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Category benchmark|Wealth management|Canada, English prompts

Best wealth management firms in Canada, according to AI

On 2 October 2026 we put 28 unbranded Canadian wealth management questions to ChatGPT, Perplexity and Google AI Overview, twice each, for 168 answers. RBC Wealth Management, BMO Private Wealth and Wellington-Altus led, and ChatGPT and Google AI Overview disagreed about which comes first.

Across 168 AI answers to 28 unbranded Canadian wealth management questions on 2 October 2026, RBC Wealth Management was named most often, in 23.8 percent, and 156 firms were named in total. ChatGPT led with RBC and TD Wealth, while Google AI Overview led with Wellington-Altus.

Anton Sopov
Anton Sopov, Founder, The Prompt Group
Published · Free to cite, CC BY 4.0
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2 October 2026
Collected
28
Questions
168
Answers
156
Firms named
2,274
Citations
Canada, English prompts
Market
ChatGPTPerplexityGoogle AI Overview
AI models measured on, 56 answers each

Who AI named, in order

All 28 questions, 3 engines, 168 answers

Four bank-owned firms and Wellington-Altus sit within six points of each other at the top.

RankWealth management firmsAll enginesChatGPTPerplexityGoogle AI Overview
1RBC Wealth Management23.8%35.7%, above its all-engines figure14.3%, below its all-engines figure21.4%
2BMO Private Wealth20.8%33.9%, above its all-engines figure8.9%, below its all-engines figure19.6%
3Wellington-Altus19.6%23.2%1.8%, below its all-engines figure33.9%, above its all-engines figure
4CIBC Wood Gundy18.5%26.8%, above its all-engines figure5.4%, below its all-engines figure23.2%, above its all-engines figure
5TD Wealth17.9%35.7%, above its all-engines figure8.9%, below its all-engines figure8.9%, below its all-engines figure
6Richardson Wealth14.9%26.8%, above its all-engines figure3.6%, below its all-engines figure14.3%
7Raymond James14.3%12.5%8.9%, below its all-engines figure21.4%, above its all-engines figure
8Nicola Wealth12.5%10.7%1.8%, below its all-engines figure25.0%, above its all-engines figure
9Wealthsimple7.1%8.9%, above its all-engines figure3.6%, below its all-engines figure8.9%, above its all-engines figure
10Harbourfront Wealth6.5%5.4%1.8%, below its all-engines figure12.5%, above its all-engines figure
10Canaccord Genuity Wealth Management6.5%8.9%, above its all-engines figure0 , never named10.7%, above its all-engines figure
10Questrade6.5%5.4%5.4%8.9%, above its all-engines figure
13Assante5.4%7.1%, above its all-engines figure1.8%, below its all-engines figure7.1%, above its all-engines figure
13National Bank Financial5.4%10.7%, above its all-engines figure0 , never named5.4%
15Scotia Wealth Management3.6%5.4%, above its all-engines figure0 , never named5.4%, above its all-engines figure
16Edward Jones3.0%5.4%, above its all-engines figure1.8%, below its all-engines figure1.8%, below its all-engines figure
17CI Financial2.4%3.6%, above its all-engines figure0 , never named3.6%, above its all-engines figure
17Cresco Wealth Management2.4%5.4%, above its all-engines figure0 , never named1.8%, below its all-engines figure
17Frontwater Capital2.4%7.1%, above its all-engines figure0 , never named0 , never named
17iA Financial2.4%5.4%, above its all-engines figure1.8%, below its all-engines figure0 , never named
17iA Private Wealth2.4%3.6%, above its all-engines figure1.8%, below its all-engines figure1.8%, below its all-engines figure
17MRG Wealth Management2.4%5.4%, above its all-engines figure0 , never named1.8%, below its all-engines figure
17PWL Capital2.4%5.4%, above its all-engines figure1.8%, below its all-engines figure0 , never named
17RBC InvestEase2.4%3.6%, above its all-engines figure1.8%, below its all-engines figure1.8%, below its all-engines figure
25ATB Wealth1.8%3.6%, above its all-engines figure1.8%0 , never named
25Canaccord Genuity1.8%3.6%, above its all-engines figure1.8%0 , never named
25CG Wealth Management1.8%0 , never named0 , never named5.4%, above its all-engines figure
25CI Direct Investing1.8%3.6%, above its all-engines figure1.8%0 , never named
25IG Wealth Management1.8%0 , never named0 , never named5.4%, above its all-engines figure
25Justwealth1.8%3.6%, above its all-engines figure0 , never named1.8%
25RGF Integrated Wealth Management1.8%3.6%, above its all-engines figure0 , never named1.8%
25Rothenberg Wealth Management1.8%5.4%, above its all-engines figure0 , never named0 , never named
25Scotiabank1.8%0 , never named1.8%3.6%, above its all-engines figure
25ScotiaMcleod1.8%1.8%0 , never named3.6%, above its all-engines figure
25TD1.8%1.8%1.8%1.8%
36Alpha Bull Canada Private Wealth1.2%1.8%, above its all-engines figure0 , never named1.8%, above its all-engines figure
36ARC Wealth1.2%3.6%, above its all-engines figure0 , never named0 , never named
36Aware Financial1.2%3.6%, above its all-engines figure0 , never named0 , never named
36BMO1.2%1.8%, above its all-engines figure0 , never named1.8%, above its all-engines figure
36Burgundy Asset Management1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36Cumberland Partners1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36De Thomas Wealth Management1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36EB Wealth1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36Farrow & Associates Private Wealth Management1.2%0 , never named3.6%, above its all-engines figure0 , never named
36Fiera Capital1.2%0 , never named0 , never named3.6%, above its all-engines figure
36Griffith & Associates Wealth Management1.2%1.8%, above its all-engines figure0 , never named1.8%, above its all-engines figure
36Hemisphere Capital Management1.2%3.6%, above its all-engines figure0 , never named0 , never named
36Interactive Brokers1.2%0 , never named1.8%, above its all-engines figure1.8%, above its all-engines figure
36Interactive Brokers Canada1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36JCIC Asset Management1.2%3.6%, above its all-engines figure0 , never named0 , never named
36Moraine Wealth Advisory1.2%3.6%, above its all-engines figure0 , never named0 , never named
36National Bank Private Banking 18591.2%3.6%, above its all-engines figure0 , never named0 , never named
36Nest Wealth1.2%0 , never named1.8%, above its all-engines figure1.8%, above its all-engines figure
36Northland Wealth Management1.2%0 , never named1.8%, above its all-engines figure1.8%, above its all-engines figure
36Objective Financial Partners1.2%0 , never named1.8%, above its all-engines figure1.8%, above its all-engines figure
36Qtrade1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36Tacita Capital1.2%3.6%, above its all-engines figure0 , never named0 , never named
36TCM Financial Studio1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
36TD Direct Investing1.2%0 , never named3.6%, above its all-engines figure0 , never named
36UBS Wealth Management Canada1.2%1.8%, above its all-engines figure1.8%, above its all-engines figure0 , never named
61Aaron Wealth Management0.6%0 , never named0 , never named1.8%, above its all-engines figure
61AGF Capital Partners0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Algar Virtue & Associates0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Aretec Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Aviso Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61BDO Canada0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Beutel Goodman0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Blue Bridge0.6%0 , never named0 , never named1.8%, above its all-engines figure
61BMO Family Office0.6%0 , never named0 , never named1.8%, above its all-engines figure
61BMO GSA Group0.6%0 , never named1.8%, above its all-engines figure0 , never named
61BMO InvestorLine0.6%0 , never named1.8%, above its all-engines figure0 , never named
61BMO SmartFolio0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Camber Private Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Cardinal Wealth0.6%0 , never named1.8%, above its all-engines figure0 , never named
61CI0.6%1.8%, above its all-engines figure0 , never named0 , never named
61CIBC Investor's Edge0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Compass Private Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Coriel Capital0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Cumberland Private Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Cypress Capital Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61DaVinci Capital Partners0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Deans Knight Capital Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Designed Wealth Management0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Desjardins0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Dewdney & Co.0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Evergreen Wealth Management0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Ewing Morris & Co. Investment Partners0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Flatiron Wealth Management0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Focus Wealth Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Foster & Associates0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Guardian Capital Group0.6%1.8%, above its all-engines figure0 , never named0 , never named
61IGM0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Investment Planning Counsel0.6%1.8%, above its all-engines figure0 , never named0 , never named
61JBA Asset Management0.6%0 , never named1.8%, above its all-engines figure0 , never named
61JCIC0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Jg Wealth Solutions0.6%0 , never named1.8%, above its all-engines figure0 , never named
61JM Financial Private Equity0.6%0 , never named1.8%, above its all-engines figure0 , never named
61KPMG Canada0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Leith Wheeler Investment Counsel0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Letko Brosseau0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Longevity Wealth0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Lorne Park Capital Partners0.6%1.8%, above its all-engines figure0 , never named0 , never named
61LT Wealth Management Partners0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Lugen Family Office0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Macdonald Shymko & Co.0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Mackenzie Investments0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Manulife0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Manulife Investment Management0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Mawer Investment Management0.6%0 , never named0 , never named1.8%, above its all-engines figure
61MD Signature Private Wealth Management0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Nesbitt Burns0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Newhaven Asset Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Newport Private Wealth0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Northland Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Northwood Family Office0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Novel Wealth0.6%0 , never named0 , never named1.8%, above its all-engines figure
61OceanFront Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Odlum Brown0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Our Family Office0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Pembroke Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Purpose Unlimited0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Raymond James Canada0.6%1.8%, above its all-engines figure0 , never named0 , never named
61RBC0.6%0 , never named0 , never named1.8%, above its all-engines figure
61RBC Direct Investing0.6%0 , never named1.8%, above its all-engines figure0 , never named
61RBC Family Office Services0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Richardson GMP0.6%0 , never named1.8%, above its all-engines figure0 , never named
61RPIA Capital Management0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Sagard Private Equity Canada0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Sagard Wealth0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Schneider & Pollock Wealth Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Scotia Capital0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Scotia iTRADE0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Scotia Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Scotiabank Global Wealth Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Scotiabank iTRADE0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Scotiabank Private Wealth0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Scotiabank Wealth Management0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Seeley Group Private Wealth Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Senatus Wealth0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Sprung Investment Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Steadyhand Investment Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Stenner Wealth Partners+0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Tetrault Wealth0.6%0 , never named0 , never named1.8%, above its all-engines figure
61The Hunt Advisory Group0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Tier One Family Office0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Treegrove Investment Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Trident Wealth0.6%0 , never named1.8%, above its all-engines figure0 , never named
61UBS0.6%0 , never named1.8%, above its all-engines figure0 , never named
61Wealth Preservation Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61WealthPoint0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Wealthsimple Wealth Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61WFS Wealth & Financial Strategies0.6%0 , never named0 , never named1.8%, above its all-engines figure
61Wherry & Associates Private Wealth Management0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Wickham Investment Counsel0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Wood Gundy0.6%1.8%, above its all-engines figure0 , never named0 , never named
61Yorkville Asset Management0.6%0 , never named1.8%, above its all-engines figure0 , never named

