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3 Best Financial Services in Pickering, ON

Expert recommended Top 3 Financial Services in Pickering, ON. All of our financial services 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. He provides professional investment and insurance guidance to individuals and businesses, and he is honoured to work with 2nd generation clients. He approaches with holistic financial planning through life, wealth, health, and group benefit plans. He understands your goals and supporting you make the most of your savings and contributions. His mission is to offer lifetime financial security to the Durham and GTA residents by keeping things easy and simple to understand. Ben Aldridge 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 10:00 am - 8:00 pm
Fri 10:00 am - 4:00 pm
Sat 10:00 am - 2:00 pm
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 highly skilled people working to give their clients excellent value founded in 2010. The firm services individuals as well as businesses small, medium and large. Chris Lennox is a financial planner and president of the Lennox Financial Group Inc. 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 wellness holistic strategy by focusing on employee's health and wealth objectives and goals. Lennox Financial Group Inc's clients prefer to work with the financial security advisor they can trust to satisfy their financial security needs.

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

[email protected]

lennoxfinancial.ca

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Mon - Fri 8:30 am - 4:30 pm
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 your 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 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: