Company lists · Data refreshed November 2026
Top 21 Portfolio strategy consultants based in Calgary, Canada
RevenueBase identified 56 company matches for portfolio strategy consultants associated with Calgary, Canada as of November 2026 and tracks 694 professional contacts across them, including 350 with verified work emails. Across Canada, Toronto is the largest hub for this category (198 companies); Calgary follows with 56.
This list covers company matches for portfolio strategy consultants associated with Calgary, 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 November 6, 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 21 largest portfolio strategy consultants based in Calgary, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 272 contacts → | ||||
Exact match “Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 39 contacts → | ||||
Exact match “Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 33 contacts → | ||||
Exact match “QV Investors is an independent asset and wealth management firm focused on principles of quality and value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 19 contacts → | ||||
Exact match “NCM is made for advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “At Viewpoint, we’re driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Palisade Capital is a Calgary-based portfolio manager and investment fund manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Rockmount Financial Corporation, a private Ontario corporation headquartered in Calgary, was acquired by present management in 1976.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Data-Driven Wealth Management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “HNW Financial is Canada's Premier financial planning firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “We bring strong track records of leadership and execution across a wide range of experiences including investment banking, senior lending, structured debt, private equity and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Save, save, save Money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “We are a boutique investment and advisory firm that focuses on working with great people and having a long-term view.” Recorded in the RevenueBase company graph · Nov 6, 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 strategy consultants”. 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 21 of 56 portfolio strategy consultants based in Calgary, Canada
See the full list, filter by size, metro and specialty, and access 350 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio strategy consultants based in Calgary, Canada at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 56 companies.
How 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 Calgary, Canada whose business descriptions match “portfolio strategy consultants” 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 350 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 November 6, 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.
Portfolio strategy consultants by metro in Canada
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 strategy consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio strategy consultants are there based in Calgary, Canada?
RevenueBase identified 56 company matches for portfolio strategy consultants associated with Calgary, Canada as of November 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?
Mawer Investment Management 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 strategy consultants?
Toronto leads Canada with 198 company records, followed by Calgary (56) and Montreal (48).
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 350 professional contacts with verified work emails tracked across these 56 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 56 portfolio strategy consultants based in Calgary, 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.
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Company intelligence · public preview
Top 21 portfolio strategy consultants based in Calgary, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 56 matching company records for portfolio strategy consultants based in Calgary, Canada, with 694 tracked contacts and 350 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 21 portfolio strategy consultants based in Calgary, 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 |  Mawer Investment Managementmawer.comHQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 272 contacts → |
“Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Kinsted Wealthkinsted.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 39 contacts → |
“Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  QV Investors INCqvinvestors.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 33 contacts → |
“QV Investors is an independent asset and wealth management firm focused on principles of quality and value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  NCM Investmentsncminvestments.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 19 contacts → |
“NCM is made for advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Viewpoint Investment Partnersviewpointinvestment.caHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 13 contacts → |
“At Viewpoint, we’re driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sandstone Asset Management INCsandstoneam.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  siacharts.comsiacharts.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 11 contacts → |
“SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Leede Jones Gable INCleedejonesgable.com HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Palisade Capital Management LTDpalisade.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 8 contacts → |
“Palisade Capital is a Calgary-based portfolio manager and investment fund manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lee-Owe Macleod Wealth Management INClomwealth.comHQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RED Barn Investment Counselredbarninvestmentcounsel.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Camber Private Wealthcamberco.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Zelos Investment Counselzelosglobal.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Navigate Wealth Management INCnavwealth.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Rockmount Financial Corporationrockmountcorp.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Rockmount Financial Corporation, a private Ontario corporation headquartered in Calgary, was acquired by present management in 1976.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Eddy Wealtheddywealth.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Data-Driven Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  HNW Financialhnwfinancial.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“HNW Financial is Canada's Premier financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nautilus Endeavoursnautilusendeavours.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We bring strong track records of leadership and execution across a wide range of experiences including investment banking, senior lending, structured debt, private equity and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Chrazen Financialchrazenfinancial.comHQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Save, save, save Money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Westcap Wealth Planningwestcapwealth.comHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Peregrine Capitalperegrinecapital.caHQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“We are a boutique investment and advisory firm that focuses on working with great people and having a long-term view.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 56 company matches
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Portfolio strategy consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
54 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 56 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 ↗
Portfolio strategy consultants by metro in Canada
Questions about this company list
What does Exact match mean for portfolio strategy consultants?
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 strategy consultants did RevenueBase find based in Calgary, Canada?