156 ranked, 2 October 2026Figure 1

Is one of these yours?

A rank says where you sit. It does not say whether the engines describe you the way your brand strategy intends.

Review my AEO strategy

What do AI answers say about Canadian wealth management firms?

Four bank-owned firms and Wellington-Altus share the top of the field, and the two engines that name firms reliably put different firms first.

  1. RBC Wealth Management was named in 23.8 percent of 168 answers, and the top five firms sit within 5.9 points.

    Figure 1

  2. On commercial questions, Google AI Overview named Wellington-Altus in 57.1 percent of answers and ChatGPT in 39.3 percent, sixth among firms.

    Figure 2

  3. TD Wealth was named in 35.7 percent of ChatGPT answers and 8.9 percent of Google AI Overview answers, the widest gap between engines.

    Figure 2

  4. In 32 of 56 Perplexity answers most cited sources were unrelated to the question, so Perplexity figures here are not a reliable read.

    Figure 2

  5. wsj.com’s US advisor guides were cited in 33 of 168 Canadian answers, more than any Canadian firm or regulator.

    Figure 4

  6. Google AI Overview took 18.0 percent of its citations from forums and social media; ChatGPT took 0.1 percent.

    Figure 5

Which wealth management questions did we ask AI?

Twenty-eight questions that name no firm. Fourteen are buying questions, and those produce almost every firm the engines name.

The panel is 28 questions a Canadian investor might put to an assistant while choosing a firm. They cover six topics: firm comparison and reputation (9), choosing an advisor (6), high net worth and business owners (6), fees and cost (4), independent against bank (4) and corporate ownership (1). Searchable labels 14 of them commercial, 9 informational and 5 transactional.

Each question went to ChatGPT, Perplexity and Google AI Overview twice on 2 October 2026, giving 168 answers. The tracked set is 36 questions, and we set aside the eight that name a firm, four of them Wellington-Altus.

Intent changes the result more than the choice of engine does. Answers to the 14 commercial questions named a firm 83.3 percent of the time, against 16.7 percent for the 9 informational questions, so visibility in this category sits in a narrow band of shortlist questions.

A firm that measures itself on definitional questions such as how advisors are paid will find almost nothing to measure.

Which wealth management firms does AI name most in Canada?

RBC Wealth Management, in 23.8 percent of 168 answers, then BMO Private Wealth at 20.8, Wellington-Altus at 19.6, CIBC Wood Gundy at 18.5 and TD Wealth at 17.9.

The top five sit within 5.9 points of each other, and four of the five are bank-owned. Below them the field opens: Richardson Wealth, Raymond James and Nicola Wealth sit between 12.5 and 14.9 percent, and the next firm, Wealthsimple, is at 7.1.

The engines named 156 firms in 524 mentions. Ninety-six of them were named once, and the ten most named take 50.0 percent of all mentions, so the category has a crowded head and a long tail of local advisory practices.

Figure 1

The full ranking

Four bank-owned firms and Wellington-Altus sit within six points of each other at the top.

