Tamtam Start free

Financial services firms headquartered in Calgary

Tamtam tracks 31 financial services firms headquartered in Calgary. This list ranks the 30 largest by number of employees on LinkedIn, led by Acera Insurance, Sovereign Insurance and connectFirst Credit Union. Their median headcount is 44. Half of them were founded in 2003 or later.

馃嚚馃嚘 Calgary30 companiesUpdated Nov 11, 2026

These Calgary-based companies are primarily engaged in financial services, with a strong emphasis on insurance and investment management. They represent a mix of established firms and more recently founded companies. Notably, Acera Insurance, founded in 2022, is a large independent Canadian insurance brokerage, while Sovereign Insurance, established in 1953, provides risk solutions to Canadian businesses. Mawer Investment Management, founded in 1974, manages $88 billion in assets, and FBC Farm and Small Business Tax Consultants, from 1952, specializes in tax planning. Avenue Living, founded in 2006, is a significant private real estate owner-operator.

A common thread among these companies is their focus on serving Canadian businesses and individuals, often with a commitment to community impact. Many of the firms, such as Canoe Financial and Acumen Capital Partners, are employee-owned or emphasize independent advice. The list shows a concentration of companies founded in the early 2000s, suggesting a period of growth in Calgary's financial sector.

#CompanyIndustryHeadquarters EmployeesFounded
1
Acera Insuranceacera.ca

Independent Canadian insurance brokerage providing personalized insurance, commercial insurance, and group benefits solutions with 60+ years of community commitment and 60+ nationwide locations

Insurance 馃嚚馃嚘 Calgary 855 2022
2
Sovereign Insurancesovereigninsurance.ca

This company provides trusted risk solutions to Canadian businesses, with a focus on protecting communities and prioritizing partner, client, and employee experiences

Insurance 馃嚚馃嚘 Calgary 453 1953
3
connectFirst Credit Unionservus.ca

Financial institution offering a wide range of services to over 125,000 members in southern Alberta, with a focus on community impact and cooperative values

Financial Services 馃嚚馃嚘 Calgary 354 2014
4
Avenue Livingavenuelivingam.com

Large private real estate owner-operator across Western Canada. Manages diverse assets: multi-family, self-storage, agriculture. Focuses on capital preservation and long-term value.

Real Estate 馃嚚馃嚘 Calgary 308 2006
5
Mawer Investment Managementmawer.com

An independent investment firm managing $88 billion in assets for institutional and individual investors with a long-term, "boring" investment approach

Financial Services 馃嚚馃嚘 Calgary 269 1974
6
FBC Farm and Small Business Tax Consultantsfbc.ca

Specializing in farm and small business taxes, we offer year-round tax planning, on-site preparation, consultation, and audit protection services

Financial Services 馃嚚馃嚘 Calgary 258 1952
7
Olympia Trust Companyolympiatrust.com

Offering superior alternative to traditional trust, banking, and insurance services Specializing in investment account services and corporate/shareholder services

Financial Services 馃嚚馃嚘 Calgary 189 1996
8
Roynat Capitalroynat.com

Providing innovative long-term capital solutions to mid-market companies in Canada, specializing in growth, acquisitions, transition capital, and equity Partnered with Scotiabank

Financial Services 馃嚚馃嚘 Calgary 184 n/a
9
Rogers Insurance Ltd.acera.ca

Independent Canadian insurance brokerage with over 40 years of service, offering superior insurance protection and expert advice to clients nationally and internationally

Insurance 馃嚚馃嚘 Calgary 112 1977
10
Canoe Financialcanoefinancial.com

An employee-owned investment management firm in Canada with over $145 billion in assets, offering award-winning investment solutions to build financial wealth for Canadians

Investment Management 馃嚚馃嚘 Calgary 111 2008
11
SAF Groupsafgroup.ca

Global alternative investment manager focusing on credit and structured equity investments, with a dynamic culture emphasizing idea generation, collaboration, and team success

Investment Management 馃嚚馃嚘 Calgary 80 2014
12
Acumen Capital Partnersacumencapital.com

Canadian wealth management firm providing personalized financial advice and capital markets services Employee-owned and independent, with a focus on integrity and excellent returns

Investment Management 馃嚚馃嚘 Calgary 62 1995
13
ICM Asset Managementicmassetmanagement.com

A leading alternative investment company founded in 2003, managing over $20 billion in assets through real estate, private equity, and alternative income strategies

Investment Management 馃嚚馃嚘 Calgary 58 2003
14
GBLgblinc.ca

A leading provider of retirement, health, taxation, and administrative outsourcing services, specializing in Individual Pension Plans, Retirement Compensation Arrangements, and Health Benefit Plans

Financial Services 馃嚚馃嚘 Calgary 51 1995
15
Invico Capital Corporationinvicocapital.com

Award-winning Canadian investment fund management firm providing alternative investing and financing solutions for qualified investors in North America Specializing in private debt, energy, and real estate financing

Investment Management 馃嚚馃嚘 Calgary 44 2005

Want more companies than this list?

