The Prompt Group

High Net Worth & Business Owners · Canada

Which Canadian wealth firms offer family office services?

Research summary

Across 6 answers to "Which Canadian wealth firms offer family office services?" collected between 2 and 3 October 2026, ChatGPT, Perplexity and Google AI Overview named TD Wealth most often. BMO Private Wealth is named in 3 answers and CIBC Wood Gundy in 3. rbcwealthmanagement.com is cited most in these answers, 25 times, then bmo.com with 11.

Data as of Collected 2 to 3 October 2026 from ChatGPT, Perplexity, Google AI OverviewMethodology v1Corrections

Every firm named, engine by engine

The firms named in 6 AI answers to "Which Canadian wealth firms offer family office services?", with each engine's place for them in its latest answer
FirmChatGPTPerplexityGoogle AI OverviewAnswers
TD Wealth2nd––4/6
BMO Private Wealth1st––3/6
CIBC Wood Gundy5th–7th3/6
RBC Wealth Management3rd––3/6
Northland Wealth Management–––2/6
BDO Canada–––1/6
Blue Bridge––5th1/6
BMO Family Office–––1/6
Coriel Capital––4th1/6
DaVinci Capital Partners–––1/6
Foster & Associates––1st1/6
KPMG Canada–––1/6
Lugen Family Office––3rd1/6
Mawer Investment Management––8th1/6
Our Family Office–––1/6
RBC Family Office Services–––1/6
Sagard Wealth–––1/6
Scotia Wealth Management4th––1/6
Tier One Family Office––2nd1/6
WFS Wealth & Financial Strategies––6th1/6

Each engine's place in its latest answer: ChatGPT 3 October 2026 · Perplexity 3 October 2026 · Google AI Overview 3 October 2026

Is your firm in these answers?See every question that names you, and the ones that skip you.Find out free

Sources cited

  1. rbcwealthmanagement.com25
  2. bmo.com11
  3. cibc.com10
  4. kpmg.com8
  5. scotiabank.com5
  6. td.com5
  1. bdo.ca2
  2. firearson.com2
  3. kerrfinancial.ca2
  4. linkedin.com2
  5. mnp.ca2
  6. northlandwealth.com2
Free with a work email

See how AI ranks your firm, engine by engine

  • Your firm's share on ChatGPT, Perplexity and Google AI Overview
  • Your gap to any rival, topic by topic, in points
  • Every answer that names you, word for word, across 28 questions

Then one work email opens it. No card, no call.