Company lists · Data refreshed October 2026
Top 25 Financial services investment managers based in Canada
RevenueBase identified 1,249 company matches for financial services investment managers associated with Canada as of October 2026 and tracks 59,850 professional contacts across them, including 20,493 with verified work emails. Toronto is the largest hub.
This list covers company matches for financial services investment managers associated with 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 October 12, 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 25 largest financial services investment managers based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,637 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 6,677 contacts → | ||||
Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 2,456 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 1,977 contacts → | ||||
Exact match “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 1,481 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 1,397 contacts → | ||||
Exact match “British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 1,010 contacts → | ||||
Exact match “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 966 contacts → | ||||
Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 939 contacts → | ||||
Exact match “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 861 contacts → | ||||
Exact match “Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is Canada’s top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc, one of…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 675 contacts → | ||||
Exact match “Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 650 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 546 contacts → | ||||
Exact match “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 534 contacts → | ||||
Exact match “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 490 contacts → | ||||
Exact match “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 449 contacts → | ||||
Exact match “ATB Wealth® is the wealth management division of ATB Financial*.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 401 contacts → | ||||
Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 380 contacts → | ||||
Exact match “For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 350 contacts → | ||||
Exact match “Onex invests and manages capital on behalf of its shareholders and clients across the globe.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 330 contacts → | ||||
Exact match “Since Dynamic was first founded as an independent investment club in 1957, we have maintained a single-minded dedication to investment excellence that lets nothing stand in the…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 306 contacts → | ||||
Exact match “Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 298 contacts → | ||||
Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 267 contacts → | ||||
Exact match “Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 226 contacts → | ||||
Exact match “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 204 contacts → | ||||
Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Oct 12, 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 “financial services investment managers”. 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 25 of 1,249 financial services investment managers based in Canada
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Financial services investment managers based in Canada at a glance
As of Oct 12, 2026Companies by employee count
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 1,249 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 Canada whose business descriptions match “financial services investment managers” 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 20,493 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 October 12, 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.
Financial services investment managers by metro
- Financial services investment managers in Toronto219
- Financial services investment managers in Vancouver90
- Financial services investment managers in Calgary85
- Financial services investment managers in Montreal62
- Financial services investment managers in Winnipeg44
- Financial services investment managers in Mississauga31
- Financial services investment managers in Ottawa31
- Financial services investment managers in Edmonton29
- Financial services investment managers in London26
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 “financial services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services investment managers are there based in Canada?
RevenueBase identified 1,249 company matches for financial services investment managers associated with Canada as of October 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?
RBC Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services investment managers?
Toronto leads with 219 company records, followed by Vancouver (90) and Calgary (85).
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 20,493 professional contacts with verified work emails tracked across these 1,249 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,249 financial services investment managers based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Financial services investment managers by geography
- Financial services investment managers based in Buenos Aires, Argentina
- Financial services investment managers based in Brisbane, Australia
- Financial services investment managers based in Melbourne, Australia
- Financial services investment managers based in Sydney, Australia
- Financial services investment managers based in Vienna, Austria
- Financial services investment managers based in Belo Horizonte, Brazil
- Financial services investment managers based in Curitiba, Brazil
- Financial services investment managers based in Porto Alegre, Brazil
- Financial services investment managers based in Rio De Janeiro, Brazil
- Financial services investment managers based in Sao Paulo, Brazil
- Financial services investment managers based in Calgary, Canada
- Financial services investment managers based in Edmonton, Canada
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
- Financial services investment managers based in Buenos Aires, Argentina
- Financial services investment managers based in Brisbane, Australia
- Financial services investment managers based in Melbourne, Australia
- Financial services investment managers based in Sydney, Australia
- Financial services investment managers based in Vienna, Austria
