Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in Toronto, Canada

Name: Wealth transfer specialists 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 60 companies tracked

RevenueBase identified 60 wealth transfer specialists headquartered in Toronto, Canada as of September 2026 and tracks 14,271 professional contacts across them, including 5,548 with verified work emails. Toronto is the largest hub.

This list covers wealth transfer specialists headquartered in Toronto, 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 22, 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 22, 2026 86% judged on-target in blind review

60Companies

14,271Contacts tracked

5,548Verified emails

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The 25 largest wealth transfer specialists based in Toronto, Canada

Ranked by team size

Top 25 of 60 wealth transfer specialists based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 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 22, 2026
2	BMO Private Wealth	Partial evidence	Toronto, CanadaHQ checked Sep 22, 2026	501-1,000	1,555 contacts →
	Partial evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 22, 2026
3	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 22, 2026
4	CIDEL	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	201-500	182 contacts →
	Indirect evidence “Cidel is a Canadian private bank and asset manager.” Source: RevenueBase Database · checked Sep 22, 2026
5	Newport Private Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	51-200	96 contacts →
	Partial 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 22, 2026
6	Kerr Financial Group	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	43 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
7	CI Private Wealth Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	201-500	34 contacts →
	Partial evidence “CI Private Wealth is a wealth management firm rooted in strength.” Source: RevenueBase Database · checked Sep 22, 2026
8	Guardian Capital Advisors	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	201-500	32 contacts →
	Partial evidence “Guardian Capital Advisors has provided private wealth management to individuals, families, charitable organizations and family foundations since 1992.” Source: RevenueBase Database · checked Sep 22, 2026
9	Nexus Investment Management	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	31 contacts →
	Indirect evidence “Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations.” Source: RevenueBase Database · checked Sep 22, 2026
10	Generation Capital	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	26 contacts →
	Partial evidence “Generation Capital is a private wealth and investment management firm based in Toronto.” Source: RevenueBase Database · checked Sep 22, 2026
11	Optimize Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	51-200	23 contacts →
	Partial evidence “We are the next generation in premier wealth management.” Source: RevenueBase Database · checked Sep 22, 2026
12	Sprackman Terrence	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	20 contacts →
	Indirect evidence “Sprackman Terrence is a full-service accounting & tax, business management and family office firm.” Source: RevenueBase Database · checked Sep 22, 2026
13	Chronicle Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	19 contacts →
	Partial evidence “Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals.” Source: RevenueBase Database · checked Sep 22, 2026
14	PAL Insurance	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	15 contacts →
	Indirect evidence “Pal Insurance is a respected, multi-generational advisory firm that has been proudly sharing knowledge and ingenuity with Canadian entrepreneurs and families for over 45 years.” Source: RevenueBase Database · checked Sep 22, 2026
15	Longview Asset Management LTD	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	11 contacts →
	Indirect evidence “Longview Asset Management is a private, independent investment management firm.” Source: RevenueBase Database · checked Sep 22, 2026
16	Robinsons LAW	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	10 contacts →
	Partial evidence “Robinsons Law is an estate planning and administration boutique that offers practical and comprehensive advice on the issues surrounding personal wealth management and succession…” Source: RevenueBase Database · checked Sep 22, 2026
17	Rubach Wealth Holistic Family Advisors	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	9 contacts →
	Partial evidence “At Rubach Wealth, we help successful individuals, families, and business owners gain clarity and control over their financial future.” Source: RevenueBase Database · checked Sep 22, 2026
18	CAP Advisors INC	Partial evidence	Toronto, CanadaHQ checked Sep 22, 2026	1-10	8 contacts →
	Partial evidence “A wealth management firm committed to meeting the unique needs of wealthy families.” Source: RevenueBase Database · checked Sep 22, 2026
19	Michael Vukets & Associates	Strong evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	11-50	7 contacts →
	Strong evidence “Transforming Family Wealth With the vision of collectively contributing $3 billion to charities and nonprofits by 2020, Vukets & Associates focuses on unifying family vision to…” Source: RevenueBase Database · checked Sep 22, 2026
20	Lifecycle Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “We are a tight knit-team of professionals with over 80 years of combined experience.” Source: RevenueBase Database · checked Sep 22, 2026
21	Logan Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets.” Source: RevenueBase Database · checked Sep 22, 2026
22	Continuum Legacy Partners INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families.” Source: RevenueBase Database · checked Sep 22, 2026
23	Ginsler Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	5 contacts →
	Partial evidence “Ginsler Wealth is a new wealth management experience.” Source: RevenueBase Database · checked Sep 22, 2026
24	Treegrove Investment Management INC	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
25	Tower Street Wealth	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “For most ultra-high net worth individuals, the journey is powered by sophisticated strategy, aggressive decision-making, calculated risk, and meticulous attention to detail.” Source: RevenueBase Database · checked Sep 22, 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 transfer specialists. 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 transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 60 wealth transfer specialists based in Toronto, Canada

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Wealth transfer specialists based in Toronto, Canada at a glance

As of Sep 22, 2026

38.9%Verified-email coverage

237.8Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Toronto

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 60 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 transfer specialists, 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 Toronto, Canada whose own description of what they do matches “wealth transfer specialists”. 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 transfer specialists), 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 transfer specialists, and records with no verified work email. Companies headquartered outside Toronto 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, 5,548 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 22, 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 transfer specialists by metro in Canada

Wealth transfer specialists in Toronto60
Wealth transfer specialists in Vancouver29
Wealth transfer specialists in Calgary25

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 transfer specialists, 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 transfer specialists are there based in Toronto, Canada?

RevenueBase identified 60 wealth transfer specialists headquartered in Toronto, 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?

RBC Wealth Management, headquartered in Toronto, tops this list with the largest team on record.

Which city has the most wealth transfer specialists?

Toronto leads with 60 headquartered companies, followed by Vancouver (29) and Calgary (25).

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 5,548 verified decision-maker contacts tracked across these 60 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 22, 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.