Company lists · Data refreshed September 2026

Top 25 Wealth management marketing agencies based in Canada

Name: Wealth management marketing agencies based in Canada
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 1,680 companies tracked

RevenueBase identified 1,680 wealth management marketing agencies headquartered in Canada as of September 2026 and tracks 71,208 professional contacts across them, including 20,426 with verified work emails. Toronto is the largest hub.

This list covers wealth management marketing agencies headquartered in 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

1,680Companies

71,208Contacts tracked

20,426Verified emails

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The 25 largest wealth management marketing agencies based in Canada

Ranked by team size

Top 25 of 1,680 wealth management marketing agencies based in Canada, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management marketing agencies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Manulife	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	10001+	29,246 contacts →
	Indirect evidence “Manulife is a leading international financial services group that helps people make their decisions easier and lives better.” Source: RevenueBase Database · checked Sep 29, 2026
2	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	10001+	8,191 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
3	BMO Nesbitt Burns	Indirect evidence	Toronto, CanadaHQ checked Sep 29, 2026	1,001-5,000	2,400 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
4	Raymond James LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	5,001-10,000	1,405 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
5	IA Private Wealth	Strong evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	201-500	1,050 contacts →
	Strong evidence “iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.” Source: RevenueBase Database · checked Sep 29, 2026
6	Richardson Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	501-1,000	941 contacts →
	Strong evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 29, 2026
7	Canaccord Genuity Group INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1,001-5,000	913 contacts →
	Indirect evidence “Through its principal subsidiaries, Canaccord Genuity Group Inc.(the Company) is a leading independent, full-service financial services firm, with operations in two principal…” Source: RevenueBase Database · checked Sep 29, 2026
8	Wellington-Altus	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	501-1,000	841 contacts →
	Partial evidence “Founded in 2017, Wellington-Altus Private Wealth Inc.(Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies.” Source: RevenueBase Database · checked Sep 29, 2026
9	Investment Planning Counsel	Partial evidence	Mississauga, ON, CanadaHQ checked Sep 29, 2026	501-1,000	807 contacts →
	Partial evidence “Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers.” Source: RevenueBase Database · checked Sep 29, 2026
10	Desjardins Financial Security Independent Network	Strong evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1,001-5,000	686 contacts →
	Strong evidence “Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services…” Source: RevenueBase Database · checked Sep 29, 2026
11	Fiera Capital	Partial evidence	Montreal, QC, CanadaHQ checked Sep 29, 2026	501-1,000	676 contacts →
	Partial evidence “Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 160.2 billion in assets under management as of March 31, 2026.” Source: RevenueBase Database · checked Sep 29, 2026
12	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
13	ATB Wealth	Strong evidence	All Across, AB, CanadaHQ checked Sep 29, 2026	501-1,000	438 contacts →
	Strong evidence “ATB Wealth® is the wealth management division of ATB Financial*.” Source: RevenueBase Database · checked Sep 29, 2026
14	Canaccord Genuity Wealth Management Canada	Strong evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	1,001-5,000	407 contacts →
	Strong evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
15	Harbourfront Wealth Management	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 29, 2026	201-500	265 contacts →
	Strong evidence “Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
16	SFL Gestion DE Patrimoine Partenaire DE Desjardins	Indirect evidence	Québec, CanadaHQ checked Sep 29, 2026	501-1,000	257 contacts →
	Indirect evidence “SFL Gestion de patrimoine, avec sa contrepartie à l’extérieur du Québec et du Nouveau-Brunswick, Desjardins Sécurité financière Réseau indépendant, constituent un réseau de…” Source: RevenueBase Database · checked Sep 29, 2026
17	Croesus	Strong evidence	Laval, QC, CanadaHQ checked Sep 29, 2026	201-500	238 contacts →
	Strong evidence “Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…” Source: RevenueBase Database · checked Sep 29, 2026
18	FDP Gestion Privée	Indirect evidence	Montréal, QC, CanadaHQ checked Sep 29, 2026	51-200	228 contacts →
	Indirect evidence “Société de gestion de patrimoine s’adressant aux professionnels, dont l’offre de service comprend des fonds d’investissement, la gestion privée et la planification financière.” Source: RevenueBase Database · checked Sep 29, 2026
19	Connect6 Group	Indirect evidence	North York, ON, CanadaHQ checked Sep 29, 2026	201-500	195 contacts →
	Indirect evidence “At Connect6 Group, we recognize that every client is distinct.” Source: RevenueBase Database · checked Sep 29, 2026
20	CIDEL	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	201-500	182 contacts →
	Indirect evidence “Cidel is a Canadian private bank and asset manager.” Source: RevenueBase Database · checked Sep 29, 2026
21	Dingus & Zazzy	Indirect evidence	Leduc, AB, CanadaHQ checked Sep 29, 2026	51-200	166 contacts →
	Indirect evidence “Running a company is a little like building a plane while flying it.” Source: RevenueBase Database · checked Sep 29, 2026
22	PWL Capital INC	Strong evidence	│ Montreal, QC, CanadaHQ checked Sep 29, 2026	51-200	124 contacts →
	Strong evidence “Great wealth management starts with a simple question: what matters most to you?” Source: RevenueBase Database · checked Sep 29, 2026
23	Mandeville Private Client INC	Indirect evidence	Burlington, ON, CanadaHQ checked Sep 29, 2026	51-200	97 contacts →
	Indirect evidence “At Mandeville, your interests always come first when we suggest solutions or investment approaches.” Source: RevenueBase Database · checked Sep 29, 2026
24	Newport Private Wealth	Strong evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	51-200	96 contacts →
	Strong evidence “Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.” Source: RevenueBase Database · checked Sep 29, 2026
25	Owens Macfadyen Group	Strong evidence	Toronto, CanadaHQ checked Sep 29, 2026	51-200	94 contacts →
	Strong evidence “Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market.” Source: RevenueBase Database · checked Sep 29, 2026

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 marketing agencies. 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 marketing agencies.
Partial evidence: Its own public description names part of wealth management marketing agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management marketing agencies. 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 1,680 wealth management marketing agencies based in Canada

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Wealth management marketing agencies based in Canada at a glance

As of Sep 29, 2026

28.7%Verified-email coverage

42.4Average contacts per company

1-10Median size (employees)

19.8%Largest-city concentration · Toronto

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

1,232

11-50

327

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 1,680 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 marketing agencies, 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 Canada whose own description of what they do matches “wealth management marketing agencies”. 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 marketing agencies), 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 marketing agencies, and records with no verified work email. Companies headquartered outside Canada 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, 20,426 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 marketing agencies by metro

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 marketing agencies, 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 marketing agencies are there based in Canada?

RevenueBase identified 1,680 wealth management marketing agencies headquartered in 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?

Manulife, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most wealth management marketing agencies?

Toronto leads with 333 headquartered companies, followed by Vancouver (130) and Calgary (126).

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 20,426 verified decision-maker contacts tracked across these 1,680 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.