Bank-ownedNot bank-owned advisory firmOnline platformNot classified
  1. 01RBC Wealth Management23.8%
  2. 02BMO Private Wealth20.8%
  3. 03Wellington-Altus19.6%
  4. 04CIBC Wood Gundy18.5%
  5. 05TD Wealth17.9%
  6. 06Richardson Wealth14.9%
  7. 07Raymond James14.3%
  8. 08Nicola Wealth12.5%
  9. 09Wealthsimple7.1%
  10. 10Harbourfront Wealth6.5%
  11. 11Canaccord Genuity Wealth Management6.5%
  12. 12Questrade6.5%
  13. 13Assante5.4%
  14. 14National Bank Financial5.4%
  15. 15Scotia Wealth Management3.6%
  16. 16Edward Jones3.0%
  17. 17CI Financial2.4%
  18. 18Cresco Wealth Management2.4%
  19. 19Frontwater Capital2.4%
  20. 20iA Financial2.4%
  21. 21iA Private Wealth2.4%
  22. 22MRG Wealth Management2.4%
  23. 23PWL Capital2.4%
  24. 24RBC InvestEase2.4%
  25. 25ATB Wealth1.8%
  26. 26Canaccord Genuity1.8%
  27. 27CG Wealth Management1.8%
  28. 28CI Direct Investing1.8%
  29. 29IG Wealth Management1.8%
  30. 30Justwealth1.8%
  31. 31RGF Integrated Wealth Management1.8%
  32. 32Rothenberg Wealth Management1.8%
  33. 33Scotiabank1.8%
  34. 34ScotiaMcleod1.8%
  35. 35TD1.8%
  36. 36Alpha Bull Canada Private Wealth1.2%
  37. 37ARC Wealth1.2%
  38. 38Aware Financial1.2%
  39. 39BMO1.2%
  40. 40Burgundy Asset Management1.2%
  41. 41Cumberland Partners1.2%
  42. 42De Thomas Wealth Management1.2%
  43. 43EB Wealth1.2%
  44. 44Farrow & Associates Private Wealth Management1.2%
  45. 45Fiera Capital1.2%
  46. 46Griffith & Associates Wealth Management1.2%
  47. 47Hemisphere Capital Management1.2%
  48. 48Interactive Brokers1.2%
  49. 49Interactive Brokers Canada1.2%
  50. 50JCIC Asset Management1.2%
  51. 51Moraine Wealth Advisory1.2%
  52. 52National Bank Private Banking 18591.2%
  53. 53Nest Wealth1.2%
  54. 54Northland Wealth Management1.2%
  55. 55Objective Financial Partners1.2%
  56. 56Qtrade1.2%
  57. 57Tacita Capital1.2%
  58. 58TCM Financial Studio1.2%
  59. 59TD Direct Investing1.2%
  60. 60UBS Wealth Management Canada1.2%
  61. 61Aaron Wealth Management0.6%
  62. 62AGF Capital Partners0.6%
  63. 63Algar Virtue & Associates0.6%
  64. 64Aretec Wealth0.6%
  65. 65Aviso Wealth0.6%
  66. 66BDO Canada0.6%
  67. 67Beutel Goodman0.6%
  68. 68Blue Bridge0.6%
  69. 69BMO Family Office0.6%
  70. 70BMO GSA Group0.6%
  71. 71BMO InvestorLine0.6%
  72. 72BMO SmartFolio0.6%
  73. 73Camber Private Wealth0.6%
  74. 74Cardinal Wealth0.6%
  75. 75CI0.6%
  76. 76CIBC Investor's Edge0.6%
  77. 77Compass Private Wealth0.6%
  78. 78Coriel Capital0.6%
  79. 79Cumberland Private Wealth0.6%
  80. 80Cypress Capital Management0.6%
  81. 81DaVinci Capital Partners0.6%
  82. 82Deans Knight Capital Management0.6%
  83. 83Designed Wealth Management0.6%
  84. 84Desjardins0.6%
  85. 85Dewdney & Co.0.6%
  86. 86Evergreen Wealth Management0.6%
  87. 87Ewing Morris & Co. Investment Partners0.6%
  88. 88Flatiron Wealth Management0.6%
  89. 89Focus Wealth Management0.6%
  90. 90Foster & Associates0.6%
  91. 91Guardian Capital Group0.6%
  92. 92IGM0.6%
  93. 93Investment Planning Counsel0.6%
  94. 94JBA Asset Management0.6%
  95. 95JCIC0.6%
  96. 96Jg Wealth Solutions0.6%
  97. 97JM Financial Private Equity0.6%
  98. 98KPMG Canada0.6%
  99. 99Leith Wheeler Investment Counsel0.6%
  100. 100Letko Brosseau0.6%
  101. 101Longevity Wealth0.6%
  102. 102Lorne Park Capital Partners0.6%
  103. 103LT Wealth Management Partners0.6%
  104. 104Lugen Family Office0.6%
  105. 105Macdonald Shymko & Co.0.6%
  106. 106Mackenzie Investments0.6%
  107. 107Manulife0.6%
  108. 108Manulife Investment Management0.6%
  109. 109Mawer Investment Management0.6%
  110. 110MD Signature Private Wealth Management0.6%
  111. 111Nesbitt Burns0.6%
  112. 112Newhaven Asset Management0.6%
  113. 113Newport Private Wealth0.6%
  114. 114Northland Wealth0.6%
  115. 115Northwood Family Office0.6%
  116. 116Novel Wealth0.6%
  117. 117OceanFront Wealth0.6%
  118. 118Odlum Brown0.6%
  119. 119Our Family Office0.6%
  120. 120Pembroke Management0.6%
  121. 121Purpose Unlimited0.6%
  122. 122Raymond James Canada0.6%
  123. 123RBC0.6%
  124. 124RBC Direct Investing0.6%
  125. 125RBC Family Office Services0.6%
  126. 126Richardson GMP0.6%
  127. 127RPIA Capital Management0.6%
  128. 128Sagard Private Equity Canada0.6%
  129. 129Sagard Wealth0.6%
  130. 130Schneider & Pollock Wealth Management0.6%
  131. 131Scotia Capital0.6%
  132. 132Scotia iTRADE0.6%
  133. 133Scotia Wealth0.6%
  134. 134Scotiabank Global Wealth Management0.6%
  135. 135Scotiabank iTRADE0.6%
  136. 136Scotiabank Private Wealth0.6%
  137. 137Scotiabank Wealth Management0.6%
  138. 138Seeley Group Private Wealth Management0.6%
  139. 139Senatus Wealth0.6%
  140. 140Sprung Investment Management0.6%
  141. 141Steadyhand Investment Management0.6%
  142. 142Stenner Wealth Partners+0.6%
  143. 143Tetrault Wealth0.6%
  144. 144The Hunt Advisory Group0.6%
  145. 145Tier One Family Office0.6%
  146. 146Treegrove Investment Management0.6%
  147. 147Trident Wealth0.6%
  148. 148UBS0.6%
  149. 149Wealth Preservation Management0.6%
  150. 150WealthPoint0.6%
  151. 151Wealthsimple Wealth Management0.6%
  152. 152WFS Wealth & Financial Strategies0.6%
  153. 153Wherry & Associates Private Wealth Management0.6%
  154. 154Wickham Investment Counsel0.6%
  155. 155Wood Gundy0.6%
  156. 156Yorkville Asset Management0.6%
0%10%20%30%
Data behind Figure 1156 rows · CSV · JSON · PNG

Share of the 168 answers to unbranded questions that name each firm, pooled over two runs. The Prompt Group, 2 October 2026.

Every firm named is listed, 156 in all, and the page shows the first 15. Ownership group is our classification for those 15, as of October 2026. Names follow the Searchable roster, so TD Wealth is TD Wealth Private Investment Advice.

