High Net Worth & Business Owners · Canada
Which Canadian wealth management firm should I choose for a $5 million portfolio?
Research summary
When "Which Canadian wealth management firm should I choose for a $5 million portfolio?" was put to ChatGPT, Perplexity and Google AI Overview between 2 and 3 October 2026, CIBC Wood Gundy appeared in 4 of 6 answers. 13 wealth management firms appear across the answers. They cite bmo.com more than any other source, 24 times, ahead of pwlcapital.com with 18.
Every firm named, engine by engine
| Firm |  ChatGPT |  Perplexity |  Google AI Overview | Answers |
|---|---|---|---|---|
 CIBC Wood Gundy | 7th | 3rd | 2nd | 4/6 |
 RBC Wealth Management | 1st | 2nd | 1st | 4/6 |
 BMO Private Wealth | 2nd | – | 4th | 3/6 |
 Scotia Wealth Management | 4th | – | 5th | 2/6 |
 TD Wealth | 3rd | – | – | 2/6 |
| CCG Wealth Management | – | – | 7th | 1/6 |
 CI Financial | – | – | – | 1/6 |
 Letko Brosseau | – | – | – | 1/6 |
 Nicola Wealth | 5th | – | – | 1/6 |
 PWL Capital | 6th | – | – | 1/6 |
 Richardson Wealth | – | – | 3rd | 1/6 |
 UBS Wealth Management Canada | – | 1st | – | 1/6 |
 Wellington-Altus | – | – | 6th | 1/6 |
Each engine's place in its latest answer: ChatGPT 3 October 2026 · Perplexity 3 October 2026 · Google AI Overview 3 October 2026
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