Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Vancouver, Canada

Name: Specialist investment managers based in Vancouver, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 114 companies tracked

RevenueBase identified 114 specialist investment managers headquartered in Vancouver, Canada as of September 2026 and tracks 2,216 professional contacts across them, including 1,255 with verified work emails. Toronto is the largest hub.

This list covers specialist investment managers headquartered in Vancouver, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

114Companies

2,216Contacts tracked

1,255Verified emails

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The 25 largest specialist investment managers based in Vancouver, Canada

Ranked by team size

Top 25 of 114 specialist investment managers based in Vancouver, Canada, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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	Nicola Wealth	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	501-1,000	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, 2026
2	Harbourfront Wealth Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	201-500	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, 2026
3	Ventum Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	201-500	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, 2026
4	Connor, Clark & Lunn Investment Management Cc&l	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	51-200	133 contacts →
	Strong 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 22, 2026
5	Leith Wheeler Investment Counsel Ltd. Leith Wheeler Conseils EN Investissements	Partial evidence	Vancouver, CanadaHQ checked Sep 22, 2026	51-200	121 contacts →
	Partial evidence “If you believe the most important part of building prosperity is sustaining it… if you agree that flashy investment predictions usually amount to nothing more than a lot of noise…” Source: RevenueBase Database · checked Sep 22, 2026
6	Penderfund Capital Management	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	51-200	99 contacts →
	Partial evidence “Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 22, 2026
7	ZLC Financial	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	51-200	50 contacts →
	Indirect evidence “ZLC is a boutique financial services firm based in Vancouver.” Source: RevenueBase Database · checked Sep 22, 2026
8	Dixon Mitchell Investment Counsel	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	42 contacts →
	Strong evidence “Dixon Mitchell Investment Counsel is a national discretionary asset manager headquartered in Vancouver.” Source: RevenueBase Database · checked Sep 22, 2026
9	Investx Capital	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	38 contacts →
	Partial evidence “Launched in 2014, InvestX is an asset manager providing investors and the wealth management industry with the ability to invest in private companies in single and multi position…” Source: RevenueBase Database · checked Sep 22, 2026
10	Parvis	Indirect evidence	Vancouver, CanadaHQ checked Sep 22, 2026	11-50	34 contacts →
	Indirect evidence “Empower your financial future with alternative assets & a range of risk and return strategies.” Source: RevenueBase Database · checked Sep 22, 2026
11	ACM Advisors	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	31 contacts →
	Strong evidence “ACM Advisors is a Canadian Alternative Asset Manager that specializes in the creation, structuring and management of pooled Canadian commercial mortgage funds.” Source: RevenueBase Database · checked Sep 22, 2026
12	Pathfinder Asset Management Limited	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	26 contacts →
	Partial evidence “Pathfinder Asset Management Limited was formed in 2010 and is the evolution of a family office that began in 1985.” Source: RevenueBase Database · checked Sep 22, 2026
13	Cypress Capital Management LTD	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	20 contacts →
	Strong evidence “Our primary goal at Cypress Capital Management is to provide quality investments services at a reasonable cost; where the best interest of the client is paramount.” Source: RevenueBase Database · checked Sep 22, 2026
14	IPC Investment Planning Council	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	1-10	18 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
15	Oceanfront Wealth INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	15 contacts →
	Partial evidence “OceanFront Wealth is a truly independent wealth management firm located in Vancouver, British Columbia.” Source: RevenueBase Database · checked Sep 22, 2026
16	Deans Knight	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	1-10	13 contacts →
	Partial evidence “At Deans Knight, we are independent wealth creators guided by our investment philosophy: investing can be extraordinarily complex-the genius is in keeping it simple.” Source: RevenueBase Database · checked Sep 22, 2026
17	Modernadvisor	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	12 contacts →
	Partial evidence “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Source: RevenueBase Database · checked Sep 22, 2026
18	Promerita Group	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	12 contacts →
	Partial evidence “From its original roots in real estate investment and with almost two decades of success, Promerita Group has transformed into a multidisciplinary advisory and investment group.” Source: RevenueBase Database · checked Sep 22, 2026
19	Luft Financial IA Private Wealth	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	10 contacts →
	Strong evidence “Luft Financial is a team of Portfolio Managers and Investment Advisors dedicated to helping clients achieve lasting financial peace of mind.” Source: RevenueBase Database · checked Sep 22, 2026
20	The Wong Group At Wellington-Altus Private Wealth	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	201-500	9 contacts →
	Partial evidence “At The Wong Group, our team is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional…” Source: RevenueBase Database · checked Sep 22, 2026
21	Seymour Investment Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	9 contacts →
	Strong evidence “Established in 2010 and based in Vancouver, Seymour Investment Management is a client-focused investment boutique.” Source: RevenueBase Database · checked Sep 22, 2026
22	Westmount Wealth Management INC	Partial evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	9 contacts →
	Partial evidence “Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management…” Source: RevenueBase Database · checked Sep 22, 2026
23	Portfolio Planning INC	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence “Portfolio Planning is a one-stop-shop for all your financial planning needs.” Source: RevenueBase Database · checked Sep 22, 2026
24	Saas Wealth Insurance	Indirect evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence “Why SaaS Wealth Insurance?” Source: RevenueBase Database · checked Sep 22, 2026
25	Fieldhouse Capital Management INC	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 22, 2026	11-50	7 contacts →
	Strong evidence “At Fieldhouse Capital Management Inc, we specialize in addressing the complex financial needs of affluent individuals, families, and professionals.” Source: RevenueBase Database · checked Sep 22, 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: 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 114 specialist investment managers based in Vancouver, Canada

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Specialist investment managers based in Vancouver, Canada at a glance

As of Sep 22, 2026

56.6%Verified-email coverage

19.4Average contacts per company

1-10Median size (employees)

330.7%Largest-city concentration · Toronto

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole Canada list rather than for Vancouver, so it is reported there. Company counts and contact totals on this page are exact for Vancouver, over 114 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 Vancouver, 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 Vancouver 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, 1,255 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 in Canada

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 Vancouver, Canada?

RevenueBase identified 114 specialist investment managers headquartered in Vancouver, 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?

Nicola Wealth, headquartered in Vancouver, 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 1,255 verified decision-maker contacts tracked across these 114 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.