Company lists · Data refreshed September 2026
Top 14 Family offices based in Oakville, Canada
RevenueBase identified 26 company matches for family offices associated with Oakville, Canada as of September 2026 and tracks 322 professional contacts across them, including 107 with verified work emails. Across Canada, Toronto is the largest hub for this category (287 companies); Oakville has 26.
This list covers company matches for family offices associated with Oakville, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 14 largest family offices based in Oakville, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42 contacts → | ||||
Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Discover our commitment to our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “Northland is a multi-award winning, independent Canadian family office founded in 2011.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Terra Cotta Financial Group is dedicated to Inspired Living.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Private Financial Boutique, focusing on Wealth Creation through strategic participation in Private Equity, Venture Capital, and Alternative Investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Ivory Oak Financial Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family offices”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 14 of 26 family offices based in Oakville, Canada
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Family offices based in Oakville, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 26 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Oakville, Canada whose business descriptions match “family offices” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 107 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family offices by metro in Canada
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family offices”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family offices are there based in Oakville, Canada?
RevenueBase identified 26 company matches for family offices associated with Oakville, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Bellwether Investment Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most family offices?
Toronto leads Canada with 287 company records, followed by Vancouver (112) and Calgary (97). Oakville has 26.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 107 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 26 family offices based in Oakville, Canada. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family offices based in Brisbane, Australia
- Family offices based in Melbourne, Australia
- Family offices based in Perth, Australia
- Family offices based in Sydney, Australia
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Company intelligence · public preview
Top 14 family offices based in Oakville, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 26 matching company records for family offices based in Oakville, Canada, with 322 tracked contacts and 107 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 14 family offices based in Oakville, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Bellwether Investment Managementbellvest.caHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Highviewhighviewfin.com HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 17 contacts → |
“HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wise Riddell Financial Groupwiseriddell.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lakeshore Securities INClakeshoresecurities.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Life & Legacy Advisory Grouplifeandlegacy.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Discover our commitment to our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Northland Wealthnorthlandwealth.comHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Northland is a multi-award winning, independent Canadian family office founded in 2011.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Campanella Groupcampanellagroup.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Terra Cotta Financial Groupterracottawealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Terra Cotta Financial Group is dedicated to Inspired Living.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Strategic Wealth Management Services INCstrategicwealthservices.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  CK Wealth Managementckwealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Watson Investmentswatsoninvestments.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Brooks Westbrooksandwest.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | TWO Sevens Capitaltwosevenscapital.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Private Financial Boutique, focusing on Wealth Creation through strategic participation in Private Equity, Venture Capital, and Alternative Investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ivory OAK Financialivoryoak.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Ivory Oak Financial Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 26 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Family offices: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
26 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 26 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family offices by metro in Canada
Questions about this company list
What does Exact match mean for family offices?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family offices did RevenueBase find based in Oakville, Canada?
The saved snapshot records 26 matching company records, 322 tracked contacts and 107 verified emails. The public preview displays 14 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family offices by geography
- Family offices based in Brisbane, Australia
- Family offices based in Melbourne, Australia
- Family offices based in Perth, Australia
- Family offices based in Sydney, Australia
- Family offices based in Belo Horizonte, Brazil
- Family offices based in Curitiba, Brazil
- Family offices based in Porto Alegre, Brazil
- Family offices based in Rio De Janeiro, Brazil
- Family offices based in Sao Paulo, Brazil
- Family offices based in Calgary, Canada
- Family offices based in Edmonton, Canada
- Family offices based in Mississauga, Canada
Cite this list
RevenueBase Data Team. Top 14 family offices based in Oakville, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/family-offices/canada/oakville.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family offices based in Brisbane, Australia
- Family offices based in Melbourne, Australia
- Family offices based in Perth, Australia
- Family offices based in Sydney, Australia
- Family offices based in Belo Horizonte, Brazil
- Family offices based in Curitiba, Brazil
Company intelligence · public preview
Top 14 family offices based in Oakville, Canada
RevenueBase records 26 matching company records for family offices based in Oakville, Canada, with 322 tracked contacts and 107 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 14 family offices based in Oakville, Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bellwether Investment Managementbellvest.ca HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Highviewhighviewfin.com HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 17 contacts → |
“HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wise Riddell Financial Groupwiseriddell.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lakeshore Securities INClakeshoresecurities.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Life & Legacy Advisory Grouplifeandlegacy.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Discover our commitment to our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Northland Wealthnorthlandwealth.com HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Northland is a multi-award winning, independent Canadian family office founded in 2011.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Campanella Groupcampanellagroup.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Terra Cotta Financial Groupterracottawealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Terra Cotta Financial Group is dedicated to Inspired Living.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Strategic Wealth Management Services INCstrategicwealthservices.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CK Wealth Managementckwealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Watson Investmentswatsoninvestments.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Brooks Westbrooksandwest.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | TWO Sevens Capitaltwosevenscapital.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 3 contacts → |
“Private Financial Boutique, focusing on Wealth Creation through strategic participation in Private Equity, Venture Capital, and Alternative Investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ivory OAK Financialivoryoak.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Ivory Oak Financial Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 26 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family offices: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
26 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 26 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family offices by metro in Canada
Questions about this company list
What does Exact match mean for family offices?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family offices did RevenueBase find based in Oakville, Canada?
The saved snapshot records 26 matching company records, 322 tracked contacts and 107 verified emails. The public preview displays 14 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family offices by geography
- Family offices based in Brisbane, Australia
- Family offices based in Melbourne, Australia
- Family offices based in Perth, Australia
- Family offices based in Sydney, Australia
- Family offices based in Belo Horizonte, Brazil
- Family offices based in Curitiba, Brazil
- Family offices based in Porto Alegre, Brazil
- Family offices based in Rio De Janeiro, Brazil
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- Family offices based in Edmonton, Canada
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Cite this list
RevenueBase Data Team. Top 14 family offices based in Oakville, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/family-offices/canada/oakville.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Family offices based in Brisbane, Australia
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