Company lists · Data refreshed September 2026

Top 25 Institutional investment advisors based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 166 companies tracked

RevenueBase identified 166 institutional investment advisors headquartered in Toronto, Canada as of September 2026 and tracks 19,437 professional contacts across them, including 3,337 with verified work emails. Toronto is the largest hub.

This list covers institutional investment advisors headquartered in Toronto, 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

166Companies

19,437Contacts tracked

3,337Verified emails

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The 25 largest institutional investment advisors based in Toronto, Canada

Ranked by team size

Top 25 of 166 institutional investment advisors based in Toronto, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	Sprucegrove Investment Management LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	57 contacts →
	Strong evidence “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Source: RevenueBase Database · checked Sep 20, 2026
10	Investment Management Corporation Of Ontario Imco	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	57 contacts →
	Partial evidence “The Investment Management Corporation of Ontario (IMCO) manages $79 billion of assets on behalf of its clients.” Source: RevenueBase Database · checked Sep 20, 2026
11	Foyston, Gordon & Payne INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Source: RevenueBase Database · checked Sep 20, 2026
12	IA Private Wealth USA	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	n/a	47 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
13	Westcourt Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	44 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
14	Bridgehouse Asset Managers	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	38 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
15	Infor Financial	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 20, 2026
16	Nexus Investment Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	31 contacts →
	Partial evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
17	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	29 contacts →
	Partial evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 20, 2026
18	Bodhi Research Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	25 contacts →
	Partial evidence “Advantage Through Insight At Bodhi Research Group, we utilize our strong global strategic relationships to research firms on alternative investments."Bodhi" in Sanskrit means…” Source: RevenueBase Database · checked Sep 20, 2026
19	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 20, 2026
20	Caldwell Investment Management LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	20 contacts →
	Strong evidence “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Source: RevenueBase Database · checked Sep 20, 2026
21	Foregrowth INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	19 contacts →
	Strong evidence “foreGrowth works with institutions and registered dealers to design private high-grade institutional investments that are not typically accessible to everyday investors.” Source: RevenueBase Database · checked Sep 20, 2026
22	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 20, 2026
23	Bridgewell Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Source: RevenueBase Database · checked Sep 20, 2026
24	First North Consulting	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	16 contacts →
	Indirect evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 20, 2026
25	Watt Carmichael INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” 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 166 institutional investment advisors based in Toronto, Canada

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Institutional investment advisors based in Toronto, Canada at a glance

As of Sep 20, 2026

17.2%Verified-email coverage

117.1Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 166 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 Toronto, 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 Toronto 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, 3,337 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 in Canada

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 Toronto, Canada?

RevenueBase identified 166 institutional investment advisors headquartered in Toronto, 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?

BMO Nesbitt Burns, headquartered in Toronto, 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 3,337 verified decision-maker contacts tracked across these 166 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.