Company lists · Data refreshed September 2026

Top 19 Institutional asset managers based in Vancouver, Canada

RevenueBase identified 32 institutional asset managers headquartered in Vancouver, Canada as of September 2026 and tracks 997 professional contacts across them, including 614 with verified work emails. Toronto is the largest hub.

This list covers institutional asset managers headquartered in Vancouver, 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
32Companies
997Contacts tracked
614Verified emails
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The 19 largest institutional asset managers based in Vancouver, Canada

Ranked by team size
Top 19 of 32 institutional asset managers based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional asset managers: 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 evidenceVancouver, BC, CanadaHQ checked Sep 20, 2026501-1,000447 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 202651-200133 contacts →

Partial evidence

“We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5042 contacts →

Strong evidence

“Dixon Mitchell Investment Counsel is a national discretionary asset manager headquartered in Vancouver.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5038 contacts →

Strong evidence

“Launched in 2014, InvestX is an asset manager providing investors and the wealth management industry with the ability to invest in private companies in single and multi position…”

Source: RevenueBase Database · checked Sep 20, 2026
5Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261,001-5,00038 contacts →

Strong evidence

“As a global asset manager, we work to advance strategic capital allocation initiatives and provide operational transparency.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5026 contacts →

Strong evidence

“Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5020 contacts →

Partial evidence

“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-1013 contacts →

Indirect evidence

“At Deans Knight, we are independent wealth creators guided by our investment philosophy: investing can be extraordinarily complex-the genius is in keeping it simple.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.”

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

Partial evidence

“We are a registered Portfolio Manager in British Columbia, Canada.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Pretium Wealth Management is a full financial services firm, that strives to provide clients value to all aspects of their financial matters.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We are an employee owned investment management firm based in Vancouver, BC.”

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

Indirect evidence

“Established in 2018, Ballantyne Capital is a Vancouver-based investment firm specializing in North American stocks and bonds.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Moat Financial Limited is an independent Portfolio Management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Anchor Pacific provides sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth…”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 202611-502 contacts →

Strong evidence

“Willoughby Asset Management Pools provide a complete asset allocation solution for qualifying investors.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceVancouver, BC, CanadaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 32 institutional asset managers based in Vancouver, Canada

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Institutional asset managers based in Vancouver, Canada at a glance

As of Sep 20, 2026
61.6%Verified-email coverage
31.2Average contacts per company
11-50Median size (employees)
409.4%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
11
51-200
1
201-500
1
501-1,000
2
1,001-5,000
1

Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 32 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 institutional asset managers, 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 Vancouver, Canada whose own description of what they do matches “institutional asset managers”. 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 institutional asset managers), 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 institutional asset managers, and records with no verified work email. Companies headquartered outside Vancouver 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, 614 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.

Institutional asset managers by metro in Canada

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 institutional asset managers, 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 institutional asset managers are there based in Vancouver, Canada?

RevenueBase identified 32 institutional asset managers headquartered in Vancouver, 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?

Nicola Wealth, headquartered in Vancouver, tops this list with the largest team on record.

Which city has the most institutional asset managers?

Toronto leads with 131 headquartered companies, followed by Montreal (38) and Vancouver (32).

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 614 verified decision-maker contacts tracked across these 32 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.