Company lists · Data refreshed September 2026
Top 25 Specialist investment managers based in Canada
RevenueBase identified 1,320 specialist investment managers headquartered in Canada as of September 2026 and tracks 52,857 professional contacts across them, including 18,691 with verified work emails. Toronto is the largest hub.
This list covers specialist investment managers 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 22, 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.
The 25 largest specialist investment managers based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,191 contacts → | ||||
Partial evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,400 contacts → | ||||
Partial evidence “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,405 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,389 contacts → | ||||
Strong evidence “British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,050 contacts → | ||||
Partial evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 941 contacts → | ||||
Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 841 contacts → | ||||
Strong evidence “Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 676 contacts → | ||||
Partial evidence “Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 623 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 526 contacts → | ||||
Strong 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 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 447 contacts → | ||||
Strong 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 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 438 contacts → | ||||
Partial evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 407 contacts → | ||||
Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 354 contacts → | ||||
Partial evidence “Onex invests and manages capital on behalf of its shareholders and clients across the globe.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 331 contacts → | ||||
Strong evidence “Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 325 contacts → | ||||
Partial evidence “Since Dynamic was first founded as an independent investment club in 1957, we have maintained a single-minded dedication to investment excellence that lets nothing stand in the…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 292 contacts → | ||||
Partial evidence “Dawson Partners (“Dawson”) is a leading global alternative asset manager focused on providing innovative structured solutions to the private markets.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 287 contacts → | ||||
Partial evidence “Sagard is a global multi-strategy alternative asset management firm active in venture capital, private equity, private credit, and real estate.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 265 contacts → | ||||
Partial evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 262 contacts → | ||||
Strong evidence “Founded in 1974, Mawer Investment Management Ltd.(pronounced "more") is a privately owned, independent investment firm, managing approximately $67.8 billion in assets for…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 228 contacts → | ||||
Indirect evidence “Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 222 contacts → | ||||
Strong evidence “Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 214 contacts → | ||||
Indirect evidence “Jarislowsky Fraser est l'une des principales firmes de gestion de placements au Canada.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 25 | 193 contacts → | ||||
Indirect evidence “We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
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: specialist investment managers. 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 specialist investment managers.
- Partial evidence
- Its own public description names part of specialist investment managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name specialist investment managers. 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 1,320 specialist investment managers based in Canada
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Specialist investment managers based in Canada at a glance
As of Sep 22, 2026Companies by employee count
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 1,320 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 18,691 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 22, 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.
Specialist investment managers by metro
- Specialist investment managers in Toronto377
- Specialist investment managers in Vancouver114
- Specialist investment managers in Montreal103
- Specialist investment managers in Calgary96
- Specialist investment managers in Winnipeg34
- Specialist investment managers in Ottawa31
- Specialist investment managers in Edmonton29
- Specialist investment managers in Quebec27
- Specialist investment managers in Mississauga26
- Specialist investment managers in Oakville26
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 specialist investment managers, 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 specialist investment managers are there based in Canada?
RevenueBase identified 1,320 specialist investment managers 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?
RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.
Which city has the most specialist investment managers?
Toronto leads with 377 headquartered companies, followed by Vancouver (114) and Montreal (103).
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 18,691 verified decision-maker contacts tracked across these 1,320 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 22, 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.
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