List of Financial planners in Richmond Hill
Richmond Hill, Ontario, has 172 Financial planners in this dataset, last verified September 9, 2026. Among the 15 Ontario cities we track, it ranks 11th, between Hamilton (180) and Barrie (150). Local listings make up 1.8% of all Financial planners in Ontario.
103 Financial planners in Richmond Hill list both a phone number and an email address, the best starting point for multi-channel outreach. At 61.6%, email coverage runs above the Ontario average of 57%, while 97.7% of listings include a phone number.
With 84.3% already online (in line with 85.2% across Ontario), only 27 Financial planners in Richmond Hill lack a website, so site improvements and SEO are the stronger pitch. 39 of their websites list a contact page URL.
62% of the 73 rated Financial planners in Richmond Hill hold a 5-star average, in line with the Ontario figure of 60%. The 17 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
95
25
95
80
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 172+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in Richmond Hill
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Herminigildo Marquez | Address | Richmond Hill | Ontario | Canada | Email | Phone | 1 | 5 | — | — | — | — | ||
 | CIBC Financial Advisor: Leo Xi | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | — | |||||
 | BMO Bank of Montreal | Address | Richmond Hill | Ontario | Canada | Email | Phone | 60 | 2.1 | — | — | — | — | ||
 | Forever Insure by Neda Azizi | Address | Richmond Hill | Ontario | Canada | Email | Phone | 24 | 5 | — | |||||
Wales Financial Group Inc. | Address | Richmond Hill | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Flip My Life | Address | Richmond Hill | Ontario | Canada | Email | Phone | 38 | 4.9 | — | |||||
 | Sachin Jain, Financial Advisor | Address | Richmond Hill | Ontario | Canada | Email | Phone | 3 | 5 | — | — | — | — | ||
 | CIBC Financial Advisor: Suzan Derakhshanyan | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | — | |||||
 | CIBC Mortgage Advisor: Sudeep Josan | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | — | |||||
Fisico Group | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Radiant Life Financial | Address | Richmond Hill | Ontario | Canada | Email | Phone | 9 | 5 | ||||||
 | CIBC Mortgage Advisor: Yan Zhai | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | — | |||||
Finapath | Address | Richmond Hill | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Co-operators | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | ||||||
TC Investments Group Inc. | Address | Richmond Hill | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 172 records with complete field coverage.
Get the full Financial planners database
172 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Richmond Hill
Most popular business categories across Richmond Hill
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Richmond Hill
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 172 Financial planners in Richmond Hill, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Richmond Hill, Ontario
Each of these buyers can work the 172 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 172 Financial planners in Richmond Hill.
- 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 Richmond Hill, Ontario
Start with the 103 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (168): 97.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (106): 61.6% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (95): 55.2% 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 Richmond Hill, Ontario
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (27): 16% of Financial planners in Richmond Hill have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (17): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Richmond Hill
With 172 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 172 Financial planners in Richmond Hill and plan visit days by neighborhood.
- Postal code patches: split Richmond Hill 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 Richmond Hill accounts are covered.
Data Coverage for Financial planners in Richmond Hill
172 records · verified September 9, 2026
- Phone numbers
- 168
- Email addresses
- 106
- Phone and email
- 103
- Websites
- 145
Google ratings· 73 rated (42%)
62% hold 5 stars
- 1-star rated
- 6
- 8.2% of rated
- 2-star rated
- 11
- 15.1% of rated
- 3-star rated
- 7
- 9.6% of rated
- 4-star rated
- 4
- 5.5% of rated
- 5-star rated
- 45
- 61.6% of rated
Social profiles:
- Facebook:95· 55.2%
- LinkedIn:95· 55.2%
- X (Twitter):80· 46.5%
- YouTube:80· 46.5%
- Instagram:25· 14.5%
Financial planners in Richmond Hill are an email-friendly, Facebook-heavy market: 97.7% list a phone number and 61.6% publish an email. Among 73 rated Financial planners, 62% 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 Richmond Hill, Ontario
Everything you need to know about our financial planners database for Richmond Hill, Ontario: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Richmond Hill, Ontario?
There are 172 financial planners in Richmond Hill, Ontario in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Richmond Hill market for sales prospecting and territory planning.
How up to date is the Financial planners data for Richmond Hill, 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 Richmond Hill, 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 Richmond Hill, Ontario?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Richmond Hill, 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 Richmond Hill, Ontario cost?
The complete financial planners leads database for Richmond Hill, Ontario costs $10 as a one-time payment.
You get instant access to all 172 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 Richmond Hill, 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 Richmond Hill, 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 Richmond Hill, Ontario have phone numbers?
168 financial planners in Richmond Hill, Ontario (98% 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 Richmond Hill, Ontario have email addresses?
106 financial planners in Richmond Hill, Ontario (62%) 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 Richmond Hill, Ontario have both a phone number and an email address?
103 financial planners in Richmond Hill, 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 Richmond Hill, Ontario are active on social media?
Social profile coverage for financial planners in Richmond Hill, Ontario: 95 on LinkedIn, 95 on Facebook, 25 on Instagram, 80 on YouTube, 80 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 Richmond Hill, Ontario have a website?
145 financial planners in Richmond Hill, Ontario (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 Richmond Hill, Ontario do not have a website?
27 financial planners in Richmond Hill, 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 Richmond Hill, Ontario?
Rating breakdown for financial planners in Richmond Hill, Ontario: 45 with a 5-star rating, 4 with a 4-star rating, 7 with a 3-star rating, 11 with a 2-star rating, 6 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 Richmond Hill, we offer the complete Financial planners database for Ontario and a national all-50-states version.
If you buy the Richmond Hill list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Richmond Hill, 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.