SIE Atlas Canada

    Canadian financial-advisor data your team can actually use.

    Search across Canadian firms, provinces, roles and registration categories. Build territories, prepare advisor segments, enrich internal records and export controlled datasets for approved business uses.

    100,000+ Canadian financial professionals
    All provinces and territories represented

    Who it is for

    Asset managers, fund companies and ETF issuers
    Advisor recruiters and wealth firms
    Fintech, wealthtech and financial-services vendors
    Insurance distribution teams
    Data, research and market-intelligence teams

    Commercial workflows built around Canadian context

    Distribution and territory planning

    Segment professionals by firm, province, location, role and registration context to design territories and prepare focused advisor segments.

    Explore this workflow

    Recruiting and succession

    Find relevant professionals, map firms and branches, and create a research starting point for recruiting and succession workflows.

    Explore this workflow

    CRM enrichment

    Match internal records, normalize firms and registration categories, and append defined fields where available and permitted.

    Explore this workflow

    Fintech and data integration

    Define target markets, enrich accounts, and license defined fields through controlled files or APIs under a separate agreement.

    Explore this workflow

    Data fields

    Field availability varies by record, source and permitted use.

    • Name and professional identifiers
    • Current firm and relevant firm relationships
    • Province, jurisdiction, city and business location
    • Registration or approval categories
    • Role or position where available
    • Business email, phone and address where available and permitted
    • Source, current-as-of or verification dates where supported
    • Historical changes where supported

    How SIE Atlas differs

    SIE Atlas is designed to combine Canadian registration context, firm relationships, geography and usable business contacts in one commercial workflow. The value is the maintained compilation, normalization, linkage and controlled delivery—not merely access to individual public records.

    From regulatory lookup to commercial workflow

    Public regulatory information is fragmented across CIRO and CSA tools and is essential for verification. Commercial teams also need practical cross-firm, cross-province and cross-category search, consistent naming and controlled output.

    Methodology and important context

    SIE Atlas is an independent commercial data platform and is not affiliated with or endorsed by CIRO, the CSA or any provincial or territorial securities regulator.

    CIRO was formed in 2023 through the amalgamation of the former Investment Industry Regulatory Organization of Canada (IIROC) and Mutual Fund Dealers Association of Canada (MFDA).

    Field availability varies. Users should consult the appropriate regulator for authoritative current verification. For corrections or suppression requests, contact info@sieatlas.com.

    Read our Canadian data methodology

    Turn Canadian market context into an actionable plan.

    Tell us the firms, provinces, roles or registration categories that matter to your team.