Top Investment Firms in Ontario
142 Companies
List of the Top Ontario Investment Management Firms
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$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Services provided
15% Funding & Investment40% Accounting15% Commercial Financing +3 services10% Business Consulting10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningSee all 5 projectsVistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, is a financial advisory firm providing comprehensive financial management, accounting, and strategic planning services. Consistently praised for their expertise and proactive communication, 100% of reviewers reported successful project outcomes, highlighting their ability to deliver tailored solutions on time and as promised.
Reviews mention Unique expertise
Clients consistently commend Vistance Capital Advisory for their unique financial expertise, noting their ability to provide actionable insights and tailored solutions. One client highlighted the firm's industry experience, which significantly improved their accounting approach, while another praised their resourcefulness and in-house capabilities, describing them as a 'one-stop shop.' Overall sentiment reflects strong satisfaction with the firm's specialized knowledge and professional service.-
CFO Services for Clinic
5.0 Aug 23, 2021Financial expertise was helpful and some industry experience also lended to how we should be structuring our approach and accounting.
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Accounting Services for Food Product Distributor
5.0 Aug 19, 2021Ability to draw on in-house expertise to tackle distinct tasks. They're a good one-stop shop.
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Industry Experience
Vistance Capital Advisory demonstrates significant expertise across various industries, including Consumer Products, Healthcare, Food & Beverages, and Automotive. Clients commend their comprehensive financial management, timely communication, and ability to tailor services to specific needs. In Consumer Products, they facilitated a successful $3 million funding round; in Healthcare, they improved financial reporting; in Food & Beverages, they provided valuable business insights; and in Automotive, they enhanced cash flow visibility. Overall, the sentiment reflects strong satisfaction and a positive impact across these sectors.
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Consumer Products Healthcare Food & Beverages AutomotiveWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Vistance Capital Advisory consistently highlight the company's fair pricing and value for money. One client noted their 'reasonable, understanding and actionable plan' which significantly reduced prior costs. Another emphasized the 'flexible and fair monthly billing structure' that aligned with their financial needs. Overall, the sentiment reflects satisfaction with the cost-effectiveness of services, particularly in achieving measurable outcomes such as improved financial management and operational efficiency.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Services provided
35% Funding & Investment35% Business Consulting30% Demand Generation MarketingSee all 2 projectsMauna Kea Advisory is a strategic consulting firm specializing in sales processes, market evaluation, and investor outreach. The company has received wholly positive feedback, with 100% of clients highlighting their professionalism and timely delivery. Clients commend their accessibility and impactful support in client acquisition and business presentation refinement.
Industry Experience
Mauna Kea Advisory has garnered positive feedback across the Software and Healthcare industries. In Software, they excel in accelerating revenue growth, with clients noting their professionalism and timely delivery. In Healthcare, they are recognized for creating effective sales processes and refining business strategies, demonstrating strong engagement and responsiveness. Overall, their strengths lie in client acquisition and operational efficiency, making them a valuable partner for businesses in both sectors.
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Healthcare SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Mauna Kea Advisory's strong value for money, noting their cost-effectiveness in delivering impactful solutions. One client remarked on their 'good value for cost,' while another emphasized their professionalism and timely project delivery. Overall sentiment is positive, with clients appreciating the accessibility and responsiveness of the team, resulting in successful outcomes such as new client acquisition and effective sales processes.Was this helpful?
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$250,000+$200 - $300 / hr10 - 49Guelph, Canada
Services provided
40% Funding & Investment45% Commercial Financing15% Business ConsultingINAC Services Limited is a small Commercial Financing company founded in 1987. Their services include Commercial Financing and Funding & Investment.
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$1,000+Undisclosed2 - 9Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingEnriched Investing Incorporated is a Commercial Financing and Funding & Investment company founded in 1989. The small team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
25% Funding & Investment25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingFounded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Toronto, Canada
Services provided
30% Funding & Investment30% Business Consulting20% Commercial Property Management +1 service20% Finance & Accounting Outsourcing (FAO)AD Hennick is a small Toronto, Canada-based Business Consulting company. The team specializes in Business Consulting and Funding & Investment.
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$5,000+$100 - $149 / hr10 - 49Burlington, Canada
Services provided
35% Funding & Investment35% Commercial Financing10% Commercial Brokerage Services +3 services10% Commercial Development5% Commercial Property Management5% Financial Advising & PlanningCalderbank Funding is a small Commercial Financing company based in Burlington, Canada. The team provides Commercial Financing and Funding & Investment.
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$10,000+$25 - $49 / hr10 - 49St. Catharines, Canada
Services provided
30% Funding & Investment25% Financial Consulting25% Insurance Services & Brokers +1 service20% Financial Advising & PlanningGranton Financial is a Funding & Investment company. Located in St. Catharines, Canada, the team specializes in Funding & Investment and Insurance Services & Brokers.
