Ben Aldridge takes on the role of a financial consultant working within Sun Life Financial in Pickering, a path he has pursued since 2015. His approach is centered on empowering his clients to make informed financial choices through a simplified and easily comprehensible framework. Ben Aldridge extends his services to the Greater Toronto Area, as well as the Central and Eastern regions. Sun Life Financial stands as a robust and well-resourced entity backed by sound financial ratings. Their core values revolve around the highest standards of business ethics and governance. Demonstrating a commitment to responsible risk management, the firm actively contributes to the establishment of enduring, healthier communities. This commitment to clients is consistently upheld, contributing to the trust they have established and continue to foster over time.
UNIQUE FACTS:
• Certified Chain Business
• Online Appointments
• Onsite Services
• Trusted Advisors.
3 Best Financial Services in Pickering, ON
Expert recommended Top 3 Financial Services in Pickering, Ontario. 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.
BEN ALDRIDGE - SUN LIFE FINANCIAL REVIEWS
I had an excellent meeting with Ben, who explained financial planning for retirement and house buying. I went into our meeting understanding very little about my options and the many ways I can invest my money, but now I feel like I have the information to make better choices with my investments.
I really enjoyed working with Ben to create my life insurance package. He was extremely knowledgeable, willing to help, and such an authentic and honest person. I highly recommend Ben to anyone looking to secure their families future by way of a legacy through life insurance.
I am a newcomer to Canada and I contacted Ben recently to get a life insurance policy. He was super friendly and extremely helpful during the whole process and helped me to find the perfect life insurance package. He was able to answer all my questions and clarified all my doubts during the process. I highly recommend him to anyone who needs assistance when choosing insurance packages/financial planning.
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Lennox Financial Group Inc. stands as an acclaimed and forward-thinking collaborator, acknowledged by both clients and partners alike. Comprising an expanding team of dedicated and highly skilled professionals, the firm is continuously evolving. Their client base ranges from individuals to small, medium, and large businesses. Central to their ethos is a steadfast commitment to furnishing clients with the utmost quality of proactive and professional consultancy services. This encompasses a comprehensive array of provisions, including exceptional plan design, proficient plan funding, meticulous plan administration, and initiatives centered around employee wellness. Lennox Financial Group Inc.'s approach is centered on streamlining the intricacies of benefits and pension procedures, with a paramount emphasis on minimizing potential risks. By doing so, they guide clients through a journey that remains safe and secure. Additionally, the firm goes beyond financial matters, extending its expertise into a holistic strategy that encompasses total employee wellness. This distinctive approach revolves around integrating both health and wealth objectives, underscoring the firm's dedication to comprehensive client support.
UNIQUE FACTS:
• Highly Experienced Representatives
• Online Appointments
• Onsite Services.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LENNOX FINANCIAL GROUP INC. REVIEWS
I have been a client of Lennox Financial for many years. Chris has been my primary contact with regards to my work pension and RRSP. I have found that Lennox Financial team are always willing to help with your investment planning and are very helpful in offering strategies that you may not have considered or suggest changes to existing investments for your betterment. Their level of service is top notch - they know their stuff. They are very quick to respond to any issue you may have and will work diligently with you to resolve it. Lennox Financial is the best investment you could make.
Great experience with Lennox Financial Group, Chris and Carrie very professional individuals who answered my questions and provided the information I required. Very highly recommended!
Outstanding knowledge and customer service. They go the extra mile with friendly personalized service to put your mind at ease. They always take the time to answer any question no matter how small, and their explanations make common sense. Highly recommend their services!
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Donald G Turnbull Financial Services sets itself apart through its distinctive approach to the financial realm. With a wealth of hands-on experience exceeding 35 years, Donald Turnbull stands as a seasoned financial expert, adept at guiding clients toward their desired financial destinations. This proficiency has led him to establish a steadfast and devoted client base. Donald G Turnbull is not only a financial professional but also a certified cash flow specialist, well-equipped to meticulously analyze your financial particulars, encompassing recurring expenses and spending patterns. His expertise extends to crafting strategies that reduce retirement income requirements while preserving your existing quality of life. The core objective driving his practice is to offer authoritative financial counsel, ensuring his clients' financial growth and safeguarding their income.
UNIQUE FACTS:
• Free Wealth Planning Seminars Online
• Certified Cashflow Specialist
• Online Appointments
• Onsite Services.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
DONALD G TURNBULL FINANCIAL SERVICES REVIEWS
Don Turnbull has been my financial advisor since 2013 and I have benefited greatly from his financial strategies. He has always taken extra time to explain things to me so that I could understand. His professionalism is exemplary and I have not hesitated recommending him to others and will continue to do so.
We feel very comfortable with Don as our trusted financial advisor and have developed a great relationship with him over the years. We know that he will always manage our portfolio to meet our needs and treat it as he would his own.
Don is an experienced financial planner with the background and resources to help his clients achieve their financial goals. He’s honest and reliable and a nice guy too!
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