Top Investment Firms in Toronto
117 Companies
List of the Top Toronto Investment Management Firms
Sponsored
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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 Results-oriented
Vistance Capital Advisory has been praised for its results-oriented approach, with clients noting significant outcomes from their engagements. Lunata Beauty highlighted their successful closure of a $3 million Series A round, attributing this achievement to Vistance's thorough preparation and timely document management. Similarly, UpAuto reported immediate visibility on cash flows and improved bookkeeping practices, affirming that Vistance delivered on their promises. Overall, client sentiment reflects a strong appreciation for the firm's effectiveness and commitment to achieving measurable results.-
Financial & Accounting Services for Haircare Tool Retailer
5.0 Aug 25, 2021We were able to close a 3 million dollar series A with their help and really grow our business in a smart and financially sound way. They really took the time to learn about our business, industry and needs before jumping to conclusions. They also knew just how important getting some of the documents we needed in a timely manner was when raising capital.
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Accounting Services for Automatoive Dealership Consolidator
5.0 Aug 9, 2021We had immediate eyes on our cash flows -- and we identified opportunities to tighten up our bookkeeping. The results were as promised! They delivered what they said they would. Today, so many professional services fail to do that -- and they then hide behind 'liability limiting' documents.
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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?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
4.9
Willing to Refer
5.0
Toronto clients commend Vistance Capital for their tailored financial services, from bookkeeping to KPI reviews, with a focus on accuracy and accountability. Their resourcefulness and commitment to delivering on promises make them a trusted partner for scaling businesses and optimizing financial operations.Read Local ReviewsWas 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.
Reviews mention Easy to work with
Clients have consistently praised Mauna Kea Advisory for being very easy to work with, highlighting their accessibility for meetings and workshops. One client noted their responsiveness and proactive nature in project management, stating that all deliverables were met on time. Overall, the sentiment reflects a strong satisfaction with the collaborative approach and effective communication throughout the engagement.-
Business Consulting for Imaging Software Company
4.5 Aug 12, 2025Mauna Kea Advisory was very easy to work with and accessible for meetings/workshops. Their team was delivered on time and very responsive, which made the collaboration seamless. We were impressed by their proactive approach and their ability to address our needs promptly.
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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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$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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$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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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 FinancingCommercial Financing and Funding & Investment company Resource Capital Funds is in Denver, Colorado and Toronto, Canada. The team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (7)Toronto, Canada
25 York Street, Suite 610
Toronto, Canada M5J 2V52 - 5
+1 647 499 0584
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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 - 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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UndisclosedUndisclosed1,000 - 9,999Toronto, Canada
Services provided
25% Funding & Investment50% Business Valuation Services25% Market ResearchMorningstar Sustainalytics is a Business Valuation Services company. Established in 1992, their team offers Business Valuation Services and Market Research.
Read moreSee All Locations (7)Toronto, Canada
215 Spadina Avenue, Suite 300
Toronto, Canada M5T 2C7151 - 200
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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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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 - 249Markham, Canada
Services provided
100% Funding & InvestmentMidsize Funding & Investment company ARO Inc., is based in Montréal, Canada and Kelowna, Canada. The team offers Funding & Investment.
Read moreSee All Locations (3)Markham, Canada
7030 Woodbine Ave #700
Markham, Canada L3R 6G26 - 9
+1-289-789-1001
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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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$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 - 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 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Financial Advising & PlanningEstablished in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Markham, Canada
Services provided
70% Funding & Investment30% Financial Advising & PlanningPartners in Credit is a Funding & Investment company. They are located in Markham, Canada and have small team. Their team offers Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingGreenSky Ventures, a Commercial Financing and Funding & Investment company, is headquartered in Toronto, Canada. The team provides Commercial Financing and Funding & Investment.
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$1,000+$200 - $300 / hr2 - 9Toronto, Canada
Services provided
10% Funding & Investment60% Business Valuation Services10% Accounting +2 services10% Business Consulting10% Market ResearchAspen Valuations Inc., a Business Valuation Services company, was established in 2017. The agency focuses on Business Valuation Services and Market Research.
Read moreSee All Locations (4)Toronto, Canada
5000 Yonge Street, Suite 1901
Toronto, Canada M2N 7E92 - 5
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UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Canaccord Genuity Group was established in 1950. The firm focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
Read moreSee All Locations (2)Toronto, Canada
40 Temperance St Suite 2100
Toronto, Canada M5H 0B4251 - 300
416-869-7368
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$10,000+Undisclosed2 - 9Toronto, Canada
Services provided
10% Funding & Investment80% Commercial Financing5% Accounting +1 service5% Financial ConsultingSee all 1 projectsCosmopolitan Mortgage Group Inc. specializes in multi-family residential and construction financing. Client feedback highlights their competence in real estate analysis, punctuality in project completion, and personalized service. Reviewers commend their ability to meet financing goals efficiently, reinforcing Cosmopolitan Mortgage Group Inc. as a reliable partner for mortgage needs.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
10% Funding & Investment20% Accounting10% Commercial Financing +6 services10% Finance & Accounting Outsourcing (FAO)10% Finance Law10% Financial Advising & Planning10% Financial Consulting10% Insurance Services & Brokers10% Tax LawWealthy Wave Accounting Inc is an Accounting company. Their small team of employees is in Mississauga, Canada. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingCrestpoint Real Estate Investments Ltd. Is a small Commercial Financing and Funding & Investment company based in Toronto, Canada. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingLakeshore Group is a Commercial Financing and Funding & Investment company. Established in 1994, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
50% Funding & Investment50% Business Valuation ServicesEllesmere Capital Partners Inc. Is a Business Valuation Services and Funding & Investment company. The Toronto, Canada-based team focuses on Business Valuation Services and Funding & Investment.
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List of the Top 2 Toronto 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 -
$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 -
$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 -
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 -
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 -
UndisclosedUndisclosed50 - 249Markham, 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 -
UndisclosedUndisclosed1,000 - 9,999Toronto, Canada
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Funding & Investment75% Other
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