Corporate Ownership & Accuracy · Canada
Which Canadian wealth management firms have been acquired recently?
Research summary
Asked "Which Canadian wealth management firms have been acquired recently?" between 2 and 3 October 2026, ChatGPT, Perplexity and Google AI Overview named Richardson Wealth most often, in 4 of 5 answers. Harbourfront Wealth is named in 3 answers and BMO Private Wealth in 2. They cite wealthprofessional.ca more than any other source, 40 times, ahead of investmentexecutive.com with 24.
Every firm named, engine by engine
| Firm |  ChatGPT |  Perplexity |  Google AI Overview | Answers |
|---|---|---|---|---|
 Richardson Wealth | 2nd | 1st | 1st | 4/5 |
 Harbourfront Wealth | 1st | 5th | – | 3/5 |
 BMO Private Wealth | – | 11th | – | 2/5 |
 Burgundy Asset Management | – | 12th | – | 2/5 |
 Cumberland Private Wealth | – | 2nd | – | 2/5 |
 De Thomas Wealth Management | – | 3rd | – | 2/5 |
| EEB Wealth | – | 10th | – | 2/5 |
 iA Financial | – | 4th | – | 2/5 |
 PWL Capital | – | 8th | – | 2/5 |
| TTCM Financial Studio | – | 9th | – | 2/5 |
| AAlgar Virtue & Associates | – | 7th | – | 1/5 |
| CCardinal Wealth | – | – | – | 1/5 |
 Desjardins | – | – | – | 1/5 |
| FFarrow & Associates Private Wealth Management | – | – | – | 1/5 |
 Guardian Capital Group | – | – | – | 1/5 |
| IInvestment Planning Counsel | – | – | – | 1/5 |
| LLorne Park Capital Partners | – | – | – | 1/5 |
 Newport Private Wealth | – | 6th | – | 1/5 |
| PPurpose Unlimited | – | – | – | 1/5 |
 Sagard Private Equity Canada | – | – | – | 1/5 |
| SSprung Investment Management | – | – | – | 1/5 |
 Steadyhand Investment Management | – | – | – | 1/5 |
| TTreegrove Investment Management | – | – | – | 1/5 |
 Wellington-Altus | – | – | – | 1/5 |
| WWickham Investment Counsel | – | – | – | 1/5 |
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 freeSources cited
wealthprofessional.ca40
investmentexecutive.com24
advisor.ca23- ia.ca6
- steadyhand.com6
mccarthy.ca5
newswire.ca5- desjardins.com4
canadianlawyermag.com3
globenewswire.com3- pwlcapital.com3
- wellington-altus.ca3
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