Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Vancouver, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 144 companies tracked

RevenueBase identified 144 company matches for investment consulting firms associated with 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 company matches for investment consulting firms associated with Vancouver, 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

144Companies

1,599Contacts tracked

920Verified emails

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The 25 largest investment consulting firms based in Vancouver, Canada

Ranked by team size

Top 25 of 144 company matches for investment consulting firms based in Vancouver, 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	Harbourfront Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	201-500	265 contacts →
	Exact match “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
2	Ventum Financial	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	201-500	193 contacts →
	Exact match “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
3	Connor, Clark & Lunn Investment Management Cc&l	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	51-200	133 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	PBI Actuarial Consultants PBI Conseillers EN Actuariat	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	51-200	105 contacts →
	Exact match “PBI Actuarial Consultants Ltd.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
5	RGF Integrated Wealth Management	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	67 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
6	ZLC Financial	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	51-200	50 contacts →
	Exact match “ZLC is a boutique financial services firm based in Vancouver.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
7	Raymond James USA LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
8	Lohn Caulder LLP	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	51-200	43 contacts →
	Exact match “Our team has grown to over 65 members, including 7 partners and 25 Chartered Professional Accountants.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
9	Galloway Botteselle & Company	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	29 contacts →
	Exact match “GBCO helps organizations and individuals prioritize and improve their financial well-being.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
10	Pathfinder Asset Management Limited	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	26 contacts →
	Exact match “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Ph&n Investment Services	Exact match	Vancouver, CanadaHQ recorded Sep 26, 2026	11-50	25 contacts →
	Exact match “We have been servicing investors since 1964.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	Cypress Capital Management LTD	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	20 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
13	IPC Investment Planning Council	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	1-10	18 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
14	George & Bell Consulting	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	17 contacts →
	Exact match “George & Bell Consulting Inc.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
15	Oceanfront Wealth INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
16	Capital West Partners	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	14 contacts →
	Exact match “Providing uncompromised, objective transaction advice to businesses across all industries in the mid-market, Capital West Partners has established a reputation for flawless deal…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	Deans Knight	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	1-10	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	Modernadvisor	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	12 contacts →
	Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
19	Promerita Group	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	12 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
20	Evans & Evans, INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Luft Financial IA Private Wealth	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	10 contacts →
	Exact match “Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
22	The Wong Group At Wellington-Altus Private Wealth	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	201-500	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
23	Westmount Wealth Management INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	11-50	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
24	Portfolio Planning INC	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	1-10	8 contacts →
	Exact match “Portfolio Planning is a one-stop-shop for all your financial planning needs.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
25	Saas Wealth Insurance	Exact match	Vancouver, BC, CanadaHQ recorded Sep 26, 2026	1-10	8 contacts →
	Exact match “Why SaaS Wealth Insurance?” 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 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, 2026

57.5%Verified-email coverage

11.1Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

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

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 Vancouver, 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 920 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 Vancouver, Canada?

RevenueBase identified 144 company matches for investment consulting firms associated with Vancouver, 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?

Harbourfront Wealth Management 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).

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 920 professional contacts with verified work emails tracked across these 144 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.