Company lists · Data refreshed October 2026

Top 25 Financial services investment managers based in Toronto, Canada

Name: Financial services investment managers based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 219 companies tracked

RevenueBase identified 219 company matches for financial services investment managers associated with Toronto, Canada as of October 2026 and tracks 35,231 professional contacts across them, including 10,856 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for financial services investment managers associated with Toronto, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

219Companies

35,231Contacts tracked

10,856Verified emails

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The 25 largest financial services investment managers based in Toronto, Canada

Ranked by team size

Top 25 of 219 company matches for financial services investment managers based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	10001+	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	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Oct 12, 2026	1,001-5,000	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
3	Fidelity Canada	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1,001-5,000	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
4	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	5,001-10,000	1,481 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	501-1,000	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
6	Canaccord Genuity Group INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1,001-5,000	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
7	AGF Investments	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	501-1,000	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
8	Connor, Clark & Lunn Financial Group Cc&l	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	501-1,000	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
9	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	1,001-5,000	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
10	ONEX	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	201-500	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
11	Dynamic	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	501-1,000	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
12	Guardian Capital Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	201-500	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
13	Q Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	201-500	144 contacts →
	Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	IA Clarington Investments	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	129 contacts →
	Exact match “One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	100 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Purpose Investments	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	85 contacts →
	Exact match “Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Sprucegrove Investment Management LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	56 contacts →
	Exact match “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	55 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Foyston, Gordon & Payne INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	50 contacts →
	Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Bridgehouse Asset Managers	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	44 contacts →
	Exact match “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	44 contacts →
	Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	IA Private Wealth USA	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	n/a	39 contacts →
	Exact match “A wholly owned subsidiary of iA Financial Corporation Inc, iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Integral Wealth Securities Limited	Exact match	Toronto, CanadaHQ recorded Oct 12, 2026	11-50	37 contacts →
	Exact match “Established in 2003, Integral Wealth Securities Limited is a private, independent, IIROC-licensed investment dealer headquartered in Toronto with offices in Calgary, Vancouver…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Barometer Capital Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	51-200	32 contacts →
	Exact match “Barometer Capital Management is a Toronto-based wealth management company that specializes in tactical, multi-asset portfolios for families, foundations, and endowment funds.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Westcourt Capital	Exact match	Toronto, ON, CanadaHQ recorded Oct 12, 2026	11-50	32 contacts →
	Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” 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 219 financial services investment managers based in Toronto, Canada

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Financial services investment managers based in Toronto, Canada at a glance

As of Oct 12, 2026

30.8%Verified-email coverage

160.9Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

115

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 219 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 Toronto, 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 10,856 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 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 “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 Toronto, Canada?

RevenueBase identified 219 company matches for financial services investment managers associated with Toronto, 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 in Canada has the most financial services investment managers?

Toronto leads Canada 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 10,856 professional contacts with verified work emails tracked across these 219 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.

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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.