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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!

Lennox Financial Group Inc. - Pickering, ON Financial Services - Portrait
Lennox Financial Group Inc. - Pickering, ON Financial Services - Client Service Image
Pickering financial service Lennox Financial Group Inc. video
9+ YEARS ON 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:

✓Financial Planning ✓Retirement Planning ✓Estate Planning ✓Employee Benefits ✓Group Insurance Plans ✓Group Registered Retirement Savings Plans ✓Pension Plans ✓Defined Contribution Pension Plans ✓Defined Benefit Pension Plans ✓Deferred Profit Sharing Plans ✓Life Insurance ✓Disability Insurance ✓Critical Illness Insurance ✓Health and Dental Insurance ✓Travel Insurance ✓Investment Accounts ✓Non-registered Investments ✓Tax-free Savings Accounts ✓Registered Education Savings Plans ✓Annuities ✓Registered Retirement Income Funds ✓Life Income Funds ✓Individual Pension Plans ✓Financial Security Planning

"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.

2026 Highlights: Lennox Financial Group Inc. is committed to providing clients with proactive, professional consulting services, connecting them to innovative services and solutions to better manage their Group Retirement and Group Benefit needs."

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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:

Helene Ata - Pickering, ON Financial Services - Portrait
Helene Ata - Pickering, ON Financial Services - Professional Highlights
Pickering financial service Helene Ata - IG WEALTH MANAGEMENT INC. video
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HELENE ATA

(4.7 Score)
IG WEALTH MANAGEMENT INC.
1305 Pickering Parkway, Suite 300,
Pickering, ON L1V 3P2 Directions

Since 2007

Specialty:

✓Financial Planning ✓Investment Planning ✓Retirement Planning ✓Mortgage Planning ✓Estate Planning ✓Tax Planning ✓Insurance Planning ✓Wealth Management ✓Risk Management ✓Financial Security Planning ✓Retirement Income Planning ✓Group Benefits ✓Pension Planning ✓Registered Retirement Savings Plans ✓Tax-free Savings Accounts ✓Registered Education Savings Plans ✓Wealth Accumulation ✓Estate Preservation

"Helene Ata is the Division Manager and financial planner at IG Wealth Management, and she provides comprehensive investment analysis and financial advice. She helps professionals and business owners achieve early retirement by employing tailored strategies that preserve their lifestyle, minimize taxes, and effectively manage emergency risks. When you partner with her, you gain access to a personalized, efficient, and effective retirement plan that is designed to meet the specific needs of business owners and professionals. At IG Wealth Management, the team is dedicated to crafting tailored financial solutions based on detailed client assessments and needs analysis. For over 90 years, they have assisted Canadians and their families in attaining various financial objectives, such as retirement savings and property investments. Their clients are valued individuals and community members, with relationships built on trust and understanding of their unique needs.

2026 Highlights: Helene Ata develops the IG Living Plan with innovative strategies aimed at maximizing your financial opportunities and ensuring long-term success."

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Contact:

(416) 919-3669 (416) 292-7229

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Gabe Chiodo - Pickering, ON Financial Services - Portrait
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GABE CHIODO

(4.6 Score)
CHIODO, DARROCH & ASSOCIATES PRIVATE WEALTH MANAGEMENT
1305 Pickering Parkway, Suite 300,
Pickering, ON L1V 3P2 Directions

Since 1987

Specialty:

✓Financial Planning ✓Wealth Management ✓Investment Planning ✓Tax Planning ✓Retirement Planning ✓Estate Planning ✓Business Succession Planning ✓Wealth Creation ✓Wealth Preservation ✓Insurance Planning ✓Mortgage Planning ✓Pension Planning ✓Credit Planning

“2026 Highlights: Gabe Chiodo is a Certified Financial Planner. He has over 30 years of experience in the financial services industry. Gabe and his team take a collaborative approach in working with successful high-net-worth families. He takes a philosophical approach to ensure he treats others as he would want to be treated, and he only does for others what he would do for himself. Gabe Chiodo is guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners.”

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Contact:

(647) 407-7229 (416) 292-7229

Mon-Fri: 9am - 5pm
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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HELENE ATA - IG WEALTH MANAGEMENT INC. REVIEWS

My Executive Financial Consultant is Helene Ata. My investments are doing well (above average returns) and one of the (many) wonderful attributes of Helene is how she can break down and explain financial concepts to someone not as financially literate as is my case. That’s why I am a long time client.

Helene and her team have been providing solid professional financial advice to my wife and me for several years. She has demonstrated with confidence that she is committed to helping us achieve our financial goals. Helene always makes herself available to us when needed. I would not hesitate to recommend her to anyone wishing to enhance their financial goals.

Helene Ata and her team of professionals are reliable service providers of technical and intelligent advice on personal wealth management. For me, it has been a good four years of a trusting relationship.

GABE CHIODO - CHIODO, DARROCH & ASSOCIATES PRIVATE WEALTH MANAGEMENT REVIEWS

The financial team under the sage, wise leadership of Gabe Chiodo is in a word 'amazingly professional'. Very knowledgeable, offering wise financial advice, always thinking long-term (weighing the pros and cons of reacting to market fluctuations), very attentive to my needs as a client, responds quickly when I reach out, truly listens to what I have to say and explains my portfolio to me in a clear and concise manner. Very skilled at his job. I have received excellent, outstanding service over many years and I would highly recommend Gabe Chiodo and his team to anyone.

I've had a fantastic experience with Investors Group. From the start, their team took the time to understand my goals and created a personalized financial plan that gave me confidence in my future. Their tools and guidance make it easy to stay on track. I highly recommend them to anyone seeking trusted, professional financial advice.

Gabe and his team are great. They have the resources to get you anything you need from a financial planning perspective. With respect to IG, all they need now is to have their bank so that mortgages/investment loans are done seamlessly instead of using a third-party bank and a self-directed, online brokerage and they will have it all.

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

HELENE ATA - IG WEALTH MANAGEMENT INC. Total Inspection Points: 112/120
Experience: 8
Page Maintenance: 8
Business Images: 9
Complete Info: 9
Social Media: 9
Website Source: 9
Acknowledgments: 10
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Service Diversification: 10
Website Standard: 10

TBR® Inspection Score Report

GABE CHIODO - CHIODO, DARROCH & ASSOCIATES PRIVATE WEALTH MANAGEMENT Total Inspection Points: 110/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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