- Financial services investment managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 financial services investment managers based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,249 matching company records for financial services investment managers based in Canada, with 59,850 tracked contacts and 20,493 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 25 financial services investment managers based in 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 |  RBC Wealth Managementrbcwealthmanagement.comHQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,637 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  IG Wealth Managementig.caHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,677 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BMO Nesbitt Burnsbmo.comHQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,456 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fidelity Canadafidelity.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,977 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Raymond James LTDraymondjames.caHQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,481 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  BCIbci.caHQ: Victoria, BC, CanadaReported employees: 501-1,000 | Victoria, BC, Canada | 501-1,000 | Exact match | 1,397 contacts → |
“British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IA Private Wealthiaprivatewealth.caHQ: Montréal, QC, CanadaReported employees: 201-500 | Montréal, QC, Canada | 201-500 | Exact match | 1,010 contacts → |
“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Richardson Wealthrichardsonwealth.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 966 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Canaccord Genuity Group INCcgf.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 939 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wellington-Altuswellington-altus.caHQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 861 contacts → |
“Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is Canada’s top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc, one of…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fiera Capitalfieracapital.comHQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 675 contacts → |
“Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  IGM Financial INCigmfinancial.comHQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 650 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  AGF Investmentsagf.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 546 contacts → |
“AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Connor, Clark & Lunn Financial Group Cc&lcclgroup.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 534 contacts → |
“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Nicola Wealthnicolawealth.comHQ: Vancouver, BC, CanadaReported employees: 501-1,000 | Vancouver, BC, Canada | 501-1,000 | Exact match | 490 contacts → |
“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  ATB Wealthatb.comHQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 449 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Canaccord Genuity Wealth Management Canadawealthreimagined.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 401 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Odlum Brown Limitedodlumbrown.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 380 contacts → |
“For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  ONEXonex.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 350 contacts → |
“Onex invests and manages capital on behalf of its shareholders and clients across the globe.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Dynamicdynamic.caHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 330 contacts → |
“Since Dynamic was first founded as an independent investment club in 1957, we have maintained a single-minded dedication to investment excellence that lets nothing stand in the…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Aligned Capital Partners INCalignedcapitalpartners.comHQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 306 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Harbourfront Wealth Managementharbourfrontwealth.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 298 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mawer Investment Managementmawer.comHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 267 contacts → |
“Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Guardian Capital Groupguardiancapital.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 226 contacts → |
“Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Ventum Financialventumfinancial.comHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 204 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,249 company matches
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Financial services investment managers: dataset insights
October 12, 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
1,241 records in the displayed employee bands.
8 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,249 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: October 12, 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 ↗
Financial services investment managers by metro
- Financial services investment managers in Toronto219
- Financial services investment managers in Vancouver90
- Financial services investment managers in Calgary85
- Financial services investment managers in Montreal62
- Financial services investment managers in Winnipeg44
- Financial services investment managers in Mississauga31
- Financial services investment managers in Ottawa31
- Financial services investment managers in Edmonton29
- Financial services investment managers in London26
Questions about this company list
What does Exact match mean for financial services investment managers?
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 financial services investment managers did RevenueBase find based in Canada?
The saved snapshot records 1,249 matching company records, 59,850 tracked contacts and 20,493 verified emails. The public preview displays 25 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: October 12, 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
Financial services investment managers by geography
- Financial services investment managers based in Buenos Aires, Argentina
- Financial services investment managers based in Brisbane, Australia
- Financial services investment managers based in Melbourne, Australia
- Financial services investment managers based in Sydney, Australia
- Financial services investment managers based in Vienna, Austria
- Financial services investment managers based in Belo Horizonte, Brazil
- Financial services investment managers based in Curitiba, Brazil
- Financial services investment managers based in Porto Alegre, Brazil
- Financial services investment managers based in Rio De Janeiro, Brazil
- Financial services investment managers based in Sao Paulo, Brazil
- Financial services investment managers based in Calgary, Canada
- Financial services investment managers based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 financial services investment managers based in Canada. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-investment-managers/canada.
