Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Vancouver, Canada

RevenueBase identified 71 investment management consulting firms headquartered in Vancouver, Canada as of September 2026 and tracks 697 professional contacts across them, including 442 with verified work emails. Toronto is the largest hub.

This list covers investment management consulting firms 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 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
71Companies
697Contacts tracked
442Verified emails
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The 25 largest investment management consulting firms based in Vancouver, Canada

Ranked by team size
Top 25 of 71 investment management consulting firms based in Vancouver, 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
1Strong 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
2Indirect evidenceVancouver, CanadaHQ checked Sep 21, 202611-5025 contacts →

Indirect evidence

“We have been servicing investors since 1964.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 202611-5017 contacts →

Partial evidence

“George & Bell Consulting Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 202611-5014 contacts →

Indirect evidence

“Providing uncompromised, objective transaction advice to businesses across all industries in the mid-market, Capital West Partners has established a reputation for flawless deal…”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
6Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 202611-5010 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 21, 2026
7Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“Why SaaS Wealth Insurance?”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 202611-507 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 21, 2026
9Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-106 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 21, 2026
10Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“The Globe Investor”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“We are a registered Portfolio Manager in British Columbia, Canada.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“A premier Canadian financial advisory firm that provides advisory and execution services for mergers & acquisitions to leading companies across North America.”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-104 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 21, 2026
14Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Certified Advisory Services & Marketing expertise across investment asset classes in commercial real estate with extensive experience in investment property and development land.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceVancouver, CanadaHQ checked Sep 21, 202611-503 contacts →

Indirect evidence

“To date, Mara Advisory has worked with a magnitude of clients in both private and public markets from early-stage companies to mature businesses.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“Moat Financial Limited is an independent Portfolio Management firm.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceVancouver, CanadaHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Scale and maximize your business value with our management partnership.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“As a Vancouver based financial advisory firm, Sequoia Partners Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Friedt Financial is a company based out of Vancouver, British Columbia, Canada.”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-102 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 21, 2026
21Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Based in British Columbia, Canada, our goal is simple: to protect the wealth that small businesses and families have worked hard to build.”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidenceVancouver, CanadaHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“TTC Industries is a Vancouver-based management consulting firm.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
25Partial evidenceVancouver, BC, CanadaHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Turning financial mess into success through strategic wealth management, estate and financial planning and retirement savings.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 71 investment management consulting firms based in Vancouver, Canada

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Investment management consulting firms based in Vancouver, Canada at a glance

As of Sep 21, 2026
63.4%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
293.0%Largest-city concentration · Toronto
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
12
51-200
3
201-500
1
501-1,000
1

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 71 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 Vancouver, 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 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, 442 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.

Investment management consulting firms 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 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 Vancouver, Canada?

RevenueBase identified 71 investment management consulting firms 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 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 442 verified decision-maker contacts tracked across these 71 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.