Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms based in Canada

RevenueBase identified 85 investment adviser law firms headquartered in Canada as of September 2026 and tracks 2,968 professional contacts across them, including 656 with verified work emails. Toronto is the largest hub.

This list covers investment adviser law firms 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 28, 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 28, 2026 86% judged on-target in blind review
85Companies
2,968Contacts tracked
656Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment adviser law firms based in Canada

Ranked by team size
Top 25 of 85 investment adviser law firms based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment adviser law firms: 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
1Strong evidenceToronto, CanadaHQ checked Sep 28, 20261,001-5,0002,400 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 28, 2026
2Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20070 contacts →

Indirect evidence

“The original Caldwell company, Caldwell Securities Ltd.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 2026n/a47 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 28, 2026
4Indirect evidenceVancouver, BC, CanadaHQ checked Sep 28, 2026n/a46 contacts →

Indirect evidence

“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5044 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 28, 2026
6Indirect evidenceQuébec, QC, CanadaHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Established in 1998, Generation IACP Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20016 contacts →

Partial 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 28, 2026
9Indirect evidenceKentville, NS, CanadaHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceKingston, ON, CanadaHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Knowledge.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceBrampton, ON, CanadaHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to…”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“Nauth LPC is a trusted legal advisor committed to assisting U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceToronto, CanadaHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Boyle & Co.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceQuébec, QC, CanadaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“Né en 1995 mais officiellement fondé en David Veilleux Services Financiers est un cabinet financiers soucieux de répondre aux besoins complexes des propriétaires d’entreprise, des…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidence| montreal, QC, CanadaHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“PWL's Montreal office was established in 1996 and serves the needs of affluent Montreal families, businesspeople, and professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceCanadaHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“HFI is a registered investment fund manager, portfolio manager, and exempt market dealer headquartered in Vancouver, Canada.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSwift Current, SK, CanadaHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“At Mercator Financial, our specialty is helping clients who are either already retired or plan to be retired within the next five to 10 years.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Comarm's team of senior consultants has many years of experience in compliance and regulation in the Canadian investment industry.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“You know where you want to go-we show you how to get there.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceParksville, BC, CanadaHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“We are a locally owned, independent wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceOrangeville, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“At Starview Financial Advisors, we believe that a sound financial plan and good advice are paramount to building your family’s wealth and security.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceCalgary, AB, CanadaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“AC Capital Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceGuelph, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“IT'S YOUR MONEY.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceVarennes, QC, CanadaHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Gestion Phocus cumule plus de 40 années d’expérience en gestion de portefeuille, pour une clientèle très diversifiée.”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Demers•Law advises small to medium-sized businesses, reporting and non-reporting issuers, and owner-operators on structuring, governance, transactional and litigious matters.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 85 investment adviser law firms based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 656 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment adviser law firms based in Canada at a glance

As of Sep 28, 2026
22.1%Verified-email coverage
34.9Average contacts per company
1-10Median size (employees)
30.6%Largest-city concentration · Toronto
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
57
11-50
17
51-200
4
201-500
1
1,001-5,000
1
5,001-10,000
2

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 85 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 investment adviser law firms, 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 “investment adviser law firms”. 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 investment adviser law firms), 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 investment adviser law firms, 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, 656 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 28, 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.

Investment adviser law firms by metro

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 investment adviser law firms, 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 investment adviser law firms are there based in Canada?

RevenueBase identified 85 investment adviser law firms 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?

BMO Nesbitt Burns, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most investment adviser law firms?

Toronto leads with 26 headquartered companies, followed by Montreal (6) and Vancouver (5).

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 656 verified decision-maker contacts tracked across these 85 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 85 investment adviser law firms based in Canada. Start with a free account, no credit card.

Download this list →

Related lists

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.