List of 59 Acquired Financial Services Companies in Ontario

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
KUBRA Data Transfer Ltd. Acquired Hearst 2014-09-03 Mississauga, Ontario, Canada website	Financial Services	-	2	2	-
Filogix Ltd. Acquired D+H 2006-06-15 $212.5M Toronto, Ontario, Canada website	Financial Services	-	2	2	-
Allied Northern Capital Corp. Acquired Shoal Point Energy Ltd. 2010-11-09 Toronto, Ontario, Canada	Financial Services	-	1	1	-
RF Capital Group Acquired iA Financial 2025-07-28 $453.76M Toronto, Ontario, Canada website	Financial Services	280	2	1	1
T.E. Financial Consultants Ltd. (T.E. Wealth) Acquired iA Financial 2013-01-01 Toronto, Ontario, Canada website	Financial Services	-	1	1	-
Echelon Wealth Partners Acquired PI Financial Corp. 2023-04-25 Toronto, Ontario, Canada website	Financial Services	-	2	1	1
Foresters Financial - U.S. Brokerage & Investment Advisory Business Acquired Cetera 2019-04-09 Toronto, Ontario, Canada	Financial Services	-	-	-	-
Burgundy Asset Management Acquired BMO 2025-11-03 Toronto, Ontario, Canada website	Financial Services	-	-	-	-
Aver Media LP Acquired BMO 2013-04-01 Toronto, Ontario, Canada website	Financial Services	-	-	-	-
NEO Acquired CBOE Global Markets 2021-11-15 Toronto, Ontario, Canada website	Financial Services	-	-	-	-
First Asset Management, Inc. Acquired AMG 2005-01-01 Toronto, Ontario, Canada website	Financial Services	-	-	-	-
Armour Group Acquired Securian Financial Group, Inc. 2021-09-08 London, Ontario, Canada website	Financial Services	-	-	-	-
Mortgage Architects, Inc. Acquired Dominion Lending Centres 2016-01-04 Mississauga, Ontario, Canada website	Financial Services	-	-	-	-
Integrated Asset Management Corp. Acquired Fiera 2019-03-22 $74M Toronto, Ontario, Canada website	Financial Services	11	1	-	1
Omega ATS, Inc. Acquired Matchpoint Financial Corp. 2019-02-05 Toronto, Ontario, Canada website	Financial Services	-	-	-	-
Nest Wealth Acquired ObjectWay SpA 2024-01-22 Toronto, Ontario, Canada website	Financial Services	-	-	-	-

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