Company lists · Data refreshed November 2026

Top 25 Investment portfolio optimization services based in Canada

Name: Investment portfolio optimization services based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 74 companies tracked

RevenueBase identified 74 company matches for investment portfolio optimization services associated with Canada as of November 2026 and tracks 520 professional contacts across them, including 262 with verified work emails. Toronto is the largest hub.

This list covers company matches for investment portfolio optimization services associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

74Companies

520Contacts tracked

262Verified emails

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The 25 largest investment portfolio optimization services based in Canada

Ranked by team size

Top 25 of 74 company matches for investment portfolio optimization services based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Foyston, Gordon & Payne INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	57 contacts →
	Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Claret Asset Management	Exact match	Montréal, QC, CanadaHQ recorded Nov 6, 2026	11-50	34 contacts →
	Exact match “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Heward Investment Management INC	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Portfoliohiway	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Qube Investment Management INC	Exact match	Edmonton, BC, CanadaHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Raelipskie Partnership	Exact match	Waterloo, ON, CanadaHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Picton Mahoney Asset Management	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	51-200	13 contacts →
	Exact match “Picton Mahoney Asset Management is an investment management firm specializing in alternative investments and portfolio construction.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Modernadvisor	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Generation Pmca Corp	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Goodreid Investment Counsel	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	siacharts.com	Exact match	Calgary, AB, CanadaHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Raintree Wealth	Exact match	Edmonton, CanadaHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Raintree Wealth Management is a discretionary portfolio management company that helps clients invest in their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Pratte Portfolio Management	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Pratte Portfolio Management is an independent asset manager specializing in equities, with offices in Montreal and the Ottawa-Gatineau region.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Portfolio Management Corporation	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Rivemont Investments	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Nelson Financial Consultants	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Dubeau Capital	Exact match	Québec, QC, CanadaHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Fondée en 1992, Dubeau Capital est une société spécialisée dans la gestion discrétionnaire de portefeuilles pour les particuliers, les corporations et les institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	The Lance Howard Group	Exact match	London, ON, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Full service financial planning, investment, and risk management using the Lifestyle Coach Program™.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Model SIX	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Model Six is a portfolio management company that applies mathematical and statistical techniques for the development and implementation of its market model, which serves as the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Acker Finley INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	FSA Valuation Service LTD	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Altema Asset Management INC	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Riskgrid Technologies, INC	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Company RiskGrid Technologies Headquarters Toronto, Ontario Management Raj Verma, Founder & CEO Description According to a recent survey by one of the largest global asset…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Anchor Pacific Investments Aligned Capital Partners	Exact match	Vancouver, BC, CanadaHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Anchor Pacific provides sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Atlantisfinancialinc	Exact match	Barrie, ON, CanadaHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment portfolio optimization services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 74 investment portfolio optimization services based in Canada

See the full list, filter by size, metro and specialty, and access 262 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment portfolio optimization services based in Canada at a glance

As of Nov 6, 2026

50.4%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

44.6%Largest-city concentration · Toronto

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 74 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Canada whose business descriptions match “investment portfolio optimization services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 262 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment portfolio optimization services by metro

Investment portfolio optimization services in Toronto33

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment portfolio optimization services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment portfolio optimization services are there based in Canada?

RevenueBase identified 74 company matches for investment portfolio optimization services associated with Canada as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Foyston, Gordon & Payne INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment portfolio optimization services?

Toronto leads with 33 company records, followed by Vancouver (6) and Montreal (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 262 professional contacts with verified work emails tracked across these 74 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 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 SmartSearch, 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.