List of Financial planners in Kelowna
There are 86 Financial planners in Kelowna 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.
Kelowna accounts for approximately 6.3% of all 1,357 Financial planners in British Columbia, making it a focused local market with a well-defined prospect base ideal for precision outreach.
Around 54.7% of Financial planners in Kelowna have email addresses, 100.0% have phone numbers, and 54.7% include both — with 79.1% also having a website.
These businesses are active on social media: 21 have Facebook pages, 13 are on Instagram, 24 have LinkedIn profiles, 10 use X (formerly Twitter), 9 maintain YouTube channels. Over 31 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 Kelowna.
| 86 Number of Financial planners | |
| 47 Email addresses | |
| 86 Phone numbers | |
| 68 With Websites | |
| 24 LinkedIn Profiles |
| 21 Facebook Profiles | |
| 13 Instagram Handles | |
| 10 X Handles | |
| 9 YouTube Channels | |
| 47 Phone and Email |
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Data updated on May 13, 2026
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Download sample list of Financial planners in Kelowna
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 |
|
|
| 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 |
|
|
| 16 | 4.8 | - | - | - | - | |
Silver Maple Financial - IPC Investment Corporation |
| Edmonton | Alberta | Canada |
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| 13 | 5 | - | - | - | - | |
Statera Financial Planners |
| Edmonton | Alberta | Canada |
|
|
| 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
Phone
Website
How many Financial planners are there in the Kelowna?
Financial planners in the Kelowna
Last updated: May 13, 2026
In Kelowna, approximately 54.7% of Financial planners have email contacts, while 100.0% have phone numbers, providing the contact depth needed for sustained local B2B campaigns.
Data last updated May 13, 2026
100.0%
86 Financial planners in Kelowna with Phone Number
54.7%
47 Financial planners in Kelowna with Email Address
54.7%
47 Financial planners in Kelowna with Phone and Email
A majority of Financial planners records in Kelowna include both email and phone data, enabling highly targeted local outreach strategies.
How to Use the List of Financial planners in Kelowna
Kelowna 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 Kelowna
Every record in this dataset is a financial planners business verified within Kelowna — no filtering needed. 100.0% 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
Kelowna's tight geographic footprint makes it ideal for high-relevance outreach. With 54.7% 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
79.1% of financial planners in Kelowna 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.
Kelowna is a well-defined local market for Financial planners outreach — specific enough to keep messaging relevant, substantial enough to support multiple campaign cycles.
Social Media Reach of Financial planners in Kelowna
With strong social adoption among Financial planners in Kelowna, this dataset supports direct engagement on Facebook, Instagram, LinkedIn, and beyond.
Explore Related Financial planners by Location
Around 79.1% of Financial planners in Kelowna have an active website, giving you a clear edge for running geo-targeted digital campaigns within the city.
Data last updated May 13, 2026
79.1%
68 Financial planners in Kelowna that have a website
20.9%
18 Financial planners in Kelowna that do not have a website
Download sales qualified leads of Financial planners in the Kelowna
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
Customer satisfaction is strong in Kelowna: 34 Financial planners businesses hold a 4-star or higher rating, suggesting high receptivity to reputation management services.
12
1-star rated Financial planners in Kelowna
0
2-star rated Financial planners in Kelowna
1
3-star rated Financial planners in Kelowna
3
4-star rated Financial planners in Kelowna
31
5-star rated Financial planners in Kelowna
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial planners are there in Kelowna?
There are 86 Financial planners in Kelowna as of the latest update. This makes Kelowna an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Kelowna have email addresses?
47 Financial planners in Kelowna have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Kelowna have phone numbers?
86 Financial planners in Kelowna include phone numbers. Of those, 47 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Kelowna?
Yes. The dataset covers 86 Financial planners businesses in Kelowna, 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 Kelowna?
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 Kelowna?
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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