Company lists · Data refreshed September 2026

Top 25 Wealth advisors for high net worth individuals based in Toronto, Canada

Name: Wealth advisors for high net worth individuals based in Toronto, Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 212 companies tracked

RevenueBase identified 212 company matches for wealth advisors for high net worth individuals associated with Toronto, Canada as of September 2026 and tracks 26,153 professional contacts across them, including 8,152 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for wealth advisors for high net worth individuals associated with Toronto, 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 September 22, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

212Companies

26,153Contacts tracked

8,152Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth advisors for high net worth individuals based in Toronto, Canada

Ranked by team size

Top 25 of 212 company matches for wealth advisors for high net worth individuals based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	10001+	8,191 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 22, 2026	1,001-5,000	2,400 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	5,001-10,000	1,405 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	CIDEL	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	201-500	182 contacts →
	Exact match “Cidel is a Canadian private bank and asset manager.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Prime Quadrant	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	116 contacts →
	Exact match “Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Newport Private Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	96 contacts →
	Exact match “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Edgepoint Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	91 contacts →
	Exact match “EdgePointers think and act like business owners, and believe in putting investors first.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Foyston, Gordon & Payne INC	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	54 contacts →
	Exact match “Three partners launched our firm in 1980 to provide value-oriented portfolio management to organizations and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Cardinal Point Wealth Management, ULC	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	49 contacts →
	Exact match “Cardinal Point is a Canada-U.S.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Canfin Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	48 contacts →
	Exact match “The members of Canfin Financial Group have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	IA Private Wealth USA	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	n/a	47 contacts →
	Exact match “A wholly owned subsidiary of iA Financial Corporation Inc, iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Westcourt Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	44 contacts →
	Exact match “Westcourt Capital is recognized as the premier investment advisory firm for high net worth investors, family offices, and select institutional clients with a focus on alternative…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Kerr Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	43 contacts →
	Exact match “Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Gluskin Sheff Associates INC	Exact match	Toronto, CanadaHQ recorded Sep 22, 2026	51-200	40 contacts →
	Exact match “Gluskin Sheff + Associates has served the wealth management needs of Canada’s high-net-worth individuals, families and institutions through unparalleled client service and an…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	KJH Investors At Harbourfront Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	38 contacts →
	Exact match “KJH Investors at Harbourfront Wealth Management is a discretionary wealth management team providing sophisticated investment management and strategic advice to high-net-worth…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	CI Private Wealth Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	201-500	34 contacts →
	Exact match “CI Private Wealth is a wealth management firm rooted in strength.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Guardian Capital Advisors	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	201-500	32 contacts →
	Exact match “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Nexus Investment Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	31 contacts →
	Exact match “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Creative Planning Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	29 contacts →
	Exact match “Creative Planning Financial Group was formed in 1971 with the goal of being the financial advisors of choice to the business community and professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Yorkville Asset Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	27 contacts →
	Exact match “Founded in 2010, Yorkville Asset Management began operations by way of a joint venture between Hussein Amad and Hailus Financial Group Ltd.(formerly Heritage Financial Group Ltd.).” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Generation Capital	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	11-50	26 contacts →
	Exact match “Generation Capital is a private wealth and investment management firm based in Toronto.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Optimize Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	23 contacts →
	Exact match “We are the next generation in premier wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	T.E. Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	51-200	23 contacts →
	Exact match “For more than 45 years, T.E.” Recorded in the RevenueBase company graph · Sep 22, 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 “wealth advisors for high net worth individuals”. 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 25 of 212 wealth advisors for high net worth individuals based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 8,152 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Wealth advisors for high net worth individuals based in Toronto, Canada at a glance

As of Sep 22, 2026

31.2%Verified-email coverage

123.4Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

131

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 212 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 Toronto, Canada whose business descriptions match “wealth advisors for high net worth individuals” 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 8,152 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 September 22, 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.

Wealth advisors for high net worth individuals 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 “wealth advisors for high net worth individuals”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth advisors for high net worth individuals are there based in Toronto, Canada?

RevenueBase identified 212 company matches for wealth advisors for high net worth individuals associated with Toronto, Canada as of September 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?

RBC Wealth 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 wealth advisors for high net worth individuals?

Toronto leads Canada with 212 company records, followed by Calgary (116) and Vancouver (91).

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 8,152 professional contacts with verified work emails tracked across these 212 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 September 22, 2026.

Ready to reach these companies? Verified emails and direct dials for all 212 wealth advisors for high net worth individuals based in Toronto, Canada. Start with a free account, no credit card.

Download this list →

Related lists

Wealth advisors for high net worth individuals by geography

Browse the directory

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.