| Question | Named first | |||
|---|---|---|---|---|
| Which Canadian wealth management firms are not owned by a bank? | 7th | Not named | Not named | |
| Best wealth management firm in Canada for retirees | Not named | Not named | Not named | |
| Best private wealth management for high net worth Canadians | ███ | ███ | ███ | █████ |
| Who are the best wealth management firms in Canada? | ███ | ███ | ███ | █████ |
| Which wealth management firm in Canada is best for business owners? | ███ | ███ | ███ | █████ |
| Best wealth management firms in Calgary | ███ | ███ | ███ | █████ |
| Best wealth management firm in Canada for selling a business | ███ | ███ | ███ | █████ |
| Which Canadian wealth management firm should I choose for a $5 million portfolio? | ███ | ███ | ███ | █████ |
| Top rated investment dealers in Canada | ███ | ███ | ███ | █████ |
| Should I move my portfolio from a bank to an independent wealth firm in Canada? | ███ | ███ | ███ | █████ |
Named first when both appear: Tacita Capitalthe rival
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Asked 28 questions about wealth management firms in Canada between 2 and 3 October 2026, the engines named Tacita Capital in 2 of 166 answers, or 1.2%. The ranking puts Tacita Capital tied for 37th among 134 wealth management firms, level with 18 other firms. Tacita Capital shares answers most often with Frontwater Capital and Wellington-Altus.