Company lists · Data refreshed October 2026

Top 25 Insurance portfolio management companies based in Canada

Name: Insurance portfolio management companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 168 companies tracked

RevenueBase identified 168 company matches for insurance portfolio management companies associated with Canada as of October 2026 and tracks 1,870 professional contacts across them, including 997 with verified work emails. Toronto is the largest hub.

This list covers company matches for insurance portfolio management companies associated with 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 17, 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 17, 2026 How this list was built

168Companies

1,870Contacts tracked

997Verified emails

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The 25 largest insurance portfolio management companies based in Canada

Ranked by team size

Top 25 of 168 company matches for insurance portfolio management companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	AGF Investments	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 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 17, 2026 · View company records in RevenueBase
2	HUB International Québec LTD	Exact match	Mont-royal, QC, CanadaHQ recorded Oct 17, 2026	10001+	135 contacts →
	Exact match “Hi, we're HUB.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Trans-Canada Capital	Exact match	Montréal, QC, CanadaHQ recorded Oct 17, 2026	51-200	122 contacts →
	Exact match “Trans-Canada Capital Inc.(TCC) is an asset management firm specializing in innovative investment strategies for investors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Nour Private Wealth NPW	Exact match	Oakville, ON, CanadaHQ recorded Oct 17, 2026	51-200	85 contacts →
	Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Trustone Financial INC	Exact match	130, CanadaHQ recorded Oct 17, 2026	51-200	58 contacts →
	Exact match “TruStone Financial Inc.(TruStone Financial) is a managing general agency and wholly-owned subsidiary of The Empire Life Insurance Company (Empire Life) formed in 2022 by…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Whitley Newman Insurance & Financial Services	Exact match	Belleville, ON, CanadaHQ recorded Oct 17, 2026	51-200	56 contacts →
	Exact match “Whitley is well regarded as a “market leader” in auto, property, life and investments – for both personal and business insurance needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Whitehaven	Exact match	Laval, QC, CanadaHQ recorded Oct 17, 2026	11-50	42 contacts →
	Exact match “WhiteHaven is a multi licensed financial firm that offers the following to its clients:* Asset management tailored to clients needs * Mutual funds * Life & disability insurance” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Alitis Investment Counsel	Exact match	Campbell River, BC, CanadaHQ recorded Oct 17, 2026	11-50	38 contacts →
	Exact match “Alitis Investment Counsel Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Pathfinder Asset Management Limited	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	11-50	27 contacts →
	Exact match “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Opes Software	Exact match	Kirkland, QC, CanadaHQ recorded Oct 17, 2026	51-200	25 contacts →
	Exact match “OPES Software is a global provider of investment management solutions for the financial services industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Cypress Capital Management LTD	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	11-50	23 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Heward Investment Management INC	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	23 contacts →
	Exact match “Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Independent Financial Concepts Group LTD	Exact match	Vaughan, ON, CanadaHQ recorded Oct 17, 2026	11-50	22 contacts →
	Exact match “Independent Financial Concepts Group Ltd.(IFCG) offers high-quality insurance and financial products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Caldwell Investment Management LTD	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	51-200	18 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 · Oct 17, 2026 · View company records in RevenueBase
15	Bridgewell Financial	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	16 contacts →
	Exact match “Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	J. Gérard Fortin ET Associés INC	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “Insurances and financial services since 1936.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Stalwart Insurance Group	Exact match	Vancouver, BC, CanadaHQ recorded Oct 17, 2026	1-10	15 contacts →
	Exact match “Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Watt Carmichael INC	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	15 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 · Oct 17, 2026 · View company records in RevenueBase
19	Barrantagh Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	VAN Allen Insurance INC	Exact match	Listowel, ON, CanadaHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Insurance of every kind specializing in personal lines and commercial insurance, particularly for investment properties.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Goodreid Investment Counsel	Exact match	Toronto, ON, CanadaHQ recorded Oct 17, 2026	11-50	12 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 · Oct 17, 2026 · View company records in RevenueBase
22	Princeton Holdings Limited	Exact match	Cambridge, ON, CanadaHQ recorded Oct 17, 2026	201-500	12 contacts →
	Exact match “Princeton Holdings Limited is a private holding company that, through its operating companies, provides insurance and risk management solutions to clients with a strong focus on…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Bell Financial INC	Exact match	Aurora, ON, CanadaHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “At Bell Financial we provide clients with comprehensive financial planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Globevest Capital	Exact match	Montreal, QC, CanadaHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Globevest Capital, a Montreal-based risk and portfolio management firm founded in 2002, built its approach around personalization of its clients' portfolios, strict control of…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Inslyf Insurance Brokers	Exact match	Mississauga, ON, CanadaHQ recorded Oct 17, 2026	11-50	9 contacts →
	Exact match “At InsLyf, we specialize in offering a comprehensive range of insurance and investment products designed to provide personalized financial solutions for both individuals and…” Recorded in the RevenueBase company graph · Oct 17, 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 “insurance portfolio management companies”. 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 168 insurance portfolio management companies based in Canada

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Insurance portfolio management companies based in Canada at a glance

As of Oct 17, 2026

53.3%Verified-email coverage

11.1Average contacts per company

1-10Median size (employees)

19.6%Largest-city concentration · Toronto

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

119

11-50

51-200

201-500

501-1,000

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 168 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 Canada whose business descriptions match “insurance portfolio management companies” 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 997 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 17, 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.

Insurance portfolio management companies by metro

Insurance portfolio management companies in Toronto33

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 “insurance portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance portfolio management companies are there based in Canada?

RevenueBase identified 168 company matches for insurance portfolio management companies associated with 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?

AGF Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance portfolio management companies?

Toronto leads with 33 company records, followed by Mississauga (11) and Montreal (11).

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 997 professional contacts with verified work emails tracked across these 168 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 17, 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.