List of Financial planners in Ottawa
Ottawa, Ontario, has 459 Financial planners in this dataset, last verified September 9, 2026. It is the third-largest of the 15 Ontario cities we track, behind Mississauga (544) and ahead of London (363). Local listings make up 4.7% of all Financial planners in Ontario.
224 Financial planners in Ottawa list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Ontario average, 50.1% against 57%, so expect phone (96.5% coverage) to do most of the work.
With 83% already online (in line with 85.2% across Ontario), only 78 Financial planners in Ottawa lack a website, so site improvements and SEO are the stronger pitch. 159 of their websites list a contact page URL.
58% of the 154 rated Financial planners in Ottawa hold a 5-star average, in line with the Ontario figure of 60%. The 30 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
119
42
129
75
YouTube
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Financial planners List in Ottawa
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | David Cimpello - BMO Nesbitt Burns | Address | Ottawa | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | IPC Investment Corporation - Turn Key Wealth Management | Address | Ottawa | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Forest Financial Planning Inc. | Address | Ottawa | Ontario | Canada | Email | Phone | 45 | 5 | — | — | — | — | ||
 | Impact Financial Planning Inc. | Address | Ottawa | Ontario | Canada | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Exponent Investment Management | Address | Ottawa | Ontario | Canada | Email | Phone | 4 | 5 | ||||||
 | Trevor Schentag, Advisor Sun Life | Address | Ottawa | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Alex Gilchrist - TD Financial Planner | Address | Ottawa | Ontario | Canada | Email | Phone | 1 | 5 | — | — | — | — | ||
A N FINANCIAL SERVICES LTD. | Address | Ottawa | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Diego Aguirre Orué - Private Banking - Scotia Wealth Management | Address | Ottawa | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
TLF Wealth Management | Address | Ottawa | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Joe Valpy, CIM® | Address | Ottawa | Ontario | Canada | Email | Phone | 0 | 0 | — | — | ||||
 | Amy Lin - BMO Private Wealth | Address | Ottawa | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Mitch McLean CFP, Financial and Investment Advisor | Address | Ottawa | Ontario | Canada | Email | Phone | 15 | 4.9 | — | — | — | — | ||
 | Co-operators - Ryan Tuck & Associates Insurance and Investments | Address | Ottawa | Ontario | Canada | Email | Phone | 33 | 3.9 | ||||||
 | MD Financial Management Head Office | Address | Ottawa | Ontario | Canada | Email | Phone | 32 | 4.2 | — | — | — | — |
This is a randomized preview — the full database contains 459 records with complete field coverage.
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459 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Ottawa
Most popular business categories across Ottawa
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Ottawa
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 459 Financial planners in Ottawa, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Ottawa, Ontario
Each of these buyers can work the 459 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 459 Financial planners in Ottawa.
- 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 Ottawa, Ontario
Start with the 224 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (443): 96.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (230): 50.1% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (159): 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 Ottawa, Ontario
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (78): 17% of Financial planners in Ottawa have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (30): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (340): 74% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Ottawa
With 459 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 459 Financial planners in Ottawa and plan visit days by neighborhood.
- Postal code patches: split Ottawa 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 Ottawa accounts are covered.
Data Coverage for Financial planners in Ottawa
459 records · verified September 9, 2026
- Phone numbers
- 443
- Email addresses
- 230
- Phone and email
- 224
- Websites
- 381
Google ratings· 154 rated (34%)
58% hold 5 stars
- 1-star rated
- 9
- 5.8% of rated
- 2-star rated
- 21
- 13.6% of rated
- 3-star rated
- 22
- 14.3% of rated
- 4-star rated
- 12
- 7.8% of rated
- 5-star rated
- 90
- 58.4% of rated
Social profiles:
- LinkedIn:129· 28.1%
- Facebook:119· 25.9%
- X (Twitter):78· 17%
- YouTube:75· 16.3%
- Instagram:42· 9.2%
Financial planners in Ottawa are an email-friendly, LinkedIn-heavy market: 96.5% list a phone number and 50.1% publish an email. Among 154 rated Financial planners, 58% 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 Ottawa, Ontario
Everything you need to know about our financial planners database for Ottawa, Ontario: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Ottawa, Ontario?
There are 459 financial planners in Ottawa, Ontario in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Ottawa market for sales prospecting and territory planning.
How up to date is the Financial planners data for Ottawa, 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 Ottawa, 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 Ottawa, Ontario?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Ottawa, 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 Ottawa, Ontario cost?
The complete financial planners leads database for Ottawa, Ontario costs $10 as a one-time payment.
You get instant access to all 459 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 Ottawa, 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 Ottawa, 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 Ottawa, Ontario have phone numbers?
443 financial planners in Ottawa, Ontario (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 Ottawa, Ontario have email addresses?
230 financial planners in Ottawa, Ontario (50%) 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 Ottawa, Ontario have both a phone number and an email address?
224 financial planners in Ottawa, 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 Ottawa, Ontario are active on social media?
Social profile coverage for financial planners in Ottawa, Ontario: 129 on LinkedIn, 119 on Facebook, 42 on Instagram, 75 on YouTube, 78 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 Ottawa, Ontario have a website?
381 financial planners in Ottawa, Ontario (83%) 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 Ottawa, Ontario do not have a website?
78 financial planners in Ottawa, 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 Ottawa, Ontario?
Rating breakdown for financial planners in Ottawa, Ontario: 90 with a 5-star rating, 12 with a 4-star rating, 22 with a 3-star rating, 21 with a 2-star rating, 9 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 Ottawa, we offer the complete Financial planners database for Ontario and a national all-50-states version.
If you buy the Ottawa list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Ottawa, 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.