Company lists · Data refreshed November 2026
Top 25 Mission-aligned investment advisors based in Canada
RevenueBase identified 117 company matches for mission-aligned investment advisors associated with Canada as of November 2026 and tracks 1,213 professional contacts across them, including 536 with verified work emails. Toronto is the largest hub.
This list covers company matches for mission-aligned investment advisors 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 November 6, 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.
The 25 largest mission-aligned investment advisors based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 86 contacts → | ||||
Exact match “NEI Investments is a Canadian asset manager committed to helping investors achieve their financial goals by forging new paths to performance, powered by foresight and supported by…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 78 contacts → | ||||
Exact match “Power Sustainable is a multi-platform alternative asset manager investing across the core sectors of the real economy as they undergo structural change.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 56 contacts → | ||||
Exact match “Vancouver-based Genus Capital Management provides Canadian investors with solutions that help them align their values with their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 37 contacts → | ||||
Exact match “Rally Assets is an impact investment management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 34 contacts → | ||||
Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “Since 1997, RGP Investments has provided its clients with innovative investment solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 23 contacts → | ||||
Exact match “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 22 contacts → | ||||
Exact match “Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 21 contacts → | ||||
Exact match “DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “NCM is made for advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Since 1995, we have been providing discretionary portfolio management for private investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 17 contacts → | ||||
Exact match “Established in 1998, Generation IACP Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 17 contacts → | ||||
Exact match “Evans Investment Counsel is a trusted, independent portfolio management and investment fund management firm based in Toronto, specializing in discretionary wealth management for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “Clear Skies is a boutique investment firm that combines rigorous financial performance strategies with the transformative power of impact investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 13 contacts → | ||||
Exact match “At Steward Group, we believe finances are about more than dollars and cents.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 12 contacts → | ||||
Exact match “Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “Longview Asset Management is a private, independent investment management firm.” Recorded in the RevenueBase company graph · Nov 6, 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 “mission-aligned investment advisors”. 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 117 mission-aligned investment advisors based in Canada
See the full list, filter by size, metro and specialty, and access 536 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Mission-aligned investment advisors based in Canada at a glance
As of Nov 6, 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 117 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 “mission-aligned investment advisors” 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 536 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 November 6, 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.
Mission-aligned investment advisors 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 “mission-aligned investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many mission-aligned investment advisors are there based in Canada?
RevenueBase identified 117 company matches for mission-aligned investment advisors associated with Canada as of November 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?
NEI Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most mission-aligned investment advisors?
Toronto leads with 38 company records, followed by Vancouver (16) and Montreal (13).
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 536 professional contacts with verified work emails tracked across these 117 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 117 mission-aligned investment advisors based in Canada. Start with a free account, no credit card.
Download this list →Related lists
Mission-aligned investment advisors by geography
- Mission-aligned investment advisors based in Sydney, Australia
- Mission-aligned investment advisors based in Rio De Janeiro, Brazil
- Mission-aligned investment advisors based in Sao Paulo, Brazil
- Mission-aligned investment advisors based in Toronto, Canada
- Mission-aligned investment advisors based in Paris, France
- Mission-aligned investment advisors based in Bangalore, India
- Mission-aligned investment advisors based in Mumbai, India
- Mission-aligned investment advisors based in Geneva, Switzerland
- Mission-aligned investment advisors based in Zurich, Switzerland
- Mission-aligned investment advisors based in London, United Kingdom
- Mission-aligned investment advisors based in Atlanta, United States
- Mission-aligned investment advisors based in Austin, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Mission-aligned investment advisors based in Sydney, Australia
- Mission-aligned investment advisors based in Rio De Janeiro, Brazil
- Mission-aligned investment advisors based in Sao Paulo, Brazil
- Mission-aligned investment advisors based in Toronto, Canada
- Mission-aligned investment advisors based in Paris, France
- Mission-aligned investment advisors based in Bangalore, India
Company intelligence · public preview
Top 25 mission-aligned investment advisors based in Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 117 matching company records for mission-aligned investment advisors based in Canada, with 1,213 tracked contacts and 536 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 mission-aligned investment advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  NEI Investmentsneiinvestments.comHQ: Toronto, BC, CanadaReported employees: 51-200 | Toronto, BC, Canada | 51-200 | Exact match | 86 contacts → |
“NEI Investments is a Canadian asset manager committed to helping investors achieve their financial goals by forging new paths to performance, powered by foresight and supported by…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Power Sustainablepowersustainable.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 78 contacts → |
“Power Sustainable is a multi-platform alternative asset manager investing across the core sectors of the real economy as they undergo structural change.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Genus Capital Managementgenuscap.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 56 contacts → |
