List of Financial planners in Waterloo
Waterloo, Ontario, has 222 Financial planners in this dataset, last verified September 9, 2026. Among the 15 Ontario cities we track, it ranks 9th, between Burlington (226) and Hamilton (180). Local listings make up 2.3% of all Financial planners in Ontario.
130 Financial planners in Waterloo list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 60.4% is in line with the Ontario average (57%), and 96.8% of listings include a phone number.
With 85.1% already online (in line with 85.2% across Ontario), only 33 Financial planners in Waterloo lack a website, so site improvements and SEO are the stronger pitch. 109 of their websites list a contact page URL.
56% of the 64 rated Financial planners in Waterloo hold a 5-star average, in line with the Ontario figure of 60%. The 13 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
54
21
68
33
YouTube
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Financial planners List in Waterloo
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Waterloo Financial Planning | Address | Waterloo | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Cerullo Financial Services Ltd. | Address | Waterloo | Ontario | Canada | Email | Phone | — | 1 | 5 | — | — | — | — | |
 | Michael Ellis - Private Investment Counsel - Scotia Wealth Management | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Dhyeya Tamakuwala - TD Financial Planner | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Heidi Yandt - TD Wealth Private Investment Advice | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CIBC Financial Advisor: Rachel Luo | Address | Waterloo | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | BDO Canada LLP - Kitchener-Waterloo | Address | Waterloo | Ontario | Canada | Email | Phone | 15 | 3.1 | ||||||
 | Donald Daggett - Financially INsync of Raymond James Ltd. | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
FOX FINANCIAL PLANNING | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | |||||||
 | Assante Financial Management Ltd. | Address | Waterloo | Ontario | Canada | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Young Financial Group | Address | Waterloo | Ontario | Canada | Email | Phone | 1 | 5 | — | — | — | — | ||
 | The Murphy Wegrzyn Group - TD Wealth Private Investment Advice | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Sun Life Financial North Waterloo Wellington | Address | Waterloo | Ontario | Canada | Email | Phone | — | 7 | 2.7 | — | — | — | — | |
 | Amanda Strathearn - ScotiaMcLeod - Scotia Wealth Management | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Candice Dziedziejko - BMO Nesbitt Burns | Address | Waterloo | Ontario | Canada | Email | Phone | — | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 222 records with complete field coverage.
Get the full Financial planners database
222 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 planners |
|---|---|
What You Can Do with the List of Financial planners in Waterloo
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 222 Financial planners in Waterloo, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Waterloo, Ontario
Each of these buyers can work the 222 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 222 Financial planners 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 130 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (215): 96.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (134): 60.4% 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 Waterloo, Ontario
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (33): 15% of Financial planners in Waterloo have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (13): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (168): 76% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Waterloo
With 222 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 222 Financial planners 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 14 other Ontario cities we track are the next step once Waterloo accounts are covered.
Data Coverage for Financial planners in Waterloo
222 records · verified September 9, 2026
- Phone numbers
- 215
- Email addresses
- 134
- Phone and email
- 130
- Websites
- 189
Google ratings· 64 rated (29%)
56% hold 5 stars
- 1-star rated
- 5
- 7.8% of rated
- 2-star rated
- 8
- 12.5% of rated
- 3-star rated
- 12
- 18.8% of rated
- 4-star rated
- 3
- 4.7% of rated
- 5-star rated
- 36
- 56.3% of rated
Social profiles:
- LinkedIn:68· 30.6%
- Facebook:54· 24.3%
- X (Twitter):38· 17.1%
- YouTube:33· 14.9%
- Instagram:21· 9.5%
Financial planners in Waterloo are an email-friendly, LinkedIn-heavy market: 96.8% list a phone number and 60.4% publish an email. Among 64 rated Financial planners, 56% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Waterloo, Ontario
Everything you need to know about our financial planners database for Waterloo, Ontario: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Waterloo, Ontario?
There are 222 financial planners 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 planners 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 planners 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 planners businesses in Waterloo, Ontario?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners 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 planners database for Waterloo, Ontario cost?
The complete financial planners leads database for Waterloo, Ontario costs $10 as a one-time payment.
You get instant access to all 222 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 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 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 Waterloo, 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 Waterloo, Ontario have phone numbers?
215 financial planners in Waterloo, 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 Waterloo, Ontario have email addresses?
134 financial planners in Waterloo, Ontario (60%) 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 Waterloo, Ontario have both a phone number and an email address?
130 financial planners 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 planners in Waterloo, Ontario are active on social media?
Social profile coverage for financial planners in Waterloo, Ontario: 68 on LinkedIn, 54 on Facebook, 21 on Instagram, 33 on YouTube, 38 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 Waterloo, Ontario have a website?
189 financial planners in Waterloo, Ontario (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 Waterloo, Ontario do not have a website?
33 financial planners 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 planners in Waterloo, Ontario?
Rating breakdown for financial planners in Waterloo, Ontario: 36 with a 5-star rating, 3 with a 4-star rating, 12 with a 3-star rating, 8 with a 2-star rating, 5 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 Waterloo, we offer the complete Financial planners 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 planners 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.