Company lists · Data refreshed September 2026

Top 24 Investment management companies based in Vancouver, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 57 companies tracked

RevenueBase identified 57 investment management companies headquartered in Vancouver, Canada as of September 2026 and tracks 1,020 professional contacts across them, including 591 with verified work emails. Toronto is the largest hub.

This list covers investment management companies 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 20, 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 20, 2026 86% judged on-target in blind review

57Companies

1,020Contacts tracked

591Verified emails

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The 24 largest investment management companies based in Vancouver, Canada

Ranked by team size

Top 24 of 57 investment management companies based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management companies: 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	Nicola Wealth	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	501-1,000	447 contacts →
	Strong evidence “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Source: RevenueBase Database · checked Sep 20, 2026
2	Connor, Clark & Lunn Investment Management Cc&l	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	51-200	133 contacts →
	Strong 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 20, 2026
3	Dixon Mitchell Investment Counsel	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	42 contacts →
	Partial evidence “Dixon Mitchell Investment Counsel is a national discretionary asset manager headquartered in Vancouver.” Source: RevenueBase Database · checked Sep 20, 2026
4	Pathfinder Asset Management Limited	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	26 contacts →
	Partial 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 20, 2026
5	Cypress Capital Management LTD	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	20 contacts →
	Strong 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 20, 2026
6	Oceanfront Wealth INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 20, 2026
7	Deans Knight	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	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 20, 2026
8	Modernadvisor	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	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 20, 2026
9	Luft Financial IA Private Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	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 20, 2026
10	Westmount Wealth Management INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial 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 20, 2026
11	Fieldhouse Capital Management INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Source: RevenueBase Database · checked Sep 20, 2026
12	Hillside Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Hillside Wealth Management is a boutique wealth management team focused on retirement planning and portfolio management for high net worth families.” Source: RevenueBase Database · checked Sep 20, 2026
13	CDG Group LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “The Globe Investor” Source: RevenueBase Database · checked Sep 20, 2026
14	Lee, Turner & Associates INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are a registered Portfolio Manager in British Columbia, Canada.” Source: RevenueBase Database · checked Sep 20, 2026
15	Pretium Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Pretium Wealth Management is a full financial services firm, that strives to provide clients value to all aspects of their financial matters.” Source: RevenueBase Database · checked Sep 20, 2026
16	Elsay Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Our personalized, team-based approach to wealth management is rooted in creative strategies and years of expertise.” Source: RevenueBase Database · checked Sep 20, 2026
17	Nation Capital Corp	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Nation Capital is a Mortgage Investment Corporation (MIC) that provides real estate investment options for individuals, corporations, and institutional investors through a secured…” Source: RevenueBase Database · checked Sep 20, 2026
18	Ballantyne Capital LTD	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Established in 2018, Ballantyne Capital is a Vancouver-based investment firm specializing in North American stocks and bonds.” Source: RevenueBase Database · checked Sep 20, 2026
19	Moat Financial Limited	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Moat Financial Limited is an independent Portfolio Management firm.” Source: RevenueBase Database · checked Sep 20, 2026
20	Anchor Pacific Investments Aligned Capital Partners	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Anchor Pacific provides sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth…” Source: RevenueBase Database · checked Sep 20, 2026
21	Pacific Spirit Investment Management INC	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Pacific Spirit Investment Management is a well-established Vancouver's Wealth Management Firm.” Source: RevenueBase Database · checked Sep 20, 2026
22	Anglemont Financial Services LTD	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Friedt Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Friedt Financial is a company based out of Vancouver, British Columbia, Canada.” Source: RevenueBase Database · checked Sep 20, 2026
24	Presman Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “An independent and boutique wealth management firm that provides financial peace-of-mind by breaking down the complexity of wealth management and creating customized solutions for…” Source: RevenueBase Database · checked Sep 20, 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 management companies. 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 management companies.
Partial evidence: Its own public description names part of investment management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management companies. 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 24 of 57 investment management companies based in Vancouver, Canada

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Investment management companies based in Vancouver, Canada at a glance

As of Sep 20, 2026

57.9%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

250.9%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 57 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 management companies, 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 management companies”. 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 management companies), 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 management companies, 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, 591 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 20, 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 management companies by metro in Canada

Investment management companies in Toronto143
Investment management companies in Vancouver57
Investment management companies in Calgary45
Investment management companies in Montreal30

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 management companies, 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 management companies are there based in Vancouver, Canada?

RevenueBase identified 57 investment management companies 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?

Nicola Wealth, headquartered in Vancouver, tops this list with the largest team on record.

Which city has the most investment management companies?

Toronto leads with 143 headquartered companies, followed by Vancouver (57) and Calgary (45).

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 591 verified decision-maker contacts tracked across these 57 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 20, 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.