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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
482Companies
18,861Contacts tracked
3,827Verified emails
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The 25 largest minority-owned investment managers based in Canada

Ranked by team size
Top 25 of 482 minority-owned investment managers based in Canada, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to minority-owned investment managers: 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 evidenceToronto, CanadaHQ checked Sep 20, 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 20, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 2026501-1,000941 contacts →

Partial evidence

“Richardson Wealth is one of the leading independent wealth management firms in Canada.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 20, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
5Partial evidenceAll Across, AB, CanadaHQ checked Sep 20, 2026501-1,000438 contacts →

Partial evidence

“ATB Wealth® is the wealth management division of ATB Financial*.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 2026501-1,000325 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, 2026
8Strong evidenceVancouver, BC, CanadaHQ checked Sep 20, 202651-200133 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, 2026
9Partial evidenceBurlington, ON, CanadaHQ checked Sep 20, 202651-20097 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceOakville, ON, CanadaHQ checked Sep 20, 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 20, 2026
11Indirect evidenceMontreal, QC, CanadaHQ checked Sep 20, 2026201-50064 contacts →

Indirect evidence

“In 2016 Raymond James Ltd.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 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 20, 2026
13Indirect evidenceWaterloo, ON, CanadaHQ checked Sep 20, 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 20, 2026
14Partial evidenceLaval, QC, CanadaHQ checked Sep 20, 202611-5048 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, 2026
15Partial evidenceSaskatoon, SK, CanadaHQ checked Sep 20, 202651-20043 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, 2026
16Strong evidenceOakville, ON, CanadaHQ checked Sep 20, 202651-20042 contacts →

Strong evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceLondon, ON, CanadaHQ checked Sep 20, 202611-5042 contacts →

Indirect evidence

“We deal primarily with business owners and their families.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20038 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, 2026
19Indirect evidenceOttawa, ON, CanadaHQ checked Sep 20, 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 20, 2026
20Partial evidenceCampbell River, BC, CanadaHQ checked Sep 20, 202611-5036 contacts →

Partial evidence

“Alitis Investment Counsel Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceQuébec, QC, CanadaHQ checked Sep 20, 202611-5036 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, 2026
22Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 2026201-50034 contacts →

Partial evidence

“CI Private Wealth is a wealth management firm rooted in strength.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceMontréal, QC, CanadaHQ checked Sep 20, 202611-5031 contacts →

Partial evidence

“Claret Asset Management specializes in offering portfolio management services to high net worth clients.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceToronto, ON, CanadaHQ checked Sep 20, 202611-5031 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, 2026
25Partial evidenceToronto, ON, CanadaHQ checked Sep 20, 202651-20028 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, 2026

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, 2026
20.3%Verified-email coverage
39.1Average contacts per company
1-10Median size (employees)
19.1%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
317
11-50
107
51-200
28
201-500
6
501-1,000
9
1,001-5,000
6
5,001-10,000
2
10001+
3

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.

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.