# 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.
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.
๐จ๐ฆ Calgary ยท 30 companies ยท Updated Nov 11, 2026
| # | Company | Industry | Headquarters | Employees | Founded |
|---|---|---|---|---|---|
| 1 | [Acera Insurance](https://www.tamtam.ai/c/acera-insurance) (acera.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 | ๐จ๐ฆ Calgary | 855 | 2022 |
| 2 | [Sovereign Insurance](https://www.tamtam.ai/c/sovereign-insurance) (sovereigninsurance.ca)
This company provides trusted risk solutions to Canadian businesses, with a focus on protecting communities and prioritizing partner, client, and employee experiences | Insurance | ๐จ๐ฆ Calgary | 453 | 1953 |
| 3 | [connectFirst Credit Union](https://www.tamtam.ai/c/connectfirst-credit-union) (servus.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 | ๐จ๐ฆ Calgary | 354 | 2014 |
| 4 | [Avenue Living](https://www.tamtam.ai/c/avenue-living) (avenuelivingam.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 | ๐จ๐ฆ Calgary | 308 | 2006 |
| 5 | [Mawer Investment Management](https://www.tamtam.ai/c/mawer-investment-management) (mawer.com)
An independent investment firm managing $88 billion in assets for institutional and individual investors with a long-term, "boring" investment approach | Financial Services | ๐จ๐ฆ Calgary | 269 | 1974 |
| 6 | [FBC Farm and Small Business Tax Consultants](https://www.tamtam.ai/c/fbc-farm-and-small-business-tax-consultants) (fbc.ca)
Specializing in farm and small business taxes, we offer year-round tax planning, on-site preparation, consultation, and audit protection services | Financial Services | ๐จ๐ฆ Calgary | 258 | 1952 |
| 7 | [Olympia Trust Company](https://www.tamtam.ai/c/olympia-trust-company) (olympiatrust.com)
Offering superior alternative to traditional trust, banking, and insurance services Specializing in investment account services and corporate/shareholder services | Financial Services | ๐จ๐ฆ Calgary | 189 | 1996 |
| 8 | [Roynat Capital](https://www.tamtam.ai/c/roynat-capital) (roynat.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 | ๐จ๐ฆ Calgary | 184 | |
| 9 | [Rogers Insurance Ltd.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 112 | 1977 |
| 10 | [Canoe Financial](https://www.tamtam.ai/c/canoe-financial) (canoefinancial.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 | ๐จ๐ฆ Calgary | 111 | 2008 |
| 11 | [SAF Group](https://www.tamtam.ai/c/saf-group) (safgroup.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 | ๐จ๐ฆ Calgary | 80 | 2014 |
| 12 | [Acumen Capital Partners](https://www.tamtam.ai/c/acumen-capital-partners) (acumencapital.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 | ๐จ๐ฆ Calgary | 62 | 1995 |
| 13 | [ICM Asset Management](https://www.tamtam.ai/c/icm-asset-management) (icmassetmanagement.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 | ๐จ๐ฆ Calgary | 58 | 2003 |
| 14 | [GBL](https://www.tamtam.ai/c/gbl) (gblinc.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 | ๐จ๐ฆ Calgary | 51 | 1995 |
| 15 | [Invico Capital Corporation](https://www.tamtam.ai/c/invico-capital-corporation) (invicocapital.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 | ๐จ๐ฆ Calgary | 44 | 2005 |
| 16 | [QV Investors Inc.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 33 | 1996 |
| 17 | [MKMK Risk Management Inc.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 22 | |
| 18 | [Matco Financial Inc.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 21 | 2006 |
| 19 | [NCM Investments](https://www.tamtam.ai/c/ncm-investments) (ncminvestments.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 | ๐จ๐ฆ Calgary | 20 | 1995 |
| 20 | [Durum Capital Inc.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 20 | 2012 |
| 21 | [801 Wealth \| National Bank Financial](https://www.tamtam.ai/c/801-wealth-national-bank-financial) (sondercreative.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 | ๐จ๐ฆ Calgary | 16 | 1999 |
| 22 | [Cresco Wealth Management](https://www.tamtam.ai/c/cresco-wealth-management) (crescowealthmanagement.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 | ๐จ๐ฆ Calgary | 15 | |
| 23 | [Belay Wealth Inc](https://www.tamtam.ai/c/belay-wealth-inc) (belaywealth.com)
A mutual fund dealership owned by financial planners, focusing on holistic financial planning and supporting advisors committed to improving their skills | Financial Services | ๐จ๐ฆ Calgary | 14 | |
| 24 | [Accelerate Financial Technologies Inc.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 14 | 2018 |
| 25 | [Hein Financial Group](https://www.tamtam.ai/c/hein-financial-group) (heinfinancial.com)
A comprehensive financial planning, investment management, and insurance strategies provider for Canadian families and businesses, backed by top industry advisors | Financial Services | ๐จ๐ฆ Calgary | 12 | 1980 |
| 26 | [Viewpoint Investment Partners](https://www.tamtam.ai/c/viewpoint-investment-partners) (viewpointinvestment.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 | ๐จ๐ฆ Calgary | 12 | 2016 |
| 27 | [Alcedio Capital Inc.](https://www.tamtam.ai/c/alcedio-capital-inc) (alcediocapital.com)
Alcedio offers financial services globally, creatively sources capital, and builds lasting relationships through equity stakes alignment | Financial Services | ๐จ๐ฆ Calgary | 10 | |
| 28 | [Emerging Equities Inc.](https://www.tamtam.ai/c/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 | ๐จ๐ฆ Calgary | 9 | 1997 |
| 29 | [SANDSTONE Asset Management Inc](https://www.tamtam.ai/c/sandstone-asset-management-inc) (sandstoneam.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 | ๐จ๐ฆ Calgary | 7 | 2004 |
| 30 | [Zelos Investment Counsel](https://www.tamtam.ai/c/zelos-investment-counsel) (zelosglobal.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 | ๐จ๐ฆ Calgary | 3 | 2016 |
## 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.
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Source: https://www.tamtam.ai/l/financial-services-firms-calgary