List of Financial planners in Surrey
Surrey, British Columbia, has 275 Financial planners in this dataset, last verified September 9, 2026. It is the third-largest of the 6 British Columbia cities we track, behind Victoria (289) and ahead of Kelowna (201). Local listings make up 8.1% of all Financial planners in British Columbia.
141 Financial planners in Surrey list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 52% is in line with the British Columbia average (54.8%), and 98.5% of listings include a phone number.
With 84.4% already online (in line with 88% across British Columbia), only 43 Financial planners in Surrey lack a website, so site improvements and SEO are the stronger pitch. 102 of their websites list a contact page URL.
56% of the 128 rated Financial planners in Surrey hold a 5-star average, in line with the British Columbia figure of 59%. The 26 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
106
47
112
73
YouTube
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Financial planners List in Surrey
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Consilium Financial | iA Private Wealth | Address | Surrey | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Scotiabank | Address | Surrey | British Columbia | Canada | Email | Phone | 82 | 3.2 | ||||||
 | Pankaj Gaharwal - TD Financial Planner | Address | Surrey | British Columbia | Canada | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Bromwich+Smith | Address | Surrey | British Columbia | Canada | Email | Phone | 46 | 4.9 | — | — | — | — | ||
 | Empower Group | Address | Surrey | British Columbia | Canada | Email | Phone | — | 8 | 4.5 | — | — | — | — | |
 | Vancity | Address | Surrey | British Columbia | Canada | Email | Phone | 84 | 3 | — | |||||
Goldkey Financial | Address | Surrey | British Columbia | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
ISD Investments Ltd | Address | Surrey | British Columbia | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | CanTrust Financial Services Inc. | Address | Surrey | British Columbia | Canada | Email | Phone | 5 | 5 | — | — | — | — | ||
 | CIBC Financial Advisor: Shane Bhala | Address | Surrey | British Columbia | Canada | Email | Phone | 0 | 0 | — | |||||
 | Pacifica Partners Inc. | Capital Management | Address | Surrey | British Columbia | Canada | Email | Phone | 8 | 4 | — | — | — | — | ||
 | Harry Kim Inc., CPA | Address | Surrey | British Columbia | Canada | Email | Phone | 8 | 4.5 | — | — | — | — | ||
Einar Lisborg | Address | Surrey | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | IPC Securities Corp - CEV Wealth | Address | Surrey | British Columbia | Canada | Email | Phone | 15 | 4.9 | — | — | ||||
 | CIBC Financial Advisor: Ian Bea | Address | Surrey | British Columbia | Canada | Email | Phone | 1 | 5 | — |
This is a randomized preview — the full database contains 275 records with complete field coverage.
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275 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Surrey
Most popular business categories across Surrey
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Surrey
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 275 Financial planners in Surrey, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Surrey, British Columbia
Each of these buyers can work the 275 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 275 Financial planners in Surrey.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Surrey, British Columbia
Start with the 141 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (271): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (143): 52% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (106): 38.5% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Surrey, British Columbia
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (43): 16% of Financial planners in Surrey have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (26): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (169): 61% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Surrey
With 275 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 275 Financial planners in Surrey and plan visit days by neighborhood.
- Postal code patches: split Surrey by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 5 other British Columbia cities we track are the next step once Surrey accounts are covered.
Data Coverage for Financial planners in Surrey
275 records · verified September 9, 2026
- Phone numbers
- 271
- Email addresses
- 143
- Phone and email
- 141
- Websites
- 232
Google ratings· 128 rated (47%)
56% hold 5 stars
- 1-star rated
- 10
- 7.8% of rated
- 2-star rated
- 16
- 12.5% of rated
- 3-star rated
- 21
- 16.4% of rated
- 4-star rated
- 9
- 7% of rated
- 5-star rated
- 72
- 56.3% of rated
Social profiles:
- LinkedIn:112· 40.7%
- Facebook:106· 38.5%
- X (Twitter):79· 28.7%
- YouTube:73· 26.5%
- Instagram:47· 17.1%
Financial planners in Surrey are an email-friendly, LinkedIn-heavy market: 98.5% list a phone number and 52% publish an email. Among 128 rated Financial planners, 56% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Surrey, British Columbia
Everything you need to know about our financial planners database for Surrey, British Columbia: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Surrey, British Columbia?
There are 275 financial planners in Surrey, British Columbia in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Surrey market for sales prospecting and territory planning.
How up to date is the Financial planners data for Surrey, British Columbia?
This dataset was last updated in September 9, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Surrey, British Columbia?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Surrey, British Columbia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Surrey, British Columbia as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Surrey, British Columbia cost?
The complete financial planners leads database for Surrey, British Columbia costs $10 as a one-time payment.
You get instant access to all 275 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Surrey, British Columbia specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Surrey, British Columbia financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Surrey, British Columbia have phone numbers?
271 financial planners in Surrey, British Columbia (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Surrey, British Columbia have email addresses?
143 financial planners in Surrey, British Columbia (52%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Surrey, British Columbia have both a phone number and an email address?
141 financial planners in Surrey, British Columbia have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Surrey, British Columbia are active on social media?
Social profile coverage for financial planners in Surrey, British Columbia: 112 on LinkedIn, 106 on Facebook, 47 on Instagram, 73 on YouTube, 79 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Surrey, British Columbia have a website?
232 financial planners in Surrey, British Columbia (84%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Surrey, British Columbia do not have a website?
43 financial planners in Surrey, British Columbia operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Surrey, British Columbia?
Rating breakdown for financial planners in Surrey, British Columbia: 72 with a 5-star rating, 9 with a 4-star rating, 21 with a 3-star rating, 16 with a 2-star rating, 10 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of British Columbia or the entire US?
Yes. Beyond Surrey, we offer the complete Financial planners database for British Columbia and a national all-50-states version.
If you buy the Surrey list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Surrey, British Columbia legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.