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Do you find the wealth management industry confusing and intimidating?

Finding a wealth manager has never been so easy. We've identified the best wealth management companies across Canada. Receive personalized guidance and get matched today!

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Featured Wealth Management Companies

Longview Asset Management
Nicola Wealth
Steadyhand Investment Management
Triasima Portfolio Management
WealthBar
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.W., Ontario
"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.C., Ontario
"I want to thank you very much for all your efforts, professionalism and the seriousness you have shown helping me in my search for an asset management firm. I really appreciate your help, your comments and the discussions we had. I would certainly recommend your services."
F.C., Quebec
"I wanted to thank you for your role in introducing us to these firms. I could not have had as successful a search process without your involvement and support."
C.O., UK based Canadian investor
"I would like to thank you for your assistance in helping me with my wealth management decision. Your help was invaluable to this process."
D.K., Alberta
"This is a great service. I can think of no reason why anyone looking for a suitable wealth manager wouldn’t want to add WMC’s services to the mix."
C.M., British Columbia
"The WMC service was very helpful for me to make informed decisions. I could openly discuss my concerns and could get answers to my questions and my concerns. I received good general information about the industry and information that's specific to my needs."
K.J., Ontario
"So many, many thanks for your kindness and efficient help and your knowing and recommending such good firms. I was unclear on what my needs actually were/are, but now am close to finding someone who can manage things for me long-term."
N.M., British Columbia

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?

Our services are offered to all investors with portfolios starting at $10,000.

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 we invite to join 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.

Wealth Management Insights

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Steadyhand: An In-Depth View

We at Wealth Management Canada conduct detailed due diligence on managers across the country to find the best wealth managers […]

Triasima: Behind the Scenes

We at Wealth Management Canada conduct detailed due diligence on managers across the country to find the best wealth managers […]

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