NameValueAnswers naming it
RBC Wealth Management23.8%40 of 168
BMO Private Wealth20.8%35 of 168
Wellington-Altus19.6%33 of 168
CIBC Wood Gundy18.5%31 of 168
TD Wealth17.9%30 of 168
Richardson Wealth14.9%25 of 168
Raymond James14.3%24 of 168
Nicola Wealth12.5%21 of 168
Wealthsimple7.1%12 of 168
Harbourfront Wealth6.5%11 of 168
Canaccord Genuity Wealth Management6.5%11 of 168
Questrade6.5%11 of 168
Assante5.4%9 of 168
National Bank Financial5.4%9 of 168
Scotia Wealth Management3.6%6 of 168
Edward Jones3.0%5 of 168
CI Financial2.4%4 of 168
Cresco Wealth Management2.4%4 of 168
Frontwater Capital2.4%4 of 168
iA Financial2.4%4 of 168
iA Private Wealth2.4%4 of 168
MRG Wealth Management2.4%4 of 168
PWL Capital2.4%4 of 168
RBC InvestEase2.4%4 of 168
ATB Wealth1.8%3 of 168
Canaccord Genuity1.8%3 of 168
CG Wealth Management1.8%3 of 168
CI Direct Investing1.8%3 of 168
IG Wealth Management1.8%3 of 168
Justwealth1.8%3 of 168
RGF Integrated Wealth Management1.8%3 of 168
Rothenberg Wealth Management1.8%3 of 168
Scotiabank1.8%3 of 168
ScotiaMcleod1.8%3 of 168
TD1.8%3 of 168
Alpha Bull Canada Private Wealth1.2%2 of 168
ARC Wealth1.2%2 of 168
Aware Financial1.2%2 of 168
BMO1.2%2 of 168
Burgundy Asset Management1.2%2 of 168
Cumberland Partners1.2%2 of 168
De Thomas Wealth Management1.2%2 of 168
EB Wealth1.2%2 of 168
Farrow & Associates Private Wealth Management1.2%2 of 168
Fiera Capital1.2%2 of 168
Griffith & Associates Wealth Management1.2%2 of 168
Hemisphere Capital Management1.2%2 of 168
Interactive Brokers1.2%2 of 168
Interactive Brokers Canada1.2%2 of 168
JCIC Asset Management1.2%2 of 168
Moraine Wealth Advisory1.2%2 of 168
National Bank Private Banking 18591.2%2 of 168
Nest Wealth1.2%2 of 168
Northland Wealth Management1.2%2 of 168
Objective Financial Partners1.2%2 of 168
Qtrade1.2%2 of 168
Tacita Capital1.2%2 of 168
TCM Financial Studio1.2%2 of 168
TD Direct Investing1.2%2 of 168
UBS Wealth Management Canada1.2%2 of 168
Aaron Wealth Management0.6%1 of 168
AGF Capital Partners0.6%1 of 168
Algar Virtue & Associates0.6%1 of 168
Aretec Wealth0.6%1 of 168
Aviso Wealth0.6%1 of 168
BDO Canada0.6%1 of 168
Beutel Goodman0.6%1 of 168
Blue Bridge0.6%1 of 168
BMO Family Office0.6%1 of 168
BMO GSA Group0.6%1 of 168
BMO InvestorLine0.6%1 of 168
BMO SmartFolio0.6%1 of 168
Camber Private Wealth0.6%1 of 168
Cardinal Wealth0.6%1 of 168
CI0.6%1 of 168
CIBC Investor's Edge0.6%1 of 168
Compass Private Wealth0.6%1 of 168
Coriel Capital0.6%1 of 168
Cumberland Private Wealth0.6%1 of 168
Cypress Capital Management0.6%1 of 168
DaVinci Capital Partners0.6%1 of 168
Deans Knight Capital Management0.6%1 of 168
Designed Wealth Management0.6%1 of 168
Desjardins0.6%1 of 168
Dewdney & Co.0.6%1 of 168
Evergreen Wealth Management0.6%1 of 168
Ewing Morris & Co. Investment Partners0.6%1 of 168
Flatiron Wealth Management0.6%1 of 168
Focus Wealth Management0.6%1 of 168
Foster & Associates0.6%1 of 168
Guardian Capital Group0.6%1 of 168
IGM0.6%1 of 168
Investment Planning Counsel0.6%1 of 168
JBA Asset Management0.6%1 of 168
JCIC0.6%1 of 168
Jg Wealth Solutions0.6%1 of 168
JM Financial Private Equity0.6%1 of 168
KPMG Canada0.6%1 of 168
Leith Wheeler Investment Counsel0.6%1 of 168
Letko Brosseau0.6%1 of 168
Longevity Wealth0.6%1 of 168
Lorne Park Capital Partners0.6%1 of 168
LT Wealth Management Partners0.6%1 of 168
Lugen Family Office0.6%1 of 168
Macdonald Shymko & Co.0.6%1 of 168
Mackenzie Investments0.6%1 of 168
Manulife0.6%1 of 168
Manulife Investment Management0.6%1 of 168
Mawer Investment Management0.6%1 of 168
MD Signature Private Wealth Management0.6%1 of 168
Nesbitt Burns0.6%1 of 168
Newhaven Asset Management0.6%1 of 168
Newport Private Wealth0.6%1 of 168
Northland Wealth0.6%1 of 168
Northwood Family Office0.6%1 of 168
Novel Wealth0.6%1 of 168
OceanFront Wealth0.6%1 of 168
Odlum Brown0.6%1 of 168
Our Family Office0.6%1 of 168
Pembroke Management0.6%1 of 168
Purpose Unlimited0.6%1 of 168
Raymond James Canada0.6%1 of 168
RBC0.6%1 of 168
RBC Direct Investing0.6%1 of 168
RBC Family Office Services0.6%1 of 168
Richardson GMP0.6%1 of 168
RPIA Capital Management0.6%1 of 168
Sagard Private Equity Canada0.6%1 of 168
Sagard Wealth0.6%1 of 168
Schneider & Pollock Wealth Management0.6%1 of 168
Scotia Capital0.6%1 of 168
Scotia iTRADE0.6%1 of 168
Scotia Wealth0.6%1 of 168
Scotiabank Global Wealth Management0.6%1 of 168
Scotiabank iTRADE0.6%1 of 168
Scotiabank Private Wealth0.6%1 of 168
Scotiabank Wealth Management0.6%1 of 168
Seeley Group Private Wealth Management0.6%1 of 168
Senatus Wealth0.6%1 of 168
Sprung Investment Management0.6%1 of 168
Steadyhand Investment Management0.6%1 of 168
Stenner Wealth Partners+0.6%1 of 168
Tetrault Wealth0.6%1 of 168
The Hunt Advisory Group0.6%1 of 168
Tier One Family Office0.6%1 of 168
Treegrove Investment Management0.6%1 of 168
Trident Wealth0.6%1 of 168
UBS0.6%1 of 168
Wealth Preservation Management0.6%1 of 168
WealthPoint0.6%1 of 168
Wealthsimple Wealth Management0.6%1 of 168
WFS Wealth & Financial Strategies0.6%1 of 168
Wherry & Associates Private Wealth Management0.6%1 of 168
Wickham Investment Counsel0.6%1 of 168
Wood Gundy0.6%1 of 168
Yorkville Asset Management0.6%1 of 168

Wellington-Altus is the only firm in the top five not owned by a bank. Below the top eight, no firm is named in more than one answer in thirteen.

The pooled ranking averages three engines that disagree, and one of them is unreliable in this collection. Read the order inside the top five as a tie, and read Figure 2 before quoting any one engine. Figure 1 lists all 156 firms.

Does ChatGPT name the same wealth management firms as Google AI Overview?

ChatGPT names RBC Wealth Management and TD Wealth most, each in 35.7 percent of its answers, while Google AI Overview names Wellington-Altus most, in 33.9 percent.

On the 14 commercial questions the gap widens. ChatGPT named RBC Wealth Management in 60.7 percent of its 28 answers and Wellington-Altus in 39.3, sixth. Google AI Overview named Wellington-Altus in 57.1 percent and Nicola Wealth in 50.0, with RBC at 28.6.

TD Wealth shows the largest reversal: 35.7 percent on ChatGPT and 8.9 on Google AI Overview. Bank-owned firms take 35.4 percent of firm mentions on ChatGPT against 28.8 on Google AI Overview, under our ownership classification.

Figure 2

Engine by engine

ChatGPT leads with the banks, Google AI Overview with Wellington-Altus, and Perplexity names few firms.