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
- Financial services investment managers based in Buenos Aires, Argentina
- Financial services investment managers based in Brisbane, Australia
- Financial services investment managers based in Melbourne, Australia
- Financial services investment managers based in Sydney, Australia
- Financial services investment managers based in Vienna, Austria
- Financial services investment managers based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 financial services investment managers based in Canada
RevenueBase records 1,249 matching company records for financial services investment managers based in Canada, with 59,850 tracked contacts and 20,493 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 25 financial services investment managers based in 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 | RBC Wealth Managementrbcwealthmanagement.com HQ: Toronto, ON, CanadaReported employees: 10001+ | Toronto, ON, Canada | 10001+ | Exact match | 8,637 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | IG Wealth Managementig.ca HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 6,677 contacts → |
“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BMO Nesbitt Burnsbmo.com HQ: Toronto, CanadaReported employees: 1,001-5,000 | Toronto, Canada | 1,001-5,000 | Exact match | 2,456 contacts → |
“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…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fidelity Canadafidelity.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,977 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Raymond James LTDraymondjames.ca HQ: Toronto, ON, CanadaReported employees: 5,001-10,000 | Toronto, ON, Canada | 5,001-10,000 | Exact match | 1,481 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | BCIbci.ca HQ: Victoria, BC, CanadaReported employees: 501-1,000 | Victoria, BC, Canada | 501-1,000 | Exact match | 1,397 contacts → |
“British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IA Private Wealthiaprivatewealth.ca HQ: Montréal, QC, CanadaReported employees: 201-500 | Montréal, QC, Canada | 201-500 | Exact match | 1,010 contacts → |
“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Richardson Wealthrichardsonwealth.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 966 contacts → |
“Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Canaccord Genuity Group INCcgf.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 939 contacts → |
“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wellington-Altuswellington-altus.ca HQ: Winnipeg, MB, CanadaReported employees: 501-1,000 | Winnipeg, MB, Canada | 501-1,000 | Exact match | 861 contacts → |
“Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is Canada’s top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc, one of…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fiera Capitalfieracapital.com HQ: Montreal, QC, CanadaReported employees: 501-1,000 | Montreal, QC, Canada | 501-1,000 | Exact match | 675 contacts → |
“Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | IGM Financial INCigmfinancial.com HQ: Winnipeg, MB, CanadaReported employees: 5,001-10,000 | Winnipeg, MB, Canada | 5,001-10,000 | Exact match | 650 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | AGF Investmentsagf.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 546 contacts → |
“AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Connor, Clark & Lunn Financial Group Cc&lcclgroup.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 534 contacts → |
“At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nicola Wealthnicolawealth.com HQ: Vancouver, BC, CanadaReported employees: 501-1,000 | Vancouver, BC, Canada | 501-1,000 | Exact match | 490 contacts → |
“Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ATB Wealthatb.com HQ: All Across, AB, CanadaReported employees: 501-1,000 | All Across, AB, Canada | 501-1,000 | Exact match | 449 contacts → |
“ATB Wealth® is the wealth management division of ATB Financial*.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Canaccord Genuity Wealth Management Canadawealthreimagined.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 401 contacts → |
“At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Odlum Brown Limitedodlumbrown.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 380 contacts → |
“For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | ONEXonex.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 350 contacts → |
“Onex invests and manages capital on behalf of its shareholders and clients across the globe.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dynamicdynamic.ca HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 330 contacts → |
“Since Dynamic was first founded as an independent investment club in 1957, we have maintained a single-minded dedication to investment excellence that lets nothing stand in the…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Aligned Capital Partners INCalignedcapitalpartners.com HQ: Burlington, ON, CanadaReported employees: 51-200 | Burlington, ON, Canada | 51-200 | Exact match | 306 contacts → |
“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Harbourfront Wealth Managementharbourfrontwealth.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 298 contacts → |
“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mawer Investment Managementmawer.com HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 267 contacts → |
“Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Guardian Capital Groupguardiancapital.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 226 contacts → |
“Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Ventum Financialventumfinancial.com HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 204 contacts → |
“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,249 company matches
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Financial services investment managers: dataset insights
October 12, 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
1,241 records in the displayed employee bands.
8 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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,249 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: October 12, 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 ↗
Financial services investment managers by metro
- Financial services investment managers in Toronto219
- Financial services investment managers in Vancouver90
- Financial services investment managers in Calgary85
- Financial services investment managers in Montreal62
- Financial services investment managers in Winnipeg44
- Financial services investment managers in Mississauga31
- Financial services investment managers in Ottawa31
- Financial services investment managers in Edmonton29
- Financial services investment managers in London26
Questions about this company list
What does Exact match mean for financial services investment managers?
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 financial services investment managers did RevenueBase find based in Canada?
The saved snapshot records 1,249 matching company records, 59,850 tracked contacts and 20,493 verified emails. The public preview displays 25 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: October 12, 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
Financial services investment managers by geography
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- Financial services investment managers based in Sydney, Australia
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- Financial services investment managers based in Curitiba, Brazil
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- Financial services investment managers based in Rio De Janeiro, Brazil
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- Financial services investment managers based in Edmonton, Canada
Cite this list
RevenueBase Data Team. Top 25 financial services investment managers based in Canada. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-investment-managers/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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