List of Financial planners in Alberta
Alberta has 2,366 Financial planners in this dataset, last verified September 9, 2026. It is the fourth-largest market for Financial planners in Canada, holding 11% of the national total, behind Quebec (2,688) and ahead of Saskatchewan (654).
Among cities, Calgary leads with 819, ahead of Edmonton (605). Together the top two hold 60% of the province total, so covering them reaches most of the market.
Email coverage mirrors the national picture, with 1,291 records (54.6%) including an email address against 52.2% across Canada. 2,313 (97.8%) list a phone number, and 1,265 carry both.
89% of Financial planners in Alberta have a website, in line with the national average of 85.1%. Only 260 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 1,087 rated Financial planners in Alberta, 52% hold a 5-star average, below the national figure of 58%. 270 are rated 1 to 2 stars (25% of rated businesses, above the national 20%), a natural shortlist for reputation management and review software.
Social Media Reach
1,023
383
1,060
762
YouTube
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Financial planners List in Alberta
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Wright Financial Group | Address | Sherwood Park | Alberta | Canada | Email | Phone | 4 | 5 | — | — | — | |||
Knie Advisory Group | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
Calgary Financial | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Robinson Financial Services Ltd. | Address | Edmonton | Alberta | Canada | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Clear Sky Private Wealth, Calgary | Address | Calgary | Alberta | Canada | Email | Phone | 3 | 5 | — | — | — | — | ||
Charles D. Burgess Professional Corp. | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | CIBC Financial Advisor: Franco Wong | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | |||||
Leasex Financial Inc. | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | |||
 | BMO Bank of Montreal | Address | Sherwood Park | Alberta | Canada | Email | Phone | 47 | 2.2 | — | — | — | — | ||
Mmac Wealth Management | Address | Calgary | Alberta | Canada | Email | Phone | — | 3 | 5 | — | — | — | — | ||
 | Alicia Douglas - TD Financial Planner | Address | Red Deer | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jill Campbell - BMO Financial Planner | Address | Calgary | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Raymond James Ltd. - Taylor Cooper, CIM®, TEP | Address | Sherwood Park | Alberta | Canada | Email | Phone | 36 | 5 | — | — | — | |||
 | CIBC Business Advisor: Dalia Bell | Address | Stony Plain | Alberta | Canada | Email | Phone | 0 | 0 | — | |||||
 | Carmen Phillips - BMO Nesbitt Burns | Address | Sherwood Park | Alberta | Canada | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 2,366 records with complete field coverage.
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2,366 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Alberta
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 2,366 Financial planners in Alberta, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Alberta
Each of these buyers can work the 2,366 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 2,366 Financial planners in Alberta.
- 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 Alberta
Start with the 1,265 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (2,313): 97.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,291): 54.6% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (1,023): 43.2% 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 Alberta
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (260): 11% of Financial planners in Alberta have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (270): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,343): 57% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Alberta
The 2,366 Financial planners in Alberta are spread across 2 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Calgary and Edmonton hold 60% of records in Alberta, the biggest clusters for in-person visits.
- Beyond the big cities: 942 records (40%) sit outside the 2 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial planners in Alberta
2,366 records · verified September 9, 2026
- Phone numbers
- 2,313
- Email addresses
- 1,291
- Phone and email
- 1,265
- Websites
- 2,106
Google ratings· 1,087 rated (46%)
52% hold 5 stars
- 1-star rated
- 100
- 9.2% of rated
- 2-star rated
- 170
- 15.6% of rated
- 3-star rated
- 175
- 16.1% of rated
- 4-star rated
- 81
- 7.5% of rated
- 5-star rated
- 561
- 51.6% of rated
Social profiles:
- LinkedIn:1,060· 44.8%
- Facebook:1,023· 43.2%
- X (Twitter):763· 32.2%
- YouTube:762· 32.2%
- Instagram:383· 16.2%
Financial planners in Alberta are an email-friendly, LinkedIn-heavy market: 97.8% list a phone number and 54.6% publish an email. Among 1,087 rated Financial planners, 52% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Alberta
Everything you need to know about our financial planners database for Alberta: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in Alberta?
There are 2,366 financial planners in Alberta in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Alberta, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Alberta?
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 Alberta?
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 Alberta?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Alberta 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 Alberta cost?
The complete financial planners leads database for Alberta costs $24 as a one-time payment.
You get instant access to all 2,366 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 Alberta specifically, a one-time $24 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 Alberta 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 Alberta have phone numbers?
2,313 financial planners in Alberta (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 Alberta have email addresses?
1,291 financial planners in Alberta (55%) 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 Alberta have both a phone number and an email address?
1,265 financial planners in Alberta 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 Alberta are active on social media?
Social profile coverage for financial planners in Alberta: 1,060 on LinkedIn, 1,023 on Facebook, 383 on Instagram, 762 on YouTube, 763 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 Alberta have a website?
2,106 financial planners in Alberta (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 Alberta do not have a website?
260 financial planners in Alberta 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 Alberta?
Rating breakdown for financial planners in Alberta: 561 with a 5-star rating, 81 with a 4-star rating, 175 with a 3-star rating, 170 with a 2-star rating, 100 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 other states or the entire US?
Yes. The national Financial planners database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Alberta first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial planners contact data in Alberta 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.