List of Financial planners in Victoria
Victoria, British Columbia, has 289 Financial planners in this dataset, last verified September 9, 2026. It is the second-largest of the 6 British Columbia cities we track, behind Vancouver (666) and ahead of Surrey (275). Local listings make up 8.5% of all Financial planners in British Columbia.
157 Financial planners in Victoria list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 54.7% is in line with the British Columbia average (54.8%), and 97.2% of listings include a phone number.
With 85.1% already online (in line with 88% across British Columbia), only 43 Financial planners in Victoria lack a website, so site improvements and SEO are the stronger pitch. 114 of their websites list a contact page URL.
76% of the 103 rated Financial planners in Victoria hold a 5-star average, well above the British Columbia figure of 59%. The 8 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
101
26
104
61
YouTube
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Financial planners List in Victoria
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | IPC Investment Corporation - Darryl Johnson | Address | Victoria | British Columbia | Canada | Email | Phone | 1 | 5 | — | — | — | — | ||
Lazaruk Wealth Management | Address | Victoria | British Columbia | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
CUFPA Financial Planning Group | Address | Victoria | British Columbia | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Michael Hector Ponti | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
Collie Financial Associates | Address | Victoria | British Columbia | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | CIBC Mortgage Advisor: Dylan Wang | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | |||||
 | Glory Gray Wealth Solutions | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CIBC Financial Advisor: Ehsan Soltanianzadeh | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | |||||
 | IPC Securities Corporation - Midori Hillis, CFP | Address | Victoria | British Columbia | Canada | Email | Phone | 50 | 5 | — | — | — | — | ||
 | Dixie Klaibert | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | James McCrodan - The McCrodan Group - ScotiaMcLeod - Scotia Wealth Management | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Vaughan Bevan Wealth Management Group - TD Wealth Private Investment Advice | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Kratz Financial Group at CIBC Wood Gundy | Address | Victoria | British Columbia | Canada | Email | Phone | 7 | 5 | — | — | — | — | ||
 | CIBC Financial Advisor: Steven Pabla | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | |||||
Queensbury Securities | Address | Victoria | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 289 records with complete field coverage.
Get the full Financial planners database
289 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Victoria
Most popular business categories across Victoria
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Victoria
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 289 Financial planners in Victoria, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Victoria, British Columbia
Each of these buyers can work the 289 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 289 Financial planners in Victoria.
- 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 Contact Form Outreach in Victoria, British Columbia
Start with the 157 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (281): 97.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (158): 54.7% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (114): businesses with a contact page URL give you another way in when no email is listed.
- 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 Victoria, 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): 15% of Financial planners in Victoria have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (8): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (188): 65% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Victoria
With 289 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 289 Financial planners in Victoria and plan visit days by neighborhood.
- Postal code patches: split Victoria 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 Victoria accounts are covered.
Data Coverage for Financial planners in Victoria
289 records · verified September 9, 2026
- Phone numbers
- 281
- Email addresses
- 158
- Phone and email
- 157
- Websites
- 246
Google ratings· 103 rated (36%)
76% hold 5 stars
- 1-star rated
- 3
- 2.9% of rated
- 2-star rated
- 5
- 4.9% of rated
- 3-star rated
- 12
- 11.7% of rated
- 4-star rated
- 5
- 4.9% of rated
- 5-star rated
- 78
- 75.7% of rated
Social profiles:
- LinkedIn:104· 36%
- Facebook:101· 34.9%
- X (Twitter):65· 22.5%
- YouTube:61· 21.1%
- Instagram:26· 9%
Financial planners in Victoria are an email-friendly, LinkedIn-heavy market: 97.2% list a phone number and 54.7% publish an email. Among 103 rated Financial planners, 76% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial planners in Victoria, British Columbia
Everything you need to know about our financial planners database for Victoria, British Columbia: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Victoria, British Columbia?
There are 289 financial planners in Victoria, 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 Victoria market for sales prospecting and territory planning.
How up to date is the Financial planners data for Victoria, 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 Victoria, 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 Victoria, British Columbia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Victoria, 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 Victoria, British Columbia cost?
The complete financial planners leads database for Victoria, British Columbia costs $10 as a one-time payment.
You get instant access to all 289 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 Victoria, 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 Victoria, 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 Victoria, British Columbia have phone numbers?
281 financial planners in Victoria, British Columbia (97% 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 Victoria, British Columbia have email addresses?
158 financial planners in Victoria, British Columbia (55%) 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 Victoria, British Columbia have both a phone number and an email address?
157 financial planners in Victoria, 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 Victoria, British Columbia are active on social media?
Social profile coverage for financial planners in Victoria, British Columbia: 104 on LinkedIn, 101 on Facebook, 26 on Instagram, 61 on YouTube, 65 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 Victoria, British Columbia have a website?
246 financial planners in Victoria, British Columbia (85%) 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 Victoria, British Columbia do not have a website?
43 financial planners in Victoria, 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 Victoria, British Columbia?
Rating breakdown for financial planners in Victoria, British Columbia: 78 with a 5-star rating, 5 with a 4-star rating, 12 with a 3-star rating, 5 with a 2-star rating, 3 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 Victoria, we offer the complete Financial planners database for British Columbia and a national all-50-states version.
If you buy the Victoria list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Victoria, 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.