Company lists · Data refreshed September 2026

Top 25 Family office managers based in Canada

RevenueBase identified 968 family office managers headquartered in Canada as of September 2026 and tracks 34,095 professional contacts across them, including 11,578 with verified work emails. Toronto is the largest hub.

This list covers family office managers 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 20, 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 20, 2026 86% judged on-target in blind review
968Companies
34,095Contacts tracked
11,578Verified emails
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The 25 largest family office managers based in Canada

Ranked by team size
Top 25 of 968 family office managers based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family office managers: 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
1Strong evidenceToronto, ON, CanadaHQ checked Sep 20, 202610001+8,191 contacts →

Strong 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 20, 2026
2Indirect evidenceToronto, CanadaHQ checked Sep 20, 20261,001-5,0002,400 contacts →

Indirect evidence

“As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 20265,001-10,0001,405 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 2026501-1,000941 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceMontreal, QC, CanadaHQ checked Sep 20, 2026501-1,000804 contacts →

Partial evidence

“Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceAll Across, AB, CanadaHQ checked Sep 20, 2026501-1,000438 contacts →

Partial evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
9Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 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 20, 2026
10Indirect evidenceMontréal, QC, CanadaHQ checked Sep 20, 202651-200228 contacts →

Indirect evidence

“Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 2026201-500182 contacts →

Partial evidence

“Cidel is a Canadian private bank and asset manager.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidence│ Montreal, QC, CanadaHQ checked Sep 20, 202651-200124 contacts →

Partial evidence

“Great wealth management starts with a simple question: what matters most to you?”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-200116 contacts →

Partial 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 20, 2026
14Indirect evidenceBurlington, ON, CanadaHQ checked Sep 20, 202651-20097 contacts →

Indirect evidence

“At Mandeville, your interests always come first when we suggest solutions or investment approaches.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20096 contacts →

Strong 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 20, 2026
16Partial evidenceToronto, CanadaHQ checked Sep 20, 202651-20094 contacts →

Partial evidence

“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20091 contacts →

Indirect evidence

“EdgePointers think and act like business owners, and believe in putting investors first.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 202611-5089 contacts →

Indirect evidence

“Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20059 contacts →

Strong evidence

“North Horizon is a Canadian Family Office with a global investment reach.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceQuébec, CanadaHQ checked Sep 20, 202651-20054 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 20, 202651-20052 contacts →

Indirect evidence

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202651-20050 contacts →

Indirect evidence

“ZLC is a boutique financial services firm based in Vancouver.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20049 contacts →

Indirect evidence

“Cardinal Point is a Canada-U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20048 contacts →

Partial 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 20, 2026
25Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5043 contacts →

Partial 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 20, 2026

Showing 25 of 968 family office managers based in Canada

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Family office managers based in Canada at a glance

As of Sep 20, 2026
34.0%Verified-email coverage
35.2Average contacts per company
1-10Median size (employees)
19.9%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
685
11-50
206
51-200
38
201-500
10
501-1,000
10
1,001-5,000
7
5,001-10,000
3
10001+
6

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 968 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 managers, 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 “family office managers”. 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 managers), 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 managers, 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, 11,578 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 20, 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 family office managers, 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 managers are there based in Canada?

RevenueBase identified 968 family office managers 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?

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

Which city has the most family office managers?

Toronto leads with 193 headquartered companies, followed by Vancouver (79) and Calgary (77).

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 11,578 verified decision-maker contacts tracked across these 968 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 20, 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.