List of Financial planners in Calgary
There are 469 Financial planners in Calgary as of May 13, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.
Calgary accounts for approximately 46.2% of all 1,015 Financial planners in Alberta, making it the dominant city market in the state and a top priority for any regional outreach strategy.
Around 57.1% of Financial planners in Calgary have email addresses, 94.5% have phone numbers, and 55.9% include both — with 76.1% also having a website.
These businesses are active on social media: 88 have Facebook pages, 47 are on Instagram, 146 have LinkedIn profiles, 53 use X (formerly Twitter), 70 maintain YouTube channels. Over 96 Financial planners have been rated by real users, making this dataset a strong fit for local reputation management and review-based outreach. This dataset is best suited for hyperlocal outreach in Calgary.
| 469 Number of Financial planners | |
| 268 Email addresses | |
| 443 Phone numbers | |
| 357 With Websites | |
| 146 LinkedIn Profiles |
| 88 Facebook Profiles | |
| 47 Instagram Handles | |
| 53 X Handles | |
| 70 YouTube Channels | |
| 262 Phone and Email |
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Data updated on May 13, 2026
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Download sample list of Financial planners in Calgary
Find new clients and close more deals with the world s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 20 records for you to look at the fields and the data that we provide.
| NAME | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Richards Wick Financial Group Ltd., Sun Life Advisors |
| Edmonton | Alberta | Canada |
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| 10 | 5 | - | - | - | - | |
Christopher Bennet - TD Financial Planner |
| Edmonton | Alberta | Canada |
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| 1 | 5 | - | - | - | - | |
Red Seal Financial Ltd |
| Edmonton | Alberta | Canada |
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| 17 | 5 | - | - | |||
Summit Private Wealth |
| Montreal | Quebec | Canada |
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| 2 | 5 | - | - | |||
Blackburn Davis Financial Inc |
| Edmonton | Alberta | Canada |
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| 31 | 4.8 | |||||
UMC Financial Management |
| Edmonton | Alberta | Canada |
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| 4 | 3 | - | - | - | - | |
Muhs Wealth Partners |
| Edmonton | Alberta | Canada |
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| 5 | 5 | |||||
Planium Wealth Ltd |
| Edmonton | Alberta | Canada |
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| 6 | 5 | - | - | - | - | |
Capital Edge Financial Planning |
| Edmonton | Alberta | Canada |
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| 78 | 4.9 | - | - | |||
Entrepreneurs Wealth Management |
| Edmonton | Alberta | Canada |
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| 10 | 5 | - | - | - | - | |
Daniel Bourgouin - TD Financial Planner |
| Gaspé | Quebec | Canada |
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| 0 | 0 | - | - | - | - | |
Dean Chahley - TD Financial Planner |
| Edmonton | Alberta | Canada |
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| 16 | 4.8 | - | - | - | - | |
Silver Maple Financial - IPC Investment Corporation |
| Edmonton | Alberta | Canada |
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| 13 | 5 | - | - | - | - | |
Statera Financial Planners |
| Edmonton | Alberta | Canada |
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| 15 | 5 | - | - | - | - | |
Evergreen Wealth Advisory |
| Edmonton | Alberta | Canada |
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| 10 | 5 | - | - | - | ||
St. James Financial Services Corp. |
| Edmonton | Alberta | Canada |
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| 5 | 4.2 | - | - | - | - | |
Catherine Yuen - TD Financial Planner |
| Edmonton | Alberta | Canada |
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| 0 | 0 | - | - | - | - | |
Dave Qualie - TD Financial Planner |
| Edmonton | Alberta | Canada |
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| 1 | 4 | - | - | - | - | |
Metro Financial Planning Inc. |
| Edmonton | Alberta | Canada |
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| 4 | 4.3 | - | - | |||
Taylor Koester, BBA, CLU |
| Edmonton | Alberta | Canada |
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| 1 | 5 | - | - | - |
Address
Email
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How many Financial planners are there in the Calgary?
Financial planners in the Calgary
Last updated: May 13, 2026
In Calgary, approximately 57.1% of Financial planners have email contacts, while 94.5% have phone numbers, supporting high-conversion hyper-local outreach in this city market.
Data last updated May 13, 2026
94.5%
443 Financial planners in Calgary with Phone Number
57.1%
268 Financial planners in Calgary with Email Address
55.9%
262 Financial planners in Calgary with Phone and Email
More than half of Financial planners businesses in Calgary are reachable by both email and phone — making this dataset exceptionally actionable for multi-channel campaigns.
How to Use the List of Financial planners in Calgary
Calgary is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.
Direct Sales Outreach in Calgary
Every record in this dataset is a financial planners business verified within Calgary — no filtering needed. 94.5% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.
City-Focused Email & Phone Campaigns
Calgary's tight geographic footprint makes it ideal for high-relevance outreach. With 57.1% of financial planners having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.
Local Ad Audience Building
76.1% of financial planners in Calgary have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.
More than 1 in 5 Financial planners businesses in Alberta are right here in Calgary. For city-level campaigns, this depth means you can run sustained outreach without exhausting the prospect pool.
Social Media Reach of Financial planners in Calgary
Many Financial planners in Calgary actively use social platforms, making it a strong market for direct engagement and targeted campaigns.
Explore Related Financial planners by Location
Around 76.1% of Financial planners in Calgary have an active website, a strong signal for hyper-local digital targeting and city-level web campaigns.
Data last updated May 13, 2026
76.1%
357 Financial planners in Calgary that have a website
23.9%
112 Financial planners in Calgary that do not have a website
Download sales qualified leads of Financial planners in the Calgary
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
More than 108 Financial planners in Calgary carry a 4-star or higher rating, a strong signal of customer satisfaction and a ready audience for review-based outreach.
34
1-star rated Financial planners in Calgary
3
2-star rated Financial planners in Calgary
4
3-star rated Financial planners in Calgary
12
4-star rated Financial planners in Calgary
96
5-star rated Financial planners in Calgary
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial planners are there in Calgary?
There are 469 Financial planners in Calgary as of the latest update. This makes Calgary an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Calgary have email addresses?
268 Financial planners in Calgary have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Calgary have phone numbers?
443 Financial planners in Calgary include phone numbers. Of those, 262 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Calgary?
Yes. The dataset covers 469 Financial planners businesses in Calgary, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.
What data fields are included for each Financial planners in Calgary?
Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.
How can I access the complete Financial planners list for Calgary?
You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.
Still have questions? Feel free to reach out to our support team
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