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List of Financial planners in Regional District of Central Okanagan

There are 89 Financial planners in Regional District of Central Okanagan as of November 14, 2024; which is an 2.30% increase from 2023. Of these locations, 65 Financial planners which is 73.03% of all Financial planners in Regional District of Central Okanagan are single-owner operations, while the remaining 24 which is 26.97% are part of larger brands. Average age of Financial planners in Regional District of Central Okanagan is 5 years and 5 months.

Financial planners are also establishing a strong digital presence across various platforms: 22 have LinkedIn profiles, 23 have Facebook Pages, 14 are active on Instagram, 17 have X (formerly Twitter) handles, and 13 have YouTube channels. About 68 Financial planners have their own website and the remaining 21 don’t have their own website.

  • 89

    Number of Financial planners

  • 26

    Email addresses

  • 85

    Phone numbers

  • 68

    With Websites

  • 22

    LinkedIn Profiles

  • 23

    Facebook Profiles

  • 14

    Instagram Handles

  • 17

    X Handles

  • 13

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in Regional District of Central Okanagan

You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Peacock Sheridan GroupAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone15Link
SH Financial Solutions - Twyla Hardham - Certified Financial PlannerAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone175Link
Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth ManagementAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone595Link
Benewealth Strategies IncAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone224.8Link
Bay & AssociatesAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone65Link
Jason Blucke CFP, CIM, BBA - IG Wealth Management & Securities IncAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone185Link
Tiffany Woodfield, SWAN Wealth Management, Raymond James LtdAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone15Link
FocalPoint Financial Group Inc.AddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone55Link
Gibbings & Associates Private Wealth ManagementAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone00Link
Clear Worth Financial GroupAddressRegional District of Central OkanaganBritish ColumbiaCanadaEmailPhone00Link
[
  {
    "name": "Peacock Sheridan Group",
    "address": "12**********",
    "phone": "********1451",
    "email": "ad***@pe**********",
    "lat": 49.8920439,
    "lng": -119.4920512,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "SH Financial Solutions - Twyla Hardham - Certified Financial Planner",
    "address": "20**********",
    "phone": "********3303",
    "email": "in**@sh**********",
    "lat": 49.8830336,
    "lng": -119.4480593,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 17,
    "category_name": "Financial planners"
  },
  {
    "name": "Karen Erickson CFP, RRC & Kayla Caruana BBA, CFP, RRC- IG Private Wealth Management",
    "address": "La**********",
    "phone": "********0045",
    "email": "ka*********@ig******",
    "lat": 49.8800603,
    "lng": -119.4623851,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 59,
    "category_name": "Insurance brokers,Financial planners"
  },
  {
    "name": "Benewealth Strategies Inc",
    "address": "54**********",
    "phone": "********0267",
    "email": "le******@be**********",
    "lat": 49.8855355,
    "lng": -119.4920503,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 4.8,
    "rating_count": 22,
    "category_name": "Life insurance agencies,Investment services,Insurance brokers,Insurance agencies,Financial planners"
  },
  {
    "name": "Bay & Associates",
    "address": "60**********",
    "phone": "********0041",
    "email": "an********@ig******",
    "lat": 49.8802815,
    "lng": -119.4612693,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 6,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Jason Blucke CFP, CIM, BBA - IG Wealth Management & Securities Inc",
    "address": "60**********",
    "phone": "********5249",
    "email": "ja**********@ig******",
    "lat": 49.8803275,
    "lng": -119.4613275,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 18,
    "category_name": "Financial consultants,Life insurance agencies,Finance brokers,Stock brokers,Real estate agents,Consultants,Financial planners,Insurance brokers,Financial institutions"
  },
  {
    "name": "Tiffany Woodfield, SWAN Wealth Management, Raymond James Ltd",
    "address": "50**********",
    "phone": "********2744",
    "email": "ja*********@ra**********",
    "lat": 49.8803558,
    "lng": -119.459671,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "FocalPoint Financial Group Inc.",
    "address": "17**********",
    "phone": "********2952",
    "email": "Ch**********@fo**********",
    "lat": 49.8797165,
    "lng": -119.4588234,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 5,
    "rating_count": 5,
    "category_name": "Financial planners"
  },
  {
    "name": "Gibbings & Associates Private Wealth Management",
    "address": "La**********",
    "phone": "********0040",
    "email": "ro**********@ig******",
    "lat": 49.8802304,
    "lng": -119.4612551,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Clear Worth Financial Group",
    "address": "16**********",
    "phone": "********2337",
    "email": "Ta****@Cl**********",
    "lat": 49.8802815,
    "lng": -119.4612693,
    "url": "ht**********",
    "country": "Canada",
    "state": "British Columbia",
    "city": "Regional District of Central Okanagan",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  }
]

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How many Financial planners are there in Regional District of Central Okanagan?

There are a total of 89 Financial planners in Regional District of Central Okanagan as of November 14, 2024.

Number of Financial planners in Regional District of Central Okanagan with Phone Number

85

Number of Financial planners in Regional District of Central Okanagan with Email

26

List of Financial planners in Regional District of Central Okanagan with Social Media Accounts

23

Facebook Profiles

14

Instagram Handles

22

LinkedIn Profiles

17

X Handles

13

YouTube Channels

Download sales qualified leads of Financial planners in the Regional District of Central Okanagan

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Regional District of Central Okanagan with/without Website

Download the list of Financial planners in Regional District of Central Okanagan as of November 14, 2024 with and without website information.

68

Number of Financial planners in Regional District of Central Okanagan with website

21

Number of Financial planners in Regional District of Central Okanagan without website

List of Financial planners in Regional District of Central Okanagan By Ratings

Download the data of the number of star-rated Financial planners in Regional District of Central Okanagan as of November 14, 2024.

1

Number of 1 star-rated Financial planners in Regional District of Central Okanagan

1

Number of 2 star-rated Financial planners in Regional District of Central Okanagan

4

Number of 3 star-rated Financial planners in Regional District of Central Okanagan

1

Number of 4 star-rated Financial planners in Regional District of Central Okanagan

28

Number of 5 star-rated Financial planners in Regional District of Central Okanagan

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The total number of Financial planners in Regional District of Central Okanagan is 89.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Regional District of Central Okanagan at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Regional District of Central Okanagan once you purchase it.

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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Regional District of Central Okanagan dataset costs $99.

There are 85 Financial planners in Regional District of Central Okanagan with phone numbers.

There are 26 Financial planners in Regional District of Central Okanagan with email addresses.

There are 25 Financial planners in Regional District of Central Okanagan with both phone numbers and email lists.

There are 22 Financial planners in Regional District of Central Okanagan with LinkedIn Profiles.

There are 23 Financial planners in Regional District of Central Okanagan with Facebook Profiles.

There are 14 Financial planners in Regional District of Central Okanagan with Instagram Handles.

There are 17 Financial planners in Regional District of Central Okanagan with X Handles.

There are 13 Financial planners in Regional District of Central Okanagan with YouTube Channels.

The total count of Financial planners in Regional District of Central Okanagan with a website is 68.

The total count of Financial planners in Regional District of Central Okanagan without a website is 21.

There are 28 5-star rated Financial planners in Regional District of Central Okanagan.

There are 1 4-star rated Financial planners in Regional District of Central Okanagan.

There are 4 3-star rated Financial planners in Regional District of Central Okanagan.

There are 1 2-star rated Financial planners in Regional District of Central Okanagan.

There are 1 1-star rated Financial planners in Regional District of Central Okanagan.

The average age of Financial planners in Regional District of Central Okanagan is 5 years and 5 months.

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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.

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

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