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$100,000+$50 - $99 / hr10 - 49Mississauga, Canada
Services provided
30% Funding & Investment30% Financial Advising & Planning20% Finance & Accounting Outsourcing (FAO) +1 service20% Financial ConsultingTjara Halal Financing, a Financial Advising & Planning company, was founded in 2023. The agency specializes in Financial Advising & Planning and Funding & Investment.
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$25,000+Undisclosed2 - 9Mississauga, Canada
Services provided
20% Funding & Investment20% Commercial Brokerage Services20% Commercial Property Management +2 services20% Financial Advising & Planning20% Insurance Services & BrokersMax Mortgages Inc. Is a small Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Property Management and were launched in 2015.
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$5,000+< $25 / hr10 - 49Ottawa, Canada
Services provided
20% Funding & Investment20% Business Consulting20% Finance Law +2 services20% Financial Advising & Planning20% Financial ConsultingGreat Canadian Debt Relief Inc is a Business Consulting company. They were founded in 2022 and specialize in Business Consulting and Financial Advising & Planning.
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$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Financial ConsultingRothwell Funding is a small Accounting company. Launched in 2019, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Oakville, Canada
Services provided
50% Funding & Investment50% Commercial FinancingFengate Asset Management, a Commercial Financing and Funding & Investment company, is headquartered in Oakville, Canada. They provide Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1988, Tricon Capital Group is a midsize Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Richmond Hill, Canada
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Richmond Hill, Canada, DMCC is a Commercial Financing and Funding & Investment company. Launched in 2005, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingBirch Hill Equity Partners is a Commercial Financing and Funding & Investment company. The Toronto, Canada-based team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCanadian Business Growth Fund (CBGF), a Commercial Financing and Funding & Investment company, was founded in 2018. The midsize team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingWhitehorse Liquidity Partners is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment and is in Toronto, Canada.
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UndisclosedUndisclosed50 - 249Burlington, Canada
Services provided
50% Funding & Investment50% Commercial FinancingNewlook Capital is a Commercial Financing and Funding & Investment company. They are located in Burlington, Canada. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Markham, Canada
Services provided
50% Funding & Investment50% Commercial FinancingSerruya Private Equity is a Commercial Financing and Funding & Investment company. They are located in Markham, Canada and have midsize team. They offer Commercial Financing and Funding &
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingSagard is a Commercial Financing and Funding & Investment company. Located in New York, New York and Montréal, Canada, their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)Toronto, Canada
161 Bay Street, Suite 5000
Toronto, Canada M5J 1C450 - 75
(416) 607-2250
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
70% Funding & Investment20% Business Valuation Services10% Financial ConsultingNEI Investments, a Funding & Investment company, was founded in 2007. The midsize team specializes in Funding & Investment and Business Valuation Services.
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UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
60% Funding & Investment40% Business Valuation ServicesFunding & Investment company Fiera Capital was established in 2003. The midsize team offers Funding & Investment and Business Valuation Services.
Read moreSee All Locations (6)Toronto, Canada
200 Bay Street Suite 3800, South Tower
Toronto, Canada M5J 2J1151 - 200
416.364.3711
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UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
40% Funding & Investment60% Business Valuation ServicesEstablished in 1997, SGGG Fund Services Inc. Is a Business Valuation Services company. Their services include Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Accord Financial Corp. Offers Commercial Financing and Funding & Investment. They were launched in 1978.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Financial Advising & PlanningGarrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Ottawa, Canada
Services provided
100% Funding & InvestmentFunding & Investment company Wesley Clover specializes in Funding & Investment. They were founded in 1986.
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UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
100% Funding & InvestmentTotal Credit Recovery Limited is a Funding & Investment company. The Toronto, Canada-based agency specializes in Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingAwz Ventures Inc. Is a midsize Commercial Financing and Funding & Investment company launched in 2016. Their services include Commercial Financing and Funding & Investment.
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Undisclosed$25 - $49 / hr2 - 9Burlington, Canada
Services provided
10% Funding & Investment50% Accounting30% Financial Advising & Planning +1 service10% Insurance Services & BrokersDCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.
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$1,000+$25 - $49 / hr2 - 9Toronto, Canada
Services provided
25% Funding & Investment30% Business Consulting25% Commercial Financing +2 services10% Financial Advising & Planning10% Financial ConsultingVaquita Consulting is a Business Consulting company. The Toronto, Canada-based team focuses on Business Consulting and Commercial Financing.
