Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Canada

RevenueBase identified 2,016 investment consulting firms headquartered in Canada as of September 2026 and tracks 54,256 professional contacts across them, including 17,754 with verified work emails and 6,571 with mobile numbers. Toronto is the largest hub.

This list covers investment consulting 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 26, 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 26, 2026 86% judged on-target in blind review
2,016Companies
54,256Contacts tracked
17,754Verified emails
6,571Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment consulting firms based in Canada

Ranked by team size
Top 25 of 2,016 investment consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting 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
1Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 202610001+8,191 contacts →

Indirect evidence

“We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…”

Source: RevenueBase Database · checked Sep 26, 2026
2Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 26, 20265,001-10,0006,589 contacts →

Indirect evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 26, 2026
3Partial evidenceToronto, CanadaHQ checked Sep 26, 20261,001-5,0002,400 contacts →

Partial 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 26, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 20265,001-10,0001,405 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 2026501-1,000941 contacts →

Indirect evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 26, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 20261,001-5,000913 contacts →

Indirect evidence

“Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…”

Source: RevenueBase Database · checked Sep 26, 2026
7Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 26, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
8Partial evidenceToronto, ON, CanadaHQ checked Sep 26, 2026501-1,000526 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 26, 2026
9Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 2026501-1,000499 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 26, 2026
10Indirect evidenceAll Across, AB, CanadaHQ checked Sep 26, 2026501-1,000438 contacts →

Indirect evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 26, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 20261,001-5,000407 contacts →

Indirect evidence

“At CG Wealth Management, we take a purposefully different approach to wealth management.”

Source: RevenueBase Database · checked Sep 26, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 2026201-500396 contacts →

Indirect evidence

“At Eckler, we help organizations make confident decisions about risk and financial security.”

Source: RevenueBase Database · checked Sep 26, 2026
13Partial evidenceBurlington, ON, CanadaHQ checked Sep 26, 202651-200331 contacts →

Partial evidence

“Aligned Capital Partners Inc, a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987.”

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceVancouver, BC, CanadaHQ checked Sep 26, 2026201-500265 contacts →

Indirect evidence

“Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceQuébec, CanadaHQ checked Sep 26, 2026501-1,000257 contacts →

Indirect evidence

“SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceVancouver, BC, CanadaHQ checked Sep 26, 2026201-500193 contacts →

Indirect evidence

“We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.”

Source: RevenueBase Database · checked Sep 26, 2026
17Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 2026201-500182 contacts →

Indirect evidence

“Cidel is a Canadian private bank and asset manager.”

Source: RevenueBase Database · checked Sep 26, 2026
18Partial evidenceVancouver, BC, CanadaHQ checked Sep 26, 202651-200133 contacts →

Partial evidence

“We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…”

Source: RevenueBase Database · checked Sep 26, 2026
19Indirect evidenceMont-royal, QC, CanadaHQ checked Sep 26, 202610001+127 contacts →

Indirect evidence

“Hi, we're HUB.”

Source: RevenueBase Database · checked Sep 26, 2026
20Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 202651-200116 contacts →

Indirect evidence

“Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.”

Source: RevenueBase Database · checked Sep 26, 2026
21Indirect evidenceVancouver, BC, CanadaHQ checked Sep 26, 202651-200105 contacts →

Indirect evidence

“PBI Actuarial Consultants Ltd.”

Source: RevenueBase Database · checked Sep 26, 2026
22Partial evidenceBurlington, ON, CanadaHQ checked Sep 26, 202651-20097 contacts →

Partial evidence

“At Mandeville, your interests always come first when we suggest solutions or investment approaches.”

Source: RevenueBase Database · checked Sep 26, 2026
23Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 202651-20096 contacts →

Indirect evidence

“Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.”

Source: RevenueBase Database · checked Sep 26, 2026
24Indirect evidenceToronto, CanadaHQ checked Sep 26, 202651-20094 contacts →

Indirect evidence

“Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.”

Source: RevenueBase Database · checked Sep 26, 2026
25Indirect evidenceToronto, ON, CanadaHQ checked Sep 26, 202651-20091 contacts →

Indirect evidence

“EdgePointers think and act like business owners, and believe in putting investors first.”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 25 of 2,016 investment consulting firms based in Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 17,754 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment consulting firms based in Canada at a glance

As of Sep 26, 2026
32.7%Verified-email coverage
12.1%Mobile-number coverage
26.9Average contacts per company
1-10Median size (employees)
18.0%Largest-city concentration · Toronto
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
1,472
11-50
385
51-200
85
201-500
20
501-1,000
16
1,001-5,000
13
5,001-10,000
7
10001+
6

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

Company record updated

Median 78.0d

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 consulting 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 consulting 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 consulting 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 consulting 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, 17,754 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 26, 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.

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 consulting 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 consulting firms are there based in Canada?

RevenueBase identified 2,016 investment consulting 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most investment consulting firms?

Toronto leads with 363 headquartered companies, followed by Vancouver (144) and Calgary (131).

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 17,754 verified decision-maker contacts tracked across these 2,016 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 26, 2026.

Ready to reach these companies? Verified emails and direct dials for all 2,016 investment consulting 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.