Company lists · Data refreshed September 2026

Top 25 Investment management consultants based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,535 companies tracked

RevenueBase identified 1,535 investment management consultants headquartered in Canada as of September 2026 and tracks 51,965 professional contacts across them, including 16,874 with verified work emails. Toronto is the largest hub.

This list covers investment management consultants 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 28, 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 28, 2026 86% judged on-target in blind review

1,535Companies

51,965Contacts tracked

16,874Verified emails

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The 25 largest investment management consultants based in Canada

Ranked by team size

Top 25 of 1,535 investment management consultants based in Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consultants: 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	RBC Wealth Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	10001+	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 28, 2026
2	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	5,001-10,000	6,589 contacts →
	Partial 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 28, 2026
3	BMO Nesbitt Burns	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	1,001-5,000	2,400 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 28, 2026
4	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
5	Richardson Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	941 contacts →
	Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 28, 2026
6	Canaccord Genuity Group INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	913 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 28, 2026
7	Wellington-Altus	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	501-1,000	841 contacts →
	Partial evidence “Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.” Source: RevenueBase Database · checked Sep 28, 2026
8	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
9	AGF Investments	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	526 contacts →
	Strong 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 28, 2026
10	Connor, Clark & Lunn Financial Group Cc&l	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	499 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 28, 2026
11	ATB Wealth	Partial evidence	All Across, AB, CanadaHQ checked Sep 28, 2026	501-1,000	438 contacts →
	Partial evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 28, 2026
12	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
13	Aligned Capital Partners INC	Partial evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	51-200	331 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 28, 2026
14	Harbourfront Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	201-500	265 contacts →
	Partial 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 28, 2026
15	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Indirect evidence	Québec, CanadaHQ checked Sep 28, 2026	501-1,000	257 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 28, 2026
16	Guardian Capital Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	222 contacts →
	Strong evidence “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Source: RevenueBase Database · checked Sep 28, 2026
17	Ventum Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 28, 2026	201-500	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 28, 2026
18	Connor, Clark & Lunn Investment Management Cc&l	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 28, 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 28, 2026
19	HUB International Québec LTD	Indirect evidence	Mont-royal, QC, CanadaHQ checked Sep 28, 2026	10001+	127 contacts →
	Indirect evidence “Hi, we're HUB.” Source: RevenueBase Database · checked Sep 28, 2026
20	Prime Quadrant	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	116 contacts →
	Partial 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 28, 2026
21	Mandeville Private Client INC	Partial evidence	Burlington, ON, CanadaHQ checked Sep 28, 2026	51-200	97 contacts →
	Partial evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 28, 2026
22	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	96 contacts →
	Partial 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 28, 2026
23	Owens Macfadyen Group	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	94 contacts →
	Partial evidence “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Source: RevenueBase Database · checked Sep 28, 2026
24	Cardinal Capital Management	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	88 contacts →
	Strong evidence “A Canadian investment counsel firm built on decades of disciplined, rules-based dividend growth investing and long-term wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
25	Nour Private Wealth NPW	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 28, 2026	51-200	83 contacts →
	Indirect evidence “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Source: RevenueBase Database · checked Sep 28, 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 consultants. 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 consultants.
Partial evidence: Its own public description names part of investment management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consultants. 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 1,535 investment management consultants based in Canada

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Investment management consultants based in Canada at a glance

As of Sep 28, 2026

32.5%Verified-email coverage

33.9Average contacts per company

1-10Median size (employees)

16.5%Largest-city concentration · Toronto

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,108

11-50

294

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,535 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 consultants, 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 management consultants”. 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 consultants), 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 consultants, 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, 16,874 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 28, 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 consultants by metro

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 consultants, 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 consultants are there based in Canada?

RevenueBase identified 1,535 investment management consultants 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 management consultants?

Toronto leads with 254 headquartered companies, followed by Vancouver (103) and Calgary (94).

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 16,874 verified decision-maker contacts tracked across these 1,535 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 28, 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.