Which Canadian wealth management firms are not owned by a bank?

Research summary

ChatGPT, Perplexity and Google AI Overview answered "Which Canadian wealth management firms are not owned by a bank?" 6 times between 2 and 3 October 2026, and named Assante in 4 of those answers. After Assante come Raymond James (4) and Wellington-Altus (4). They cite cifinancial.com more than any other source, 5 times, ahead of jcic.ca with 5.

Data as of 3 October 2026Collected 2 to 3 October 2026 from ChatGPT, Perplexity, Google AI OverviewMethodology v1 Corrections

Every firm named, engine by engine

The firms named in 6 AI answers to "Which Canadian wealth management firms are not owned by a bank?", with each engine's place for them in its latest answer
Firm	ChatGPT	Perplexity	Google AI Overview	Answers
Assante	12th	2nd	3rd	4/6
Raymond James	3rd	7th	6th	4/6
Wellington-Altus	2nd	–	1st	4/6
Richardson Wealth	13th	1st	2nd	3/6
Canaccord Genuity Wealth Management	–	–	7th	2/6
CI Financial	1st	–	–	2/6
Fiera Capital	–	–	5th	2/6
Frontwater Capital	11th	–	–	2/6
Tacita Capital	7th	–	–	2/6
Aretec Wealth	–	–	–	1/6
Beutel Goodman	4th	–	–	1/6
BMO Private Wealth	–	4th	–	1/6
CIBC Wood Gundy	–	6th	–	1/6
Compass Private Wealth	8th	–	–	1/6
DDewdney & Co.	9th	–	–	1/6
Focus Wealth Management	–	–	–	1/6
Harbourfront Wealth	–	–	–	1/6
IG Wealth Management	–	–	–	1/6
JJCIC Asset Management	6th	–	–	1/6
Nicola Wealth	–	–	4th	1/6
Northland Wealth Management	–	–	–	1/6
PPembroke Management	5th	–	–	1/6
RBC Wealth Management	–	3rd	–	1/6
Senatus Wealth	10th	–	–	1/6
TD Wealth	–	5th	–	1/6
Wealthsimple	–	–	–	1/6