List of Financial planners in Waterloo, Ontario, Canada

There are 134 Financial planners in Waterloo, Ontario, Canada as of August, 2025. The highest number of Financial planners in Ontario are in Toronto and Mississauga with 665 businesses and 299 businesses, respectively. Toronto makes up approximately 12.9% of all Financial planners in Ontario.

134 businesses
128 phones
76 emails
109 websites
47 hours

Trusted by 50,000+ customers worldwide

Sample Data

Preview of Financial planner businesses in Waterloo, Ontario, Canada

Business Name City Rating Reviews Phone Email Website Latitude Longitude
BMO Bank of Montreal
Waterloo
★ 3.0
42
(*1*) 8*5-*4*0 *****@bmo.com branches.bmo.com
**.****
**.****
BMO Bank of Montreal
Waterloo
★ 3.0
30
(*1*) 8*5-*2*0 *****@bmo.com branches.bmo.com
**.****
**.****
Scotia Wealth Manage...
Waterloo
★ 3.0
2
(*1*) 7*3-*3*7 *****@scotiawealthmanagement... scotiawealthmanageme...
**.****
**.****
Ogilvie Barsness Fin...
Waterloo
★ 5.0
1
(*1*) 7*4-*0*3 *****@obfinancial.ca obfinancial.ca
**.****
**.****
Wise Wealth Financia...
Waterloo
★ 5.0
1
(*2*) 9*2-*7*5 *****@wisewealthfs.ca wisewealthfs.ca
**.****
**.****
Sample Data Only

Get access to all 129 remaining Financial planners with complete contact information, addresses, and business details.

Get Complete List (134 Businesses)

Other Cities in Ontario

Cities with most Financial planners

City Business Count Percentage
665
12.9%
299
5.8%
262
5.1%
216
4.2%
210
4.1%
175
3.4%
131
2.5%
125
2.4%
120
2.3%

What Data Do We Provide?

Our list for Financial planners in Waterloo, Ontario, Canada is one of the most comprehensive in the industry. As of August, 2025, we have compiled data on 134 verified listings.

Essential Business Details

Complete business name, full address, and operational hours for all 134 Financial planners

Contact Information

Direct phone numbers, email addresses, and website URLs for Financial planners across Waterloo, Ontario, Canada

Customer Engagement Metrics

Average ratings, total review counts, and customer feedback data from Financial planners in Waterloo, Ontario, Canada

Precise Geolocation Data

Exact latitude/longitude coordinates and regional distribution across 10 cities in Waterloo, Ontario, Canada

Complete Data Fields for Financial planners in Waterloo, Ontario, Canada:

Each of the 134 Financial planners records includes:

Business Name
Complete Street Address
Website URL
Phone Number
Email Address
Customer Rating
Review Count
Photo Count
Business Timezone
Latitude Coordinates
Longitude Coordinates
Business Categories
Price Range Information
Rating Distribution
Business Photos
Popular Times Data
Additional Business Info
Key Business Highlights
Operating Hours
Topic Categories
Owner Information
Business age
Last Updated Date
Social Media Profiles

Business Attributes

Common features and services (10+ businesses)

services

Onsite services available 6
Offers online appointments 5

amenities

Has wheelchair accessible parking lot 124
Has wheelchair accessible entrance 101
Has restroom 58
Has wheelchair accessible restroom 57
Has wheelchair accessible seating 4

other

Appointments recommended 46
Appointment required 2
Lgbtq friendly 1

How You Can Use Financial planners Data from Waterloo, Ontario, Canada

Our comprehensive list of 134 Financial planners in Waterloo, Ontario, Canada empowers you to reach the right audience through multiple channels. Here are key ways this data can give you a competitive edge in the Financial planners industry.

Geospatial Analysis & Hotspot Detection

Perform advanced spatial analysis to identify business clusters, service gaps, and market saturation patterns across 10 cities in Waterloo, Ontario, Canada using precise coordinate data from 134 Financial planners.

Market Research & Competitive Analysis

Analyze trends, saturation, and competitor presence across 10 cities in Waterloo, Ontario, Canada to uncover underserved areas and high-potential markets for Financial planners.

Lead Generation & Sales Prospecting

Find and reach Financial planners in Waterloo, Ontario, Canada using verified phone numbers, websites, and category filters for smarter, targeted prospecting.

Location Intelligence & Expansion Planning

Plan new Financial planners openings or rollouts using density maps and insights from our 134 listings to target low-competition, high-demand zones in Waterloo, Ontario, Canada.

AI & NLP Model Training

Train machine learning models with structured data and real user reviews from 134 Financial planners for improved sentiment analysis and recommendation systems.

Real Estate & Investment Insights

Evaluate commercial potential in Waterloo, Ontario, Canada by analyzing the distribution of Financial planners across 10 cities and their activity trends.

Email Marketing Campaigns

Run targeted email campaigns to Financial planners in Waterloo, Ontario, Canada using verified email addresses for personalized outreach and improved conversion rates.

Cold Calling & Telemarketing

Use up-to-date phone numbers from our 134 Financial planners database to initiate effective conversations and improve call conversion rates.

Direct Mail Marketing

Send promotional materials to Financial planners across Waterloo, Ontario, Canada using accurate mailing addresses for targeted delivery and higher response rates.

Social Media Outreach

Engage Financial planners in Waterloo, Ontario, Canada via Instagram, LinkedIn, or Facebook using curated profile data for multi-channel marketing.

Footfall & Demand Estimation

Estimate local foot traffic and demand by analyzing the concentration of Financial planners in specific regions of Waterloo, Ontario, Canada and their popularity metrics.

Local SEO & Digital Services

Optimize marketing strategies for Financial planners by studying GMB listings, ratings, and categories used by top-performing competitors in Waterloo, Ontario, Canada.

Mapping & Navigation Integration

Add Financial planners POI data to your apps for delivery, logistics, or travel using accurate coordinates from 134 verified locations in Waterloo, Ontario, Canada.

Common questions about Financial planners in Waterloo, Ontario

How many Financial planners are there in Waterloo, Ontario?

There are 134 Financial planners in Waterloo, Ontario as of August, 2025.

Which city has the most Financial planners in Ontario?

Toronto has the most Financial planners with 665 businesses, about 496% of the state total.

How many Financial planners in Waterloo, Ontario have a phone number?

128 of the 134 Financial planners (96%) have a phone number.

How many Financial planners in Waterloo, Ontario have an email address?

Email addresses are collected from each business's website after you order - typically 60-70% are collectable, and the final count is confirmed after enrichment. Based on the website count, the working estimate is about 76 of the 134 Financial planners (57%).

How many Financial planners in Waterloo, Ontario have a website?

109 of the 134 Financial planners (81%) have a website.

How many Financial planners in Waterloo, Ontario do not have a website?

25 of the 134 Financial planners (19%) have no website listed.

How many Financial planners in Waterloo, Ontario list their opening hours?

47 of the 134 Financial planners (35%) list opening hours.

What data fields are included for Financial planners in Waterloo, Ontario?

Each of the 134 records includes business name, full address, phone number, website, email address, customer rating, review count, opening hours, geographic coordinates and business categories.

How do I target Financial planners through Facebook ad campaigns?

By uploading our Financial planners dataset, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

How do I target Financial planners through Google ad campaigns?

By uploading our Financial planners dataset, you can effortlessly reach the right target audience through Google Ads, optimize your ad campaigns, and maximize your ROI.

How do email addresses of Financial planners assist in online marketing?

With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

How do phone numbers of Financial planners help businesses?

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

How does the mailing address data of Financial planners support marketing strategies?

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.

Can I download a free sample of the Financial planner data?

Yes. A free sample workbook is available without an account, and you can also request a sample built for a specific city through our contact form.

In what formats can I download the Financial planner data?

The dataset is delivered as CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

How much does the Financial planner data cost?

Pricing starts from $49 and scales with the number of records. Request a quote through our contact form and we will confirm the price for your selection.

How can I get the Financial planner data for Waterloo, Ontario?

You can request a free sample through our contact form, or request the complete dataset of 134 businesses in Waterloo, Ontario with contact details by contacting our sales team.

Email addresses are collected from each business's website after you order. Typically 60–70% are collectable, and the final count is confirmed after enrichment.

How can I download a list of Financial planners in Waterloo, Ontario, Canada into Excel?

You can download the complete list of 134 Financial planners data as an Excel file, along with geo-coded addresses, phone numbers and open hours by contacting our sales team.