Company lists · Data refreshed September 2026

Top 25 Mutual fund companies based in Canada

Name: Mutual fund companies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 279 companies tracked

RevenueBase identified 279 mutual fund companies headquartered in Canada as of September 2026 and tracks 30,144 professional contacts across them, including 7,172 with verified work emails. Toronto is the largest hub.

This list covers mutual fund companies 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

279Companies

30,144Contacts tracked

7,172Verified emails

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The 25 largest mutual fund companies based in Canada

Ranked by team size

Top 25 of 279 mutual fund companies 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 mutual fund companies: 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	IG Wealth Management	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	6,589 contacts →
	Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
2	Fidelity Canada	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1,001-5,000	1,862 contacts →
	Indirect evidence “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
3	BCI	Indirect evidence	Victoria, BC, CanadaHQ checked Sep 20, 2026	501-1,000	1,389 contacts →
	Indirect evidence “British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Source: RevenueBase Database · checked Sep 20, 2026
4	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
5	AGF Investments	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	526 contacts →
	Indirect evidence “AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally.” Source: RevenueBase Database · checked Sep 20, 2026
6	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
7	Nicola Wealth	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	501-1,000	447 contacts →
	Indirect evidence “Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic…” Source: RevenueBase Database · checked Sep 20, 2026
8	Dynamic	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	325 contacts →
	Indirect 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
9	Guardian Capital Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	222 contacts →
	Indirect evidence “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Source: RevenueBase Database · checked Sep 20, 2026
10	IA Clarington Investments	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	105 contacts →
	Indirect evidence “One of Canada’s leading investment management companies, iA Clarington brings integrity and commitment to a complicated global investment landscape.” Source: RevenueBase Database · checked Sep 20, 2026
11	Purpose Investments	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	83 contacts →
	Indirect evidence “Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors.” Source: RevenueBase Database · checked Sep 20, 2026
12	Nour Private Wealth NPW	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 20, 2026	51-200	83 contacts →
	Indirect evidence “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Source: RevenueBase Database · checked Sep 20, 2026
13	Caldwell Securities LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	70 contacts →
	Indirect evidence “The original Caldwell company, Caldwell Securities Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
14	3macs, A Division Of Raymond James	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	201-500	64 contacts →
	Indirect evidence “In 2016 Raymond James Ltd.” Source: RevenueBase Database · checked Sep 20, 2026
15	Foyston, Gordon & Payne INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect 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
16	Whitehaven	Strong evidence	Laval, QC, CanadaHQ checked Sep 20, 2026	11-50	48 contacts →
	Strong 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
17	Fundex Investments INC	Strong evidence	Vaughan, ON, CanadaHQ checked Sep 20, 2026	51-200	48 contacts →
	Strong evidence “On July 1, 2021, FundEX Investments Inc.(“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc.(“Investia”) via a corporate amalgamation.” Source: RevenueBase Database · checked Sep 20, 2026
18	Thrive Wealth Management	Indirect evidence	Saskatoon, SK, CanadaHQ checked Sep 20, 2026	51-200	43 contacts →
	Indirect 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
19	Bellwether Investment Management	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 20, 2026	51-200	42 contacts →
	Indirect evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 20, 2026
20	Alitis Investment Counsel	Indirect evidence	Campbell River, BC, CanadaHQ checked Sep 20, 2026	11-50	36 contacts →
	Indirect evidence “Alitis Investment Counsel Inc.” Source: RevenueBase Database · checked Sep 20, 2026
21	Groupe Financier Stratège INC	Indirect evidence	Québec, QC, CanadaHQ checked Sep 20, 2026	11-50	36 contacts →
	Indirect evidence “Groupe Financier Stratège, c’est l’expertise d’une équipe complémentaire qui partage une vision commune : contribuer à bâtir la richesse de ses clients, tant sur le plan…” Source: RevenueBase Database · checked Sep 20, 2026
22	Retire First LTD	Indirect evidence	Red Deer, AB, CanadaHQ checked Sep 20, 2026	n/a	34 contacts →
	Indirect evidence “Retire First is a full service investment firm offering investment services, insurance and foreign exchange to their clients; both corporate and individual, across Canada.” Source: RevenueBase Database · checked Sep 20, 2026
23	Verecan Capital Management INC	Indirect evidence	Halifax, NS, CanadaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “At Verecan Capital Management Inc, we redefine the essence of investment management.” Source: RevenueBase Database · checked Sep 20, 2026
24	Claret Asset Management	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect evidence “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Source: RevenueBase Database · checked Sep 20, 2026
25	Arrow Capital Management INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Arrow Capital Management (“Arrow”) is an employee-owned company, founded in Arrow’s expertise in active portfolio management and manager selection is evident in its strong…” 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: mutual fund companies. 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 mutual fund companies.
Partial evidence: Its own public description names part of mutual fund companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mutual fund companies. 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 279 mutual fund companies based in Canada

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Mutual fund companies based in Canada at a glance

As of Sep 20, 2026

23.8%Verified-email coverage

108.0Average contacts per company

1-10Median size (employees)

22.6%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

171

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 worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 279 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 mutual fund companies, 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 “mutual fund companies”. 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 mutual fund companies), 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 mutual fund companies, 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, 7,172 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.

Mutual fund companies by metro

Mutual fund companies in Toronto63

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 mutual fund companies, 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 mutual fund companies are there based in Canada?

RevenueBase identified 279 mutual fund companies 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?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which city has the most mutual fund companies?

Toronto leads with 63 headquartered companies, followed by Vancouver (23) and Montreal (14).

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 7,172 verified decision-maker contacts tracked across these 279 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.