Company lists · Data refreshed September 2026
Top 21 Wealth management advisors based in Oakville, Canada
RevenueBase identified 36 company matches for wealth management advisors associated with Oakville, Canada as of September 2026 and tracks 462 professional contacts across them, including 164 with verified work emails. Across Canada, Toronto is the largest hub for this category (255 companies); Oakville has 36.
This list covers company matches for wealth management advisors associated with Oakville, 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 19, 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 wealth management advisors based in Oakville, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 83 contacts → | ||||
Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 42 contacts → | ||||
Exact match “Bellwether Investment Management Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “We are a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “We are a privately owned and independent financial advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Discover our commitment to our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Northland is a multi-award winning, independent Canadian family office founded in 2011.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Terra Cotta Financial Group is dedicated to Inspired Living.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Mission: Our mission is to become a trusted advisor in the lives of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “At Stewart Financial we provide intentional advice to inspire clients to choose to do what they will wish they had done, especially when they are not inclined to do it.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Navigo Financial Solutions believes that experience and expertise alone are not enough.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Ivory Oak Financial Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Managing money is one thing.” Recorded in the RevenueBase company graph · Sep 19, 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 management advisors”. 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 36 wealth management advisors based in Oakville, Canada
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Wealth management advisors based in Oakville, Canada at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 36 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 Oakville, Canada whose business descriptions match “wealth management advisors” 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 164 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 19, 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 management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Winnipeg55
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- Wealth management advisors in Burlington32
- Wealth management advisors in London32
- Wealth management advisors in Markham32
- Wealth management advisors in Halifax28
- Wealth management advisors in Waterloo25
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 management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management advisors are there based in Oakville, Canada?
RevenueBase identified 36 company matches for wealth management advisors associated with Oakville, 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?
Nour Private Wealth NPW 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 management advisors?
Toronto leads Canada with 255 company records, followed by Calgary (126) and Vancouver (106). Oakville has 36.
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 164 professional contacts with verified work emails tracked across these 36 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 wealth management advisors based in Oakville, Canada. Start with a free account, no credit card.
Download this list →Related lists
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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 wealth management advisors based in Oakville, Canada
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 36 matching company records for wealth management advisors based in Oakville, Canada, with 462 tracked contacts and 164 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: September 19, 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 wealth management advisors based in Oakville, 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 |  Nour Private Wealth NPWnourprivatewealth.comHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bellwether Investment Managementbellvest.caHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bristol Capital Managementbristolcapital.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 22 contacts → |
“We are a full-service financial planning firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wise Riddell Financial Groupwiseriddell.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Lakeshore Securities INClakeshoresecurities.caHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Kingsmere Financialkingsmerefinancial.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 8 contacts → |
“We are a privately owned and independent financial advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Imperial Wealth Managementimperialwealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Life & Legacy Advisory Grouplifeandlegacy.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Discover our commitment to our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Northland Wealthnorthlandwealth.comHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Northland is a multi-award winning, independent Canadian family office founded in 2011.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Campanella Groupcampanellagroup.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Terra Cotta Financial Groupterracottawealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Terra Cotta Financial Group is dedicated to Inspired Living.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Strategic Wealth Management Services INCstrategicwealthservices.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CK Wealth Managementckwealth.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Watson Investmentswatsoninvestments.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Brooks Westbrooksandwest.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Orooj Financial Grouporoojfinancial.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Mission: Our mission is to become a trusted advisor in the lives of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Rowanoak Private Wealth Counselrowanoakwealth.comHQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 3 contacts → |
“RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Stewart Financialstewartfinancial.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Stewart Financial we provide intentional advice to inspire clients to choose to do what they will wish they had done, especially when they are not inclined to do it.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Navigo Financial Solutionsnavigofinancial.comHQ: Oakville, CanadaReported employees: 1-10 | Oakville, Canada | 1-10 | Exact match | 3 contacts → |
“Navigo Financial Solutions believes that experience and expertise alone are not enough.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ivory OAK Financialivoryoak.comHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Ivory Oak Financial Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Abundant Life Wealth Management INCabundant.caHQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Managing money is one thing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 36 company matches
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Wealth management advisors: dataset insights
September 19, 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
36 records in the displayed employee bands.
0 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 Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 36 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: September 19, 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 ↗
Wealth management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Winnipeg55
- Wealth management advisors in Edmonton52
- Wealth management advisors in Ottawa52
- Wealth management advisors in Mississauga49
- Wealth management advisors in Burlington32
- Wealth management advisors in London32
- Wealth management advisors in Markham32
- Wealth management advisors in Halifax28
- Wealth management advisors in Waterloo25
Questions about this company list
What does Exact match mean for wealth management advisors?