The saved snapshot records 56 matching company records, 694 tracked contacts and 350 verified emails. The public preview displays 21 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: November 6, 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 strategy consultants by geography
- Portfolio strategy consultants based in Buenos Aires, Argentina
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- Portfolio strategy consultants based in Melbourne, Australia
- Portfolio strategy consultants based in Sydney, Australia
- Portfolio strategy consultants based in Belo Horizonte, Brazil
- Portfolio strategy consultants based in Curitiba, Brazil
- Portfolio strategy consultants based in Porto Alegre, Brazil
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Cite this list
RevenueBase Data Team. Top 21 portfolio strategy consultants based in Calgary, Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-strategy-consultants/canada/calgary.
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 strategy consultants based in Buenos Aires, Argentina
- Portfolio strategy consultants based in Brisbane, Australia
- Portfolio strategy consultants based in Melbourne, Australia
- Portfolio strategy consultants based in Sydney, Australia
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Company intelligence · public preview
Top 21 portfolio strategy consultants based in Calgary, Canada
RevenueBase records 56 matching company records for portfolio strategy consultants based in Calgary, Canada, with 694 tracked contacts and 350 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 21 portfolio strategy consultants based in Calgary, 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 | Mawer Investment Managementmawer.com HQ: Calgary, AB, CanadaReported employees: 201-500 | Calgary, AB, Canada | 201-500 | Exact match | 272 contacts → |
“Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kinsted Wealthkinsted.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 39 contacts → |
“Kinsted manages portfolios using institutional investment strategies for affluent individuals, families and institutions across Canada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | QV Investors INCqvinvestors.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 33 contacts → |
“QV Investors is an independent asset and wealth management firm focused on principles of quality and value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | NCM Investmentsncminvestments.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 19 contacts → |
“NCM is made for advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Viewpoint Investment Partnersviewpointinvestment.ca HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 13 contacts → |
“At Viewpoint, we’re driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sandstone Asset Management INCsandstoneam.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 11 contacts → |
“SANDSTONE Asset Management is a Calgary-based boutique wealth management firm specializing in discretionary investment services for high-net-worth entrepreneurs, families…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | siacharts.comsiacharts.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 11 contacts → |
“SIACharts is a premier investment research solution for advisors and portfolio management software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Leede Jones Gable INCleedejonesgable.com HQ: Calgary, AB, CanadaReported employees: 51-200 | Calgary, AB, Canada | 51-200 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Palisade Capital Management LTDpalisade.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 8 contacts → |
“Palisade Capital is a Calgary-based portfolio manager and investment fund manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lee-Owe Macleod Wealth Management INClomwealth.com HQ: Calgary, AB, CanadaReported employees: 11-50 | Calgary, AB, Canada | 11-50 | Exact match | 7 contacts → |
“Our team of experienced advisors offers expert advice in wealth planning, risk management, and retirement planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RED Barn Investment Counselredbarninvestmentcounsel.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Camber Private Wealthcamberco.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 5 contacts → |
“At Camber we simplify the complex, guiding clients on the path to financial clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Zelos Investment Counselzelosglobal.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 4 contacts → |
“We are a boutique wealth and advisory firm serving clients who require more than conventional solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Navigate Wealth Management INCnavwealth.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Creating financial plans with custom portfolios tailored to helping our clients prosper.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Rockmount Financial Corporationrockmountcorp.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 3 contacts → |
“Rockmount Financial Corporation, a private Ontario corporation headquartered in Calgary, was acquired by present management in 1976.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Eddy Wealtheddywealth.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“Data-Driven Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HNW Financialhnwfinancial.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“HNW Financial is Canada's Premier financial planning firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nautilus Endeavoursnautilusendeavours.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 2 contacts → |
“We bring strong track records of leadership and execution across a wide range of experiences including investment banking, senior lending, structured debt, private equity and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Chrazen Financialchrazenfinancial.com HQ: Calgary, CanadaReported employees: 1-10 | Calgary, Canada | 1-10 | Exact match | 2 contacts → |
“Save, save, save Money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Westcap Wealth Planningwestcapwealth.com HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Peregrine Capitalperegrinecapital.ca HQ: Calgary, AB, CanadaReported employees: 1-10 | Calgary, AB, Canada | 1-10 | Exact match | 1 contacts → |
“We are a boutique investment and advisory firm that focuses on working with great people and having a long-term view.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 56 company matches
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Portfolio strategy consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
54 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Canada list rather than for Calgary, so it is reported there. Company counts and contact totals on this page are exact for Calgary, over 56 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 ↗
Portfolio strategy consultants by metro in Canada
Questions about this company list
What does Exact match mean for portfolio strategy consultants?
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 strategy consultants did RevenueBase find based in Calgary, Canada?
The saved snapshot records 56 matching company records, 694 tracked contacts and 350 verified emails. The public preview displays 21 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: November 6, 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 21 portfolio strategy consultants based in Calgary, Canada. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-strategy-consultants/canada/calgary.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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