“Vancouver-based Genus Capital Management provides Canadian investors with solutions that help them align their values with their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rally Assetsrallyassets.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Rally Assets is an impact investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nexus Investment Managementnexusinvestments.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 34 contacts → |
“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Westcourt Capitalwestcourtcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  RGP Investmentsrgpinvestissements.caHQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 27 contacts → |
“Since 1997, RGP Investments has provided its clients with innovative investment solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Gestion DE Portefeuille Stratégique Medicigpsmedici.comHQ: Saint-bruno-de-montarville, QC, CanadaReported employees: 11-50 | Saint-bruno-de-montarville, QC, Canada | 11-50 | Exact match | 25 contacts → |
“Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cypress Capital Management LTDcypresscap.comHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 23 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Qube Investment Management INCqubeinvest.caHQ: Edmonton, BC, CanadaReported employees: 11-50 | Edmonton, BC, Canada | 11-50 | Exact match | 22 contacts → |
“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Raelipskie Partnershipraelipskie.comHQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 21 contacts → |
“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Deluca Veale Investment Counsel INCdelucaveale.comHQ: Victoria, BC, CanadaReported employees: 11-50 | Victoria, BC, Canada | 11-50 | Exact match | 21 contacts → |
“DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Caldwell Investment Management LTDcaldwellinvestment.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 20 contacts → |
“Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  NCM Investmentsncminvestments.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 19 contacts → |
“NCM is made for advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Allard, Allard & Associesallard-allard.caHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“Since 1995, we have been providing discretionary portfolio management for private investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Generation Iacp INCgenerationiacp.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 17 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Evans Investment Counselevansinvestmentcounsel.comHQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 17 contacts → |
“Evans Investment Counsel is a trusted, independent portfolio management and investment fund management firm based in Toronto, specializing in discretionary wealth management for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Clear Skies Investment Managementclearskiesinvest.comHQ: Montréal, CanadaReported employees: 1-10 | Montréal, Canada | 1-10 | Exact match | 17 contacts → |
“Clear Skies is a boutique investment firm that combines rigorous financial performance strategies with the transformative power of impact investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Barrantagh Investment Managementbarrantagh.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  AGF Management Limitedagf.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 15 contacts → |
“Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Davis REA LTDdavisrea.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lakeshore Securities INClakeshoresecurities.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Steward Group Advisorystewardgroup.caHQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 13 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Goodreid Investment Counselgoodreid.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Longview Asset Management LTDlongviewassets.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 117 company matches
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Mission-aligned investment advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
117 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 117 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Mission-aligned investment advisors by metro
Questions about this company list
What does Exact match mean for mission-aligned investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many mission-aligned investment advisors did RevenueBase find based in Canada?
The saved snapshot records 117 matching company records, 1,213 tracked contacts and 536 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Mission-aligned investment advisors by geography
- Mission-aligned investment advisors based in Sydney, Australia
- Mission-aligned investment advisors based in Rio De Janeiro, Brazil
- Mission-aligned investment advisors based in Sao Paulo, Brazil
- Mission-aligned investment advisors based in Toronto, Canada
- Mission-aligned investment advisors based in Paris, France
- Mission-aligned investment advisors based in Bangalore, India
- Mission-aligned investment advisors based in Mumbai, India
- Mission-aligned investment advisors based in Geneva, Switzerland
- Mission-aligned investment advisors based in Zurich, Switzerland
- Mission-aligned investment advisors based in London, United Kingdom
- Mission-aligned investment advisors based in Atlanta, United States
- Mission-aligned investment advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 25 mission-aligned investment advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/mission-aligned-investment-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Mission-aligned investment advisors based in Sydney, Australia
- Mission-aligned investment advisors based in Rio De Janeiro, Brazil
- Mission-aligned investment advisors based in Sao Paulo, Brazil
- Mission-aligned investment advisors based in Toronto, Canada
- Mission-aligned investment advisors based in Paris, France
- Mission-aligned investment advisors based in Bangalore, India
Company intelligence · public preview
Top 25 mission-aligned investment advisors based in Canada
RevenueBase records 117 matching company records for mission-aligned investment advisors based in Canada, with 1,213 tracked contacts and 536 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 mission-aligned investment advisors based in Canada
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | NEI Investmentsneiinvestments.com HQ: Toronto, BC, CanadaReported employees: 51-200 | Toronto, BC, Canada | 51-200 | Exact match | 86 contacts → |
“NEI Investments is a Canadian asset manager committed to helping investors achieve their financial goals by forging new paths to performance, powered by foresight and supported by…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Power Sustainablepowersustainable.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 78 contacts → |
“Power Sustainable is a multi-platform alternative asset manager investing across the core sectors of the real economy as they undergo structural change.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Genus Capital Managementgenuscap.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 56 contacts → |
