June 2026
Proprietary AI analyst is now available
Largest Wealth Management Public Companies in Canada
Benchmark revenue and EBITDA valuation multiples for public comps like
Guardian Capital Group, Canaccord Genuity, RFA Financial, Intellistake Technologies and Hampton Financial.
 | Guardian Capital Group Ltd is a diversified financial services company. It operates in three reportable segment Investment Management and Corporate Activities and Investments. Investment Management primarily involves earning management fees relating to investment management services provided to clients; and Corporate Activities and Investments relates to the investment of the Company’s securities holdings, as well as corporate management and development activities. It derives maximum revenue from Investment Management segment. Geographically, the company operates in Canada, United Kingdom, United States and others, of which it derives maximum revenue from Canada. | $49 | +56% | $1B | $1B | - | - | ||
| Canaccord Genuity Group Inc is an independent, full-service financial services firm. The company’s segment reporting is based on the following operating segments: Canaccord Genuity Capital Markets, Canaccord Genuity Wealth Management, and Corporate and Other. It generates revenue by providing value to its individual, institutional, and corporate clients through comprehensive investment solutions, brokerage services, and investment banking services. Maximum revenue is generated from the Canaccord Genuity Wealth Management segment, which provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, Australia, and the UK & Crown dependencies. Geographically, the group derives maximum revenue from its business in Canada. | $10 | +27% | $967M | ($163M) | (0.1x) | (1.1x) | ||
| RFA Financial Inc is a scaled and dynamic financial service platform positioned as an intersection of banking, mortgage, origination, and real estate. | $18 | -- | $850M | $1B | 8.6x | (23.3x) | ||
| Intellistake Technologies Corp is a technology company that is focused on decentralized artificial intelligence and engaging in operations across the blockchain ecosystem, including proof-of-stake mining, blockchain nodes, digital tokens and validators. | $0 | -- | $40M | $37M | - | (25.5x) | ||
| Hampton Financial Corp is a holding company. Through its subsidiary, the company operates as a registered investment dealer, providing investment advisory and brokerage services. It is engaged in family office, wealth management, institutional services, and capital markets activities. Additionally, the company provides investment banking services, which include assisting companies with raising capital, advising on mergers and acquisitions, and aiding issuers in obtaining a listing on a recognized securities exchange in Canada. The company operates in two business segments: i) Investment advisory and brokerage services, ii) Commercial factoring business. The majority of revenue is derived from Investment advisory and brokerage services. | $0 | -- | $16M | $27M | 3.7x | (25.5x) | ||
| Median | $10 | +42% | $850M | $37M | 3.7x | (24.4x) |
Financial data powered by FactSet and Morningstar. Valuation multiples as of current fiscal year. For more data, start your free trial here.
Start Your
Free Trial Today
Try Multiples for free for 3 days. Got questions or need a demo? Schedule a call with us below.