Best Investment Consulting Services in Canada
Canada Investment Consultants
Canada’s investment landscape is sophisticated, diverse, and evolving fast. Whether you're a high-net-worth individual, an institutional allocator, or a startup founder navigating early capital raises, the right consulting partner can make all the difference. This guide spotlights standout boutique firms across the country that offer specialized investment consulting services, from portfolio construction and macro strategy to investor relations and operational transformation. More than a list, we highlight who’s behind each firm, what they do, and why they stand out, so you can find a trusted advisor who fits your goals and growth stage.
At Digital Reference, we believe in radical authenticity, so this guide doesn’t just name-drop firms. Instead, we share why each made the cut, who’s behind them, and exactly what they deliver.
Methodology: How We Curated This List
When we say “best,” we mean it. Our methodology is simple but strict:
- Research-Driven: We scan credible data, case studies, and thought leadership.
- Client-Reviewed: We check verified client feedback and real-world success stories.
- Location-Based: Every provider here is rooted in Canada, with strong local credentials.
This means no pay-to-play placement, just honest highlights to help you make an informed choice. Let’s get to the professionals!
DaVinci Capital Partners
🔗 Website: https://davincicapital.com/
What they do:
DaVinci Capital Partners is an independent Canadian investment advisory firm providing discretionary portfolio management, family office services, and bespoke wealth strategies. Their client base spans high-net-worth individuals, families, and select institutional accounts.
Who they work with:
Family offices, multi-generational wealth holders, and entrepreneurs who need tailored investment roadmaps.
Operating model:
DaVinci’s model revolves around in-depth research, direct ownership strategies, and aligning client portfolios with real, understandable assets.
💡 Why they stand out:
- A clear, research-first philosophy with an emphasis on direct, transparent investments.
- Strong family office capabilities that go beyond traditional advisory.
- Known for generational transition planning and succession strategies.
Jim Goren, Founder, DaVinci Capital Partners
🔗 LinkedIn: https://www.linkedin.com/in/jim-goren-cfa-mba-cga-9a84201/
Jim Goren combines a CFA, MBA, and CGA designation, a triple threat in the world of wealth advisory. With decades of managing investments, Jim’s hallmark is clarity: cutting out noise and focusing on fundamentals. He’s respected for his straight-talking approach and passion for client education.
Fairbank Investment Management
🔗 Website: https://www.fairbankim.ca/
What they do:
Fairbank focuses on long-term investment stewardship for individuals, families, and foundations. They aim for thoughtful, conservative capital growth.
Who they work with:
High-net-worth families, charitable foundations, and conservative investors.
Operating model:
A boutique model with a heavy emphasis on personal relationships and an owner-operator mindset.
💡 Why they stand out:
- A strict focus on value investing principles.
- Deep relationships with their clients often span generations.
- Transparent, plain-English reporting.
John Watson, President, Fairbank Investment Management
🔗 LinkedIn: https://www.linkedin.com/in/john-watson-11920a17/
John Watson has over 30 years in capital markets, with deep experience in Canadian equities. His clients trust him for his measured, relationship-first style. John’s stewardship philosophy is all about discipline and patience, values that resonate with conservative wealth holders.
Devlin Capital
🔗 Website: https://devlincapital.com/
What they do:
Devlin Capital specializes in macroeconomic insights, fixed-income strategy, and alternative investing. Their solutions are designed for institutions and sophisticated investors who need actionable market signals.
Who they work with:
Institutional investors, pension funds, and sophisticated family offices.
Operating model:
Ed Devlin’s team blends deep macro research with customized execution, a hybrid approach few boutiques attempt.
💡 Why they stand out:
- Strong background in global macro strategy.
- Clear communication of complex trends.
- Track record in navigating turbulent markets.
Ed Devlin, Founder, Devlin Capital
🔗 LinkedIn: https://www.linkedin.com/in/ed-devlin-icd-d-b3402627/
Ed Devlin is well-known as a former PIMCO head for Canada and Latin America. Now, he brings that big-picture macro expertise to a smaller, more personalized firm. Ed’s LinkedIn reflects decades in fixed income, macro strategy, and board leadership.
Evans Investment Counsel
🔗 Website: https://evansinvestmentcounsel.com/
What they do:
Evans is one of Canada’s oldest private investment counsel firms. They deliver customized portfolios with a long-term, low-turnover philosophy.
Who they work with:
High-net-worth individuals, charities, trusts, and foundations.
Operating model:
Classic discretionary portfolio management, tailored, conservative, transparent.
💡 Why they stand out:
- Over 35 years in Canadian wealth management.
- Multi-generational relationships.
- Strong reputation for low fees and prudent investing.
Rob Evans, Founder, Evans Investment Counsel
🔗 LinkedIn: https://www.linkedin.com/in/rob-evans-9b653416/
Rob Evans continues a family legacy, upholding the firm’s reputation for patient, value-driven investing. His focus is on stable returns and long-term partnerships. Clients describe him as approachable and deeply loyal to their financial goals.
Ewing Morris & Co. Investment Partners
🔗 Website: https://ewingmorris.com/
What they do:
Ewing Morris is a value-focused investment firm that designs flexible funds for investors seeking differentiated returns outside the traditional large-cap benchmarks.
Who they work with:
Entrepreneurs, private investors, and family offices are looking for niche public and private opportunities.
Operating model:
The firm leans into off-benchmark strategies, emphasizing alignment through significant internal capital investment.
💡 Why they stand out:
- Unconventional approach, they intentionally fish in less-crowded markets.
