Top 10 Wealth Management Companies in Canada 2025

We’re tracking 2,351 Wealth Management companies in Canada.

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Companies	Employees	HQ location	Revenue	Founded	Estimated Traffic	Industries
Manulife	View 26,004 employees	🇨🇦 Ontario, Toronto+16	$ >1000M	2015	18,479,999	Financial Services, Retirement
Industrial Alliance Insurance and Financial Services Inc.	View 7,894 employees	🇨🇦 Quebec+16	$ >1000M	1892	2,390,723	Financial Services, Advice
Empire Life Insurance	View 51 employees	🇨🇦 Ontario, Kingston+3	$ >1000M	1923	1,225,799	Financial Services, Insurance
National Bank of Canada	View 16 employees	🇨🇦 Montreal+4	$ 500-1000M	1994	1,537,900	Finance, Financial Services
Rbc Cees	View 9,333 employees	🇨🇦 Ontario, Toronto+8	$ 500-1000M	1869	2,217,165	Advice, Consulting
IG Wealth Management	View 6,954 employees	🇨🇦 Manitoba, Winnipeg+8	$ 500-1000M	1926	1,679,700	Advice, Consulting
Raymond James	View 1,414 employees	🇨🇦 Ontario, Old Toronto+22	$ 500-1000M	1849	361,919	Advice, Consulting
Fidelity Canada	View 1,570 employees	🇨🇦 Ontario, Toronto+2	$ 500-1000M	1987	1,345,278	Finance, Financial Services
Manulife Investment Management	View 2,845 employees	🇨🇦 Ontario, Toronto+16	$ 500-1000M	1985	874,104	Asset Management, Financial Services
Investia Financial Services	View 796 employees	🇨🇦 Quebec+5	$ 500-1000M	1999	7,967,920	Finance, Financial Services
Manulife	View 26,004 employees	🇨🇦 Ontario, Toronto+16	$ >1000M	2015	18,479,999	Financial Services, Retirement
Industrial Alliance Insurance and Financial Services Inc.	View 7,894 employees	🇨🇦 Quebec+16	$ >1000M	1892	2,390,723	Financial Services, Advice
Empire Life Insurance	View 51 employees	🇨🇦 Ontario, Kingston+3	$ >1000M	1923	1,225,799	Financial Services, Insurance
National Bank of Canada	View 16 employees	🇨🇦 Montreal+4	$ 500-1000M	1994	1,537,900	Finance, Financial Services
Rbc Cees	View 9,333 employees	🇨🇦 Ontario, Toronto+8	$ 500-1000M	1869	2,217,165	Advice, Consulting
IG Wealth Management	View 6,954 employees	🇨🇦 Manitoba, Winnipeg+8	$ 500-1000M	1926	1,679,700	Advice, Consulting
Raymond James	View 1,414 employees	🇨🇦 Ontario, Old Toronto+22	$ 500-1000M	1849	361,919	Advice, Consulting
Fidelity Canada	View 1,570 employees	🇨🇦 Ontario, Toronto+2	$ 500-1000M	1987	1,345,278	Finance, Financial Services
Manulife Investment Management	View 2,845 employees	🇨🇦 Ontario, Toronto+16	$ 500-1000M	1985	874,104	Asset Management, Financial Services
Investia Financial Services	View 796 employees	🇨🇦 Quebec+5	$ 500-1000M	1999	7,967,920	Finance, Financial Services

1. Manulife

Manulife, headquartered in Toronto, Canada, is a leading financial services group that serves millions of customers worldwide. In California, Manulife focuses on providing extensive wealth management services which help clients optimize their wealth strategies and retirement planning. Their innovative approach includes personalized financial advice and tailored investment solutions, making them a preferred choice for wealth management in the region. Manulife’s commitment to client-centered service and robust financial planning tools significantly contribute to their reputation as a trusted leader in the financial sector.

Location 🇨🇦 Ontario, Toronto	Size View 26,004 employees
Revenue $ >1000M	Industries Community and Lifestyle, Financial Services, Professional Services
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2. Industrial Alliance Insurance and Financial Services Inc.

Industrial Alliance Insurance and Financial Services Inc., based in Canada, is a leader in wealth management, offering a broad range of financial solutions tailored to meet the nuanced needs of individuals, businesses, and organizations. They provide a comprehensive suite of insurance and investment products designed to assist with long-term wealth planning and financial security. Industrial Alliance’s strategic approach to wealth management ensures robust client support that adapts to evolving financial landscapes and individual goals within the Canadian market.

Location 🇨🇦 Quebec	Size View 7,894 employees
Revenue $ >1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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3. Empire Life Insurance

Empire Life Insurance, headquartered in Ontario, Canada, is a prominent player in the wealth management and insurance sectors. The company provides a diverse range of life and health insurance options, along with wealth management services, specifically designed to meet the needs of Canadian citizens and businesses. In the wealth management domain, Empire Life offers tailored investment and retirement solutions that aim to deliver security and growth, making financial planning accessible and effective for their clients across Canada. Their strategic approach ensures a comprehensive support system for managing personal and corporate finance complexities, enabling sustained financial health and legacy planning.

