Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in Vancouver, Canada
RevenueBase identified 144 investment consulting firms headquartered in Vancouver, Canada as of September 2026 and tracks 1,599 professional contacts across them, including 920 with verified work emails. Across Canada, Toronto is the largest hub for this category (363 companies); Vancouver follows with 144.
This list covers investment consulting firms headquartered in Vancouver, 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.
The 25 largest investment consulting firms based in Vancouver, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 265 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 193 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 133 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 105 contacts → | ||||
Indirect evidence “PBI Actuarial Consultants Ltd.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 5 | 67 contacts → | ||||
Indirect evidence “At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 6 | 50 contacts → | ||||
Indirect evidence “ZLC is a boutique financial services firm based in Vancouver.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 7 | 46 contacts → | ||||
Indirect evidence “Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 8 | 43 contacts → | ||||
Indirect evidence “Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 9 | 29 contacts → | ||||
Indirect evidence “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 10 | 26 contacts → | ||||
Indirect evidence “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 11 | 25 contacts → | ||||
Indirect evidence “We have been servicing investors since 1964.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 12 | 20 contacts → | ||||
Partial evidence “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 13 | 18 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 14 | 17 contacts → | ||||
Partial evidence “George & Bell Consulting Inc.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 15 | 15 contacts → | ||||
Indirect evidence “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 16 | 14 contacts → | ||||
Indirect evidence “Providing uncompromised, objective transaction advice to businesses across all industries in the mid-market, Capital West Partners has established a reputation for flawless deal…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Partial evidence “At Deans Knight, we are independent wealth creators guided by our investment philosophy: investing can be extraordinarily complex-the genius is in keeping it simple.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 18 | 12 contacts → | ||||
Indirect evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 contacts → | ||||
Partial evidence “From its original roots in real estate investment and with almost two decades of success, Promerita Group has transformed into a multidisciplinary advisory and investment group.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 20 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 21 | 10 contacts → | ||||
Partial evidence “Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 22 | 9 contacts → | ||||
Indirect evidence “At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 23 | 9 contacts → | ||||
Indirect evidence “Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management…” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Indirect evidence “Portfolio Planning is a one-stop-shop for all your financial planning needs.” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Indirect evidence “Why SaaS Wealth Insurance?” Source: RevenueBase Database · checked Sep 26, 2026Thanks. The Data Team will review it. | |||||
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 consulting 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 consulting firms.
- Partial evidence
- Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment consulting 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 144 investment consulting firms based in Vancouver, Canada
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Investment consulting firms based in Vancouver, Canada at a glance
As of Sep 26, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 144 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 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 Vancouver, 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 Vancouver 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, 920 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.
Investment consulting firms by metro in Canada
- Investment consulting firms in Toronto363
- Investment consulting firms in Calgary131
- Investment consulting firms in Montreal107
- Investment consulting firms in Edmonton58
- Investment consulting firms in Mississauga56
- Investment consulting firms in Ottawa55
- Investment consulting firms in Winnipeg55
- Investment consulting firms in London38
- Investment consulting firms in Oakville37
- Investment consulting firms in Halifax33
- Investment consulting firms in Markham29
- Investment consulting firms in Burlington28
- Investment consulting firms in Waterloo26
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 Vancouver, Canada?
RevenueBase identified 144 investment consulting firms headquartered in Vancouver, 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?
Harbourfront Wealth Management, headquartered in Vancouver, tops this list with the largest team on record.
Which city in Canada has the most investment consulting firms?
Toronto leads Canada 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 920 verified decision-maker contacts tracked across these 144 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.
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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.
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