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BEST RATED PICKERING, ON FINANCIAL SERVICES

3 Best Financial Services in Pickering, ON

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

Pickering financial service Lennox Financial Group Inc.
Pickering financial service Lennox Financial Group Inc.
Pickering financial service Lennox Financial Group Inc. video
9+ YEARS IN TBR
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LENNOX FINANCIAL GROUP INC.

(4.8 Score)
1730 McPherson Court, Suite #23,
Pickering, ON L1W 3E6 Directions

Since 2010

Specialty:

✓ Retirement and Financial Planning ✓ Group Registered Retirement Savings Plan ✓ Critical Illness and Disability Insurance ✓ Defined-Contribution and Defined Benefit Pension Plan ✓ Deferred Profit Sharing Plan ✓ Non-Registered Savings Program ✓ Tax-Free Savings Account ✓ Life Insurance ✓ Health and Dental Insurance ✓ Registered Education Savings Plan ✓ Life Income Fund ✓ Registered Retirement Income Fund

“Lennox Financial Group Inc. is a growing team of highly committed and skilled individuals dedicated to providing their clients with excellent value. The company serves individuals and small, medium, and large businesses. They have found that their clients prefer to work with one financial security advisor they can trust to meet all their financial security needs. They pride themselves on providing their clients with an excellent team, always working hard to develop their core competencies. Lennox Financial Group Inc. assists clients with a holistic wellness strategy by focusing on employees' health and wealth goals and objectives.”

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License #2246205

Contact:

(905) 492-7888 (888) 883-8427

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

TBR® Inspection Report:

Pickering financial service John Fleming - Edward Jones
Pickering financial service John Fleming - Edward Jones
Pickering financial service John Fleming - Edward Jones
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JOHN FLEMING

(4.8 Score)
EDWARD JONES 1099 Kingston Road, Suite 250,
Pickering, ON L1V 1B5 Directions

Since 2008

Specialty:

✓ Estate and Legacy Strategies ✓ Retirement Savings Strategies ✓ Retirement Income Strategies ✓ Wealth Protection ✓ Intergenerational Planning ✓ Wealth Strategies

“John Fleming had a successful tenure and joined Edward Jones in 2008 after teaching elementary school in the Toronto, Peel, and York District School Boards for 24 years. John holds an undergraduate degree in Kinesiology and a Master of Science (MSc). He is analytical in his approach to investing and always encourages his clients to make decisions based on logic rather than emotion. As a former teacher, John aims to help clients understand their portfolios and the reasons for his recommendations. His first appointment will be at least an hour, during which he will explain his recommendations in detail. After that, he will keep in touch regularly. At Edward Jones, the team takes a personalized approach to investing. They will intimately get to know you and your goals and provide personal service. Reach out today for a no-obligation portfolio review.

2025 Update: Edward Jones has home offices in Canada and the United States, with more than 15,000 branch locations.”

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Contact:

(905) 231-3187

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

TBR® Inspection Report:

Pickering financial service Dew, Ashraf & Associates - IG Private Wealth Management
Pickering financial service Dew, Ashraf & Associates - IG Private Wealth Management
Pickering financial service Dew, Ashraf & Associates - IG Private Wealth Management
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DEW, ASHRAF & ASSOCIATES

(4.7 Score)
IG PRIVATE WEALTH MANAGEMENT
1305 Pickering Parkway, #300,
Pickering, ON L1V 3P2 Directions

Specialty:

✓ Retirement Planning ✓ Tax Planning ✓ Estate and Legacy Planning ✓ Investment Planning ✓ Insurance Planning ✓ Charitable Giving ✓ Business Succession Planning

“2025 Update: Dew, Ashraf & Associates-IG Private Wealth Management is a team of financial professionals. They have over 55 years of combined experience. They are committed to directing prosperous Canadians toward their financial goals. They use strategies designed to fit your specific needs, whether it's personal or business. And they work daily to forecast your growing financial life. Dew, Ashraf & Associates-IG Private Wealth Management's team helps you empower confidence in your future as they aim to shield and manage your wealth. Whatever you need on wealth and finance, they evaluate the best options to share your wealth, and they will strive to make sure that each part of your financial picture is accompanied by the others.”

