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3 Best Financial Services in Pickering, ON

Expert recommended Top 3 Financial Services in Pickering, ON. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

BEN ALDRIDGE

1755 Pickering Parkway, Unit #A1, Pickering, ON L1V 6K5 DIRECTIONS

Since 2015

Here’s The Deal:
Ben Aldridge is a financial advisor at Sun Life Financial in Pickering who has been in financial adviser since 2015. Sun Life is a strong, well-capitalized company with solid financial ratings. They are committed to the highest standards of business ethics and good governance. Their purpose is to help their clients achieve lifetime financial security and live healthier lives. They practice sound risk management and strive to build sustainable, healthier communities for life. They continue to build that trust through their unwavering commitment to their clients. Sun Life Financial provides investment strategies intended to maximize your money.

SPECIALTY:
SUN LIFE FINANCIAL - Life, Personal and Health Insurance, Wealth Solutions, Employee Benefits, Estate and Financial Planning Services, Investment Strategy RRSP, RRIF, TFSA, GIC, Segregated Funds & Life annuity

[email protected]

advisor.sunlife.ca/ben.al...

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Mon-Thu: 9:30am - 8pm
Fri & Sat: 10am - 4pm
Sun: Closed

TBR® Inspection Report:

LENNOX FINANCIAL GROUP INC.

1730 McPherson Court, #23, Pickering, ON L1W 3E6 DIRECTIONS

Since 2010

Here’s The Deal:
Lennox Financial Group Inc. is a growing team of highly dedicated and skilled people working to give their clients excellent value founded in 2010. The firm services individuals as well as businesses small, medium and large. Their clients and suppliers recognize the firm as innovative partners in personal financial security, business insurance, and employee benefit plans. The team supports clients with a total holistic wellness strategy by focusing on employee's health and wealth objectives and goals. They are proud to offer these dedicated services and solutions from their strategic alliances to their valued clients. Lennox Financial Group Inc's clients prefer to work with the financial security advisor they can trust to satisfy their financial security needs. Contact them to book a meeting.

SPECIALTY:
Retirement and Financial Planning, Group Registered Retirement Savings Plan, Defined-Contribution Pension Plan, Defined Benefit Pension Plan, Deferred Profit Sharing Plan, Non-Registered Savings Program, Tax-Free Savings Account, Critical Illness, Life, Disability, Health & Dental Insurance

Book Appointment

[email protected]

lennoxfinancial.ca

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

DONALD G TURNBULL FINANCIAL SERVICES

844 Breda Avenue, Pickering, ON L1W 2K3 DIRECTIONS

Since 1980

Here’s The Deal:
Donald G Turnbull Financial Services offers custom-designed financial planning services. They help clients determine a way to minimize their retirement income needs while retaining their quality of life. Donald G Turnbull is a Wealth Advisor and certified cash flow specialist at Donald G Turnbull Financial Services. He has been working as a financial professional for over 35 years and guides clients toward their financial goals. He is also an elder planning counsellor and registered health underwriter. He helps you analyze your financial information. His goal is to give expert financial advice to his clients, and he helps people build and protect the client's income. Donald G Turnbull Financial Services offers a free assessment.

SPECIALTY:
Investments, Financial, Pensions, , Retirement, Smart Investing, Estate and Succession Planning, Income Distribution, Debt Instruments, Taxes, Risk Management, Life Insurance, Mutual Funds & Segregated Funds

[email protected]

dgturnbullfinancial.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: