The Prompt Group

Wealth management firms · Canada

Best wealth management firms in Canada, ranked by AI

28 questions166 answersCollected Methodology v1

Research summary

On fees & cost, ChatGPT, Perplexity and Google AI Overview named Questrade (21.7%), Wealthsimple (21.7%) and RBC InvestEase (17.4%) most often across 23 answers collected between 2 and 3 October 2026. 78.3% of these answers name no firm at all. The most cited source on this topic is wealthnorth.ca, with 28 citations.

Fees & Cost: the firms AI recommends in Canada

The top 10 on fees & cost

  1. 1Questrade21.7%
  2. 2Wealthsimple21.7%
  3. 3RBC InvestEase17.4%
  4. 4CI Direct Investing13%
  5. 5Justwealth13%
  6. 6Nest Wealth8.7%
  7. 7BMO SmartFolio4.3%
  8. 8Qtrade4.3%
  9. 9RBC Wealth Management4.3%

Sources cited

Domains cited in AI answers about fees & cost
DomainCitations
wealthnorth.ca28
wsj.com27
moneysense.ca19
fcnb.ca12
lifemoney.ca7
wealthsimple.com7
yieldmaple.com7
advisor.ca6
canada.ca6
glacierfinancial.ca6

The 4 questions

  1. 01What are typical fees at Canadian independent wealth management firms?No firm named
  2. 02What does fee-only financial planning mean in Canada?No firm named
  3. 03How are financial advisors paid in Canada?No firm named
  4. 04Which wealth management firms in Canada have the lowest fees?QuestradeWealthsimpleRBC InvestEaseCI Direct Investing+5
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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

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