Company lists · Data refreshed September 2026

Top 14 Value stock investment firms based in Montreal, Canada

RevenueBase identified 26 value stock investment firms headquartered in Montreal, Canada as of September 2026 and tracks 326 professional contacts across them, including 187 with verified work emails. Across Canada, Toronto is the largest hub for this category (84 companies); Montreal follows with 26.

This list covers value stock investment firms headquartered in Montreal, 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
26Companies
326Contacts tracked
187Verified emails
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The 14 largest value stock investment firms based in Montreal, Canada

Ranked by team size
Top 14 of 26 value stock investment firms based in Montreal, Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to value stock investment 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 2026201-50064 contacts →

Indirect evidence

“In 2016 Raymond James Ltd.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 202651-20053 contacts →

Indirect evidence

“Based in Montreal, PineStone Asset Management Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 202611-5037 contacts →

Partial evidence

“Pembroke Management is an independent, Montreal-based investment firm.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 202611-5019 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
5Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“Duncan Ross Associates is a boutique investment firm that manages client wealth through a disciplined entrepreneurial approach to investing.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-1010 contacts →

Partial evidence

“LionGuard Capital Management is a specialized investment manager with expertise in small- and medium-capitalization North American equities.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-108 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
8Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 202611-508 contacts →

Partial evidence

“Hexavest is a boutique-style investment firm that specializes in global equity management and offers a different reading of markets and currencies through a contrarian, top-down…”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-106 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
10Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Tonus Capital is an investment management firm and our objective is to deliver strong returns over the long-term.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Barrage Capital is a Montreal based investment management firm.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Bloomridge is an investment management and advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Invest in quality!”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceMontreal, QC, CanadaHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026

Showing 14 of 26 value stock investment firms based in Montreal, Canada

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Value stock investment firms based in Montreal, Canada at a glance

As of Sep 29, 2026
57.4%Verified-email coverage
12.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
9
51-200
2
201-500
1

Email recency for this list is measured across the whole Canada list rather than for Montreal, so it is reported there. Company counts and contact totals on this page are exact for Montreal, over 26 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 value stock investment 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 Montreal, Canada whose own description of what they do matches “value stock investment 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 value stock investment 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 value stock investment firms, and records with no verified work email. Companies headquartered outside Montreal 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, 187 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.

Value stock investment firms by metro in Canada

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 value stock investment 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 value stock investment firms are there based in Montreal, Canada?

RevenueBase identified 26 value stock investment firms headquartered in Montreal, 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?

3macs, A Division Of Raymond James, headquartered in Montreal, tops this list with the largest team on record.

Which city in Canada has the most value stock investment firms?

Toronto leads Canada with 84 headquartered companies, followed by Montreal (26) and Vancouver (25).

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 187 verified decision-maker contacts tracked across these 26 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.