Company lists · Data refreshed September 2026

Top 13 Wealth management companies based in Mississauga, Canada

RevenueBase identified 50 wealth management companies headquartered in Mississauga, Canada as of September 2026 and tracks 951 professional contacts across them, including 242 with verified work emails. Toronto is the largest hub.

This list covers wealth management companies headquartered in Mississauga, 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 16, 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 16, 2026 86% judged on-target in blind review
50Companies
951Contacts tracked
242Verified emails
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The 13 largest wealth management companies based in Mississauga, Canada

Ranked by team size
Top 13 of 50 wealth management companies based in Mississauga, Canada, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: 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
1Partial evidenceMississauga, ON, CanadaHQ checked Sep 16, 2026501-1,000807 contacts →

Partial evidence

“Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.”

Source: RevenueBase Database · checked Sep 16, 2026
2Strong evidenceMississauga, ON, CanadaHQ checked Sep 16, 202611-5010 contacts →

Strong evidence

“At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in the areas of Tax Planning…”

Source: RevenueBase Database · checked Sep 16, 2026
3Partial evidenceMississauga, ON, CanadaHQ checked Sep 16, 202611-506 contacts →

Partial evidence

“Cloudvisor Wealth offers everything that you need to run your wealth practice with greater precision.”

Source: RevenueBase Database · checked Sep 16, 2026
4Strong evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-106 contacts →

Strong evidence

“Woodgate Financial is a financial planning firm dedicated to providing our clients with comprehensive wealth building and management solutions to help you make the most of your…”

Source: RevenueBase Database · checked Sep 16, 2026
5Strong evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-106 contacts →

Strong evidence

“At Accureta Wealth Management™, iA Private Wealth, we believe that Canadian's desire to own their own homes, educate their children, save for a comfortable retirement, and, along…”

Source: RevenueBase Database · checked Sep 16, 2026
6Strong evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-105 contacts →

Strong evidence

“FORTÜNA Wealth Management empowers you to earn more.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“We help Executives, Professionals and their families to bring clarity and confidence to their financial success.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“Eagle Ridge Financial provides financial services to individuals, families, and small- to large-sized businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
9Indirect evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Hard-earned success must be protected, but business owners rarely have the time to research financial products and consult multiple professionals.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Bearing Capital Partners is a firm of specialists dedicated to simplifying your business and personal financial affairs.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Zain Financial stands as a beacon of excellence in the realm of tax-efficient asset management, offering a comprehensive suite of financial services tailored to meet the diverse…”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“At AMCO Financial, we take our responsibility to our clients personally, treating each and every portfolio as if it were our own.”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceMississauga, ON, CanadaHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026

Showing 13 of 50 wealth management companies based in Mississauga, Canada

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Wealth management companies based in Mississauga, Canada at a glance

As of Sep 16, 2026
25.4%Verified-email coverage
19.0Average contacts per company
1-10Median size (employees)
516.0%Largest-city concentration · Toronto
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
9
51-200
1
201-500
2
501-1,000
1

Email recency for this list is measured across the whole Canada list rather than for Mississauga, so it is reported there. Company counts and contact totals on this page are exact for Mississauga, over 50 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 wealth management companies, 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 Mississauga, Canada whose own description of what they do matches “wealth management companies”. 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 wealth management companies), 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 wealth management companies, and records with no verified work email. Companies headquartered outside Mississauga 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, 242 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 16, 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.

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 wealth management companies, 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 wealth management companies are there based in Mississauga, Canada?

RevenueBase identified 50 wealth management companies headquartered in Mississauga, 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?

Investment Planning Counsel, headquartered in Mississauga, tops this list with the largest team on record.

Which city has the most wealth management companies?

Toronto leads with 258 headquartered companies, followed by Calgary (124) and Vancouver (107).

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 242 verified decision-maker contacts tracked across these 50 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 16, 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.