This page shows the largest ones only. Connect to Tamtam to see every company that matches, filter by size, industry or growth, and reach their decision-makers.

Get more companies, free
16
QV Investors Inc.qvinvestors.com

Independent asset and wealth management firm founded in 1996, offering active investment management for Canadian pension funds, foundations, and high-net-worth individuals

Financial Services 馃嚚馃嚘 Calgary 33 1996
17
MKMK Risk Management Inc.mkmkinsurance.com

Independent Risk Management & Insurance Consulting Firm in Western Canada, offering comprehensive insurance services and one-stop shop experience for motor vehicle insurance and registration needs

Insurance 馃嚚馃嚘 Calgary 22 n/a
18
Matco Financial Inc.matcofinancialinc.com

A boutique investment firm offering mutual funds, investment counselling, family office services, and group RRSPs with a focus on client alignment and retention

Investment Management 馃嚚馃嚘 Calgary 21 2006
19
NCM Investmentsncminvestments.com

Specialty boutique offering creative solutions for financial advisors and clients through active management, strong opinions, and concentrated portfolios Promotes achieving financial goals with creativity

Investment Management 馃嚚馃嚘 Calgary 20 1995
20
Durum Capital Inc.durum.ca

Asset manager specializing in private investments with expertise in governance, financing, and alternative solutions in opaque markets Manages investment funds focused on land, industrial real estate, and carbon credits

Financial Services 馃嚚馃嚘 Calgary 20 2012
21
801 Wealth | National Bank Financialsondercreative.ca

Specialized investment management service based in Calgary, AB, developing personalized strategies for high-net-worth individuals, institutions, and organizations with over $2 billion assets under management

Investment Management 馃嚚馃嚘 Calgary 16 1999
22
Cresco Wealth Managementcrescowealthmanagement.com

Cresco Wealth Management offers comprehensive financial solutions for individuals, families, and corporations through a skilled, certified team with a focus on client care

Financial Services 馃嚚馃嚘 Calgary 15 n/a
23
Belay Wealth Incbelaywealth.com

A mutual fund dealership owned by financial planners, focusing on holistic financial planning and supporting advisors committed to improving their skills

Financial Services 馃嚚馃嚘 Calgary 14 n/a
24
Accelerate Financial Technologies Inc.accelerateshares.com

Provider of alternative investment solutions helping advisors, institutions, and individual investors diversify portfolios, manage risk, and improve risk-adjusted returns Powering diversification in investments

Investment Management 馃嚚馃嚘 Calgary 14 2018
25
Hein Financial Groupheinfinancial.com

A comprehensive financial planning, investment management, and insurance strategies provider for Canadian families and businesses, backed by top industry advisors

Financial Services 馃嚚馃嚘 Calgary 12 1980
26
Viewpoint Investment Partnersviewpointinvestment.ca

Innovative family-founded investment management firm leveraging cutting-edge technology to engineer strategies that capture market diversification for long-term wealth preservation and growth

Investment Management 馃嚚馃嚘 Calgary 12 2016
27
Alcedio Capital Inc.alcediocapital.com

Alcedio offers financial services globally, creatively sources capital, and builds lasting relationships through equity stakes alignment

Financial Services 馃嚚馃嚘 Calgary 10 n/a
28
Emerging Equities Inc.emergingequities.ca

Independent investment dealer specializing in underwritings, M&A, and capital raising for emerging companies with a market capitalization of $2 - $300 million

Banking 馃嚚馃嚘 Calgary 9 1997
29
SANDSTONE Asset Management Incsandstoneam.com

Calgary-based firm offering global discretionary investment management to private individuals, foundations, and family trusts, focused on providing direction, confidence, and independence

Investment Management 馃嚚馃嚘 Calgary 7 2004
30
Zelos Investment Counselzelosglobal.com

Independent wealth management firm providing institutional-quality portfolio management, alternative investments, and financial advisory services to high net worth individuals, families, and companies

Investment Management 馃嚚馃嚘 Calgary 3 2016

Turn this list into pipeline

Tamtam finds the decision-makers at every company on a list like this one, with verified emails, phone numbers and the buying signals that tell you when to reach out.

Build your own list, free

How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Nov 11, 2026.

More company lists in Calgary

The same list elsewhere in Canada