ChatGPTPerplexityGoogle AI Overview
0%10%20%30%40%
  1. 01RBC Wealth Management35.7%14.3%21.4%
  2. 02TD Wealth35.7%8.9%8.9%
  3. 03BMO Private Wealth33.9%8.9%19.6%
  4. 04Wellington-Altus23.2%1.8%33.9%
  5. 05CIBC Wood Gundy26.8%5.4%23.2%
  6. 06Richardson Wealth26.8%3.6%14.3%
  7. 07Nicola Wealth10.7%1.8%25.0%
  8. 08Raymond James12.5%8.9%21.4%
  9. 09Harbourfront Wealth5.4%1.8%12.5%
  10. 10Canaccord Genuity Wealth Management8.9%010.7%
  11. 11National Bank Financial10.7%05.4%
  12. 12Wealthsimple8.9%3.6%8.9%
  13. 13Questrade5.4%5.4%8.9%
  14. 14Assante7.1%1.8%7.1%
  15. 15Frontwater Capital7.1%00
  16. 16Scotia Wealth Management5.4%05.4%
  17. 17Edward Jones5.4%1.8%1.8%
  18. 18Cresco Wealth Management5.4%01.8%
  19. 19iA Financial5.4%1.8%0
  20. 20MRG Wealth Management5.4%01.8%
  21. 21PWL Capital5.4%1.8%0
  22. 22CG Wealth Management005.4%
  23. 23IG Wealth Management005.4%
  24. 24Rothenberg Wealth Management5.4%00
  25. 25CI Financial3.6%03.6%
  26. 26iA Private Wealth3.6%1.8%1.8%
  27. 27RBC InvestEase3.6%1.8%1.8%
  28. 28ATB Wealth3.6%1.8%0
  29. 29Canaccord Genuity3.6%1.8%0
  30. 30CI Direct Investing3.6%1.8%0
  31. 31Justwealth3.6%01.8%
  32. 32RGF Integrated Wealth Management3.6%01.8%
  33. 33Scotiabank01.8%3.6%
  34. 34ScotiaMcleod1.8%03.6%
  35. 35ARC Wealth3.6%00
  36. 36Aware Financial3.6%00
  37. 37Fiera Capital003.6%
  38. 38Hemisphere Capital Management3.6%00
  39. 39JCIC Asset Management3.6%00
  40. 40Moraine Wealth Advisory3.6%00
  41. 41National Bank Private Banking 18593.6%00
  42. 42Tacita Capital3.6%00
  43. 43TD1.8%1.8%1.8%
  44. 44Alpha Bull Canada Private Wealth1.8%01.8%
  45. 45BMO1.8%01.8%
  46. 46Burgundy Asset Management1.8%1.8%0
  47. 47Cumberland Partners1.8%1.8%0
  48. 48De Thomas Wealth Management1.8%1.8%0
  49. 49EB Wealth1.8%1.8%0
  50. 50Griffith & Associates Wealth Management1.8%01.8%
  51. 51Interactive Brokers01.8%1.8%
  52. 52Interactive Brokers Canada1.8%1.8%0
  53. 53Nest Wealth01.8%1.8%
  54. 54Northland Wealth Management01.8%1.8%
  55. 55Objective Financial Partners01.8%1.8%
  56. 56Qtrade1.8%1.8%0
  57. 57TCM Financial Studio1.8%1.8%0
  58. 58UBS Wealth Management Canada1.8%1.8%0
  59. 59Aaron Wealth Management001.8%
  60. 60Aretec Wealth1.8%00
  61. 61Aviso Wealth1.8%00
  62. 62BDO Canada1.8%00
  63. 63Beutel Goodman1.8%00
  64. 64Blue Bridge001.8%
  65. 65BMO Family Office001.8%
  66. 66BMO SmartFolio1.8%00
  67. 67Camber Private Wealth1.8%00
  68. 68CI1.8%00
  69. 69Compass Private Wealth1.8%00
  70. 70Coriel Capital001.8%
  71. 71Cumberland Private Wealth1.8%00
  72. 72Cypress Capital Management1.8%00
  73. 73DaVinci Capital Partners001.8%
  74. 74Deans Knight Capital Management1.8%00
  75. 75Designed Wealth Management001.8%
  76. 76Desjardins1.8%00
  77. 77Dewdney & Co.1.8%00
  78. 78Evergreen Wealth Management001.8%
  79. 79Ewing Morris & Co. Investment Partners1.8%00
  80. 80Flatiron Wealth Management001.8%
  81. 81Focus Wealth Management1.8%00
  82. 82Foster & Associates001.8%
  83. 83Guardian Capital Group1.8%00
  84. 84IGM1.8%00
  85. 85Investment Planning Counsel1.8%00
  86. 86JCIC1.8%00
  87. 87KPMG Canada1.8%00
  88. 88Leith Wheeler Investment Counsel1.8%00
  89. 89Letko Brosseau1.8%00
  90. 90Longevity Wealth001.8%
  91. 91Lorne Park Capital Partners1.8%00
  92. 92LT Wealth Management Partners1.8%00
  93. 93Lugen Family Office001.8%
  94. 94Macdonald Shymko & Co.001.8%
  95. 95Mackenzie Investments1.8%00
  96. 96Mawer Investment Management001.8%
  97. 97MD Signature Private Wealth Management001.8%
  98. 98Newhaven Asset Management1.8%00
  99. 99Northland Wealth1.8%00
  100. 100Novel Wealth001.8%
  101. 101OceanFront Wealth1.8%00
  102. 102Odlum Brown1.8%00
  103. 103Pembroke Management1.8%00
  104. 104Purpose Unlimited1.8%00
  105. 105Raymond James Canada1.8%00
  106. 106RBC001.8%
  107. 107RBC Family Office Services001.8%
  108. 108Sagard Private Equity Canada1.8%00
  109. 109Sagard Wealth001.8%
  110. 110Schneider & Pollock Wealth Management1.8%00
  111. 111Scotia Capital1.8%00
  112. 112Scotia Wealth1.8%00
  113. 113Scotiabank Global Wealth Management1.8%00
  114. 114Seeley Group Private Wealth Management1.8%00
  115. 115Senatus Wealth1.8%00
  116. 116Sprung Investment Management1.8%00
  117. 117Steadyhand Investment Management1.8%00
  118. 118Tetrault Wealth001.8%
  119. 119Tier One Family Office001.8%
  120. 120Treegrove Investment Management1.8%00
  121. 121Wealth Preservation Management1.8%00
  122. 122WealthPoint1.8%00
  123. 123Wealthsimple Wealth Management1.8%00
  124. 124WFS Wealth & Financial Strategies001.8%
  125. 125Wherry & Associates Private Wealth Management1.8%00
  126. 126Wickham Investment Counsel1.8%00
  127. 127Wood Gundy1.8%00
  128. 128Farrow & Associates Private Wealth Management03.6%0
  129. 129TD Direct Investing03.6%0
  130. 130AGF Capital Partners01.8%0
  131. 131Algar Virtue & Associates01.8%0
  132. 132BMO GSA Group01.8%0
  133. 133BMO InvestorLine01.8%0
  134. 134Cardinal Wealth01.8%0
  135. 135CIBC Investor's Edge01.8%0
  136. 136JBA Asset Management01.8%0
  137. 137Jg Wealth Solutions01.8%0
  138. 138JM Financial Private Equity01.8%0
  139. 139Manulife01.8%0
  140. 140Manulife Investment Management01.8%0
  141. 141Nesbitt Burns01.8%0
  142. 142Newport Private Wealth01.8%0
  143. 143Northwood Family Office01.8%0
  144. 144Our Family Office01.8%0
  145. 145RBC Direct Investing01.8%0
  146. 146Richardson GMP01.8%0
  147. 147RPIA Capital Management01.8%0
  148. 148Scotia iTRADE01.8%0
  149. 149Scotiabank iTRADE01.8%0
  150. 150Scotiabank Private Wealth01.8%0
  151. 151Scotiabank Wealth Management01.8%0
  152. 152Stenner Wealth Partners+01.8%0
  153. 153The Hunt Advisory Group01.8%0
  154. 154Trident Wealth01.8%0
  155. 155UBS01.8%0
  156. 156Yorkville Asset Management01.8%0
Data behind Figure 2156 rows · CSV · JSON · PNG

Share of each engine’s 56 answers that name each firm, pooled over two runs. The Prompt Group, 2 October 2026.

Every firm named is listed. Two of Google AI Overview’s 56 answers came back empty and count as naming nobody. Most Perplexity answers rest on unrelated sources; see the section on Perplexity.

NameChatGPTPerplexity
RBC Wealth Management35.7%14.3%
TD Wealth35.7%8.9%
BMO Private Wealth33.9%8.9%
Wellington-Altus23.2%1.8%
CIBC Wood Gundy26.8%5.4%
Richardson Wealth26.8%3.6%
Nicola Wealth10.7%1.8%
Raymond James12.5%8.9%
Harbourfront Wealth5.4%1.8%
Canaccord Genuity Wealth Management8.9%0
National Bank Financial10.7%0
Wealthsimple8.9%3.6%
Questrade5.4%5.4%
Assante7.1%1.8%
Frontwater Capital7.1%0
Scotia Wealth Management5.4%0
Edward Jones5.4%1.8%
Cresco Wealth Management5.4%0
iA Financial5.4%1.8%
MRG Wealth Management5.4%0
PWL Capital5.4%1.8%
CG Wealth Management0.0%0
IG Wealth Management0.0%0
Rothenberg Wealth Management5.4%0
CI Financial3.6%0
iA Private Wealth3.6%1.8%
RBC InvestEase3.6%1.8%
ATB Wealth3.6%1.8%
Canaccord Genuity3.6%1.8%
CI Direct Investing3.6%1.8%
Justwealth3.6%0
RGF Integrated Wealth Management3.6%0
Scotiabank0.0%1.8%
ScotiaMcleod1.8%0
ARC Wealth3.6%0
Aware Financial3.6%0
Fiera Capital0.0%0
Hemisphere Capital Management3.6%0
JCIC Asset Management3.6%0
Moraine Wealth Advisory3.6%0
National Bank Private Banking 18593.6%0
Tacita Capital3.6%0
TD1.8%1.8%
Alpha Bull Canada Private Wealth1.8%0
BMO1.8%0
Burgundy Asset Management1.8%1.8%
Cumberland Partners1.8%1.8%
De Thomas Wealth Management1.8%1.8%
EB Wealth1.8%1.8%
Griffith & Associates Wealth Management1.8%0
Interactive Brokers0.0%1.8%
Interactive Brokers Canada1.8%1.8%
Nest Wealth0.0%1.8%
Northland Wealth Management0.0%1.8%
Objective Financial Partners0.0%1.8%
Qtrade1.8%1.8%
TCM Financial Studio1.8%1.8%
UBS Wealth Management Canada1.8%1.8%
Aaron Wealth Management0.0%0
Aretec Wealth1.8%0
Aviso Wealth1.8%0
BDO Canada1.8%0
Beutel Goodman1.8%0
Blue Bridge0.0%0
BMO Family Office0.0%0
BMO SmartFolio1.8%0
Camber Private Wealth1.8%0
CI1.8%0
Compass Private Wealth1.8%0
Coriel Capital0.0%0
Cumberland Private Wealth1.8%0
Cypress Capital Management1.8%0
DaVinci Capital Partners0.0%0
Deans Knight Capital Management1.8%0
Designed Wealth Management0.0%0
Desjardins1.8%0
Dewdney & Co.1.8%0
Evergreen Wealth Management0.0%0
Ewing Morris & Co. Investment Partners1.8%0
Flatiron Wealth Management0.0%0
Focus Wealth Management1.8%0
Foster & Associates0.0%0
Guardian Capital Group1.8%0
IGM1.8%0
Investment Planning Counsel1.8%0
JCIC1.8%0
KPMG Canada1.8%0
Leith Wheeler Investment Counsel1.8%0
Letko Brosseau1.8%0
Longevity Wealth0.0%0
Lorne Park Capital Partners1.8%0
LT Wealth Management Partners1.8%0
Lugen Family Office0.0%0
Macdonald Shymko & Co.0.0%0
Mackenzie Investments1.8%0
Mawer Investment Management0.0%0
MD Signature Private Wealth Management0.0%0
Newhaven Asset Management1.8%0
Northland Wealth1.8%0
Novel Wealth0.0%0
OceanFront Wealth1.8%0
Odlum Brown1.8%0
Pembroke Management1.8%0
Purpose Unlimited1.8%0
Raymond James Canada1.8%0
RBC0.0%0
RBC Family Office Services0.0%0
Sagard Private Equity Canada1.8%0
Sagard Wealth0.0%0
Schneider & Pollock Wealth Management1.8%0
Scotia Capital1.8%0
Scotia Wealth1.8%0
Scotiabank Global Wealth Management1.8%0
Seeley Group Private Wealth Management1.8%0
Senatus Wealth1.8%0
Sprung Investment Management1.8%0
Steadyhand Investment Management1.8%0
Tetrault Wealth0.0%0
Tier One Family Office0.0%0
Treegrove Investment Management1.8%0
Wealth Preservation Management1.8%0
WealthPoint1.8%0
Wealthsimple Wealth Management1.8%0
WFS Wealth & Financial Strategies0.0%0
Wherry & Associates Private Wealth Management1.8%0
Wickham Investment Counsel1.8%0
Wood Gundy1.8%0
Farrow & Associates Private Wealth Management0.0%3.6%
TD Direct Investing0.0%3.6%
AGF Capital Partners0.0%1.8%
Algar Virtue & Associates0.0%1.8%
BMO GSA Group0.0%1.8%
BMO InvestorLine0.0%1.8%
Cardinal Wealth0.0%1.8%
CIBC Investor's Edge0.0%1.8%
JBA Asset Management0.0%1.8%
Jg Wealth Solutions0.0%1.8%
JM Financial Private Equity0.0%1.8%
Manulife0.0%1.8%
Manulife Investment Management0.0%1.8%
Nesbitt Burns0.0%1.8%
Newport Private Wealth0.0%1.8%
Northwood Family Office0.0%1.8%
Our Family Office0.0%1.8%
RBC Direct Investing0.0%1.8%
Richardson GMP0.0%1.8%
RPIA Capital Management0.0%1.8%
Scotia iTRADE0.0%1.8%
Scotiabank iTRADE0.0%1.8%
Scotiabank Private Wealth0.0%1.8%
Scotiabank Wealth Management0.0%1.8%
Stenner Wealth Partners+0.0%1.8%
The Hunt Advisory Group0.0%1.8%
Trident Wealth0.0%1.8%
UBS0.0%1.8%
Yorkville Asset Management0.0%1.8%

