Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Canada

RevenueBase identified 806 investment management consulting firms headquartered in Canada as of September 2026 and tracks 31,011 professional contacts across them, including 6,950 with verified work emails. Toronto is the largest hub.

This list covers investment management consulting firms 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 21, 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 21, 2026 86% judged on-target in blind review
806Companies
31,011Contacts tracked
6,950Verified emails
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The 25 largest investment management consulting firms based in Canada

Ranked by team size
Top 25 of 806 investment management consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 21, 20265,001-10,0006,589 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 21, 2026
2Partial evidenceToronto, CanadaHQ checked Sep 21, 20261,001-5,0002,400 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 21, 2026
3Partial evidenceMontréal, QC, CanadaHQ checked Sep 21, 2026201-5001,050 contacts →

Partial evidence

“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 21, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 2026501-1,000499 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 21, 2026
6Strong evidenceVancouver, BC, CanadaHQ checked Sep 21, 2026501-1,000447 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 21, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 20261,001-5,000407 contacts →

Partial evidence

“At CG Wealth Management, we take a purposefully different approach to wealth management.”

Source: RevenueBase Database · checked Sep 21, 2026
8Strong evidenceToronto, ON, CanadaHQ checked Sep 21, 2026201-500222 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 21, 2026
9Partial evidenceBurlington, ON, CanadaHQ checked Sep 21, 202651-20097 contacts →

Partial evidence

“At Mandeville, your interests always come first when we suggest solutions or investment approaches.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20096 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 21, 2026
11Partial evidenceOakville, ON, CanadaHQ checked Sep 21, 202651-20089 contacts →

Partial evidence

“Imagine a world where your asset management plans were based on consistent and defensible data.”

Source: RevenueBase Database · checked Sep 21, 2026
12Strong evidenceWinnipeg, MB, CanadaHQ checked Sep 21, 202651-20088 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 21, 2026
13Indirect evidenceOakville, ON, CanadaHQ checked Sep 21, 202651-20083 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 21, 2026
14Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20070 contacts →

Partial evidence

“Origin Merchant Partners is an independent investment bank that provides value added corporate finance, mergers and acquisitions and merchant banking services delivered by senior…”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20070 contacts →

Indirect evidence

“The original Caldwell company, Caldwell Securities Ltd.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceMontreal, QC, CanadaHQ checked Sep 21, 2026201-50064 contacts →

Indirect evidence

“In 2016 Raymond James Ltd.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceScarborough, ON, CanadaHQ checked Sep 21, 2026n/a61 contacts →

Partial evidence

Investments, Insurance, Advice”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202611-5054 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 21, 2026
19Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 21, 202651-20052 contacts →

Indirect evidence

“TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 202651-20051 contacts →

Partial evidence

“Where independent wealth management firms are created.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceToronto, ON, CanadaHQ checked Sep 21, 2026n/a47 contacts →

Partial evidence

“A wholly owned subsidiary of iA Financial Corporation Inc, iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both…”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidenceOakville, ON, CanadaHQ checked Sep 21, 202651-20042 contacts →

Strong evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
23Partial evidenceCalgary, AB, CanadaHQ checked Sep 21, 202611-5038 contacts →

Partial evidence

“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceMarkham, ON, CanadaHQ checked Sep 21, 202611-5038 contacts →

Indirect evidence

“At NVS, we want to be your financial advocate.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceOttawa, ON, CanadaHQ checked Sep 21, 202611-5037 contacts →

Indirect evidence

“Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 806 investment management consulting firms based in Canada

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Investment management consulting firms based in Canada at a glance

As of Sep 21, 2026
22.4%Verified-email coverage
38.5Average contacts per company
1-10Median size (employees)
25.8%Largest-city concentration · Toronto
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
565
11-50
169
51-200
40
201-500
7
501-1,000
4
1,001-5,000
10
5,001-10,000
5
10001+
1

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 806 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 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 Canada whose own description of what they do matches “investment management 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 management 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 management consulting firms, 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, 6,950 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 21, 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.

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 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 management consulting firms are there based in Canada?

RevenueBase identified 806 investment management consulting firms 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?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

Toronto leads with 208 headquartered companies, followed by Vancouver (71) and Calgary (51).

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 6,950 verified decision-maker contacts tracked across these 806 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 21, 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.