institutions through unparalleled client service and an…” Source: RevenueBase Database · checked Sep 19, 2026
17	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	38 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
18	Creaghan Mcconnell Gould LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	38 contacts →
	Partial evidence “We help Canada's leading business families transition their capital to the next generation.” Source: RevenueBase Database · checked Sep 19, 2026
19	KJH Investors At Harbourfront Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	38 contacts →
	Indirect 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 19, 2026
20	CI Private Wealth Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	201-500	34 contacts →
	Indirect evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 19, 2026
21	Guardian Capital Advisors	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	201-500	32 contacts →
	Partial evidence “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Source: RevenueBase Database · checked Sep 19, 2026
22	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 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 19, 2026
23	Barometer Capital Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	28 contacts →
	Partial evidence “Barometer Capital Management is a Toronto-based wealth management company that specializes in tactical, multi-asset portfolios for families, foundations, and endowment funds.” Source: RevenueBase Database · checked Sep 19, 2026
24	Generation Capital	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 19, 2026
25	Optimize Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	51-200	23 contacts →
	Indirect evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 19, 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: family office consultants. 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 family office consultants.
Partial evidence: Its own public description names part of family office consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office consultants. 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 225 family office consultants based in Toronto, Canada

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Family office consultants based in Toronto, Canada at a glance

As of Sep 19, 2026

31.3%Verified-email coverage

102.3Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

137

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 225 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 family office consultants, 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 “family office consultants”. 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 family office consultants), 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 family office consultants, 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, 7,202 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 19, 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.

Family office consultants by metro in Canada

Family office consultants in Toronto225
Family office consultants in Calgary108
Family office consultants in Vancouver98
Family office consultants in Montreal70
Family office consultants in Ottawa45
Family office consultants in Winnipeg42
Family office consultants in Edmonton38
Family office consultants in Quebec35
Family office consultants in Mississauga32
Family office consultants in Burlington30
Family office consultants in Oakville26
Family office consultants in Halifax25
Family office consultants in Markham25

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 family office consultants, 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 family office consultants are there based in Toronto, Canada?

RevenueBase identified 225 family office consultants 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?

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

Which city has the most family office consultants?

Toronto leads with 225 headquartered companies, followed by Calgary (108) and Vancouver (98).

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 7,202 verified decision-maker contacts tracked across these 225 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 19, 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.