Company lists · Data refreshed September 2026

Top 25 Institutional investment advisors based in Canada

Name: Institutional investment advisors based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 1,057 companies tracked

RevenueBase identified 1,057 institutional investment advisors headquartered in Canada as of September 2026 and tracks 38,852 professional contacts across them, including 10,524 with verified work emails. Toronto is the largest hub.

This list covers institutional investment advisors headquartered in 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

1,057Companies

38,852Contacts tracked

10,524Verified emails

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The 25 largest institutional investment advisors based in Canada

Ranked by team size

Top 25 of 1,057 institutional investment advisors based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional investment advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	IG Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	6,589 contacts →
	Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
2	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 20, 2026	1,001-5,000	2,400 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
3	Fidelity Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1,001-5,000	1,862 contacts →
	Indirect evidence “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
4	BCI	Partial evidence	Victoria, BC, CanadaHQ checked Sep 20, 2026	501-1,000	1,389 contacts →
	Partial evidence “British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Source: RevenueBase Database · checked Sep 20, 2026
5	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
6	AGF Investments	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	526 contacts →
	Partial evidence “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Source: RevenueBase Database · checked Sep 20, 2026
7	Connor, Clark & Lunn Financial Group Cc&l	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	499 contacts →
	Indirect evidence “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Source: RevenueBase Database · checked Sep 20, 2026
8	Nicola Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	501-1,000	447 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
9	ATB Wealth	Indirect evidence	All Across, AB, CanadaHQ checked Sep 20, 2026	501-1,000	438 contacts →
	Indirect evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 20, 2026
10	ONEX	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	354 contacts →
	Indirect evidence “Onex invests and manages capital on behalf of its shareholders and clients across the globe.” Source: RevenueBase Database · checked Sep 20, 2026
11	Dynamic	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	325 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
12	BCA Research	Partial evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	51-200	306 contacts →
	Partial evidence “BCA Research is a leading global provider of independent investment research.” Source: RevenueBase Database · checked Sep 20, 2026
13	Mawer Investment Management	Partial evidence	Calgary, AB, CanadaHQ checked Sep 20, 2026	201-500	262 contacts →
	Partial evidence “Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Source: RevenueBase Database · checked Sep 20, 2026
14	Guardian Capital Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	222 contacts →
	Strong evidence “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Source: RevenueBase Database · checked Sep 20, 2026
15	Jarislowsky Fraser Institutional	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	51-200	214 contacts →
	Indirect evidence “Jarislowsky Fraser est l'une des principales firmes de gestion de placements au Canada.” Source: RevenueBase Database · checked Sep 20, 2026
16	Connor, Clark & Lunn Investment Management Cc&l	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	51-200	133 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
17	HUB International Québec LTD	Indirect evidence	Mont-royal, QC, CanadaHQ checked Sep 20, 2026	10001+	127 contacts →
	Indirect evidence “Hi, we're HUB.” Source: RevenueBase Database · checked Sep 20, 2026
18	Vestcor	Partial evidence	Fredericton, NB, CanadaHQ checked Sep 20, 2026	51-200	124 contacts →
	Partial evidence “Vestcor provides innovative, integrated, cost-effective investment management and pension and benefit administration services solutions to public sector entities.” Source: RevenueBase Database · checked Sep 20, 2026
19	Trans-Canada Capital	Partial evidence	Montréal, QC, CanadaHQ checked Sep 20, 2026	51-200	120 contacts →
	Partial evidence “Trans-Canada Capital Inc.(TCC) is an asset management firm specializing in innovative investment strategies for investors.” Source: RevenueBase Database · checked Sep 20, 2026
20	PI Financial Corp	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	201-500	109 contacts →
	Indirect evidence “Effective May 1, 2024, PI Financial Corp.(PI) has officially changed its name to Ventum Financial Corp.(Ventum).” Source: RevenueBase Database · checked Sep 20, 2026
21	Mandeville Private Client INC	Partial evidence	Burlington, ON, CanadaHQ checked Sep 20, 2026	51-200	97 contacts →
	Partial evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 20, 2026
22	Cardinal Capital Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	51-200	88 contacts →
	Partial evidence “A Canadian investment counsel firm built on decades of disciplined, rules-based dividend growth investing and long-term wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
23	Purpose Investments	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	83 contacts →
	Partial evidence “Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors.” Source: RevenueBase Database · checked Sep 20, 2026
24	Ellement Consulting Group	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	51-200	74 contacts →
	Indirect evidence “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Source: RevenueBase Database · checked Sep 20, 2026
25	3macs, A Division Of Raymond James	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	201-500	64 contacts →
	Indirect evidence “In 2016 Raymond James Ltd.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: institutional investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names institutional investment advisors.
Partial evidence: Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name institutional investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,057 institutional investment advisors based in Canada

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Institutional investment advisors based in Canada at a glance

As of Sep 20, 2026

27.1%Verified-email coverage

36.8Average contacts per company

1-10Median size (employees)

15.7%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

746

11-50

205

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,057 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 investment advisors, 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 Canada whose own description of what they do matches “institutional investment advisors”. 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 investment advisors), 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 investment advisors, and records with no verified work email. Companies headquartered outside Canada 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, 10,524 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 investment advisors by metro

Institutional investment advisors in Toronto166
Institutional investment advisors in Vancouver66
Institutional investment advisors in Montreal57
Institutional investment advisors in Calgary53
Institutional investment advisors in Winnipeg33
Institutional investment advisors in London29
Institutional investment advisors in Mississauga29
Institutional investment advisors in Edmonton27
Institutional investment advisors in Quebec27

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 investment advisors, 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 investment advisors are there based in Canada?

RevenueBase identified 1,057 institutional investment advisors headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most institutional investment advisors?

Toronto leads with 166 headquartered companies, followed by Vancouver (66) and Montreal (57).

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 10,524 verified decision-maker contacts tracked across these 1,057 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.