Company lists · Data refreshed September 2026
Top 25 Minority-owned investment managers based in Canada
RevenueBase identified 482 minority-owned investment managers headquartered in Canada as of September 2026 and tracks 18,861 professional contacts across them, including 3,827 with verified work emails. Toronto is the largest hub.
This list covers minority-owned investment managers 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 20, 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.
The 25 largest minority-owned investment managers based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 941 contacts → | ||||
Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 623 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 438 contacts → | ||||
Partial evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 407 contacts → | ||||
Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 325 contacts → | ||||
Partial evidence “Since Dynamic was first founded as an independent investment club in 1957, we have maintained a single-minded dedication to investment excellence that lets nothing stand in the…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 133 contacts → | ||||
Strong evidence “We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 97 contacts → | ||||
Partial evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 83 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 64 contacts → | ||||
Indirect evidence “In 2016 Raymond James Ltd.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 52 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 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 48 contacts → | ||||
Partial evidence “WhiteHaven is a multi licensed financial firm that offers the following to its clients:* Asset management tailored to clients needs * Mutual funds * Life & disability insurance” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 43 contacts → | ||||
Partial evidence “Credit Union Owned At Thrive our team wakes up every day focused on helping to improve our client's financial security.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 42 contacts → | ||||
Strong evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 42 contacts → | ||||
Indirect evidence “We deal primarily with business owners and their families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 37 contacts → | ||||
Indirect evidence “Capcorp Financial is a Canadian advisory firm built on one simple belief: good advice changes lives.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 36 contacts → | ||||
Partial evidence “Alitis Investment Counsel Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 36 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 34 contacts → | ||||
Partial evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 31 contacts → | ||||
Partial evidence “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 20, 2026Thanks. The Data Team will review it. | |||||
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: minority-owned investment managers. 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 minority-owned investment managers.
- Partial evidence
- Its own public description names part of minority-owned investment managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name minority-owned investment managers. 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 482 minority-owned investment managers based in Canada
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Minority-owned investment managers based in Canada at a glance
As of Sep 20, 2026Companies by employee count
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 482 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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 3,827 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 20, 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.
Minority-owned investment managers by metro
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 minority-owned investment managers, 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 minority-owned investment managers are there based in Canada?
RevenueBase identified 482 minority-owned investment managers 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?
BMO Nesbitt Burns, headquartered in Toronto, tops this list with the largest team on record.
Which city has the most minority-owned investment managers?
Toronto leads with 92 headquartered companies, followed by Vancouver (38) and Calgary (35).
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 3,827 verified decision-maker contacts tracked across these 482 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 20, 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.
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