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$250,000+$300+ / hr2 - 9Ottawa, Canada
Services provided
25% Funding & Investment60% Financial Advising & Planning15% Business ConsultingLaunched in 2023, Irimia Partners is a small Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsSun Life is a web development company specializing in building and maintaining websites, with a strong emphasis on flexibility and professionalism. Reviewers frequently highlight the team's friendly and responsive project management, with 100% of the feedback reflecting positive client experiences and satisfaction.
Industry Experience
Sun Life has demonstrated strong expertise in the automotive industry by successfully developing multiple websites tailored to client specifications. Feedback highlights their professionalism, flexibility, and effective project management, contributing to impactful outcomes for their clients. The positive sentiment suggests they are well-suited for projects in the automotive sector, where their website development expertise can enhance user engagement and operational efficiency.
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AutomotiveWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Sun Life's services as providing good value for money, particularly in the context of website development. One client noted the effective communication and professionalism of the team, stating, 'The team is great, and they’re professional and friendly every time.' Furthermore, the ongoing support and flexibility offered were highlighted positively. Overall, there were no significant complaints regarding cost, with one client recommending potential customers to 'Work with them.'Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Services provided
20% Funding & Investment40% Commercial Financing20% Business Consulting +1 service20% Financial ConsultingGrant-X is a Commercial Financing company. Founded in 2024, their team focuses on Commercial Financing and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Toronto, Canada
Services provided
10% Funding & Investment40% Accounting30% Business Consulting +3 services10% Financial Consulting5% Corporate Training & Coaching5% Financial Advising & PlanningFinnection Inc. Is an Accounting company. Founded in 2013, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company InterRent Real Estate Investment Trust was established in 2006. The firm focuses on Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingStarlight Investments is a Toronto, Canada-based Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment and were founded in 2011.
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UndisclosedUndisclosed10 - 49Brampton, Canada
Services provided
50% Funding & Investment50% Commercial FinancingPulis Investment Group is a Commercial Financing and Funding & Investment company launched in 2010. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingAgellan Capital Partners Inc is a Commercial Financing and Funding & Investment company. Located in Toronto, Canada, the agency specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingForum Equity Partners Inc, a Commercial Financing and Funding & Investment company, was founded in 1996. They specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCT REIT is a Commercial Financing and Funding & Investment company. Located in Toronto, Canada, their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Woodbourne Capital Management, is in Toronto, Canada. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company BPF Solutions Group is located in Toronto, Canada. They provide Commercial Financing and Funding & Investment and were founded in 1992.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingKensington is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment, and the firm is located in Toronto, Canada.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2010, Rally Assets, a small Commercial Financing and Funding & Investment company, is headquartered in Toronto, Canada. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingBased in Toronto, Canada, Northern Private Capital is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Reddick Wellington Investments offers Commercial Financing and Funding & Investment. They were established in 2017.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingSARMIN Holdings Inc. Is a Commercial Financing and Funding & Investment company launched in 2014. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
75% Funding & Investment25% Business Valuation ServicesSHARE—Shareholder Association for Research and Education is a Funding & Investment company established in 2000. The team focuses on Funding & Investment and Business Valuation Services.
Read moreSee All Locations (2)Toronto, Canada
Unit 412, 401 Richmond Street West
Toronto, Canada M5V 3A816 - 20
604.695.2037
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UndisclosedUndisclosed10 - 49Cambridge, Canada
Services provided
80% Funding & Investment20% Financial Advising & PlanningKingston Data and Credit, a Funding & Investment company, was launched in 2010. Based in Cambridge, Canada, the team focuses on Funding & Investment and Financial Advising & Planning.
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Ability to Deliver considers three criteria:
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List of the Top 2 Ontario Investment Management Firms
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$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
15% Funding & Investment85% Other -
$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Ability to deliver
20.6/40.016/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
35% Funding & Investment65% Other -
$250,000+$200 - $300 / hr10 - 49Guelph, Canada
Ability to deliver
7.3/40.00/20 Reviews1.9/10 Clients & Experience5.4/10 Market PresenceService focus
40% Funding & Investment60% Other -
$1,000+Undisclosed2 - 9Toronto, Canada
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Toronto, Canada
Ability to deliver
6.7/40.00/20 Reviews2.1/10 Clients & Experience4.7/10 Market PresenceService focus
25% Funding & Investment75% Other -
$1,000+< $25 / hr10 - 49Toronto, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
30% Funding & Investment70% Other -
$5,000+$100 - $149 / hr10 - 49Burlington, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
35% Funding & Investment65% Other -
$10,000+$25 - $49 / hr10 - 49St. Catharines, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Funding & Investment70% Other -
$100,000+$50 - $99 / hr10 - 49Mississauga, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Funding & Investment70% Other -
$25,000+Undisclosed2 - 9Mississauga, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+< $25 / hr10 - 49Ottawa, Canada
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Oakville, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Richmond Hill, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
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