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 wealth management advisors did RevenueBase find based in Oakville, Canada?
The saved snapshot records 36 matching company records, 462 tracked contacts and 164 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: September 19, 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 wealth management advisors based in Oakville, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/canada/oakville.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- New lists
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Company intelligence · public preview
Top 21 wealth management advisors based in Oakville, Canada
RevenueBase records 36 matching company records for wealth management advisors based in Oakville, Canada, with 462 tracked contacts and 164 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: September 19, 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 wealth management advisors based in Oakville, 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 | Nour Private Wealth NPWnourprivatewealth.com HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bellwether Investment Managementbellvest.ca HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 42 contacts → |
“Bellwether Investment Management Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bristol Capital Managementbristolcapital.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 22 contacts → |
“We are a full-service financial planning firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wise Riddell Financial Groupwiseriddell.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 11 contacts → |
“Whatever your objectives may be - financial independence, succession planning, sale of a business, a legacy, tax planning, or family financial security - our team will help you…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Lakeshore Securities INClakeshoresecurities.ca HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Kingsmere Financialkingsmerefinancial.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 8 contacts → |
“We are a privately owned and independent financial advisory firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Imperial Wealth Managementimperialwealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 8 contacts → |
“Imperial Wealth Management is dedicated to inspiring people to dream and fulfilling these dreams by providing expertise and methodology in the financial industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Life & Legacy Advisory Grouplifeandlegacy.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 7 contacts → |
“Discover our commitment to our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Northland Wealthnorthlandwealth.com HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 7 contacts → |
“Northland is a multi-award winning, independent Canadian family office founded in 2011.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Campanella Groupcampanellagroup.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 6 contacts → |
“Streamlined, integrated, and full-service tax and financial planning firm for high-income earning families and entrepreneurs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Terra Cotta Financial Groupterracottawealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Terra Cotta Financial Group is dedicated to Inspired Living.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Strategic Wealth Management Services INCstrategicwealthservices.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Strategic Wealth Management exists to find solutions to meet our clients' changing needs in every stage of life.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CK Wealth Managementckwealth.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Watson Investmentswatsoninvestments.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 5 contacts → |
“Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Brooks Westbrooksandwest.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Brooks + West is an independent intergenerational wealth advisory firm providing custom advice to high net worth individuals, families, professionals and entrepreneurs” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Orooj Financial Grouporoojfinancial.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 4 contacts → |
“Mission: Our mission is to become a trusted advisor in the lives of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Rowanoak Private Wealth Counselrowanoakwealth.com HQ: Oakville, ON, CanadaReported employees: 11-50 | Oakville, ON, Canada | 11-50 | Exact match | 3 contacts → |
“RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Stewart Financialstewartfinancial.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 3 contacts → |
“At Stewart Financial we provide intentional advice to inspire clients to choose to do what they will wish they had done, especially when they are not inclined to do it.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Navigo Financial Solutionsnavigofinancial.com HQ: Oakville, CanadaReported employees: 1-10 | Oakville, Canada | 1-10 | Exact match | 3 contacts → |
“Navigo Financial Solutions believes that experience and expertise alone are not enough.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ivory OAK Financialivoryoak.com HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 2 contacts → |
“Ivory Oak Financial Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Abundant Life Wealth Management INCabundant.ca HQ: Oakville, ON, CanadaReported employees: 1-10 | Oakville, ON, Canada | 1-10 | Exact match | 1 contacts → |
“Managing money is one thing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 36 company matches
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Wealth management advisors: dataset insights
September 19, 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
36 records in the displayed employee bands.
0 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 Oakville, so it is reported there. Company counts and contact totals on this page are exact for Oakville, over 36 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: September 19, 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 ↗
Wealth management advisors by metro in Canada
- Wealth management advisors in Toronto255
- Wealth management advisors in Calgary126
- Wealth management advisors in Vancouver106
- Wealth management advisors in Montreal81
- Wealth management advisors in Winnipeg55
- Wealth management advisors in Edmonton52
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- Wealth management advisors in Mississauga49
- Wealth management advisors in Burlington32
- Wealth management advisors in London32
- Wealth management advisors in Markham32
- Wealth management advisors in Halifax28
- Wealth management advisors in Waterloo25
Questions about this company list
What does Exact match mean for wealth management advisors?
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 wealth management advisors did RevenueBase find based in Oakville, Canada?
The saved snapshot records 36 matching company records, 462 tracked contacts and 164 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: September 19, 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 wealth management advisors based in Oakville, Canada. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/canada/oakville.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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