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Wealth Management Canada is your source for the best wealth management companies in Canada

Our team of industry experts has done the leg-work for you. We've identified the best companies across Canada, saving you time so you can focus on the important things in life.

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Featured Wealth Management Companies

CGOV Asset Management
Connor, Clark & Lunn Private Capital
Heathbridge Capital Management
Longview Asset Management
Nexus Investment Management
Explore more top companies

We’ve helped a lot of people just like you

"I just wanted to thank you for all of your time and invaluable assistance. I am confident that without your assistance we would have still been trying to figure out what we should do and who to go with since the online options were endless. I am so grateful that I stumbled across your website."
M. Wuori, Toronto
"WMC provides an absolutely unique service in the market, carefully screening wealth management firms, and matching them with clients based on needs and preferences. This is a process that requires a sophisticated understanding of the asset management process and how to evaluate managers, in-depth knowledge of the advisors themselves – and absolute integrity. WMC brings all of this to bear. Having worked in capital markets for more than 20 years, I know how difficult it is to do. I recommend them without hesitation."
G. Campbell, Toronto

Frequently Asked Questions

What is Wealth Management Canada?

Wealth Management Canada is an online resource for Canadian investors.

Our mission is to assist high net worth investors in navigating the wealth management industry, to cut through some of the noise, and connect them with quality wealth managers.

We work with a limited number of wealth management firms, who are all independent, discretionary portfolio managers.  The selection process is based on extensive manager research, taking into account the people, philosophy, process, and performance of each firm, before they are invited to join our platform.

How does Wealth Management Canada work?

Our process is simple and easy. To start, complete our online questionnaire. You’ll then speak with one of our experts to confirm your responses (we also want to give you the opportunity to ask us any questions). Next, you’ll receive a short list of wealth managers tailored specifically to you. And lastly, if you’d like, we will introduce you to the appropriate individuals at the firms of your choosing.

If at any stage you decide you do not wish to proceed that’s perfectly ok. There is no obligation on your part to take action.

Who can use Wealth Management Canada’s services?

At this time our services are offered to high net worth clients looking to invest at least $500,000.

However, if you’re an investor with a smaller portfolio but would still like to learn more about wealth management, please don’t hesitate to contact us. We’d be glad to share information and assist as we can.

What is the cost to use Wealth Management Canada?

Wealth Management Canada is a free service for investors.

How is this possible?  We’re paid by the wealth managers on our platform. Each firm pays an annual fee to be listed on our website. We do not earn any additional fees, such as referral fees, whether we make an introduction or an investor ultimately decides to hire one of the firms.

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