Company lists · Data refreshed September 2026

Top 22 Investment consulting firms based in Ottawa, Canada

Name: Investment consulting firms based in Ottawa, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 55 companies tracked

RevenueBase identified 55 company matches for investment consulting firms associated with Ottawa, Canada as of September 2026 and tracks 273 professional contacts across them, including 88 with verified work emails. Across Canada, Toronto is the largest hub for this category (363 companies); Ottawa has 55.

This list covers company matches for investment consulting firms associated with Ottawa, 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 26, 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 26, 2026 How this list was built

55Companies

273Contacts tracked

88Verified emails

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The 22 largest investment consulting firms based in Ottawa, Canada

Ranked by team size

Top 22 of 55 company matches for investment consulting firms based in Ottawa, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 26, 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	Capcorp Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
2	Moore Wrinn Financial Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	11 contacts →
	Exact match “The team at Moore Wrinn Financial Group Inc.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
3	Ecivda Financial Planning Boutique	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	11-50	11 contacts →
	Exact match “We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	Welch Capital Partners INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	11-50	9 contacts →
	Exact match “Welch Capital Partners is a boutique investment banking firm that helps companies with Mergers & Acquisitions and raising Capital (both debt and equity).” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
5	Crosspoint Financial IA Private Wealth INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	8 contacts →
	Exact match “CrossPoint Financial is a full-service, boutique asset management and financial planning team in Ottawa dedicated to providing superior wealth management for our clients over…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
6	Ryan Lamontagne INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
7	Watson DI Primio Steel WDS Investment Management LTD	Exact match	Ottawa, CanadaHQ recorded Sep 26, 2026	1-10	7 contacts →
	Exact match “WDS is committed to helping our clients reach their most important financial goals.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
8	Mirabel Management INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	5 contacts →
	Exact match “At Mirabel Management, we take a personal and holistic approach to financial planning, ensuring that every aspect of your needs is thoughtfully assessed before crafting a…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
9	Opes Family Advisory	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	5 contacts →
	Exact match “Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
10	Trio Financial Planning	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	4 contacts →
	Exact match “As a financial planning team, we consider ourselves to be in the personal financial service business.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Foundation Private Wealth Management	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	3 contacts →
	Exact match “Foundation Private Wealth Management is an independent wealth management firm founded in 2009.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	Natasha Hall & Associates INC	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	3 contacts →
	Exact match “The representatives on our team take pride in helping you get the most out of your policies and financial plans.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
13	Polaris Wealth	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	3 contacts →
	Exact match “As an independent, fiduciary wealth management firm, we will help you secure a successful financial future.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
14	Trimaran Advisory Group	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “Trimaran Advisory Group is an Ottawa-based financial advisory practice built on the understanding that each family business has its own unique set of values and issues.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
15	Tactica Wealth Management	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “Tactica Wealth Management is a comprehensive financial planning firm dedicated to effectively managing your assets and maximizing your wealth.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
16	Outline Unicorn	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “Building trusted professional relationships Helping you make informed financial decisions Guiding smart, strategic investments” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	Taggart Wealth & Estate Planning	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “Whether your goals involve planning for retirement, growing your business, or creating a lasting legacy, we help you build a financial strategy that reflects what matters most to…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	Synergy Family Office	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	11-50	1 contacts →
	Exact match “Synergy Family Office was created to support as select few families manage, retain, protect and ultimately enjoy the wealth they have created or inherited.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
19	FMB Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “Frank Buda through FMB Financial, began working with individuals, families, and business owners in 2007.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
20	Blacklock & CO	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “Blacklock and Co is an organization seeking Business opportunities for investment and consulting services.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Fliesser Financial	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “At Fliesser Financial, we provide professional, independent, data-driven financial advice, empowering individuals and families to unlock their financial freedom by ensuring that…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
22	IPS Financial Services Canada	Exact match	Ottawa, ON, CanadaHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match “Since IPS was founded, our core values reflect the strong partnership we have built with our clients.” Recorded in the RevenueBase company graph · Sep 26, 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 consulting 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 22 of 55 investment consulting firms based in Ottawa, Canada

See the full list, filter by size, metro and specialty, and access 88 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment consulting firms based in Ottawa, Canada at a glance

As of Sep 26, 2026

32.2%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole Canada list rather than for Ottawa, so it is reported there. Company counts and contact totals on this page are exact for Ottawa, over 55 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 Ottawa, Canada whose business descriptions match “investment consulting 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 88 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 26, 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 consulting firms by metro in Canada

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment consulting firms are there based in Ottawa, Canada?

RevenueBase identified 55 company matches for investment consulting firms associated with Ottawa, 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?

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

Which city in Canada has the most investment consulting firms?

Toronto leads Canada with 363 company records, followed by Vancouver (144) and Calgary (131). Ottawa has 55.

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 88 professional contacts with verified work emails tracked across these 55 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 26, 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.