List of Financial planners in Canada
Canada has 21,024 Financial planners in this dataset, last verified September 9, 2026. Ontario leads by a wide margin with 9,797, 2.9 times the size of British Columbia (3,386), followed by Quebec (2,688). The top three hold 75% of all records, leaving 25% spread across the other 6 provinces.
Most Financial planners can be reached by email: 10,971 records (52.2%) include an email address, 20,455 (97.3%) list a phone number, and 10,690 carry both, so email-first sequences are practical at scale.
Web presence is close to universal: 85.1% of Financial planners in Canada have a website and only 3,137 do not, so agencies will find more demand for redesigns and SEO than for first-time builds. Of the websites on record, 6,788 (38%) include a contact page URL.
41% of Financial planners carry Google ratings, and 58% of rated businesses average 5 stars while 22% sit in the 3 to 4 star range, so rating works as a real quality filter. A sizeable 1,744 (20% of rated businesses) sit at 1 to 2 stars, a strong pool for reputation management outreach.
Social Media Reach
7,838
2,563
8,192
5,722
YouTube
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Financial planners List in Canada
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Dinesh Yuvaraj - TD Account Manager Small Business | Address | Red Deer | Alberta | Canada | Email | Phone | 1 | 5 | — | |||||
Granville West Group | Address | Vancouver | British Columbia | Canada | Email | Phone | 1 | 5 | — | — | — | ||||
 | Ocean Bui - TD Financial Planner | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Darlene M Boudreau - Private Investment Counsel - Scotia Wealth Management | Address | Burlington | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
Headsail Wealth Management | Address | Oakville | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Joel Widmeyer - BMO Nesbitt Burns | Address | Waterloo | Ontario | Canada | Email | Phone | 0 | 0 | — | — | — | |||
 | CIBC Business Advisor: Jonathan Bent | Address | Yarmouth | Nova Scotia | Canada | Email | Phone | 0 | 0 | — | |||||
 | Sigouin Financial Group Inc. | Address | Hearst | Ontario | Canada | Email | Phone | 1 | 3 | — | — | — | — | ||
 | CIBC Financial Advisor: Amrit Bhullar | Address | Woodbridge | Ontario | Canada | Email | Phone | 0 | 0 | — | |||||
 | Edward Jones - Financial Advisor: Anna Li, CFP®|CEPA® | Address | Burnaby | British Columbia | Canada | Email | Phone | 2 | 5 | — | — | ||||
 | Co-operators - Ducharme Insurance & Investments Inc | Address | Calgary | Alberta | Canada | Email | Phone | 26 | 4 | ||||||
 | Peter Winters - BMO Financial Planner | Address | Prince George | British Columbia | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | BMO Bank of Montreal | Address | Burnaby | British Columbia | Canada | Email | Phone | 97 | 2.3 | — | — | — | — | ||
 | CIBC Financial Advisor: Anish Sharma | Address | Brampton | Ontario | Canada | Email | Phone | 2 | 1 | — | |||||
 | Scotiabank | Address | Mississauga | Ontario | Canada | Email | Phone | 58 | 2.4 |
This is a randomized preview — the full database contains 21,024 records with complete field coverage.
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21,024 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in Canada
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 21,024 Financial planners in Canada, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Canada
Each of these buyers can work the 21,024 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 21,024 Financial planners in Canada.
- 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 Canada
Start with the 10,690 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (20,455): 97.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (10,971): 52.2% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (7,838): 37.3% 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 Canada
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (3,137): 15% of Financial planners in Canada have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (1,744): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (13,186): 63% have no Facebook page on record, an opening for social media management agencies.
Plan Sales Territories Across Canada
Canada spreads its 21,024 Financial planners across 9 provinces, so split the list before assigning reps:
- Priority provinces: Ontario and British Columbia hold 63% of all records, a natural first territory for field or regional reps.
- Territory mapping: records include latitude and longitude, so you can plot Financial planners by province, draw territories and balance accounts between reps.
- Market sizing: compare province and city counts to size demand before launching a product or opening a new region.
Data Coverage for Financial planners in Canada
21,024 records · verified September 9, 2026
- Phone numbers
- 20,455
- Email addresses
- 10,971
- Phone and email
- 10,690
- Websites
- 17,887
Google ratings· 8,676 rated (41%)
58% hold 5 stars
- 1-star rated
- 653
- 7.5% of rated
- 2-star rated
- 1,091
- 12.6% of rated
- 3-star rated
- 1,307
- 15.1% of rated
- 4-star rated
- 606
- 7% of rated
- 5-star rated
- 5,019
- 57.8% of rated
Social profiles:
- LinkedIn:8,192· 39%
- Facebook:7,838· 37.3%
- YouTube:5,722· 27.2%
- X (Twitter):5,717· 27.2%
- Instagram:2,563· 12.2%
Financial planners in Canada are an email-friendly, LinkedIn-heavy market: 97.3% list a phone number and 52.2% publish an email. Among 8,676 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 Canada
Everything you need to know about our financial planners database for Canada: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Canada?
There are 21,024 financial planners in Canada in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across all 50 US states, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Canada?
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 Canada?
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 Canada?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Canada 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 Canada cost?
The complete financial planners leads database for Canada costs $139 as a one-time payment.
You get instant access to all 21,024 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 Canada specifically, a one-time $139 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 Canada 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 Canada have phone numbers?
20,455 financial planners in Canada (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 Canada have email addresses?
10,971 financial planners in Canada (52%) 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 Canada have both a phone number and an email address?
10,690 financial planners in Canada 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 Canada are active on social media?
Social profile coverage for financial planners in Canada: 8,192 on LinkedIn, 7,838 on Facebook, 2,563 on Instagram, 5,722 on YouTube, 5,717 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 Canada have a website?
17,887 financial planners in Canada (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 Canada do not have a website?
3,137 financial planners in Canada 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 Canada?
Rating breakdown for financial planners in Canada: 5,019 with a 5-star rating, 606 with a 4-star rating, 1,307 with a 3-star rating, 1,091 with a 2-star rating, 653 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 filter this national Financial planners database by state or city?
Yes. Every record includes state and city fields, so the national file filters instantly in Excel, Google Sheets, or your CRM.
Buying national is usually cheaper than buying several states separately: one file, every US market.
Is the Financial planners contact data in Canada 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.