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 investment advisory law firms headquartered in 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 investment advisory 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

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 investment advisory 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 advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	BMO Nesbitt Burns	Strong evidence	Toronto, CanadaHQ checked Sep 28, 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 28, 2026
2	Caldwell Securities LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	70 contacts →
	Indirect evidence “The original Caldwell company, Caldwell Securities Ltd.” Source: RevenueBase Database · checked Sep 28, 2026
3	IA Private Wealth USA	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
4	Raymond James USA LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	n/a	46 contacts →
	Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 28, 2026
5	Westcourt Capital	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
6	The Wealthco. Group Of Companies	Indirect evidence	Calgary, AB, CanadaHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Source: RevenueBase Database · checked Sep 28, 2026
7	Capcorp Financial	Partial evidence	Ottawa, ON, CanadaHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Source: RevenueBase Database · checked Sep 28, 2026
8	Groupe Financier Stratège INC	Indirect evidence	Québec, QC, CanadaHQ checked Sep 28, 2026	11-50	36 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
9	Lawton Partners Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	32 contacts →
	Indirect evidence “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Source: RevenueBase Database · checked Sep 28, 2026
10	Creative Planning Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
11	Foster & Associates Financial Services INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Investing doesn’t have to be complicated.” Source: RevenueBase Database · checked Sep 28, 2026
12	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 28, 2026
13	Innova Wealth Partners	Indirect evidence	Sudbury, ON, CanadaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	NEW Outlook Wealth INC	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	1-10	20 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Coaching Financier Trek	Indirect evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
16	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 28, 2026
17	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	Argosy Securities INC	Indirect evidence	Richmond Hill, ON, CanadaHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Argosy Securities is a full service boutique Private Wealth Management company, with offices across Canada.” Source: RevenueBase Database · checked Sep 28, 2026
19	First North Consulting	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 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 28, 2026
20	Oceanfront Wealth INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 28, 2026
21	Veritable Wealth Advisory	Strong evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise.” Source: RevenueBase Database · checked Sep 28, 2026
22	RFL Wealth Management	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
23	Harvest Wealth Management	Indirect evidence	Kentville, NS, CanadaHQ checked Sep 28, 2026	11-50	12 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
24	Etiq Services Financiers	Indirect evidence	Laval, QC, CanadaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “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!” Source: RevenueBase Database · checked Sep 28, 2026
25	Steward Group	Indirect evidence	Cambridge, ON, CanadaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “At Steward Group, we believe finances are about more than dollars and cents.” Source: RevenueBase Database · checked Sep 28, 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: investment advisory law firms. 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 investment advisory law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law firms. 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 361 investment advisory law firms based in Canada

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory 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 advisory 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 advisory 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 advisory 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, 1,115 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 advisory 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 advisory 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 advisory law firms are there based in Canada?

RevenueBase identified 361 investment advisory 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 advisory law firms?

Toronto leads with 64 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,115 verified decision-maker contacts tracked across these 361 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.

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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.