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License #FM0879321

Contact:

(365) 300-5551

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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LENNOX FINANCIAL GROUP INC. REVIEWS

've known Chris Lennox and his team for about ten years, worked with them in a professional capacity for about 3-4 years when I chose to get my company on a group benefits program facilitated through them and have been using them personally for travel insurance needs for the last four years, and let me tell you, when it comes to insurance, they know their stuff! Chris and Connie set my small-ish catering company up with an affordable group benefits package that checked all the boxes I wanted to be able to provide for my staff, while not breaking our bank. They were professional, communicative and beyond helpful in navigating the wonderful world of group insurance, something I had not done before. They made the entire process from start to finish seamless, comfortable and assuring. When it comes to my personal business dealings with Lennox Financial Group, I reach out to Carrie who is always bright, cheery and super prompt in setting up my policies! I had decided to check out travel insurance rates through my credit cards, CAA and Telus (who recently sent me an email about having affordable travel insurance) and their prices couldn't hold a flame to the prices Carrie gets for both myself and my husband when we travel!! If you're looking to get insurance personally or commercially, I wouldn't recommend anyone other than the incredible team (family, really) at Lennox Financial Group.

I am extremely impressed with the exceptional service provided by Lennox Financial Group Inc. Selina has been incredibly responsive, answering all my questions promptly and thoroughly. She took the time to sit down with me and explain all their policies/services, ensuring I fully understand how everything works. I highly recommend them. Thank you Selina & Lennox.

While at my last job, I brought Lennox Financial onboard to replace our last broker. The team is fantastic! I have never had customer service provided to the level that this team provides. They hold your hand throughout everything and you don’t have to worry about being an expert at benefits or pensions. Not to mention, they brought some unique options to the table.

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JOHN FLEMING - EDWARD JONES REVIEWS

I've been an Edward Jones client for 10+ years. John brings experience and drive mixed with great instinct for the market. My parents are clients of his. They get excellent service from both John and his EA. Highly recommend him as a financial adviser.

Working with John is always a pleasure. He has great intuition re. market trends and always has great ideas of how and when to buy and sell. He stays in touch regularly and has helped me understand the best way to manage my portfolio, which is exactly what I was looking for. I have recommended him to others and will continue to do that.

John has overseen my TFSA/RRSP's for more then 10 ten years.I am very pleased with the service.John's efforts have made for great results.He keeps on top of the market and on my accounts.I have recommended him before and I will recommend him again.The are capable and friendly too.

DEW, ASHRAF & ASSOCIATES - IG PRIVATE WEALTH MANAGEMENT REVIEWS

I have been a client of Adrian's for almost 20 years and I can honestly say all the Investment and Insurance related advice he has provided to me and my Family has been positively life changing. The Customized advice and strategies he has provided to me as a Healthcare Professional has allowed me to successfully weather all of life's financial ups and downs which, compared to feedback from my fellow colleagues, has been second to none. Thank you Adrian and your team for all you have done for me and my Family!!.

I have had an extremely positive experience through IG. Things like life insurance, retirement planning, and investing feel extremely daunting. However, the team here has always broken it down, made it easy to understand, and empowered me to take control of my finances. I am extremely grateful to Paul and Adrian for all their support throughout the years. Nothing but positive things to say!.

I have been working with Paul and Adrian for four years now and am so happy with their service. Everyone is super friendly and helpful, from Susie to Paul and Adrian. They make me feel like part of the family!.

TBR® Inspection Score Report

LENNOX FINANCIAL GROUP INC. Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

JOHN FLEMING - EDWARD JONES Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Experience: 9
Responsiveness: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

DEW, ASHRAF & ASSOCIATES - IG PRIVATE WEALTH MANAGEMENT Total Inspection Points: 113/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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