Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in Canada

Name: Portfolio management 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 732 companies tracked

RevenueBase identified 732 portfolio management companies headquartered in Canada as of September 2026 and tracks 29,067 professional contacts across them, including 7,978 with verified work emails. Toronto is the largest hub.

This list covers portfolio management 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

732Companies

29,067Contacts tracked

7,978Verified emails

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The 25 largest portfolio management companies based in Canada

Ranked by team size

Top 25 of 732 portfolio management 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 portfolio management 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	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	5,001-10,000	6,589 contacts →
	Partial 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	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
4	AGF Investments	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	501-1,000	526 contacts →
	Partial 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
5	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
6	Nicola Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	501-1,000	447 contacts →
	Partial 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
7	ATB Wealth	Partial evidence	All Across, AB, CanadaHQ checked Sep 20, 2026	501-1,000	438 contacts →
	Partial evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 20, 2026
8	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
9	Q Wealth Partners	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	134 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 20, 2026
10	Connor, Clark & Lunn Investment Management Cc&l	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 20, 2026	51-200	133 contacts →
	Partial evidence “We are a privately-owned investment management organization with a unique culture dedicated to its people and delivering outstanding client service and a wide range of attractive…” Source: RevenueBase Database · checked Sep 20, 2026
11	Trans-Canada Capital	Partial evidence	Montréal, QC, CanadaHQ checked Sep 20, 2026	51-200	120 contacts →
	Partial evidence “Trans-Canada Capital Inc.(TCC) is an asset management firm specializing in innovative investment strategies for investors.” Source: RevenueBase Database · checked Sep 20, 2026
12	Mandeville Private Client INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 20, 2026	51-200	97 contacts →
	Indirect evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 20, 2026
13	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	96 contacts →
	Partial evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 20, 2026
14	Cardinal Capital Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 20, 2026	51-200	88 contacts →
	Partial 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 20, 2026
15	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
16	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
17	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
18	Cooperators	Indirect evidence	Scarborough, ON, CanadaHQ checked Sep 20, 2026	n/a	61 contacts →
	Indirect evidence “Investments, Insurance, Advice” Source: RevenueBase Database · checked Sep 20, 2026
19	Sprucegrove Investment Management LTD	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	51-200	57 contacts →
	Partial evidence “Sprucegrove Investment Management provides investment advice to institutional clients in the specialized area of global equities.” Source: RevenueBase Database · checked Sep 20, 2026
20	Foyston, Gordon & Payne INC	Strong evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	54 contacts →
	Strong 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
21	Tricert	Indirect evidence	Waterloo, ON, CanadaHQ checked Sep 20, 2026	51-200	52 contacts →
	Indirect evidence “TriCert articulates our approach of integrating three (Tri-) certified (-Cert) professionals (CPA, CFP, and CIM/CFA) as one team to deliver results for clients.” Source: RevenueBase Database · checked Sep 20, 2026
22	Whitehaven	Partial evidence	Laval, QC, CanadaHQ checked Sep 20, 2026	11-50	48 contacts →
	Partial 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
23	Westcourt Capital	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	11-50	44 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
24	Bellwether Investment Management	Partial evidence	Oakville, ON, CanadaHQ checked Sep 20, 2026	51-200	42 contacts →
	Partial evidence “Bellwether Investment Management Inc.” Source: RevenueBase Database · checked Sep 20, 2026
25	SPM Financial	Indirect evidence	London, ON, CanadaHQ checked Sep 20, 2026	11-50	42 contacts →
	Indirect evidence “We deal primarily with business owners and their families.” 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: portfolio management 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 portfolio management companies.
Partial evidence: Its own public description names part of portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management 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 732 portfolio management companies based in Canada

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Portfolio management companies based in Canada at a glance

As of Sep 20, 2026

27.4%Verified-email coverage

39.7Average contacts per company

1-10Median size (employees)

19.4%Largest-city concentration · Toronto

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

490

11-50

161

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 732 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 portfolio management 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 “portfolio management 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 portfolio management 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 portfolio management 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, 7,978 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.

Portfolio management companies 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 management 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 portfolio management companies are there based in Canada?

RevenueBase identified 732 portfolio management 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 portfolio management companies?

Toronto leads with 142 headquartered companies, followed by Vancouver (58) and Calgary (48).

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 7,978 verified decision-maker contacts tracked across these 732 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.