Company lists · Data refreshed September 2026
Top 25 Portfolio accounting firms based in Toronto, Canada
RevenueBase identified 42 company matches for portfolio accounting firms associated with Toronto, Canada as of September 2026 and tracks 767 professional contacts across them, including 338 with verified work emails and 46 with mobile numbers. Across Canada, Toronto is the largest hub for this category.
This list covers company matches for portfolio accounting firms associated with Toronto, 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 September 13, 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 portfolio accounting firms based in Toronto, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 134 contacts → | ||||
Exact match “Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 2 | 70 contacts → | ||||
Exact match “The original Caldwell company, Caldwell Securities Ltd.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 3 | 54 contacts → | ||||
Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 4 | 28 contacts → | ||||
Exact match “Investing doesn’t have to be complicated.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “First Avenue Investment Counsel Inc.(First Avenue) is a Canadian firm specializing in investment management and multi-family office services.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Sep 13, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “R N Croft Financial Group Inc.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “We're a money management team for Canadian professionals.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Sep 13, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Established in Generation PMCA Corp.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Independent - Our interests and goals are aligned with those of our clients.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Tralucent Asset Management is registered as PM, IFM, and EMD in Ontario.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Genova Private Management is an independent personal financial management firm.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing discretionary investment…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “ETF Capital Management (ETFCM) specializes in custom tailored wealth management solutions for affluent Canadian Investors.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Sprung Investment Management builds and manages investment portfolios on behalf of clients.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded in the RevenueBase company graph · Sep 13, 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 “portfolio accounting firms”. 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 42 portfolio accounting firms based in Toronto, Canada
See the full list, filter by size, metro and specialty, and access 338 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio accounting firms based in Toronto, Canada at a glance
As of Sep 13, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 53.0dHow 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 Toronto, Canada whose business descriptions match “portfolio accounting firms” 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 338 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 September 13, 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.
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 “portfolio accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting firms are there based in Toronto, Canada?
RevenueBase identified 42 company matches for portfolio accounting firms associated with Toronto, Canada as of September 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?
Q Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Canada has the most portfolio accounting firms?
Toronto leads Canada with 42 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 338 professional contacts with verified work emails tracked across these 42 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 September 13, 2026.
Ready to reach these companies? Verified emails and direct dials for all 42 portfolio accounting firms based in Toronto, Canada. Start with a free account, no credit card.
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
Company intelligence · public preview
Top 25 portfolio accounting firms based in Toronto, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 42 matching company records for portfolio accounting firms based in Toronto, Canada, with 767 tracked contacts and 338 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: September 13, 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 portfolio accounting firms based in Toronto, 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 |  Q Wealth Partnersqwealth.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Caldwell Securities LTDcaldwellsecurities.comHQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 70 contacts → |
“The original Caldwell company, Caldwell Securities Ltd.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Foyston, Gordon & Payne INCfoyston.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Foster & Associates Financial Services INCfostergroup.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 28 contacts → |
“Investing doesn’t have to be complicated.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  First Avenue Investment Counsel INCfirstavenuecounsel.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 27 contacts → |
“First Avenue Investment Counsel Inc.(First Avenue) is a Canadian firm specializing in investment management and multi-family office services.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Croft Financial Groupcroftgroup.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“R N Croft Financial Group Inc.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Evans Investment Counselevansinvestmentcounsel.comHQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 15 contacts → |
“Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Barrantagh Investment Managementbarrantagh.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Novel Wealthnovel-wealth.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 14 contacts → |
“We're a money management team for Canadian professionals.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Generation Pmca Corpgenerationpmca.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Established in Generation PMCA Corp.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Harness Investment Managementharnessinvest.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Vestcap Investment Managementvestcap.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Independent - Our interests and goals are aligned with those of our clients.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Tralucent Asset Managementtralucent.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Tralucent Asset Management is registered as PM, IFM, and EMD in Ontario.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Provisus Wealth Managementprovisus.caHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 6 contacts → |
“Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Portfolio Management Corporationportfoliomanagement.caHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Acker Finley INCackerfinley.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Genova Private Management INCgenovaprivate.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Genova Private Management is an independent personal financial management firm.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Authentic Asset Management INCauthenticasset.comHQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Youfirst Financial INCyoufirstfinancial.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing discretionary investment…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  ETF Capital Managementetfcm.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 4 contacts → |
“ETF Capital Management (ETFCM) specializes in custom tailored wealth management solutions for affluent Canadian Investors.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sprung Investment Management INCsprunginvestment.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Sprung Investment Management builds and manages investment portfolios on behalf of clients.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  FSA Valuation Service LTDfsavaluation.comHQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Inukshuk Capital Managementinukshukcapital.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 42 company matches
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Portfolio accounting firms: dataset insights
September 13, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
42 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 53.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 13, 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 ↗
Questions about this company list
What does Exact match mean for portfolio accounting firms?
