Company lists · Data refreshed September 2026

Top 25 Financial advisors for high net worth based in Winnipeg, Canada

RevenueBase identified 53 financial advisors for high net worth headquartered in Winnipeg, Canada as of September 2026 and tracks 7,438 professional contacts across them, including 3,036 with verified work emails. Toronto is the largest hub.

This list covers financial advisors for high net worth headquartered in Winnipeg, 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
53Companies
7,438Contacts tracked
3,036Verified emails
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The 25 largest financial advisors for high net worth based in Winnipeg, Canada

Ranked by team size
Top 25 of 53 financial advisors for high net worth based in Winnipeg, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisors for high net worth: 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
1Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,0006,589 contacts →

Partial evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 202651-20032 contacts →

Indirect evidence

“Lawton Partners is a wealth management firm located in Winnipeg, MB.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 202611-5032 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 20, 2026
5Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-1020 contacts →

Strong evidence

“Our vision is to elevate Canadian's wealth management experience with a financial advisory model that provides robust, customized financial planning paired with top-tier…”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 2026501-1,00011 contacts →

Partial evidence

“Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at…”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 202651-2006 contacts →

Partial evidence

“WPG has the people, the experience, and the products to help turn your financial dreams into a reality.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-106 contacts →

Strong evidence

“As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“We believe everyone deserves the chance to write their financial story.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Welcome to StollerWealth.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Originally known as Money Concepts when Ed Thompson founded the company.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We're a prairie based team dedicated to providing investment management, strategic wealth and risk planning for our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Granite Financial Group is an independent financial planning and investment management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“At A&S Financial, we are here for our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“We help people make smarter financial decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 202611-502 contacts →

Partial evidence

“Founded in 1993, Winvest Financial is a team of financial professionals who create unique solutions to suit the needs and desires of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Skye Wealth Planning specializes in personal and business financial planning, with an emphasis on a values-based approach.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 202611-501 contacts →

Partial evidence

“Your Trusted Partner in Financial Growth & SecurityAt Northwell Group, we provide tailored wealth management services that go beyond generic solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“We take a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“At Howe, Harrell & Associates our advisors deliver personalized financial security plans.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Whether you’re just starting out, or you have questions about your current investments, our team is dedicated to working with families and individuals wherever they are in their…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 53 financial advisors for high net worth based in Winnipeg, Canada

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Financial advisors for high net worth based in Winnipeg, Canada at a glance

As of Sep 20, 2026
40.8%Verified-email coverage
140.3Average contacts per company
1-10Median size (employees)
449.1%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
5
51-200
2
501-1,000
1
5,001-10,000
2

Email recency for this list is measured across the whole Canada list rather than for Winnipeg, so it is reported there. Company counts and contact totals on this page are exact for Winnipeg, over 53 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 financial advisors for high net worth, 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 Winnipeg, Canada whose own description of what they do matches “financial advisors for high net worth”. 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 financial advisors for high net worth), 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 financial advisors for high net worth, and records with no verified work email. Companies headquartered outside Winnipeg 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, 3,036 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 financial advisors for high net worth, 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 financial advisors for high net worth are there based in Winnipeg, Canada?

RevenueBase identified 53 financial advisors for high net worth headquartered in Winnipeg, 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?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most financial advisors for high net worth?

Toronto leads with 238 headquartered companies, followed by Calgary (123) and Vancouver (99).

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 3,036 verified decision-maker contacts tracked across these 53 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.