Company lists · Data refreshed September 2026
Top 25 Wealth management consulting firms based in Winnipeg, Canada
RevenueBase identified 62 wealth management consulting firms headquartered in Winnipeg, Canada as of September 2026 and tracks 7,521 professional contacts across them, including 3,042 with verified work emails. Across Canada, Toronto is the largest hub for this category (306 companies); Winnipeg has 62.
This list covers wealth management consulting firms headquartered in Winnipeg, 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.
The 25 largest wealth management consulting firms based in Winnipeg, Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,589 contacts → | ||||
Strong evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 623 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 32 contacts → | ||||
Strong evidence “Lawton Partners is a wealth management firm located in Winnipeg, MB.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 32 contacts → | ||||
Partial evidence “Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “Founded in 2017, Wellington-Altus Financial Inc.(Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “With over 40 years of client service and distinguished experience, Charlie Spiring’s national reputation and unfaltering commitment to excellence has attracted an elite team at…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Partial evidence “WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “YourStyle Financial consists of two financial planners in Winnipeg who are tax consultants and experts.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “WPG has the people, the experience, and the products to help turn your financial dreams into a reality.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “As financial security advisors, our mission is to build a financial security plan tailored to help meet your specific needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “We are your sounding board, your partner, and a strategic member of the think tank that uncovers possibilities in your life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “We believe everyone deserves the chance to write their financial story.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Strong evidence “GMK Management Consultants is a boutique consulting firm specializing in assisting clients plan & implement their succession, growth, & development strategies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Welcome to StollerWealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Originally known as Money Concepts when Ed Thompson founded the company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Pavilion Financial Corporation is a diversified global investment services firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Strong evidence “We're a prairie based team dedicated to providing investment management, strategic wealth and risk planning for our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Strong evidence “We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Granite Financial Group is an independent financial planning and investment management firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “Allied is an independent wealth management firm focused on properly aligning client interests and adding value through a rational, consistant approach to investing.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “At A&S Financial, we are here for our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “We help people make smarter financial decisions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “An end-to-end insurance and wealth management team, here for you, with a commitment for helping you leave a lasting impact on your family, business and the community.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Founded in 1993, Winvest Financial is a team of financial professionals who create unique solutions to suit the needs and desires of our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: wealth management consulting firms. 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 wealth management consulting firms.
- Partial evidence
- Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consulting firms. 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 62 wealth management consulting firms based in Winnipeg, Canada
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Wealth management consulting firms based in Winnipeg, Canada at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Canada list rather than for Winnipeg, so it is reported there. Company counts and contact totals on this page are exact for Winnipeg, over 62 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 consulting 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 Winnipeg, Canada whose own description of what they do matches “wealth management consulting 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 wealth management consulting 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 wealth management consulting firms, and records with no verified work email. Companies headquartered outside Winnipeg 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, 3,042 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.
Wealth management consulting firms by metro in Canada
- Wealth management consulting firms in Toronto306
- Wealth management consulting firms in Calgary139
- Wealth management consulting firms in Vancouver110
- Wealth management consulting firms in Montreal91
- Wealth management consulting firms in Edmonton59
- Wealth management consulting firms in Ottawa56
- Wealth management consulting firms in Mississauga53
- Wealth management consulting firms in Markham39
- Wealth management consulting firms in Oakville38
- Wealth management consulting firms in London33
- Wealth management consulting firms in Burlington32
- Wealth management consulting firms in Halifax28
- Wealth management consulting firms in Kelowna27
- Wealth management consulting firms in Saskatoon25
- Wealth management consulting firms in Waterloo25
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 consulting 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 wealth management consulting firms are there based in Winnipeg, Canada?
RevenueBase identified 62 wealth management consulting firms headquartered in Winnipeg, 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?
IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.
Which city in Canada has the most wealth management consulting firms?
Toronto leads Canada with 306 headquartered companies, followed by Calgary (139) and Vancouver (110). Winnipeg has 62.
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 3,042 verified decision-maker contacts tracked across these 62 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.
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