Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Canada

Name: Investment advisory law firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 361 companies tracked

RevenueBase identified 361 company matches for investment advisory law firms associated with Canada as of September 2026 and tracks 10,043 professional contacts across them, including 1,115 with verified work emails. Toronto is the largest hub.

This list covers company matches for investment advisory law firms 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 September 28, 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 Sep 28, 2026 How this list was built

361Companies

10,043Contacts tracked

1,115Verified emails

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The 25 largest investment advisory law firms based in Canada

Ranked by team size

Top 25 of 361 company matches for investment advisory law firms based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 28, 2026	1,001-5,000	2,400 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Caldwell Securities LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	70 contacts →
	Exact match “The original Caldwell company, Caldwell Securities Ltd.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	IA Private Wealth USA	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	n/a	47 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Raymond James USA LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	n/a	46 contacts →
	Exact match “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Westcourt Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	44 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	The Wealthco. Group Of Companies	Exact match	Calgary, AB, CanadaHQ recorded Sep 28, 2026	11-50	38 contacts →
	Exact match “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Lawton Partners Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 28, 2026	51-200	32 contacts →
	Exact match “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Foster & Associates Financial Services INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “Investing doesn’t have to be complicated.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	T.E. Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	23 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Innova Wealth Partners	Exact match	Sudbury, ON, CanadaHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	NEW Outlook Wealth INC	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 28, 2026	1-10	20 contacts →
	Exact match “Our vision is to elevate Canadian's wealth management experience with a financial advisory model that provides robust, customized financial planning paired with top-tier…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Coaching Financier Trek	Exact match	Laval, QC, CanadaHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Generation Iacp INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	IPC Investment Planning Council	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Argosy Securities INC	Exact match	Richmond Hill, ON, CanadaHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Argosy Securities is a full service boutique Private Wealth Management company, with offices across Canada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	First North Consulting	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	51-200	16 contacts →
	Exact match “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Oceanfront Wealth INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Veritable Wealth Advisory	Exact match	Burlington, ON, CanadaHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	RFL Wealth Management	Exact match	Burlington, ON, CanadaHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives, both now and in retirement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Harvest Wealth Management	Exact match	Kentville, NS, CanadaHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Engaging in a relationship of trust and providing value-added advice to individual and corporate clients in an ever changing environment.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Etiq Services Financiers	Exact match	Laval, QC, CanadaHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “etiQ Services financiers est un cabinet multidisciplinaire de conseillers affiliés d’assurance de personnes et de placement où l’être humain est situé au centre de nos valeurs!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Steward Group	Exact match	Cambridge, ON, CanadaHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “At Steward Group, we believe finances are about more than dollars and cents.” Recorded in the RevenueBase company graph · Sep 28, 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 “investment advisory law firms”. 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 361 investment advisory law firms based in Canada

See the full list, filter by size, metro and specialty, and access 1,115 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory law firms based in Canada at a glance

As of Sep 28, 2026

11.1%Verified-email coverage

27.8Average contacts per company

1-10Median size (employees)

17.7%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

275

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 361 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 “investment advisory law firms” 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 1,115 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 September 28, 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.

Investment advisory law firms by metro

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 “investment advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory law firms are there based in Canada?

RevenueBase identified 361 company matches for investment advisory law firms associated with Canada as of September 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?

BMO Nesbitt Burns tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment advisory law firms?

Toronto leads with 64 company records, followed by Vancouver (29) and Calgary (25).

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 1,115 professional contacts with verified work emails tracked across these 361 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 September 28, 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.