Updated October 2026 · 27 verified financial advisors · CASL-aware

Financial Advisors in Orillia, Ontario — 27 verified financial advisors, 7 with email

A clean, deduplicated database of every operational financial advisor across Orillia and surrounding Ontario, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 2 corporate emails (info@, contact@, hello@) plus 25 webmail. Instant CSV download.

Total Financial Advisors
27
Across Orillia
With Email
7
26% of listings · 29% corporate domain
Avg Rating
1.86/5
607 total reviews
Top Rated
9
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 27-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-orillia-financial-advisors.csv · 27 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Edward Jones - Financial Advisor: David Chabot, DFSA™★ 5.02john.smith@gmail.com
Circle of Wealth and Ray Snoei Manulife Wealth Inc★ 5.02raymond.snoei@manulifesecurities.ca
Paul Morse - TD Wealth Private Investment Advice★ 5.02—
IPC Investment Corporation - Bruce Mann★ 5.01rdyck23@gmail.com
LendDirect★ 4.9451customerservice@lenddirect.ca
+ 22 more rows in the full downloadCSV · XLSX · JSON

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

“

Orillia holds one of the largest concentrations of financial advisors in Ontario at 27 active operations. The market is mature: 7% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 22 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

27
Active financial advisors
7%
Corporate domain emails
22
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, postal code, website URL, parent domain, Google rating, review count, the email address where one was found, and the street address where the business publishes one (service-area businesses don't list one on Google) — as CSV, XLSX and JSON. 7% 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 Orillia

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

Paul Morse - TD Wealth Private Investment Advice

★ 5.0 · 2 reviews
Financial Advisor · Orillia

Circle of Wealth and Ray Snoei Manulife Wealth Inc

★ 5.0 · 2 reviews
Financial Advisor · Orillia

Edward Jones - Financial Advisor: David Chabot, DFSA™

★ 5.0 · 2 reviews
Financial Advisor · Orillia

IPC Investment Corporation - Bruce Mann

★ 5.0 · 1 review
Financial Advisor · Orillia

LendDirect

★ 4.9 · 451 reviews
Financial Advisor · Orillia

Mortgage Wellness - Orillia

★ 4.9 · 26 reviews
Financial Advisor · Orillia

Ontario-Wide Financial

★ 4.8 · 37 reviews
Financial Advisor · Orillia

easyfinancial Services

★ 4.6 · 59 reviews
Financial Advisor · Orillia

BDO Debt Solutions

★ 4.6 · 20 reviews
Financial Advisor · Orillia

BMO Private Wealth

★ 3.5 · 2 reviews
Financial Advisor · Orillia

Shona Bridger - TD Financial Planner

★ 1.0 · 2 reviews
Financial Advisor · Orillia

David Slocum - TD Financial Planner

★ 1.0 · 2 reviews
Financial Advisor · Orillia

CIBC Financial Advisor: Shona Bridger

★ 1.0 · 1 review
Financial Advisor · Orillia

Melanie Smith - RBC Dominion Securities

No rating yet
Financial Advisor · Orillia

Hune Wealth Management of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Orillia

Herb Myles

No rating yet
Financial Advisor · Orillia

Jonathan Grant - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Orillia

Grant Wealth Management Group - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Orillia

True North Wealth & Estate Management

No rating yet
Financial Advisor · Orillia

CIBC Business Advisor: Jonathon Graham

No rating yet
Financial Advisor · Orillia

Luke Bloomer- TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Orillia

Laura Wilson - BMO Nesbitt Burns

No rating yet
Financial Advisor · Orillia

IG Wealth Management - SCOTT BRAIN, CFP, CPCA, RIS

No rating yet
Financial Advisor · Orillia

Robert Marck - BMO Nesbitt Burns

No rating yet
Financial Advisor · Orillia

CIBC Financial Advisor: Teresa Teel

No rating yet
Financial Advisor · Orillia

Karen O'Coin - BMO Nesbitt Burns

No rating yet
Financial Advisor · Orillia

Morse Wealth - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Orillia

/ HelpCommon Questions

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

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 Orillia?+

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.