The two engines appear to answer the same buying question from different evidence. ChatGPT’s shortlists lead with the bank-owned dealers and ChatGPT cites the bank sites far more often than Google AI Overview does (Figure 4), while Google AI Overview gives more room to independent firms.

Wellington-Altus is first on Google AI Overview and sixth on ChatGPT for the same commercial questions, so a blended score would hide the engine where it has the most ground to make up.

How often does Perplexity name Canadian wealth management firms?

Rarely, and most of its answers in this collection rest on sources unrelated to the question. Perplexity named a firm in 21 of its 56 answers, and Wellington-Altus once.

We read all 56 Perplexity answers with their sources. In 32 of them at least half of the cited domains have no connection to finance or to the question: music streaming pages, game sites, fandom wikis and unrelated foreign businesses. Most of those answers then say the results contained nothing usable.

Two answers print the model’s own working notes, and one answer about Calgary is in German. The 24 answers with relevant sources named a firm in 14 cases, and the 32 without in 7.

These answers describe a fault in the collection. The pattern is consistent with a retrieval failure in the Perplexity channel that Searchable queried on 2 October, and we cannot tell whether the consumer Perplexity app behaved the same way.

Figure 2 shows what was collected. Quote ChatGPT and Google AI Overview separately until a clean Perplexity run exists.

How many wealth management firms does each AI engine name?

ChatGPT named 98 firms in 257 mentions, Google AI Overview 57 firms in 177 and Perplexity 63 firms in 90, each across 56 answers.

ChatGPT named at least one firm in 36 of its 56 answers and Google AI Overview in 34. On the commercial questions the two are almost level: ChatGPT named a firm in all 28 commercial answers and Google AI Overview in 27.

ChatGPT writes at length, with a median answer of 3,140 characters against 1,840 for Google AI Overview, and its shortlists are wider. Two Google AI Overview answers came back empty, and we cannot tell a refusal from a question that did not trigger an overview.

Figure 3

How much each engine names

ChatGPT names 98 firms across its answers, Google AI Overview 57, and both name a firm on most buying questions.

  1. 257ChatGPT
  2. 90Perplexity
  3. 177Google AI Overview
Data behind Figure 33 rows · CSV · JSON · PNG

Firm mentions across each engine’s 56 answers, pooled over two runs. The Prompt Group, 2 October 2026.

NameValueFirms namedAnswers naming a firm
ChatGPT2579836 of 56
Perplexity906321 of 56
Google AI Overview1775734 of 56

A longer answer names more firms, which suggests a single mention on ChatGPT says less about preference than a place on Google AI Overview’s shorter list. Being one of 57 firms Google AI Overview names is a narrower gate than being one of 98 on ChatGPT.

Which sources do AI answers cite about Canadian wealth management firms?

wsj.com, cited in 19.6 percent of 168 answers, ahead of the RBC Wealth Management site at 18.5, td.com at 16.7 and bmo.com at 14.9.

The answers carry 2,274 citations to 603 domains. ChatGPT accounts for 30 of the 33 answers citing wsj.com, and the pages are the paper’s US personal finance guides to choosing an advisor, including a review of a US firm. The regulator CIRO has the most citations of any domain, 192, concentrated in 24 answers, 14 of them to informational questions.

Five of the fifteen most cited domains are firm sites, all of them bank-owned except wellington-altus.ca, which is cited in 17 answers. Thirteen of its 18 cited pages sit on advisor team sites under advisor.wellington-altus.ca, not on the corporate site.

Figure 4

Most cited domains

A US newspaper’s advisor guides are cited in more answers than any Canadian firm or regulator.

A firm’s own siteRegulator or governmentPublisher, ranking or community site
  1. 01wsj.com19.6%
  2. 02rbcwealthmanagement.com18.5%
  3. 03td.com16.7%
  4. 04bmo.com14.9%
  5. 05ciro.ca14.3%
  6. 06wealthprofessional.ca14.3%
  7. 07canada.ca11.9%
  8. 08reddit.com11.3%
  9. 09wellington-altus.ca10.1%
  10. 10moneysense.ca10.1%
  11. 11advisor.ca8.9%
  12. 12linkedin.com8.9%
  13. 13cibc.com7.7%
  14. 14newswire.ca7.7%
  15. 15milliondollarjourney.com7.7%
0%10%20%
Data behind Figure 415 rows · CSV · JSON · PNG

Share of the 168 answers that cite each domain at least once, pooled over two runs. The Prompt Group, 2 October 2026.

A citation is a distinct page linked in an answer, counted once per answer. Subdomains count under their domain, so advisor.wellington-altus.ca is wellington-altus.ca. Type is our classification.

DomainValueCitationsPages cited
wsj.com19.6%10411
rbcwealthmanagement.com18.5%10557
td.com16.7%8030
bmo.com14.9%7657
ciro.ca14.3%192101
wealthprofessional.ca14.3%9551
canada.ca11.9%4622
reddit.com11.3%2521
wellington-altus.ca10.1%2118
moneysense.ca10.1%1910
advisor.ca8.9%3523
linkedin.com8.9%1715
cibc.com7.7%2515
newswire.ca7.7%1711
milliondollarjourney.com7.7%135

Wellington-Altus is named in 33 answers and its own site is cited in 17. RBC Wealth Management is named in 40 and its site cited in 31, TD Wealth in 30 and 28. Wellington-Altus appears to reach answers more through how others describe it than through its own pages.

The wsj.com guides suggest Canadian questions are being answered partly from American advice that no Canadian firm controls.

