Company lists · Data refreshed September 2026

Top 25 Portfolio accounting firms based in Canada

RevenueBase identified 140 portfolio accounting firms headquartered in Canada as of September 2026 and tracks 3,220 professional contacts across them, including 1,681 with verified work emails and 207 with mobile numbers. Toronto is the largest hub.

This list covers portfolio accounting firms 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 5, 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 5, 2026 86% judged on-target in blind review
140Companies
3,220Contacts tracked
1,681Verified emails
207Mobile numbers
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The 25 largest portfolio accounting firms based in Canada

Ranked by team size
Top 25 of 140 portfolio accounting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting firms: 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 evidenceMontréal, QC, CanadaHQ checked Sep 5, 2026201-5001,050 contacts →

Indirect evidence

“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.”

Source: RevenueBase Database · checked Sep 5, 2026
2Indirect evidenceMontreal, QC, CanadaHQ checked Sep 5, 202651-200214 contacts →

Indirect evidence

“Jarislowsky Fraser est l'une des principales firmes de gestion de placements au Canada.”

Source: RevenueBase Database · checked Sep 5, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 5, 2026201-500134 contacts →

Partial evidence

“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.”

Source: RevenueBase Database · checked Sep 5, 2026
4Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 5, 202651-20088 contacts →

Indirect evidence

“A Canadian investment counsel firm built on decades of disciplined, rules-based dividend growth investing and long-term wealth management.”

Source: RevenueBase Database · checked Sep 5, 2026
5Indirect evidenceOakville, ON, CanadaHQ checked Sep 5, 202651-20083 contacts →

Indirect evidence

“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.”

Source: RevenueBase Database · checked Sep 5, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 5, 202651-20070 contacts →

Indirect evidence

“The original Caldwell company, Caldwell Securities Ltd.”

Source: RevenueBase Database · checked Sep 5, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 5, 202611-5054 contacts →

Partial evidence

“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.”

Source: RevenueBase Database · checked Sep 5, 2026
8Indirect evidenceVancouver, BC, CanadaHQ checked Sep 5, 2026n/a46 contacts →

Indirect evidence

“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.”

Source: RevenueBase Database · checked Sep 5, 2026
9Indirect evidenceOakville, ON, CanadaHQ checked Sep 5, 202651-20042 contacts →

Indirect evidence

“Bellwether Investment Management Inc.”

Source: RevenueBase Database · checked Sep 5, 2026
10Partial evidenceRichmond Hill, ON, CanadaHQ checked Sep 5, 202651-20038 contacts →

Partial evidence

“We specialize in security selection for Canadian and global investment portfolios.”

Source: RevenueBase Database · checked Sep 5, 2026
11Indirect evidenceCalgary, AB, CanadaHQ checked Sep 5, 202611-5038 contacts →

Indirect evidence

“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.”

Source: RevenueBase Database · checked Sep 5, 2026
12Indirect evidenceCampbell River, BC, CanadaHQ checked Sep 5, 202611-5036 contacts →

Indirect evidence

“Alitis Investment Counsel Inc.”

Source: RevenueBase Database · checked Sep 5, 2026
13Indirect evidenceCalgary, AB, CanadaHQ checked Sep 5, 202611-5035 contacts →

Indirect evidence

“QV Investors is an independent asset and wealth management firm focused on principles of quality and value.”

Source: RevenueBase Database · checked Sep 5, 2026
14Partial evidenceCalgary, AB, CanadaHQ checked Sep 5, 202611-5033 contacts →

Partial evidence

“Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada.”

Source: RevenueBase Database · checked Sep 5, 2026
15Partial evidenceSt-bruno, QC, CanadaHQ checked Sep 5, 202611-5033 contacts →

Partial evidence

“COTE 100 is one of the largest independent private portfolio management firms in Canada, with clients in Quebec, Ontario, New Brunswick and Alberta.”

Source: RevenueBase Database · checked Sep 5, 2026
16Partial evidenceMontréal, QC, CanadaHQ checked Sep 5, 202611-5031 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 5, 2026
17Indirect evidenceToronto, ON, CanadaHQ checked Sep 5, 202611-5028 contacts →

Indirect evidence

“Investing doesn’t have to be complicated.”

Source: RevenueBase Database · checked Sep 5, 2026
18Indirect evidenceToronto, ON, CanadaHQ checked Sep 5, 202611-5027 contacts →

Indirect evidence

“First Avenue Investment Counsel Inc.(First Avenue) is a Canadian firm specializing in investment management and multi-family office services.”

Source: RevenueBase Database · checked Sep 5, 2026
19Partial evidenceMontréal, QC, CanadaHQ checked Sep 5, 202611-5027 contacts →

Partial evidence

“Giverny Capital is a portfolio management firm offering private wealth management services.”

Source: RevenueBase Database · checked Sep 5, 2026
20Indirect evidenceVancouver, BC, CanadaHQ checked Sep 5, 202611-5026 contacts →

Indirect evidence

“Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.”

Source: RevenueBase Database · checked Sep 5, 2026
21Indirect evidenceSaint-bruno-de-montarville, QC, CanadaHQ checked Sep 5, 202611-5025 contacts →

Indirect evidence

“Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.”

Source: RevenueBase Database · checked Sep 5, 2026
22Partial evidenceEdmonton, AB, CanadaHQ checked Sep 5, 202611-5025 contacts →

Partial evidence

“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…”

Source: RevenueBase Database · checked Sep 5, 2026
23Indirect evidenceKirkland, QC, CanadaHQ checked Sep 5, 202651-20024 contacts →

Indirect evidence

“OPES Software is a global provider of investment management solutions for the financial services industry.”

Source: RevenueBase Database · checked Sep 5, 2026
24Partial evidenceMontréal, QC, CanadaHQ checked Sep 5, 202611-5021 contacts →

Partial evidence

“Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of institutional, sub-advisory and individual investors.”

Source: RevenueBase Database · checked Sep 5, 2026
25Indirect evidenceToronto, ON, CanadaHQ checked Sep 5, 202651-20020 contacts →

Indirect 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 5, 2026

Showing 25 of 140 portfolio accounting firms based in Canada

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Portfolio accounting firms based in Canada at a glance

As of Sep 5, 2026
52.2%Verified-email coverage
6.4%Mobile-number coverage
23.0Average contacts per company
1-10Median size (employees)
30.0%Largest-city concentration · Toronto
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
72
11-50
49
51-200
12
201-500
3
501-1,000
2
5,001-10,000
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 portfolio accounting firms, 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 “portfolio accounting firms”. 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 portfolio accounting firms), 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 portfolio accounting firms, 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, 1,681 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 5, 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.

Portfolio accounting firms by metro

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 portfolio accounting firms, 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 portfolio accounting firms are there based in Canada?

RevenueBase identified 140 portfolio accounting firms 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?

IA Private Wealth, headquartered in Montreal, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

Toronto leads with 42 headquartered companies, followed by Montreal (17) and Vancouver (17).

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 1,681 verified decision-maker contacts tracked across these 140 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 5, 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.