Updated September 2026 · 34 verified financial advisors · CASL-aware

Financial Advisors in Okotoks, Alberta 34 verified financial advisors, 14 with email

A clean, deduplicated database of every operational financial advisor across Okotoks and surrounding Alberta, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 7 corporate emails (info@, contact@, hello@) plus 27 webmail. Instant CSV download.

Total Financial Advisors
34
Across Okotoks
With Email
14
41% of listings · 50% corporate domain
Avg Rating
2.59/5
694 total reviews
Top Rated
15
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 34-row dataset, sorted by rating & review count. The complete CSV includes phone, full street address, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain.

publicleads-okotoks-financial-advisors.csv · 34 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Mortgages By Kyle5.030kyle.davies@dlcme.ca
Fairstone5.029
Connie's Mortgages5.010connie@localmortgageexpert.ca
Mortgages by Dustin5.05info@mortgagetree.ca
Roper Valuation & Insurance Advisors Ltd.5.02info@ropervaluation.com
+ 29 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightOkotoks's financial advisors market in numbers

Okotoks holds one of the largest concentrations of financial advisors in Alberta at 34 active operations. The market is mature: 21% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 20 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

34
Active financial advisors
21%
Corporate domain emails
20
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, full street address, postal code, website URL, parent domain, Google rating, review count, and the email address where one was found — as CSV, XLSX and JSON. 21% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Okotoks

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Mortgages By Kyle

5.0 · 30 reviews
Financial Advisor · Okotoks

Fairstone

5.0 · 29 reviews
Financial Advisor · Okotoks

Connie's Mortgages

5.0 · 10 reviews
Financial Advisor · Okotoks

Mortgages by Dustin

5.0 · 5 reviews
Financial Advisor · Okotoks

Roper Valuation & Insurance Advisors Ltd.

5.0 · 2 reviews
Financial Advisor · Okotoks

Edward Jones - Financial Advisor: Nathaniel Cornett-Ching, CFP®

5.0 · 1 review
Financial Advisor · Okotoks

Fenske Financial Inc.

5.0 · 1 review
Financial Advisor · Okotoks

Edward Jones - Financial Advisor: Dawn R Dott

5.0 · 1 review
Financial Advisor · Okotoks

easyfinancial Services

4.9 · 229 reviews
Financial Advisor · Okotoks

First Avenue Financial Okotoks

4.9 · 36 reviews
Financial Advisor · Okotoks

True North Accounting - Okotoks Small Business Accountant

4.8 · 37 reviews
Financial Advisor · Okotoks

S&J Management Ltd.

4.8 · 27 reviews
Financial Advisor · Okotoks

Infinite Chartered Professional Accountants

4.8 · 17 reviews
Financial Advisor · Okotoks

Money Mart

4.7 · 41 reviews
Financial Advisor · Okotoks

Laura Sawatzky - The Mortgage & Financial Avenue

4.5 · 39 reviews
Financial Advisor · Okotoks

Western Financial Group Inc. - Canada's Insurance Broker

4.4 · 86 reviews
Financial Advisor · Okotoks

McFarlane Agencies

4.2 · 41 reviews
Financial Advisor · Okotoks

Co-operators - Okotoks Insurance & Financial Services Inc

2.8 · 13 reviews
Financial Advisor · Okotoks

Scotiabank

2.1 · 48 reviews
Financial Advisor · Okotoks

Jim Coleman - Raymond James Ltd.

1.0 · 1 review
Financial Advisor · Okotoks

KP Power Financial Planners

No rating yet
Financial Advisor · Okotoks

Stages Financial Services Inc.

No rating yet
Financial Advisor · Okotoks

Alisa Munro - TD Financial Planner

No rating yet
Financial Advisor · Okotoks

Dex Dunford - TD Financial Planner

No rating yet
Financial Advisor · Okotoks

CIBC Financial Advisor: Cassie da Costa

No rating yet
Financial Advisor · Okotoks

Edward Jones - Financial Advisor: Tarah-Lee Cotie

No rating yet
Financial Advisor · Okotoks

IPC Investment Corporation - Carl Mason

No rating yet
Financial Advisor · Okotoks

CKM Financial Svc

No rating yet
Financial Advisor · Okotoks

Mosby

No rating yet
Financial Advisor · Okotoks

CIBC Financial Advisor: Michelle Battams

No rating yet
Financial Advisor · Okotoks

CIBC Business Advisor: Maty Chapman

No rating yet
Financial Advisor · Okotoks

Deanna (Barkley) Huber

No rating yet
Financial Advisor · Okotoks

CIBC Mortgage Advisor: Paul Cazabon

No rating yet
Financial Advisor · Okotoks

Drew McIntosh - BMO Nesbitt Burns

No rating yet
Financial Advisor · Okotoks

/ HelpCommon Questions

How do I choose a reliable financial advisor in Okotoks?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Okotoks?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.