Company lists · Data refreshed September 2026

Top 25 Minority-owned investment managers based in Toronto, Canada

Name: Minority-owned investment managers based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 92 companies tracked

RevenueBase identified 92 minority-owned investment managers headquartered in Toronto, Canada as of September 2026 and tracks 15,082 professional contacts across them, including 2,220 with verified work emails. Toronto is the largest hub.

This list covers minority-owned investment managers headquartered in Toronto, 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

92Companies

15,082Contacts tracked

2,220Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest minority-owned investment managers based in Toronto, Canada

Ranked by team size

Top 25 of 92 minority-owned investment managers based in Toronto, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	BMO Nesbitt Burns	Partial evidence	Toronto, CanadaHQ checked Sep 20, 2026	1,001-5,000	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, 2026
2	Richardson Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	941 contacts →
	Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 20, 2026
3	Connor, Clark & Lunn Financial Group Cc&l	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	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, 2026
4	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
5	Dynamic	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	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, 2026
6	Foyston, Gordon & Payne INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	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, 2026
7	Bridgehouse Asset Managers	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	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, 2026
8	CI Private Wealth Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	34 contacts →
	Partial evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 20, 2026
9	Nexus Investment Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	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, 2026
10	Barometer Capital Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	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, 2026
11	Foster & Associates Financial Services INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “Investing doesn’t have to be complicated.” Source: RevenueBase Database · checked Sep 20, 2026
12	Optimize Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	23 contacts →
	Partial evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
13	T.E. Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	23 contacts →
	Indirect evidence “For more than 45 years, T.E.” Source: RevenueBase Database · checked Sep 20, 2026
14	Caldwell Investment Management LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	20 contacts →
	Strong evidence “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Source: RevenueBase Database · checked Sep 20, 2026
15	Generation Iacp INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Established in 1998, Generation IACP Inc.” Source: RevenueBase Database · checked Sep 20, 2026
16	Watt Carmichael INC	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Managing investments for private clients since 1971, Watt Carmichael is a member of the Canadian Investment Regulatory Organization (CIRO), and the Canadian Investor Protection…” Source: RevenueBase Database · checked Sep 20, 2026
17	AGF Management Limited	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.” Source: RevenueBase Database · checked Sep 20, 2026
18	Evans Investment Counsel	Strong evidence	Toronto, CanadaHQ checked Sep 20, 2026	11-50	15 contacts →
	Strong evidence “Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Source: RevenueBase Database · checked Sep 20, 2026
19	Barrantagh Investment Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Source: RevenueBase Database · checked Sep 20, 2026
20	Goodreid Investment Counsel	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
21	Davis REA LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
22	Safebridge Private Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time.” Source: RevenueBase Database · checked Sep 20, 2026
23	Generation Pmca Corp	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Established in Generation PMCA Corp.” Source: RevenueBase Database · checked Sep 20, 2026
24	Longview Asset Management LTD	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Longview Asset Management is a private, independent investment management firm.” Source: RevenueBase Database · checked Sep 20, 2026
25	Harness Investment Management	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong evidence “We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Source: RevenueBase Database · checked Sep 20, 2026

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 92 minority-owned investment managers based in Toronto, Canada

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,220 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026

14.7%Verified-email coverage

163.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 92 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 Toronto, 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 Toronto 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, 2,220 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

Minority-owned investment managers in Toronto92
Minority-owned investment managers in Vancouver38
Minority-owned investment managers in Calgary35
Minority-owned investment managers in Montreal26

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 Toronto, Canada?

RevenueBase identified 92 minority-owned investment managers headquartered in Toronto, 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 2,220 verified decision-maker contacts tracked across these 92 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.

Ready to reach these companies? Verified emails and direct dials for all 92 minority-owned investment managers based in Toronto, Canada. Start with a free account, no credit card.

Download this list →

Related lists

Minority-owned investment managers by geography

Browse the directory

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.