Updated October 2026 · 39 verified financial advisors · CASL-aware

Financial Advisors in Woodstock, Ontario — 39 verified financial advisors, 14 with email

A clean, deduplicated database of every operational financial advisor across Woodstock and surrounding Ontario, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 5 corporate emails (info@, contact@, hello@) plus 34 webmail. Instant CSV download.

Total Financial Advisors
39
Across Woodstock
With Email
14
36% of listings · 36% corporate domain
Avg Rating
2.43/5
557 total reviews
Top Rated
17
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 39-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-woodstock-financial-advisors.csv · 39 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Green Private Wealth★ 5.0149support@greenprivatewealth.com
Jodi Habel - Mortgage Broker★ 5.0104jodi@jhabelmortgages.ca
Patel Insurance & Investment Services★ 5.037—
Barney Financial Group Inc★ 5.019hello@barneyfinancialgroup.ca
BDO Debt Solutions★ 5.08—
+ 34 more rows in the full downloadCSV · XLSX · JSON

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

“

Woodstock holds one of the largest concentrations of financial advisors in Ontario at 39 active operations. The market is mature: 13% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 14 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

39
Active financial advisors
13%
Corporate domain emails
14
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. 13% 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 Woodstock

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

Green Private Wealth

★ 5.0 · 149 reviews
Financial Advisor · Woodstock

Jodi Habel - Mortgage Broker

★ 5.0 · 104 reviews
Financial Advisor · Woodstock

Patel Insurance & Investment Services

★ 5.0 · 37 reviews
Financial Advisor · Woodstock

Barney Financial Group Inc

★ 5.0 · 19 reviews
Financial Advisor · Woodstock

BDO Debt Solutions

★ 5.0 · 8 reviews
Financial Advisor · Woodstock

MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals

★ 5.0 · 6 reviews
Financial Advisor · Woodstock

Tavingwood Investments Inc

★ 5.0 · 4 reviews
Financial Advisor · Woodstock

Edward Jones - Financial Advisor: Justin Byers

★ 5.0 · 2 reviews
Financial Advisor · Woodstock

Edward Jones - Financial Advisor: Henry Neusteter

★ 5.0 · 2 reviews
Financial Advisor · Woodstock

CIBC Business Advisor: Katy Dunseith

★ 5.0 · 2 reviews
Financial Advisor · Woodstock

Woodstock branch of RBC Dominion Securities Inc.

★ 5.0 · 1 review
Financial Advisor · Woodstock

Sun Life Financial

★ 5.0 · 1 review
Financial Advisor · Woodstock

VFG Wealth (Formerly Vancea Financial Group)

★ 4.9 · 34 reviews
Financial Advisor · Woodstock

Investment Planning Counsel

★ 4.9 · 8 reviews
Financial Advisor · Woodstock

easyfinancial Services

★ 4.8 · 105 reviews
Financial Advisor · Woodstock

Co-operators - McHarg Insurance and Investments Inc

★ 4.6 · 21 reviews
Financial Advisor · Woodstock

Fairstone

★ 4.5 · 40 reviews
Financial Advisor · Woodstock

BDO Canada LLP - Woodstock

★ 4.4 · 7 reviews
Financial Advisor · Woodstock

Primerica Financial Services

★ 3.0 · 2 reviews
Financial Advisor · Woodstock

CIBC Wood Gundy Woodstock Branch

★ 2.5 · 4 reviews
Financial Advisor · Woodstock

CIBC Financial Advisor: Zimran Harrison

★ 1.0 · 1 review
Financial Advisor · Woodstock

Lee & Holmes Wealth Management of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Woodstock

Derek Brown

No rating yet
Financial Advisor · Woodstock

Edward Jones - Financial Advisor: Amanda K Buck, CFP®

No rating yet
Financial Advisor · Woodstock

Edward Jones - Financial Advisor: Allyssa Grasso, CEA®

No rating yet
Financial Advisor · Woodstock

GEM Financial Group

No rating yet
Financial Advisor · Woodstock

Perry Wealth Management of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Woodstock

Langdon Financial

No rating yet
Financial Advisor · Woodstock

Edward Jones - Financial Advisor: Jason Capobianco

No rating yet
Financial Advisor · Woodstock

Young Wealth Management Group of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Woodstock

Osprey Private Wealth

No rating yet
Financial Advisor · Woodstock

Vitality Financial Solutions

No rating yet
Financial Advisor · Woodstock

GEM Financial Group

No rating yet
Financial Advisor · Woodstock

Experior Financial Group - Tyrone Hinds

No rating yet
Financial Advisor · Woodstock

Edward Jones - Financial Advisor: Christine E Turner, CEA®

No rating yet
Financial Advisor · Woodstock

CIBC Business Advisor: SUTHAN MUNIYANDY

No rating yet
Financial Advisor · Woodstock

Beyond the Money

No rating yet
Financial Advisor · Woodstock

Jason Hill - BMO Nesbitt Burns

No rating yet
Financial Advisor · Woodstock

Steven Heinbuch - TD Financial Planner

No rating yet
Financial Advisor · Woodstock

Williams Advisory Group of RBC Dominion Securities Inc.

No rating yet
Financial Advisor · Woodstock

/ HelpCommon Questions

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

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 Woodstock?+

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.