Company lists · Data refreshed September 2026

Top 25 Portfolio accounting firms based in Canada

Name: Portfolio accounting firms based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 140 companies tracked

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, how directly it supports the match, 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 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

140Companies

3,220Contacts tracked

1,681Verified emails

207Mobile numbers

Explore all 140 companies → Free signup · no credit card · 500 free credits

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. Evidence rates how directly each company's own description names portfolio accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	IA Private WealthIndirect evidence	Montréal, QC, CanadaHQ checked Sep 5, 2026	201-500	1,050
	“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: company website · checked Sep 5, 2026
2	Jarislowsky Fraser InstitutionalIndirect evidence	Montreal, QC, CanadaHQ checked Sep 5, 2026	51-200	214
	“Jarislowsky Fraser est l'une des principales firmes de gestion de placements au Canada.” Source: company website · checked Sep 5, 2026
3	Q Wealth PartnersPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	201-500	134
	“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Source: company website · checked Sep 5, 2026
4	Cardinal Capital ManagementIndirect evidence	Winnipeg, MB, CanadaHQ checked Sep 5, 2026	51-200	88
	“A Canadian investment counsel firm built on decades of disciplined, rules-based dividend growth investing and long-term wealth management.” Source: company website · checked Sep 5, 2026
5	Nour Private Wealth NPWIndirect evidence	Oakville, ON, CanadaHQ checked Sep 5, 2026	51-200	83
	“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Source: company website · checked Sep 5, 2026
6	Caldwell Securities LTDIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	70
	“The original Caldwell company, Caldwell Securities Ltd.” Source: company website · checked Sep 5, 2026
7	Foyston, Gordon & Payne INCPartial evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	11-50	54
	“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Source: company website · checked Sep 5, 2026
8	Raymond James USA LTDIndirect evidence	Vancouver, BC, CanadaHQ checked Sep 5, 2026	n/a	46
	“Raymond James (USA) Ltd.(RJLU) is a Canadian corporation headquartered in Vancouver, BC.” Source: company website · checked Sep 5, 2026
9	Bellwether Investment ManagementIndirect evidence	Oakville, ON, CanadaHQ checked Sep 5, 2026	51-200	42
	“Bellwether Investment Management Inc.” Source: company website · checked Sep 5, 2026
10	Canso Investment Counsel LTDPartial evidence	Richmond Hill, ON, CanadaHQ checked Sep 5, 2026	51-200	38
	“We specialize in security selection for Canadian and global investment portfolios.” Source: company website · checked Sep 5, 2026
11	The Wealthco. Group Of CompaniesIndirect evidence	Calgary, AB, CanadaHQ checked Sep 5, 2026	11-50	38
	“The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms.” Source: company website · checked Sep 5, 2026
12	Alitis Investment CounselIndirect evidence	Campbell River, BC, CanadaHQ checked Sep 5, 2026	11-50	36
	“Alitis Investment Counsel Inc.” Source: company website · checked Sep 5, 2026
13	QV Investors INCIndirect evidence	Calgary, AB, CanadaHQ checked Sep 5, 2026	11-50	35
	“QV Investors is an independent asset and wealth management firm focused on principles of quality and value.” Source: company website · checked Sep 5, 2026
14	Kinsted WealthPartial evidence	Calgary, AB, CanadaHQ checked Sep 5, 2026	11-50	33
	“Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada.” Source: company website · checked Sep 5, 2026
15	Cote 100Partial evidence	St-bruno, QC, CanadaHQ checked Sep 5, 2026	11-50	33
	“COTE 100 is one of the largest independent private portfolio management firms in Canada, with clients in Quebec, Ontario, New Brunswick and Alberta.” Source: company website · checked Sep 5, 2026
16	Claret Asset ManagementPartial evidence	Montréal, QC, CanadaHQ checked Sep 5, 2026	11-50	31
	“Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Source: company website · checked Sep 5, 2026
17	Foster & Associates Financial Services INCIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	11-50	28
	“Investing doesn’t have to be complicated.” Source: company website · checked Sep 5, 2026
18	First Avenue Investment Counsel INCIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	11-50	27
	“First Avenue Investment Counsel Inc.(First Avenue) is a Canadian firm specializing in investment management and multi-family office services.” Source: company website · checked Sep 5, 2026
19	Giverny Capital INCPartial evidence	Montréal, QC, CanadaHQ checked Sep 5, 2026	11-50	27
	“Giverny Capital is a portfolio management firm offering private wealth management services.” Source: company website · checked Sep 5, 2026
20	Pathfinder Asset Management LimitedIndirect evidence	Vancouver, BC, CanadaHQ checked Sep 5, 2026	11-50	26
	“Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Source: company website · checked Sep 5, 2026
21	Gestion DE Portefeuille Stratégique MediciIndirect evidence	Saint-bruno-de-montarville, QC, CanadaHQ checked Sep 5, 2026	11-50	25
	“Plus de 1200 familles et institutions font confiance à Medici pour la gestion de leur portefeuille.” Source: company website · checked Sep 5, 2026
22	Qube Investment Management INCPartial evidence	Edmonton, AB, CanadaHQ checked Sep 5, 2026	11-50	25
	“Qube Investment Management Inc.(QIM) is a registered portfolio management firm (Alberta & British Columbia) offering a combination of value and sustainable investment…” Source: company website · checked Sep 5, 2026
23	Opes SoftwareIndirect evidence	Kirkland, QC, CanadaHQ checked Sep 5, 2026	51-200	24
	“OPES Software is a global provider of investment management solutions for the financial services industry.” Source: company website · checked Sep 5, 2026
24	Triasima Portfolio ManagementPartial evidence	Montréal, QC, CanadaHQ checked Sep 5, 2026	11-50	21
	“Triasima Portfolio Management is a Canadian investment management firm with a diversified clientele of institutional, sub-advisory and individual investors.” Source: company website · checked Sep 5, 2026
25	Caldwell Investment Management LTDIndirect evidence	Toronto, ON, CanadaHQ checked Sep 5, 2026	51-200	20
	“Established in 1990, Caldwell Investment Management Ltd (‘Caldwell’) provides investment management services to Canadian and international retail and institutional investors…” Source: company website · 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

1-10Median size (employees)

TorontoLargest hub · 42 HQs

207Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Verified emails by last verification

0–30

1,579

31–60

61–90

90–180

180+

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 evidence 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 SmartSearch, 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.
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 an evidence 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

Portfolio accounting firms in Toronto42

Frequently asked

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 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.