What kinds of sources do AI answers cite about Canadian wealth management firms?

Company sites, with 30.1 percent of 2,274 citations, then news and publishers at 24.7 and government and institutions at 19.1.

The mix differs by engine. ChatGPT takes 36.5 percent of its citations from company sites and 24.7 percent from government and institutions, led by the regulator CIRO and canada.ca. Google AI Overview takes 10.5 percent from forums, reddit.com and Canadian personal finance forums, and 7.5 percent from social media, mostly LinkedIn, against 0.1 and 0.0 for ChatGPT.

Perplexity’s largest category is unclassified, at 36.4 percent, which is the unrelated sources described above. Review sites barely register on any engine, at 0.8 percent of all citations.

Figure 5

Sources by type

Company sites, publishers and regulators supply nearly three citations in four.

  1. Company sites30.1%684
  2. News and publishers24.7%562
  3. Government and institutions19.1%434
  4. Directories and rankings9.1%208
  5. Forums and communities2.1%47
  6. Social media2.1%48
  7. Review sites0.8%19
  8. Unclassified12.0%272
Data behind Figure 58 rows · CSV · JSON · PNG

Share of all 2,274 citations by type of source, across three engines and two runs. The Prompt Group, 2 October 2026.

Type is set per domain: Searchable’s label where it gave one, carried to every engine, and our own label for the rest. Unclassified is the long tail neither covers.

NameValueCitations
Company sites30.1%684
News and publishers24.7%562
Government and institutions19.1%434
Directories and rankings9.1%208
Forums and communities2.1%47
Social media2.1%48
Review sites0.8%19
Unclassified12.0%272

The two engines that answer reliably build from different evidence. ChatGPT’s answers rest on what firms and regulators publish, while Google AI Overview gives a sixth of its citations to community discussion that no firm writes.

A firm can shape its own pages and its coverage in the trade press. It cannot write the Reddit threads Google AI Overview cites, only give those discussions accurate material to draw on.

What should a Canadian wealth management firm do about this?

Measure ChatGPT and Google AI Overview separately, on buying questions, and see which pages each engine cites before changing any.

Measure each engine as a separate market. Wellington-Altus is first on Google AI Overview and sixth on ChatGPT for the same 14 commercial questions, and TD Wealth moves from 35.7 percent to 8.9. A single blended score hides the engine a firm most needs to work on.

Track the buying questions. Commercial questions named a firm in 83.3 percent of answers and informational questions in 16.7 percent. A panel weighted towards definitions measures the part of the category where firms are rarely named at all.

Know which of your pages are cited. Wellington-Altus is named in 33 answers and its own domain is cited in 17, mostly through advisor team pages. Which pages the engines already cite is the first thing to check before writing new ones.

Check a collection before trusting it. In 32 of 56 Perplexity answers most of the cited sources were unrelated to the question. A visibility score built on that channel would have reported a collection failure as a market position.

How was this wealth management AI visibility study measured?

28 questions that name no firm, put to ChatGPT, Perplexity and Google AI Overview twice on 2 October 2026, giving 168 answers counted against a roster of 143 firms.

What we asked, word for word8 of the panel
  1. Who are the best wealth management firms in Canada?
  2. Best independent wealth management firms in Canada
  3. Which Canadian wealth management firms are not owned by a bank?
  4. Best private wealth management for high net worth Canadians
  5. Which wealth management firm in Canada is best for business owners?
  6. Should I move my portfolio from a bank to an independent wealth firm in Canada?
  7. Which wealth management firms in Canada have the lowest fees?
  8. How do I check if a financial advisor is registered in Canada?
Panel
36 tracked questions written to match what a Canadian investor types on the way to choosing a wealth firm. The 28 that name no firm are the panel here. Four name Wellington-Altus and four name Richardson Wealth, Assante, Harbourfront or CI Financial, and all eight are set aside.
Topics and intent
Firm comparison and reputation 9 questions, choosing an advisor 6, high net worth and business owners 6, fees and cost 4, independent against bank 4, corporate ownership 1. Questions can carry more than one topic, so those do not add to 28. Searchable labels 14 questions commercial, 9 informational and 5 transactional, and those labels are the platform’s.
Geography
Run with the country set to Canada and the language set to English (Canada). Three questions name a city, Toronto, Vancouver and Calgary, and none names another country.
Collection
Two runs on 2 October 2026, at about 5 pm and 8 pm Eastern. 28 questions across three engines, twice, is 168 answers, 56 per engine. Two Google AI Overview answers came back empty.
Answer share
The percentage of the 168 answers, or of one engine’s 56, in which a firm was named. It is not market share, assets or client count. One answer can name several firms, so shares do not sum to 100.
How firms were counted
Searchable matches each answer against a roster of 143 firms built for this project, so a firm outside the roster is not counted however often it is named. We checked the match for eight firms against the answer text and found no false matches, though it misses some division names. Firm names follow the roster.
Ownership groups
Bank-owned, not bank-owned and online platform are our classification, by ownership as of October 2026. Richardson Wealth, owned by iA Financial Group, counts as not bank-owned.
Citations
A citation is a distinct page linked in an answer, counted once per answer. ChatGPT often links the same page twice with different tracking tags, so the 2,827 links recorded become 2,274 citations. Subdomains count under their registrable domain.
Source types
Each cited domain gets one type: Searchable’s label where it gave one, carried to every engine, fixed lists for social networks and forums, and our own label for 39 more domains. The 272 citations neither covers are unclassified, and the hand labels are published with the data.
What we read
We read all 56 Perplexity answers with their sources, and every answer that names Wellington-Altus, 33 in all. The Perplexity classification is ours and is published with the data.
Frozen extract
The project keeps collecting. These figures are the two runs of 2 October 2026, pulled through the Searchable API on 3 October and available on request.
Limitations
Two runs three hours apart is one collection moment, and the engines moved between them: RBC Wealth Management was named in 16 answers in the first run and 24 in the second, TD Wealth in 18 and 12. Read the order inside the top five as a tie and differences under three points as noise. Perplexity’s answers mostly failed to retrieve relevant sources, so its figures describe the collection rather than Perplexity, and the pooled shares carry that defect. The firm roster was built around Wellington-Altus’s domain and its competitors, so a firm outside it is not counted; 156 firms matched, and the true number named is higher. The panel is 28 questions, and fourteen of them carry almost all the firm mentions.

Cite this report

Sopov, A. (2026). The Prompt Group Research. https://thepromptgroup.com/research/wealth-management-firms/ca

Figures and data are free to reuse with attribution under CC BY 4.0. Every chart is available as a PNG carrying its source line, and every dataset as CSV and JSON.

Download all data, JSONDownload all data, CSV

What do people ask about AI search and Canadian wealth management firms?

Which firm each AI engine names in Canada, which sources it cites, and how a firm should read its own visibility, all from the 2 October 2026 collection.

Which wealth management firm does AI recommend in Canada?

No single firm. Across 168 answers to 28 unbranded questions on 2 October 2026, RBC Wealth Management was named in 23.8 percent, BMO Private Wealth in 20.8, Wellington-Altus in 19.6, CIBC Wood Gundy in 18.5 and TD Wealth in 17.9.

Which wealth management firm does ChatGPT recommend in Canada?

RBC Wealth Management and TD Wealth, each named in 35.7 percent of ChatGPT’s 56 answers on 2 October 2026, ahead of BMO Private Wealth at 33.9. Wellington-Altus was named in 23.2 percent.

Which wealth management firm does Google AI Overview name in Canada?

Wellington-Altus, named in 33.9 percent of Google AI Overview’s 56 answers on 2 October 2026, ahead of Nicola Wealth at 25.0 and CIBC Wood Gundy at 23.2. TD Wealth was named in 8.9 percent.

Does AI recommend bank-owned or independent wealth firms in Canada?

Both. Four of the five most named firms are bank-owned, and Wellington-Altus is the fifth. Bank-owned firms took 35.4 percent of firm mentions on ChatGPT and 28.8 percent on Google AI Overview, under our classification.

Which sources does AI cite about Canadian wealth management?

wsj.com was cited in 19.6 percent of 168 answers, mostly by ChatGPT and mostly from US advisor guides. The RBC Wealth Management site followed at 18.5 percent, td.com at 16.7 and the regulator CIRO at 14.3.

How should a wealth management firm measure its AI visibility?

Engine by engine, on buying questions. ChatGPT and Google AI Overview put different firms first, and questions that ask for a firm name one 83.3 percent of the time against 16.7 for definitional questions.