Location 🇨🇦 Ontario, Kingston	Size View 51 employees
Revenue $ >1000M	Industries Financial Services, Community and Lifestyle, Professional Services
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4. National Bank of Canada

National Bank of Canada, headquartered in Montreal, Quebec, offers a comprehensive suite of wealth management services aimed at facilitating robust financial planning and asset management. With a focus on serving clients in Canada, the bank leverages its extensive expertise to provide tailored investment solutions, estate planning, insurance services, and more. As a major player in Canada’s financial landscape, National Bank’s objective is to empower clients to achieve their long-term financial goals through proactive and personalized wealth management strategies.

Location 🇨🇦 Montreal	Size View 16 employees
Revenue $ 500-1000M	Industries Financial Services, Community and Lifestyle, Professional Services, Lending and Investments
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5. Rbc Cees

RBC CEES, part of Royal Bank of Canada, specializes in employee benefit solutions and is a prominent player in the wealth management sector, operating extensively in Canada. The firm is dedicated to helping corporate clients effectively manage and administer employee benefit plans, focusing on optimizing the value of these plans for both employers and employees. RBC CEES combines its global resources and local expertise to provide tailored solutions that enhance financial security and drive engagement across diverse workforce demographics in Canada. This approach ensures that RBC CEES remains a trusted partner in the wealth management landscape.

Location 🇨🇦 Ontario, Toronto	Size View 9,333 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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6. IG Wealth Management

IG Wealth Management, headquartered in Canada, is a premier wealth management firm that offers a comprehensive range of financial planning, investment management, and related services. As a key player in the Canadian wealth management industry, IG Wealth Management is known for its personalized service and expertise in helping clients build comprehensive and long-lasting financial plans. Their approach includes everything from investment advice to retirement and estate planning, all tailored to meet the unique needs of each client in Canada. This client-focused strategy ensures that their financial solutions not only meet the current needs but also adapt to future changes in their clients’ lives.

Location 🇨🇦 Manitoba, Winnipeg	Size View 6,954 employees
Revenue $ 500-1000M	Industries Community and Lifestyle, Financial Services, Professional Services
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7. Raymond James

Raymond James, headquartered in St. Petersburg, Florida, and actively engaged in Canada, is a distinguished firm in the wealth management sector. Offering personalized and strategic wealth management solutions, Raymond James serves a diverse clientele, including individuals, corporations, and institutions, ensuring their financial policies align with their long-term goals. Their presence in the wealth management industry in Canada is marked by a commitment to understanding and satisfying the unique financial needs of their clients, helping them manage, grow, and protect their wealth effectively.

Location 🇨🇦 Ontario, Old Toronto	Size View 1,414 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services
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8. Fidelity Canada

Fidelity Canada, headquartered in Toronto, Ontario, stands as a prominent player in the wealth management industry, offering a diverse range of mutual funds, retirement products, and wealth management services. As part of the broader Fidelity Investments family, Fidelity Canada leverages extensive global resources to provide tailored investment and financial strategies, aiming to meet the unique needs of Canadian individuals and institutions. Committed to delivering consistent and competitive performance, Fidelity Canada focuses on long-term economic insights and rigorous research to navigate and capitalize on opportunities in a dynamic market.

Location 🇨🇦 Ontario, Toronto	Size View 1,570 employees
Revenue $ 500-1000M	Industries Financial Services, Lending and Investments, Professional Services, Community and Lifestyle
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9. Manulife Investment Management

Manulife Investment Management, located in Canada, is a vital branch of Manulife Financial Corporation, focusing extensively on wealth management solutions. They provide a comprehensive suite of investment strategies and services across a diverse range of asset classes including equities, fixed income, and real estate. Their commitment lies in creating sustainable long-term value for investors by integrating global intelligence with local expertise. This strategic approach helps them cater to the complex financial needs of individuals and institutions in Canada and beyond, striving for excellence in helping clients secure their financial future.

Location 🇨🇦 Ontario, Toronto	Size View 2,845 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Lending and Investments, Community and Lifestyle, Real Estate
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10. Investia Financial Services

Investia Financial Services, based in Canada, specializes in wealth management services tailored to meet the diverse needs of their client base. Known for its client-centric approach, Investia offers a broad range of investment products and financial planning services, assisting clients in achieving their financial goals. Their commitment to personalized service and expert advice positions them as a trusted partner in the dynamic wealth management industry of Canada. Their strategic focus is on innovative financial solutions that cater to both individual and institutional clients, helping them navigate through complex financial landscapes.

Location 🇨🇦 Quebec	Size View 796 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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