Directory · CA
Investment Management in Canada
A register of firms and the professionals working at them in the Investment Management sector based in Canada. Browse the public index, then filter or export on Kipplo.
Companies
1.6K on file
Canoe Financial
Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies managing over $20.5 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal. To learn more about Canoe Financial and our investment products, visit canoefinancial.com
51 to 200 staff
Pwl Capital Inc
Integrity. Objectivity. Proven expertise. PWL Capital is an established independent wealth management boutique & Multi-Family Office in Quebec and Ontario, offering Canada's most discerning individuals and families personable but sophisticated wealth management services, integrated investment management, and financial planning (tax, retirement and estate strategies) based on time-tested institutional investment principles and proven academic insights. At PWL Capital we do not push products or have any hidden fees, so clients get unbiased advice. No hype. Just solid common sense- Intégrité. Objectivité. Expertise démontrée. PWL Capital est une boutique indépendante de gestion de patrimoine bien établie, ainsi qu’un bureau multifamilial, au Québec et en Ontario, qui offre à des individus et à des familles perspicaces du Canada des services de gestion de patrimoine à la fois personnalisés et de très grande qualité, des stratégies intégrées de gestion de placements, des services de planification de la retraite et de planification fiscale et successorale basés sur des principes d'investissement institutionnel et selon des théories ayant fait leurs preuves. Chez PWL Capital, nous ne vous vendons pas de produits et nous n’avons pas de frais cachés. Ainsi, nos clients reçoivent des conseils impartiaux. Aucune extravagance, mais plutôt un solide sens commun-
51 to 200 staff
Rbc Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. For information about our legal terms of use, please visit
5001 to 10000 staff
Cardinal Capital Management
A leading Canadian investment counsel firm, Cardinal Capital Management, Inc. is built on a strong foundation of investment management experience and expertise. Founded in Winnipeg, Manitoba in August, 1992, Cardinal Capital is an independent portfolio management firm providing conservative investment management services to clients across North America. Cardinal’s clients include high net worth private clients as well as institutions, including pension funds, trusts, charities and foundations. With over 4.8 billion dollars in assets under care, the firm offers extensive expertise in the management of equity, balanced and fixed-income accounts utilizing Canadian, U.S, and international equities and Canadian Bonds. We believe in discipline; we celebrate the importance of research and the power of patience. Our approach has been rewarded by a remarkable track record, and by a growing number of private and institutional clients. From the very beginning, Cardinal’s business and investment principles have rested on a foundation of strong relationships and sincere engagement with our stakeholders. We care about our clients and their families, we value the power of strong relationships and through our Cardinal Foundation, we are committed to serving our community.
51 to 200 staff
Citisoft
With offices across North America and the UK, Citisoft partners with the world's leading investment management firms and service providers to create impactful and effective solutions to today’s complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process.
51 to 200 staff
Claridge Inc
Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. We are a growth-oriented private equity investor with experience across a variety of economic sectors. Our direct private equity portfolio spans food and restaurants, media and entertainment, real estate, and technology- Claridge est une société d’investissement privé basée à Montréal, au Canada. Fondée en 1987, l’entreprise représente les intérêts de la famille de Stephen Bronfman et participe activement à la gestion d’un portefeuille diversifié constitué de placements privés, de fonds de couverture, de placements sur les marchés publics et d’investissements dans le secteur de l’immobilier. Nous sommes des investisseurs axés sur la croissance, avec une vaste expertise dans plusieurs secteurs économiques. Nos participations directes incluent notamment des investissements au sein d’entreprises oeuvrant dans l’industrie alimentaire, l’immobilier, la technologie, le divertissement et l’énergie renouvelable.
11 to 50 staff
Mackenzie Investments
Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients. Mackenzie’s heritage is one marked by innovation and thought leadership driven by expertise in asset management that creates financial success for investors. Today, we are building on that legacy with determined energy, forward thinking and innovative, timely ideas. Our progress is fueled by leading minds recruited from world-class institutions. With top talent, the stability of strong ownership, and an unwavering commitment to investor success, Mackenzie builds confidence in a changing world.