Anton Sopov

Written by

Anton Sopov

Founder, The Prompt Group

Anton Sopov is the founder of The Prompt Group, an AI brand strategy and agentic discovery firm. He works with brands on how they are ranked, cited and described in ChatGPT, Claude, Gemini and Perplexity answers, and is the author of The Delegation Curve.

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Company by company

Which companies did AI name in wealth management firms?

156, each with a page of its own, ranked on Figure 1.

  1. 1stRBC Wealth Management23.8%
  2. 2ndBMO Private Wealth20.8%
  3. 3rdWellington-Altus19.6%
  4. 4thCIBC Wood Gundy18.5%
  5. 5thTD Wealth17.9%
  6. 6thRichardson Wealth14.9%
  7. 7thRaymond James14.3%
  8. 8thNicola Wealth12.5%
  9. 9thWealthsimple7.1%
  10. 10thCanaccord Genuity Wealth Management6.5%
  11. 10thHarbourfront Wealth6.5%
  12. 10thQuestrade6.5%
  13. 13thAssante5.4%
  14. 13thNational Bank Financial5.4%
  15. 15thScotia Wealth Management3.6%
  16. 16thEdward Jones3.0%
  17. 17thCI Financial2.4%
  18. 17thCresco Wealth Management2.4%
  19. 17thFrontwater Capital2.4%
  20. 17thiA Financial2.4%
  21. 17thiA Private Wealth2.4%
  22. 17thMRG Wealth Management2.4%
  23. 17thPWL Capital2.4%
  24. 17thRBC InvestEase2.4%
  25. 25thATB Wealth1.8%
  26. 25thCanaccord Genuity1.8%
  27. 25thCG Wealth Management1.8%
  28. 25thCI Direct Investing1.8%
  29. 25thIG Wealth Management1.8%
  30. 25thJustwealth1.8%
  31. 25thRGF Integrated Wealth Management1.8%
  32. 25thRothenberg Wealth Management1.8%
  33. 25thScotiabank1.8%
  34. 25thScotiaMcleod1.8%
  35. 25thTD1.8%
  36. 36thAlpha Bull Canada Private Wealth1.2%
  37. 36thARC Wealth1.2%
  38. 36thAware Financial1.2%
  39. 36thBMO1.2%
  40. 36thBurgundy Asset Management1.2%
  41. 36thCumberland Partners1.2%
  42. 36thDe Thomas Wealth Management1.2%
  43. 36thEB Wealth1.2%
  44. 36thFarrow & Associates Private Wealth Management1.2%
  45. 36thFiera Capital1.2%
  46. 36thGriffith & Associates Wealth Management1.2%
  47. 36thHemisphere Capital Management1.2%
  48. 36thInteractive Brokers1.2%
  49. 36thInteractive Brokers Canada1.2%
  50. 36thJCIC Asset Management1.2%
  51. 36thMoraine Wealth Advisory1.2%
  52. 36thNational Bank Private Banking 18591.2%
  53. 36thNest Wealth1.2%
  54. 36thNorthland Wealth Management1.2%
  55. 36thObjective Financial Partners1.2%
  56. 36thQtrade1.2%
  57. 36thTacita Capital1.2%
  58. 36thTCM Financial Studio1.2%
  59. 36thTD Direct Investing1.2%
  60. 36thUBS Wealth Management Canada1.2%
  61. 61stAaron Wealth Management0.6%
  62. 61stAGF Capital Partners0.6%
  63. 61stAlgar Virtue & Associates0.6%
  64. 61stAretec Wealth0.6%
  65. 61stAviso Wealth0.6%
  66. 61stBDO Canada0.6%
  67. 61stBeutel Goodman0.6%
  68. 61stBlue Bridge0.6%
  69. 61stBMO Family Office0.6%
  70. 61stBMO GSA Group0.6%
  71. 61stBMO InvestorLine0.6%
  72. 61stBMO SmartFolio0.6%
  73. 61stCamber Private Wealth0.6%
  74. 61stCardinal Wealth0.6%
  75. 61stCI0.6%
  76. 61stCIBC Investor's Edge0.6%
  77. 61stCompass Private Wealth0.6%
  78. 61stCoriel Capital0.6%
  79. 61stCumberland Private Wealth0.6%
  80. 61stCypress Capital Management0.6%
  81. 61stDaVinci Capital Partners0.6%
  82. 61stDeans Knight Capital Management0.6%
  83. 61stDesigned Wealth Management0.6%
  84. 61stDesjardins0.6%
  85. 61stDewdney & Co.0.6%
  86. 61stEvergreen Wealth Management0.6%
  87. 61stEwing Morris & Co. Investment Partners0.6%
  88. 61stFlatiron Wealth Management0.6%
  89. 61stFocus Wealth Management0.6%
  90. 61stFoster & Associates0.6%
  91. 61stGuardian Capital Group0.6%
  92. 61stIGM0.6%
  93. 61stInvestment Planning Counsel0.6%
  94. 61stJBA Asset Management0.6%
  95. 61stJCIC0.6%
  96. 61stJg Wealth Solutions0.6%
  97. 61stJM Financial Private Equity0.6%
  98. 61stKPMG Canada0.6%
  99. 61stLeith Wheeler Investment Counsel0.6%
  100. 61stLetko Brosseau0.6%
  101. 61stLongevity Wealth0.6%
  102. 61stLorne Park Capital Partners0.6%
  103. 61stLT Wealth Management Partners0.6%
  104. 61stLugen Family Office0.6%
  105. 61stMacdonald Shymko & Co.0.6%
  106. 61stMackenzie Investments0.6%
  107. 61stManulife0.6%
  108. 61stManulife Investment Management0.6%
  109. 61stMawer Investment Management0.6%
  110. 61stMD Signature Private Wealth Management0.6%
  111. 61stNesbitt Burns0.6%
  112. 61stNewhaven Asset Management0.6%
  113. 61stNewport Private Wealth0.6%
  114. 61stNorthland Wealth0.6%
  115. 61stNorthwood Family Office0.6%
  116. 61stNovel Wealth0.6%
  117. 61stOceanFront Wealth0.6%
  118. 61stOdlum Brown0.6%
  119. 61stOur Family Office0.6%
  120. 61stPembroke Management0.6%
  121. 61stPurpose Unlimited0.6%
  122. 61stRaymond James Canada0.6%
  123. 61stRBC0.6%
  124. 61stRBC Direct Investing0.6%
  125. 61stRBC Family Office Services0.6%
  126. 61stRichardson GMP0.6%
  127. 61stRPIA Capital Management0.6%
  128. 61stSagard Private Equity Canada0.6%
  129. 61stSagard Wealth0.6%
  130. 61stSchneider & Pollock Wealth Management0.6%
  131. 61stScotia Capital0.6%
  132. 61stScotia iTRADE0.6%
  133. 61stScotia Wealth0.6%
  134. 61stScotiabank Global Wealth Management0.6%
  135. 61stScotiabank iTRADE0.6%
  136. 61stScotiabank Private Wealth0.6%
  137. 61stScotiabank Wealth Management0.6%
  138. 61stSeeley Group Private Wealth Management0.6%
  139. 61stSenatus Wealth0.6%
  140. 61stSprung Investment Management0.6%
  141. 61stSteadyhand Investment Management0.6%
  142. 61stStenner Wealth Partners+0.6%
  143. 61stTetrault Wealth0.6%
  144. 61stThe Hunt Advisory Group0.6%
  145. 61stTier One Family Office0.6%
  146. 61stTreegrove Investment Management0.6%
  147. 61stTrident Wealth0.6%
  148. 61stUBS0.6%
  149. 61stWealth Preservation Management0.6%
  150. 61stWealthPoint0.6%
  151. 61stWealthsimple Wealth Management0.6%
  152. 61stWFS Wealth & Financial Strategies0.6%
  153. 61stWherry & Associates Private Wealth Management0.6%
  154. 61stWickham Investment Counsel0.6%
  155. 61stWood Gundy0.6%
  156. 61stYorkville Asset Management0.6%

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A working session on wealth management firms in Canada: whether you are measuring the right questions and the right data, and whether the answers the engines give carry the position your brand is built on.

  • Whether the questions you track match how buyers ask about wealth management firms in Canada
  • Which of your AI visibility numbers measure position, and which only count prompts
  • Where the answers drift from your brand positioning, and what to change first
Anton Sopov

Anton SopovFounder, The Prompt Group

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