Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Canada

Name: Millennial wealth management companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 636 companies tracked

RevenueBase identified 636 company matches for millennial wealth management companies associated with Canada as of September 2026 and tracks 14,253 professional contacts across them, including 4,959 with verified work emails. Toronto is the largest hub.

This list covers company matches for millennial wealth management companies 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 September 17, 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 Sep 17, 2026 How this list was built

636Companies

14,253Contacts tracked

4,959Verified emails

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The 25 largest millennial wealth management companies based in Canada

Ranked by team size

Top 25 of 636 company matches for millennial wealth management companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	501-1,000	1,555 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	IA Private Wealth	Exact match	Montréal, QC, CanadaHQ recorded Sep 17, 2026	201-500	1,050 contacts →
	Exact match “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	IGM Financial INC	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 17, 2026	5,001-10,000	623 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Connor, Clark & Lunn Financial Group Cc&l	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	501-1,000	499 contacts →
	Exact match “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Croesus	Exact match	Laval, QC, CanadaHQ recorded Sep 17, 2026	201-500	238 contacts →
	Exact match “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	FDP Gestion Privée	Exact match	Montréal, QC, CanadaHQ recorded Sep 17, 2026	51-200	228 contacts →
	Exact match “Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Q Wealth Partners	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	201-500	134 contacts →
	Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Mandeville Private Client INC	Exact match	Burlington, ON, CanadaHQ recorded Sep 17, 2026	51-200	97 contacts →
	Exact match “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	96 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Owens Macfadyen Group	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	51-200	94 contacts →
	Exact match “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Edgepoint Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	91 contacts →
	Exact match “EdgePointers think and act like business owners, and believe in putting investors first.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	D1g1t	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	91 contacts →
	Exact match “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Tricert	Exact match	Waterloo, ON, CanadaHQ recorded Sep 17, 2026	51-200	52 contacts →
	Exact match “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Advisor Solutions By Purpose	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	51 contacts →
	Exact match “Where independent wealth management firms are created.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	51-200	48 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	43 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Thrive Wealth Management	Exact match	Saskatoon, SK, CanadaHQ recorded Sep 17, 2026	51-200	43 contacts →
	Exact match “Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Bellwether Investment Management	Exact match	Oakville, ON, CanadaHQ recorded Sep 17, 2026	51-200	42 contacts →
	Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Gluskin Sheff Associates INC	Exact match	Toronto, CanadaHQ recorded Sep 17, 2026	51-200	40 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	KJH Investors At Harbourfront Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	11-50	38 contacts →
	Exact match “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Alitis Investment Counsel	Exact match	Campbell River, BC, CanadaHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “Alitis Investment Counsel Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Groupe Financier Stratège INC	Exact match	Québec, QC, CanadaHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	CI Private Wealth Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 17, 2026	201-500	34 contacts →
	Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Sep 17, 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 “millennial wealth management companies”. 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 636 millennial wealth management companies based in Canada

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Millennial wealth management companies based in Canada at a glance

As of Sep 17, 2026

34.8%Verified-email coverage

22.4Average contacts per company

1-10Median size (employees)

18.7%Largest-city concentration · Toronto

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

433

11-50

140

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 636 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 “millennial wealth management companies” 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 4,959 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 September 17, 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.

Millennial wealth management companies by metro

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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Canada?

RevenueBase identified 636 company matches for millennial wealth management companies associated with Canada as of September 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?

BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most millennial wealth management companies?

Toronto leads with 119 company records, followed by Calgary (47) and Vancouver (44).

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 4,959 professional contacts with verified work emails tracked across these 636 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 September 17, 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.