- Co-invest alongside clients, sharing skin in the game.
- Consistent, transparent communication about risk.
Darcy Morris, Founder, Ewing Morris & Co.
🔗 LinkedIn: https://www.linkedin.com/in/darcy-morris-0a1ba520/
Darcy Morris co-founded Ewing Morris in 2011 to challenge Canada’s large-cap status quo. A Queen’s commerce grad, Darcy’s known for clear thinking and his passion for investing “where others don’t.” His leadership style is candid and entrepreneur-friendly.
Ecivda Financial Planning Boutique
🔗 Website: https://www.ecivda.com/
What they do:
Ecivda specializes in holistic financial planning with an investment arm that prioritizes tax efficiency and retirement readiness.
Who they work with:
Young professionals, business owners, and families are building intergenerational wealth.
Operating model:
Their boutique style blends tech-driven planning tools with high-touch advisory relationships.
💡 Why they stand out:
- Focus on financial literacy for clients.
- Strong digital tools for scenario modeling.
- Client-first fee structures.
Shawn Todd, Founder, Ecivda
🔗 LinkedIn: https://www.linkedin.com/in/shawntodd1/
Shawn Todd leads Ecivda with a mission to break down complex money decisions for everyday Canadians. He’s a Certified Financial Planner with an educator’s heart, often speaking on practical wealth tactics. Clients appreciate his balance of data and empathy.
Pragilis Solutions Inc.
🔗 Website: https://www.pragilis.com/
What they do:
Pragilis isn’t a traditional investment advisor; they specialize in change management consulting that includes transformation of investment operations, governance, and leadership strategy.
Who they work with:
Financial institutions, asset managers, and large organizations are navigating transformation.
Operating model:
Project-based, high-collaboration engagements that address people, process, and portfolio governance.
💡 Why they stand out:
- Strong frameworks for organizational resilience.
- Proven track record in high-stakes financial transformations.
- A focus on people-first change.
Mumtaz Chaudhary, Founder & CEO, Pragilis
🔗 LinkedIn: https://www.linkedin.com/in/mumtaz-chaudhary/
Mumtaz Chaudhary brings 15+ years of driving successful transformations in the finance and investment world. She’s known for balancing hard strategy with empathy, especially in large, complex change initiatives.
Burnie Group
🔗 Website: https://burniegroup.com/
What they do:
Burnie Group is a management consulting firm with deep expertise in operations, automation, and investment governance for financial institutions.
Who they work with:
Banks, pension funds, insurance companies, and investment firms need operational optimization.
Operating model:
Their advisory model pairs strategy with robust implementation, known for delivering measurable, sustainable cost savings.
💡 Why they stand out:
- Pioneers in robotic process automation for Canadian finance.
- Practical, implementation-focused engagements.
- Data-driven approach with clear ROI tracking.
David Burnie, Founder & Principal, Burnie Group
🔗 LinkedIn: https://www.linkedin.com/in/david-burnie/
David Burnie has built a reputation as one of Canada’s go-to experts on operational transformation in finance. He combines strategy and execution seamlessly, helping clients turn complex investments in tech and people into bottom-line improvements.
VanLonChan Consulting Inc.
🔗 Website: https://vanlonchan.com/
What they do:
VanLonChan focuses on global investor relations and business consulting, helping Canadian startups and scale-ups secure capital and strategic partners.
Who they work with:
Tech startups, family offices, impact investors, and early-stage funds.
Operating model:
Fractional and project-based investor relations, often bridging Canada with Asia and Europe.
💡 Why they stand out:
- Cross-border deal-making expertise.
- Deep network of family offices and institutional partners.
- Commitment to purpose-driven ventures.
Nitin Kumar, Founder, VanLonChan
🔗 LinkedIn: https://www.linkedin.com/in/nitinvanlonchan/
Nitin Kumar is a familiar name in the Canadian startup ecosystem. With a background in cross-border fundraising and a passion for social impact, he connects capital to ideas with a trusted, personal approach.
Building Perspective Inc.
🔗 Website: https://www.buildingperspective.com/
What they do:
Building Perspective offers strategic consulting that integrates investment readiness, stakeholder engagement, and sustainability planning for private and public organizations.
Who they work with:
Indigenous communities, social enterprises, municipalities, and private investors focused on impact.
Operating model:
They tailor each project to align investment flows with sustainability outcomes and community priorities.
💡 Why they stand out:
- Pioneers in impact-first investment consulting.
- Deep work with Indigenous and local communities.
- Trusted advisors for aligning ESG goals with real capital.
Vani Pasupathy, Founder, Building Perspective
🔗 LinkedIn: https://www.linkedin.com/in/vani-pasupathy/
Vani Pasupathy is a sought-after advisor in Canada’s impact investment space. Her background blends business strategy with community-building, making her a bridge between private capital and local prosperity.
Canada’s Investment Consulting Landscape in Focus
Canada’s investment consulting sector is rich with boutique firms that combine deep expertise, founder-led leadership, and a commitment to client-centric strategies. Whether you’re managing family wealth, scaling an institution’s portfolio, or refining capital operations, these consultants provide the insight and agility needed to thrive in a complex market.
At Digital Reference, we value radical authenticity, showcasing firms that back up their claims with proven results and meaningful client relationships. Use this guide as your launchpad to connect with trusted advisors who can help you build, protect, and grow your investment capital for the long term.
Ready to find your fit? Keep reading our series or reach out to share your own success story.
Explore more from Digital Reference:
- Investment Consulting Services in the USA
- Investment Consulting Services in the UK
- Tax Consulting Services in Australia
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