List of Financial advisors in Waterloo
Waterloo, Ontario, has 185 Financial advisors in this dataset, last verified September 9, 2026. Among the 19 Ontario cities we track, it ranks 6th, between Burlington (193) and Markham (177). Local listings make up 3.4% of all Financial advisors in Ontario.
98 Financial advisors in Waterloo list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Ontario average, 55.1% against 59.9%, so expect phone (96.2% coverage) to do most of the work.
With 88.1% already online (in line with 89.2% across Ontario), only 22 Financial advisors in Waterloo lack a website, so site improvements and SEO are the stronger pitch. 80 of their websites list a contact page URL.
63% of the 60 rated Financial advisors in Waterloo hold a 5-star average, below the Ontario figure of 69%. The 10 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
42
21
45
29
YouTube
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Financial advisors List in Waterloo
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | IG Wealth Management - NIGEL GOETZ, CFP | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | ||||||
 | Craig Mellow - Mellow-Richardson Investment Management - ScotiaMcLeod | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Fox Financial Planning - NANCY FOX, CFP, RRC, CEA | Address | Waterloo | Ontario | Canada | Email | Phone | 1 | 5 | ||||||
 | Agnes Krause - TD Wealth Private Investment Advice | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Scotiabank | Address | Waterloo | Ontario | Canada | Email | Phone | 122 | 2.5 | ||||||
 | Kerry O'Driscoll - TD Wealth Private Investment Advice | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Yu Shen - TD Wealth Private Investment Advice | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bhanu Kendall - BMO Private Wealth | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Eric Strassburger - BMO Nesbitt Burns | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rickert Financial Group Ltd | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | |||
AFP Wealth Management | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Matt Leger - Private Banking - Scotia Wealth Management | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life | Address | Waterloo | Ontario | Canada | Email | Phone | 8 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Mary Friesen | Address | Waterloo | Ontario | Canada | Email | Phone | 1 | 1 | — | — | ||||
 | Co-operators - Drew Hughes Insurance Inc | Address | Waterloo | Ontario | Canada | Email | Phone | 39 | 4.1 |
This is a randomized preview — the full database contains 185 records with complete field coverage.
Get the full Financial advisors database
185 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Waterloo
Most popular business categories across Waterloo
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Waterloo
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 185 Financial advisors in Waterloo, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Waterloo, Ontario
Each of these buyers can work the 185 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 185 Financial advisors in Waterloo.
- 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 Waterloo, Ontario
Start with the 98 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (178): 96.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (102): 55.1% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (80): 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 Waterloo, Ontario
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- No website listed (22): 12% of Financial advisors in Waterloo have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (10): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (143): 77% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Waterloo
With 185 Financial advisors 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 185 Financial advisors in Waterloo and plan visit days by neighborhood.
- Postal code patches: split Waterloo by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 18 other Ontario cities we track are the next step once Waterloo accounts are covered.
Data Coverage for Financial advisors in Waterloo
185 records · verified September 9, 2026
- Phone numbers
- 178
- Email addresses
- 102
- Phone and email
- 98
- Websites
- 163
Google ratings· 60 rated (32%)
63% hold 5 stars
- 1-star rated
- 4
- 6.7% of rated
- 2-star rated
- 6
- 10% of rated
- 3-star rated
- 9
- 15% of rated
- 4-star rated
- 3
- 5% of rated
- 5-star rated
- 38
- 63.3% of rated
Social profiles:
- LinkedIn:45· 24.3%
- Facebook:42· 22.7%
- YouTube:29· 15.7%
- X (Twitter):26· 14.1%
- Instagram:21· 11.4%
Financial advisors in Waterloo are an email-friendly, LinkedIn-heavy market: 96.2% list a phone number and 55.1% publish an email. Among 60 rated Financial advisors, 63% hold 5 stars, a mostly positive spread.
Related Financial advisors by Location
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Frequently asked questions about Financial advisors in Waterloo, Ontario
Everything you need to know about our financial advisors database for Waterloo, Ontario: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial advisors are there in Waterloo, Ontario?
There are 185 financial advisors in Waterloo, Ontario in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Waterloo market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Waterloo, Ontario?
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 advisors database for Waterloo, Ontario?
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 advisors businesses in Waterloo, Ontario?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Waterloo, Ontario as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Waterloo, Ontario cost?
The complete financial advisors leads database for Waterloo, Ontario costs $10 as a one-time payment.
You get instant access to all 185 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 advisors contacts in Waterloo, Ontario 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 advisors 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 Waterloo, Ontario financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors 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 advisors in Waterloo, Ontario have phone numbers?
178 financial advisors in Waterloo, Ontario (96% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Waterloo, Ontario have email addresses?
102 financial advisors in Waterloo, Ontario (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 advisors in Waterloo, Ontario have both a phone number and an email address?
98 financial advisors in Waterloo, Ontario 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 advisors in Waterloo, Ontario are active on social media?
Social profile coverage for financial advisors in Waterloo, Ontario: 45 on LinkedIn, 42 on Facebook, 21 on Instagram, 29 on YouTube, 26 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 advisors in Waterloo, Ontario have a website?
163 financial advisors in Waterloo, Ontario (88%) 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 advisors in Waterloo, Ontario do not have a website?
22 financial advisors in Waterloo, Ontario 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 advisors in Waterloo, Ontario?
Rating breakdown for financial advisors in Waterloo, Ontario: 38 with a 5-star rating, 3 with a 4-star rating, 9 with a 3-star rating, 6 with a 2-star rating, 4 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 advisors data for all of Ontario or the entire US?
Yes. Beyond Waterloo, we offer the complete Financial advisors database for Ontario and a national all-50-states version.
If you buy the Waterloo list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Waterloo, Ontario 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.