List of Financial planners in Burlington
Burlington, Ontario, has 226 Financial planners in this dataset, last verified September 9, 2026. Among the 15 Ontario cities we track, it ranks 8th, between Oakville (232) and Waterloo (222). Local listings make up 2.3% of all Financial planners in Ontario.
135 Financial planners in Burlington list both a phone number and an email address, the best starting point for multi-channel outreach. At 62.8%, email coverage runs above the Ontario average of 57%, while 95.6% of listings include a phone number.
With 88.9% already online (in line with 85.2% across Ontario), only 25 Financial planners in Burlington lack a website, so site improvements and SEO are the stronger pitch. 109 of their websites list a contact page URL.
71% of the 91 rated Financial planners in Burlington hold a 5-star average, above the Ontario figure of 60%. The 9 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
73
23
86
34
YouTube
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Financial planners List in Burlington
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Angela Galer-Grist - BMO Nesbitt Burns | Address | Burlington | Ontario | Canada | Email | Phone | 1 | 5 | — | — | — | |||
 | Ryan Mcinnes - TD Financial Planner | Address | Burlington | Ontario | Canada | Email | Phone | 2 | 4 | — | — | — | — | ||
IPC Investment Corporation - Kris Dureau | Address | Burlington | Ontario | Canada | Email | Phone | 1 | 5 | |||||||
 | Duncan McEachran - TD Wealth Private Investment Advice | Address | Burlington | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Colin Liu - Private Investment Counsel - Scotia Wealth Management | Address | Burlington | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | BMO Bank of Montreal | Address | Burlington | Ontario | Canada | Email | Phone | 77 | 2.6 | — | — | — | — | ||
 | Metherell Financial | Address | Burlington | Ontario | Canada | Email | Phone | 9 | 5 | — | |||||
 | Pearl Planning & Financial Solutions / Manulife Wealth Inc. | Address | Burlington | Ontario | Canada | Email | Phone | 2 | 3 | — | — | — | |||
 | CIBC Financial Advisor: Lubna Paruk-Tracey | Address | Burlington | Ontario | Canada | Email | Phone | 0 | 0 | — | |||||
 | Lynn-marie Tollis - TD Financial Planner | Address | Burlington | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Reg Meecham - Oakvest Group - ScotiaMcLeod - Scotia Wealth Management | Address | Burlington | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | |||
 | Sovereign Wealth | Address | Burlington | Ontario | Canada | Email | Phone | 7 | 5 | — | — | — | — | ||
 | Tom Winski, AMP - Mortgages | Address | Burlington | Ontario | Canada | Email | Phone | 81 | 5 | — | — | — | — | ||
 | Co-operators - Kevin Goverde Agency Inc | Address | Burlington | Ontario | Canada | Email | Phone | 58 | 4.9 | ||||||
 | Oldfield Group Wealth Management | Address | Burlington | Ontario | Canada | Email | Phone | 9 | 5 | — | — |
This is a randomized preview — the full database contains 226 records with complete field coverage.
Get the full Financial planners database
226 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Burlington
Most popular business categories across Burlington
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Burlington
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 226 Financial planners in Burlington, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Burlington, Ontario
Each of these buyers can work the 226 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 226 Financial planners in Burlington.
- 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 Burlington, Ontario
Start with the 135 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (216): 95.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (142): 62.8% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (109): 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 Burlington, Ontario
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (25): 11% of Financial planners in Burlington have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (9): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (153): 68% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Burlington
With 226 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 226 Financial planners in Burlington and plan visit days by neighborhood.
- Postal code patches: split Burlington by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 14 other Ontario cities we track are the next step once Burlington accounts are covered.
Data Coverage for Financial planners in Burlington
226 records · verified September 9, 2026
- Phone numbers
- 216
- Email addresses
- 142
- Phone and email
- 135
- Websites
- 201
Google ratings· 91 rated (40%)
71% hold 5 stars
- 1-star rated
- 2
- 2.2% of rated
- 2-star rated
- 7
- 7.7% of rated
- 3-star rated
- 12
- 13.2% of rated
- 4-star rated
- 5
- 5.5% of rated
- 5-star rated
- 65
- 71.4% of rated
Social profiles:
- LinkedIn:86· 38.1%
- Facebook:73· 32.3%
- X (Twitter):37· 16.4%
- YouTube:34· 15%
- Instagram:23· 10.2%
Financial planners in Burlington are an email-friendly, LinkedIn-heavy market: 95.6% list a phone number and 62.8% publish an email. Among 91 rated Financial planners, 71% 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 Burlington, Ontario
Everything you need to know about our financial planners database for Burlington, Ontario: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Burlington, Ontario?
There are 226 financial planners in Burlington, Ontario in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Burlington market for sales prospecting and territory planning.
How up to date is the Financial planners data for Burlington, 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 planners database for Burlington, 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 planners businesses in Burlington, Ontario?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Burlington, Ontario 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 Burlington, Ontario cost?
The complete financial planners leads database for Burlington, Ontario costs $10 as a one-time payment.
You get instant access to all 226 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 Burlington, 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 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 Burlington, Ontario 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 Burlington, Ontario have phone numbers?
216 financial planners in Burlington, 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 planners in Burlington, Ontario have email addresses?
142 financial planners in Burlington, Ontario (63%) 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 Burlington, Ontario have both a phone number and an email address?
135 financial planners in Burlington, 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 planners in Burlington, Ontario are active on social media?
Social profile coverage for financial planners in Burlington, Ontario: 86 on LinkedIn, 73 on Facebook, 23 on Instagram, 34 on YouTube, 37 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 Burlington, Ontario have a website?
201 financial planners in Burlington, Ontario (89%) 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 Burlington, Ontario do not have a website?
25 financial planners in Burlington, 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 planners in Burlington, Ontario?
Rating breakdown for financial planners in Burlington, Ontario: 65 with a 5-star rating, 5 with a 4-star rating, 12 with a 3-star rating, 7 with a 2-star rating, 2 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 Ontario or the entire US?
Yes. Beyond Burlington, we offer the complete Financial planners database for Ontario and a national all-50-states version.
If you buy the Burlington list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Burlington, 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.