Company lists · Data refreshed September 2026

Top 25 Investment management consultants based in Toronto, Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 254 companies tracked

RevenueBase identified 254 investment management consultants headquartered in Toronto, Canada as of September 2026 and tracks 31,798 professional contacts across them, including 9,370 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers investment management consultants headquartered in Toronto, 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

254Companies

31,798Contacts tracked

9,370Verified emails

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The 25 largest investment management consultants based in Toronto, Canada

Ranked by team size

Top 25 of 254 investment management consultants based in Toronto, 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	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	Sprucegrove Investment Management LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	57 contacts →
	Strong evidence “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Source: RevenueBase Database · checked Sep 28, 2026
13	Foyston, Gordon & Payne INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	54 contacts →
	Partial evidence “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026
14	Canfin Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Westcourt Capital	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	44 contacts →
	Partial evidence “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Source: RevenueBase Database · checked Sep 28, 2026
16	Kerr Financial Group	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Source: RevenueBase Database · checked Sep 28, 2026
17	Gluskin Sheff Associates INC	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	51-200	40 contacts →
	Partial evidence “Gluskin Sheff + Associates has served the wealth management needs of Canada’s high-net-worth individuals, families and institutions through unparalleled client service and an…” Source: RevenueBase Database · checked Sep 28, 2026
18	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	38 contacts →
	Indirect evidence “Always looking to help Canadians build long-term wealth and acquire sound investing principles, we work with Advisors to help them achieve financial success for their clients by…” Source: RevenueBase Database · checked Sep 28, 2026
19	Integral Wealth Securities Limited	Partial evidence	Toronto, CanadaHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “Established in 2003, Integral Wealth Securities Limited is a private, independent, IIROC-licensed investment dealer headquartered in Toronto with offices in Calgary, Vancouver…” Source: RevenueBase Database · checked Sep 28, 2026
20	CI Private Wealth Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	201-500	34 contacts →
	Partial evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 28, 2026
21	Infor Financial	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “INFOR Financial is Canada’s leading independent provider of innovative strategic financial advice to a diverse client base including corporations, institutional investors…” Source: RevenueBase Database · checked Sep 28, 2026
22	Nexus Investment Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 28, 2026
23	Creative Planning Financial Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	29 contacts →
	Indirect evidence “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Source: RevenueBase Database · checked Sep 28, 2026
24	Barometer Capital Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	51-200	28 contacts →
	Partial evidence “Barometer Capital Management is a Toronto-based wealth management company that specializes in tactical, multi-asset portfolios for families, foundations, and endowment funds.” Source: RevenueBase Database · checked Sep 28, 2026
25	Foster & Associates Financial Services INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Investing doesn’t have to be complicated.” 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 254 investment management consultants based in Toronto, Canada

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Investment management consultants based in Toronto, Canada at a glance

As of Sep 28, 2026

29.5%Verified-email coverage

125.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

139

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 254 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 Toronto, 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 Toronto 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, 9,370 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 in Canada

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 Toronto, Canada?

RevenueBase identified 254 investment management consultants headquartered in Toronto, 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 in Canada has the most investment management consultants?

Toronto leads Canada 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 9,370 verified decision-maker contacts tracked across these 254 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.