Company lists · Data refreshed November 2026

Top 25 Fund management advisory services based in Toronto, Canada

RevenueBase identified 103 company matches for fund management advisory services associated with Toronto, Canada as of November 2026 and tracks 5,275 professional contacts across them, including 1,002 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for fund management advisory services 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 November 6, 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 Nov 6, 2026 How this list was built
103Companies
5,275Contacts tracked
1,002Verified emails
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The 25 largest fund management advisory services based in Toronto, Canada

Ranked by team size
Top 25 of 103 company matches for fund management advisory services based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, ON, CanadaHQ recorded Nov 6, 2026201-500405 contacts →

Exact match

“Funds Services is a leading provider of fund administration to hedge funds, mutual funds, and private debt/equity firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20093 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 · Nov 6, 2026 · View company records in RevenueBase
3Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20058 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5034 contacts →

Exact match

“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5030 contacts →

Exact match

“INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20020 contacts →

Exact match

“Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-20017 contacts →

Exact match

“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Established in 1998, Generation IACP Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5013 contacts →

Exact match

“Established in Generation PMCA Corp.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“At Ullman Wealth Management, our commitment is to provide strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchToronto, CanadaHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Since 2008, The Black Box Institute has been Canada’s leading advisory firm for CEOs, boards, and leaders at every stage of an organization’s strategic responsibility.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“At Bell Kearns & Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“At Connor, Clark & Lunn Funds Inc.(CC & L Funds), we partner with leading Canadian financial institutions and their investment advisors to deliver unique institutional investment…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Independent - Our interests and goals are aligned with those of our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202651-2009 contacts →

Exact match

“We strive to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base including…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Established in 2006, Meadowbank Asset Management Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchToronto, ON, CanadaHQ recorded Nov 6, 202611-506 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-105 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Agilith Capital is a Toronto-based investment manager founded in 2007.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Schwaben Capital Group Limited is an investment management and investment banking firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchToronto, ON, CanadaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Bolton Capital Canada Inc is a specialist investment management, structuring and financial advisory business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 103 fund management advisory services based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 1,002 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fund management advisory services based in Toronto, Canada at a glance

As of Nov 6, 2026
19.0%Verified-email coverage
51.2Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
29
51-200
9
201-500
3
501-1,000
2
1,001-5,000
4

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 103 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 “fund management advisory services” 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 1,002 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 November 6, 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.

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 “fund management advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fund management advisory services are there based in Toronto, Canada?

RevenueBase identified 103 company matches for fund management advisory services associated with Toronto, Canada as of November 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?

Sggg Fund Services INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most fund management advisory services?

Toronto leads Canada with 103 company records, followed by Vancouver (32) and Calgary (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 1,002 professional contacts with verified work emails tracked across these 103 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 November 6, 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.