Company lists · Data refreshed September 2026

Top 25 Portfolio optimization consulting firms based in Canada

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 73 companies tracked

RevenueBase identified 73 portfolio optimization consulting firms headquartered in Canada as of September 2026 and tracks 518 professional contacts across them, including 232 with verified work emails. Toronto is the largest hub.

This list covers portfolio optimization consulting 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 29, 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 29, 2026 86% judged on-target in blind review

73Companies

518Contacts tracked

232Verified emails

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The 25 largest portfolio optimization consulting firms based in Canada

Ranked by team size

Top 25 of 73 portfolio optimization consulting firms based in Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Nour Private Wealth NPW	Indirect evidence	Oakville, ON, CanadaHQ checked Sep 29, 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 29, 2026
2	Ellement Consulting Group	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	51-200	74 contacts →
	Partial evidence “Ellement Consulting Group LP ('Ellement') is a client-focused, independent, 100% Canadian-owned firm based in Winnipeg, Manitoba.” Source: RevenueBase Database · checked Sep 29, 2026
3	Optimum Asset Management	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	51-200	32 contacts →
	Indirect evidence “Optimum Asset Management is a quantitative and credit firm that allies micro and macroeconomic analysis.” Source: RevenueBase Database · checked Sep 29, 2026
4	Claret Asset Management	Partial evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	11-50	31 contacts →
	Partial evidence “Claret Asset Management specializes in offering portfolio management services to high net worth clients.” Source: RevenueBase Database · checked Sep 29, 2026
5	Joon Solutions	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	25 contacts →
	Indirect evidence “Sparking the dawn of a new business age with trailblazing, data-driven strategies that elevate profitability, efficiency, and success for our forward-thinking clients.” Source: RevenueBase Database · checked Sep 29, 2026
6	Heward Investment Management INC	Partial evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “Trust, Discipline and Independence Heward Investment Management has been providing client-focused portfolio management services since 1981.” Source: RevenueBase Database · checked Sep 29, 2026
7	First North Consulting	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	16 contacts →
	Partial evidence “Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…” Source: RevenueBase Database · checked Sep 29, 2026
8	Monte Carlos Consulting INC	Partial evidence	Toronto, CanadaHQ checked Sep 29, 2026	1-10	16 contacts →
	Partial evidence “Monte Carlos Consulting: where expertise meets efficiency.” Source: RevenueBase Database · checked Sep 29, 2026
9	Prosphère	Indirect evidence	Rouyn-noranda, QC, CanadaHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Prosphère est le fruit de la rencontre d' individus passionnés et dynamiques qui ont décidé de mettre en commun leur expertise et leur savoir-faire.” Source: RevenueBase Database · checked Sep 29, 2026
10	Artelys Canada	Partial evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	1-10	9 contacts →
	Partial evidence “Artelys is a company specializing in optimization, decision-making and modelling.” Source: RevenueBase Database · checked Sep 29, 2026
11	Pratte Gestion DE Portefeuilles	Indirect evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Pratte Gestion de Portefeuilles est une entreprise de premier plan dans la gestion de portefeuille, enracinée dans les communautés d'Ottawa, Gatineau et Mont-Tremblant.” Source: RevenueBase Database · checked Sep 29, 2026
12	Raintree Wealth Management INC	Partial evidence	Edmonton, AB, CanadaHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Raintree Wealth Management is a discretionary portfolio management company that helps clients invest in their future.” Source: RevenueBase Database · checked Sep 29, 2026
13	Nelson Financial Consultants	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
14	Rivemont Investments	Partial evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along…” Source: RevenueBase Database · checked Sep 29, 2026
15	Mason Capital INC	Partial evidence	Guelph, ON, CanadaHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “As a financial consulting firm, we enjoy working with like-minded individuals or companies, who value intellectual curiosity and innovative thinking, complemented with the…” Source: RevenueBase Database · checked Sep 29, 2026
16	Model SIX	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “Model Six is a portfolio management company that applies mathematical and statistical techniques for the development and implementation of its market model, which serves as the…” Source: RevenueBase Database · checked Sep 29, 2026
17	FSA Valuation Service LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “FSA was founded in 2001 and has developed a proprietary stock valuation methodology based on Cash Flow and Return on Invested Capital metrics.” Source: RevenueBase Database · checked Sep 29, 2026
18	EB Wealth	Indirect evidence	Halifax, NS, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Our comprehensive approach to financial planning and wealth management ensures that plans are crafted with statistical methods and backed by academic research.” Source: RevenueBase Database · checked Sep 29, 2026
19	Atlantisfinancialinc	Indirect evidence	Barrie, ON, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
20	Altema Asset Management INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors…” Source: RevenueBase Database · checked Sep 29, 2026
21	Inukshuk Capital Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence “Inukshuk Capital Management Inc.(ICM) is a multi-asset class, High Net Worth, wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026
22	Différence GCS INC	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “We are practical experts!” Source: RevenueBase Database · checked Sep 29, 2026
23	Moat Financial Limited	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Moat Financial Limited is an independent Portfolio Management firm.” Source: RevenueBase Database · checked Sep 29, 2026
24	Riskgrid Technologies, INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Company RiskGrid Technologies Headquarters Toronto, Ontario Management Raj Verma, Founder & CEO Description According to a recent survey by one of the largest global asset…” Source: RevenueBase Database · checked Sep 29, 2026
25	Nordovest	Indirect evidence	Toronto, CanadaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “NordoVest \| Independent Investment Advisory Services \| At NordoVest, our purpose is to empower organizations with the expertise and strategic insight required to navigate today's…” Source: RevenueBase Database · checked Sep 29, 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 optimization consulting firms. 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 optimization consulting firms.
Partial evidence: Its own public description names part of portfolio optimization consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization consulting firms. 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 73 portfolio optimization consulting firms based in Canada

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Portfolio optimization consulting firms based in Canada at a glance

As of Sep 29, 2026

44.8%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

39.7%Largest-city concentration · Toronto

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 73 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 optimization consulting 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 optimization consulting 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 optimization consulting 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 optimization consulting 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, 232 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 29, 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 optimization consulting firms by metro

Portfolio optimization consulting firms in Toronto29

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 optimization consulting 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 optimization consulting firms are there based in Canada?

RevenueBase identified 73 portfolio optimization consulting 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?

Nour Private Wealth NPW, headquartered in Oakville, tops this list with the largest team on record.

Which city has the most portfolio optimization consulting firms?

Toronto leads with 29 headquartered companies, followed by Montreal (10) and Edmonton (3).

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 232 verified decision-maker contacts tracked across these 73 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 29, 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.