Company lists · Data refreshed September 2026

Top 13 Minority-owned investment managers based in Calgary, Canada

RevenueBase identified 35 minority-owned investment managers headquartered in Calgary, Canada as of September 2026 and tracks 149 professional contacts across them, including 51 with verified work emails. Toronto is the largest hub.

This list covers minority-owned investment managers headquartered in Calgary, 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
35Companies
149Contacts tracked
51Verified emails
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The 13 largest minority-owned investment managers based in Calgary, Canada

Ranked by team size
Top 13 of 35 minority-owned investment managers based in Calgary, 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
1Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“NCM is made for advice.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“At Viewpoint, we’re driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-109 contacts →

Strong evidence

“Palisade Capital is a Calgary-based portfolio manager and investment fund manager.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceCalgary, AB, CanadaHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“At Reyes Group, we believe in enriching the lives around us.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Everyone has unique financial needs, which means we focus on elite, personalized services rather than cookie-cutter products.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Data-Driven Wealth Management.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“HNW Financial is Canada's Premier financial planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Rockmount Financial Corporation, a private Ontario corporation headquartered in Calgary, was acquired by present management in 1976.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceCalgary, AB, CanadaHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“We are a boutique investment and advisory firm that focuses on working with great people and having a long-term view.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 13 of 35 minority-owned investment managers based in Calgary, Canada

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Minority-owned investment managers based in Calgary, Canada at a glance

As of Sep 20, 2026
34.2%Verified-email coverage
4.3Average contacts per company
1-10Median size (employees)
262.9%Largest-city concentration · Toronto
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
7
201-500
1

Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 35 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 Calgary, 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 Calgary 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, 51 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 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 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 Calgary, Canada?

RevenueBase identified 35 minority-owned investment managers headquartered in Calgary, 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?

NCM Investments, headquartered in Calgary, 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 51 verified decision-maker contacts tracked across these 35 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.