1001 to 5000 staff
Onex
Onex invests and manages capital on behalf of its shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our clients and shareholders. Our investors include a broad range of global clients, including public and private pension plans, sovereign wealth funds, insurance companies, family offices and high-net-worth individuals. In total, Onex has approximately $50 billion in assets under management, of which $8.5 billion is Onex’ own investing capital. With offices in Toronto, New York, New Jersey and London, Onex and its experienced management teams are collectively the largest investors across Onex’ platforms. Onex is listed on the Toronto Stock Exchange under the symbol ONEX. For more information on Onex, visit its website at Onex’ security filings can also be accessed at
201 to 500 staff
Rbc Global Asset Management
RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC) and includes money managers RBC BlueBay Asset Management and Phillips, Hager & North Investment Management. RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. The RBC GAM group of companies manage approximately $560 billion in assets and have approximately 1,500 employees located across Canada, the United States, Europe and Asia. For important disclosures:
1001 to 5000 staff
Arrow Capital Management Inc
Arrow Capital Management (“Arrow”) is an employee-owned company, founded in Arrow’s expertise in active portfolio management and manager selection is evident in its strong, diverse platform, which provides clients with access to a global selection of actively managed investment funds. Arrow is committed to continuously providing investors with access to a wide range of investment solutions. With over 20 years of service, Arrow Capital has been well respected as a Canadian alternative investment company. The Arrow team is made up of seasoned portfolio managers and industry experts who have the experience and know-how to deploy a variety of both alternative investment and actively managed mutual fund strategies. With an extensive global network, Arrow has successfully navigated its clients through all types of market conditions. Arrow’s principals invest substantially alongside their clients and believe that capital protection is paramount. Arrow monitors our fund’s trading activity and provides ongoing risk evaluation. This analysis enhances Arrow’s active investment management process. Arrow manages approximately CAD $1.6 billion of assets. Arrow’s investment research, portfolio management and trading operations are located at head office in Toronto. Arrow has sales offices in Calgary, Manitoba, and Vancouver.
11 to 50 staff
Beutel, Goodman & Company Ltd
Beutel Goodman & Company Ltd. is a privately owned, independent Canadian investment manager. Our fundamental bottom-up value investment philosophy is grounded in a highly disciplined research process, with a focus on capital preservation, absolute risk reduction and downside protection through cycles. Founded in 1967, we have remained dedicated to creating long-term wealth for our institutional, private client and advisor clients for over 50 years. As an independent firm, majority-owned by employees, our interests are aligned with our clients'. For our Terms and Conditions, please visit
51 to 200 staff
Bmo Nesbitt Burns
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 branches across Canada. BMO Nesbitt Burns, BMO Financial Group's full-service investing business in Canada, offers comprehensive and client-focused investment and wealth advisory services, leveraging strong financial planning capabilities, a broad range of internal and external relationships and high-quality products. BMO Nesbitt Burns is a member of BMO Financial Group (TSX:BMO)(NYSE:BMO), one of the largest diversified financial services providers in North America.
1001 to 5000 staff
Canaccord Genuity Wealth Management Canada
At CG Wealth Management, we take a purposefully different approach to wealth management. We saw an opportunity to build a highly personalized wealth management firm that meets the unique needs of high-net-worth Canadians better than anyone in the country. Our global footprint, boutique culture and industry-leading resources and specialists allow us to deliver customized client solutions that aim to provide better outcomes and an unmatched client experience. It is a privilege to advise some of Canada’s most influential individuals and families. To meet these clients’ unique needs, our industry's leading advisors leverage CG’s vast resources, including wealth management and planning capabilities, investment specialists, technology, and global research. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corporation, Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance and estate planning services are offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.
1001 to 5000 staff
Connor, Clark & Lunn Private Capital Ltd. Cc&l
As one of Canada’s largest independent and privately held investment managers, we have a proud heritage of building legacies. We’ve grown through one client success story inspiring another, stewarding the wealth of high-net-worth Canadian individuals and families, foundations and Indigenous communities. CC & L Private Capital’s premier investment platform has grown over time in partnership with over 270* investment specialists who form part of the larger Connor, Clark & Lunn Financial Group, and who serve as sub-advisers for various strategies. This platform represents an increasingly broad and sophisticated selection of investment styles. This enables us to create truly unique portfolios and successfully navigate market cycles, guiding clients in realizing their financial aspirations.*As of November, 2025
51 to 200 staff
Cwp Energy
CWP Energy is a player on the North American power and natural gas markets. Our team of traders, analysts and developers research artificial intelligence, machine learning and proprietary trading opportunities to disrupt an already-evolving industry. We seek solutions that keep the world in #perpetualmotion.
11 to 50 staff
Kensington Capital Partners Limited
Founded in 1996, Kensington is a Canadian alternative asset manager with offices in Toronto and Vancouver. Kensington manages over $2.3 billion of assets invested in private equity, growth equity, venture capital and other complementary alternative strategies. Our purpose is to build great businesses, and in doing so, create top-performing investment solutions for our investors. The Kensington investment platform is designed to provide access to a diversified portfolio of alternative strategies offering strong, risk-adjusted returns and very low correlation to public markets. For over 20 years, our focus has been to invest in high-potential companies with exceptional management teams and provide the necessary resources to take them to new heights. We are highly committed, long-term partners with a broad perspective and an entrepreneurial mindset. We believe active management and a relationship-driven approach to investing pave the way to drive growth and build value. Collectively, our team has over 100 years of private equity experience, over 100 years of operating experience, and professional designations in the fields of engineering, law, accounting, financial analysis, and portfolio management. For more information on Kensington and current offerings please visit or contact us at info@kcpl.ca.