“Vancouver-based Genus Capital Management provides Canadian investors with solutions that help them align their values with their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rally Assetsrallyassets.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 37 contacts → |
“Rally Assets is an impact investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nexus Investment Managementnexusinvestments.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 34 contacts → |
“Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Westcourt Capitalwestcourtcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 27 contacts → |
“Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | RGP Investmentsrgpinvestissements.ca HQ: Québec, QC, CanadaReported employees: 11-50 | Québec, QC, Canada | 11-50 | Exact match | 27 contacts → |
“Since 1997, RGP Investments has provided its clients with innovative investment solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gestion DE Portefeuille Stratégique Medicigpsmedici.com HQ: Saint-bruno-de-montarville, QC, CanadaReported employees: 11-50 | Saint-bruno-de-montarville, QC, Canada | 11-50 | Exact match | 25 contacts → |
“Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cypress Capital Management LTDcypresscap.com HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 23 contacts → |
“Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Qube Investment Management INCqubeinvest.ca HQ: Edmonton, BC, CanadaReported employees: 11-50 | Edmonton, BC, Canada | 11-50 | Exact match | 22 contacts → |
“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Raelipskie Partnershipraelipskie.com HQ: Waterloo, ON, CanadaReported employees: 11-50 | Waterloo, ON, Canada | 11-50 | Exact match | 21 contacts → |
“The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Deluca Veale Investment Counsel INCdelucaveale.com HQ: Victoria, BC, CanadaReported employees: 11-50 | Victoria, BC, Canada | 11-50 | Exact match | 21 contacts → |
“DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Caldwell Investment Management LTDcaldwellinvestment.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 20 contacts → |
“Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | NCM Investmentsncminvestments.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 19 contacts → |
“NCM is made for advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Allard, Allard & Associesallard-allard.ca HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 18 contacts → |
“Since 1995, we have been providing discretionary portfolio management for private investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Generation Iacp INCgenerationiacp.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 17 contacts → |
“Established in 1998, Generation IACP Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Evans Investment Counselevansinvestmentcounsel.com HQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 17 contacts → |
“Evans Investment Counsel is a trusted, independent portfolio management and investment fund management firm based in Toronto, specializing in discretionary wealth management for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Clear Skies Investment Managementclearskiesinvest.com HQ: Montréal, CanadaReported employees: 1-10 | Montréal, Canada | 1-10 | Exact match | 17 contacts → |
“Clear Skies is a boutique investment firm that combines rigorous financial performance strategies with the transformative power of impact investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Barrantagh Investment Managementbarrantagh.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 16 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | AGF Management Limitedagf.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 15 contacts → |
“Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Davis REA LTDdavisrea.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Davis Rea is an investment manager providing discretionary investment management for both private clients and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lakeshore Securities INClakeshoresecurities.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Steward Group Advisorystewardgroup.ca HQ: Cambridge, ON, CanadaReported employees: 1-10 | Cambridge, ON, Canada | 1-10 | Exact match | 13 contacts → |
“At Steward Group, we believe finances are about more than dollars and cents.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Goodreid Investment Counselgoodreid.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 12 contacts → |
“Goodreid is a boutique investment management firm that focuses primarily on the needs of high net worth investors and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Longview Asset Management LTDlongviewassets.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 11 contacts → |
“Longview Asset Management is a private, independent investment management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 117 company matches
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Mission-aligned investment advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
117 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 117 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Mission-aligned investment advisors by metro
Questions about this company list
What does Exact match mean for mission-aligned investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many mission-aligned investment advisors did RevenueBase find based in Canada?
The saved snapshot records 117 matching company records, 1,213 tracked contacts and 536 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Mission-aligned investment advisors by geography
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- Mission-aligned investment advisors based in Rio De Janeiro, Brazil
- Mission-aligned investment advisors based in Sao Paulo, Brazil
- Mission-aligned investment advisors based in Toronto, Canada
- Mission-aligned investment advisors based in Paris, France
- Mission-aligned investment advisors based in Bangalore, India
- Mission-aligned investment advisors based in Mumbai, India
- Mission-aligned investment advisors based in Geneva, Switzerland
- Mission-aligned investment advisors based in Zurich, Switzerland
- Mission-aligned investment advisors based in London, United Kingdom
- Mission-aligned investment advisors based in Atlanta, United States
- Mission-aligned investment advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 25 mission-aligned investment advisors based in Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/mission-aligned-investment-advisors/canada.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Mission-aligned investment advisors based in Sydney, Australia
- Mission-aligned investment advisors based in Rio De Janeiro, Brazil
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- Mission-aligned investment advisors based in Toronto, Canada
- Mission-aligned investment advisors based in Paris, France
- Mission-aligned investment advisors based in Bangalore, India