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 portfolio accounting firms did RevenueBase find based in Toronto, Canada?
The saved snapshot records 42 matching company records, 767 tracked contacts and 338 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: September 13, 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
Portfolio accounting firms by geography
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in New York, United States
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
Cite this list
RevenueBase Data Team. Top 25 portfolio accounting firms based in Toronto, Canada. Snapshot: September 13, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/canada/toronto.
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
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
Company intelligence · public preview
Top 25 portfolio accounting firms based in Toronto, Canada
RevenueBase records 42 matching company records for portfolio accounting firms based in Toronto, Canada, with 767 tracked contacts and 338 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: September 13, 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 portfolio accounting firms based in Toronto, 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 | Q Wealth Partnersqwealth.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 134 contacts → |
“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Caldwell Securities LTDcaldwellsecurities.com HQ: Toronto, ON, CanadaReported employees: 51-200 | Toronto, ON, Canada | 51-200 | Exact match | 70 contacts → |
“The original Caldwell company, Caldwell Securities Ltd.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Foyston, Gordon & Payne INCfoyston.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Foster & Associates Financial Services INCfostergroup.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 28 contacts → |
“Investing doesn’t have to be complicated.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | First Avenue Investment Counsel INCfirstavenuecounsel.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 27 contacts → |
“First Avenue Investment Counsel Inc.(First Avenue) is a Canadian firm specializing in investment management and multi-family office services.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Croft Financial Groupcroftgroup.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 18 contacts → |
“R N Croft Financial Group Inc.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Evans Investment Counselevansinvestmentcounsel.com HQ: Toronto, CanadaReported employees: 11-50 | Toronto, Canada | 11-50 | Exact match | 15 contacts → |
“Evans Investment Counsel is a trusted, independent portfolio management firm based in Toronto, specializing in discretionary wealth management for high-net-worth individuals and…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Barrantagh Investment Managementbarrantagh.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 14 contacts → |
“Barrantagh Investment Management Inc, established 1995, provides disciplined portfolio management to individual and institutional investors.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Novel Wealthnovel-wealth.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 14 contacts → |
“We're a money management team for Canadian professionals.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Generation Pmca Corpgenerationpmca.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Established in Generation PMCA Corp.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Harness Investment Managementharnessinvest.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 10 contacts → |
“We deliver tailored and integrated investment management solutions to high net worth individuals and their families.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Vestcap Investment Managementvestcap.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Independent - Our interests and goals are aligned with those of our clients.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tralucent Asset Managementtralucent.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Tralucent Asset Management is registered as PM, IFM, and EMD in Ontario.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Provisus Wealth Managementprovisus.ca HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 6 contacts → |
“Provisus enables independent financial advisors at MFDA, exempt market dealer, financial planning, IIROC and insurance firms the ability to offer clients Separately Managed…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Portfolio Management Corporationportfoliomanagement.ca HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Acker Finley INCackerfinley.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Genova Private Management INCgenovaprivate.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Genova Private Management is an independent personal financial management firm.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Authentic Asset Management INCauthenticasset.com HQ: Toronto, CanadaReported employees: 1-10 | Toronto, Canada | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Youfirst Financial INCyoufirstfinancial.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Established in 1996, YouFirst Financial is a boutique portfolio management and financial planning firm, registered in the province of Ontario, providing discretionary investment…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ETF Capital Managementetfcm.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 4 contacts → |
“ETF Capital Management (ETFCM) specializes in custom tailored wealth management solutions for affluent Canadian Investors.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sprung Investment Management INCsprunginvestment.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Sprung Investment Management builds and manages investment portfolios on behalf of clients.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | FSA Valuation Service LTDfsavaluation.com HQ: Toronto, ON, CanadaReported employees: 1-10 | Toronto, ON, Canada | 1-10 | Exact match | 4 contacts → |
“FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Inukshuk Capital Managementinukshukcapital.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 3 contacts → |
“Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 42 company matches
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Portfolio accounting firms: dataset insights
September 13, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
42 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 53.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 13, 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 ↗
Questions about this company list
What does Exact match mean for portfolio accounting firms?
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 portfolio accounting firms did RevenueBase find based in Toronto, Canada?
The saved snapshot records 42 matching company records, 767 tracked contacts and 338 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: September 13, 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.
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Cite this list
RevenueBase Data Team. Top 25 portfolio accounting firms based in Toronto, Canada. Snapshot: September 13, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/canada/toronto.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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