11 to 50 staff
Ninepoint Partners
Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, such as equities and bonds, with the goal of lowering overall portfolio risk. As a team, we have a long track-record of managing alternative income, real asset and alternative core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us. Ninepoint is an independent, employee-owned firm serving the investment advisor and institutional investor communities. With over $8 billion in assets and institutional contracts and 80 employees, we are among the largest independent asset management firms in Canada. As a team, we have a long track-record of managing alternative income, real assets, and diversified core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us. The Ninepoint name is derived from the “nine point puzzle”, where four, continuous straight lines are used to connect all nine points of a 3x3 grid. The only way to solve the puzzle is to draw “outside the box”.
51 to 200 staff
Ph&n Institutional
PH & N Institutional is among Canada’s most established institutional asset managers, with a long-standing reputation for distinctive active management and a focus on providing high-quality service. From offices across the country, we serve pension plans, non-profit organizations, and other institutional investors. We offer a full spectrum of asset classes and investment strategies through pooled and segregated mandates. PH & N Institutional investment professionals are committed to providing each client with a solution tailored specifically to their individual objectives, needs, and risk tolerance. PH & N Institutional is the institutional business division of RBC Global Asset Management Inc, an indirect, wholly-owned subsidiary of Royal Bank of Canada. Subscribe to PH & N Investment Perspectives newsletter: http://institutional.phn.com/newsletter For important disclosures:
201 to 500 staff
Primacorp Ventures Inc
Established in 1995, Primacorp invests in and manages businesses across a broad spectrum including the largest accredited independent post-secondary education group in Canada; online and distance educations programs; real estate acquisition and development; private seniors’ homes; and corporate branding and marketing operations. Most recently, Primacorp expanded into Social Enterprise and continues to grow and expand into education, service, and care businesses in Canada and abroad.
1001 to 5000 staff
Rbc Ph&n Investment Counsel
At RBC PH & N Investment Counsel, clients experience the sophistication and personalized service of an investment boutique, supported by the strength, stability and global reach of RBC – Canada’s largest financial institution. RBC PH & N Investment Counsel provides discretionary wealth management services to high-net-worth individuals and families who typically have investable assets of $5 million or more, business owners and executives, as well as not-for-profit organizations. Located in offices nationwide, our team of highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management focused on our clients’ unique needs and circumstances. We draw upon the expertise of RBC Family Office Services to provide clients with an unparalleled, innovative range of solutions and services to effectively manage their wealth, including sophisticated investment management, private banking, international trusts and estate planning, business succession planning and more. For information about our legal terms of use, please visit
201 to 500 staff
Sun Valley Investments
Sun Valley Investments ™ (SVI) is a private investment firm focused on the precious metals mining industry with portfolio companies and branch offices in the Americas, Europe and Asia. Our senior leadership team has several decades of experience in mining and investment companies and combines investment skills across diverse asset classes with hands-on experience at both senior and junior companies in the precious metals mining and refining industry. The firm finances the entire precious metals supply chain: mineral exploration, mine construction, production, processing and refining.
1001 to 5000 staff
Vestcor
Vestcor provides innovative, integrated, cost-effective investment management and pension and benefit administration services solutions to public sector entities. As Atlantic Canada’s largest investment manager, Vestcor provides global investment management services to client groups representing approximately $23 billion in assets under management. Vestcor’s administration services supports over individual pension plan members, benefits plan members and 150 participating employer groups. Our team of 160+ professionals are based in Fredericton, New Brunswick, Canada.
51 to 200 staff
3iq Corp
Founded in 2012, 3iQ is one of the world's leading alternative digital asset managers, pioneering institutional-grade investments. 3iQ launched the world’s first Digital Assets Managed Account Platform (QMAP),a hedge fund investment solution, offering innovative risk managed investment solutions to gain exposure to digital assets. 3iQ was also the first to launch a Bitcoin ETP listed on a major global stock exchange, the 3iQ Bitcoin ETF (TSX: BTCQ)(TSX: BTCQ.U) and offers other regulated ETPs. In 2024, Monex Group, a leading Japanese financial group, took a majority stake in 3iQ. Since 2012, 3iQ has been at the forefront of innovation in digital asset investment management. To learn more about 3iQ, visit 3iq.io.
11 to 50 staff
Ardenton Capital
Ardenton is a private investment firm with diverse interests in operating companies across Canada and the United Kingdom. Ardenton works strategically with its business partners to identify growth opportunities, improve governance and reporting structures, and execute on value creation initiatives.
11 to 50 staff
