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3 Best Financial Services in Sarnia, ON

Expert recommended Top 3 Financial Services in Sarnia, 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!

SLATER WEALTH MANAGEMENT

1360-B L'Heritage Drive, Sarnia, ON N7S 6H8 Directions

Since 2004

Here’s The Deal:
Slater Wealth Management provides financial planning services to individuals, professionals, families, and businesses across Sarnia. They are committed to understanding your goals and giving you with professional financial security advice. Kevin Slater is a certified financial planner and principal, Tom Yates EPC, Karen Debergh and Darren Allison are Financial Security Advisor at the firm. They have experienced financial advisors and support teams to help you to the right choice for your financial needs. The team is serving over 3,000 clients concentrated mostly in Southern Ontario. Slater Wealth Management serves in Lambton, Kent, Essex, Middlesex, Oxford, Elgin, Huron, Perth, Bruce, Grey Counties and surrounding cities.

SPECIALTY:
Life, Disability, Critical Illness, Health and Travel Insurance, RRSP Registered Retirement Savings Plan, TFSA Tax-Free Savings Account, RESP Registered Education Savings Plan, RRIF, LIRA and LIF Locked-In Retirement Account Life Income Fund, RDSP Registered Disability Savings Plan, Financial, Estate & Retirement Planning

[email protected]

slaterwealth.ca

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Tue - Fri 9:00 am - 4:00 pm
Mon, Sat & Sun Closed

TBR® Inspection Report:

CRAIEVICH FINANCIAL SERVICES

133 Kendall Street, Sarnia, ON N7V 4G6 Directions

Since 2011

Here’s The Deal:
Craievich Financial Services is an intuitive financial planning company that acts with integrity and leadership. They have built their firm on 35 years of experience in the financial services industry. The firm has a well organized administrative team who are proud to work here and choose to stay. Their associates operate independently under the umbrella of Craievich Financial and serve some of their clientele. David Craievich and Paul Craievich are financial security advisors and owners of the Craievich Financial Services. David Craievich has over 19 years of experience in the financial services industry. He holds the Elder Planning Counselor (EPC) designation. Paul Craievich has been serving in the industry since 1991. Craievich Financial Services's team provides flexible and affordable health and wellness solutions for owners and employees.

SPECIALTY:
Investment Management, Exit Strategy, Asset Allocation, Education, Savings, Business, Retirement, Tax, Legacy, Financial, Wealth & Estate Planning

[email protected]

craievichfinancial.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

PEDLAR FINANCIAL

443 Exmouth Street, Unit 5, Sarnia, ON N7T 5P2 Directions

Since 2012

Here’s The Deal:
Pedlar Financial helps individuals, families, professionals, and business owners plan for a secure & prosperous life through independent strategic planning. Aaron Pedlar of Pedlar Financial provides a unique approach. He takes the time to get to know you, listens & helps incorporate a plan to help you achieve your short and long-term financial goals. If a client is informed, they are better equipped to make proactive decisions related to their financial future. What aspect you decide to implement is and will always be YOUR CHOICE. As an independent financial advisor, their solutions offer you unbiased advice on products across the market. Experience shows that when the choices are clearly explained, people recognize the value of independent financial advice. Whether your just getting started, on the brink of retirement, or somewhere in between, he looks forward to learning more about you and helping you have more clarity to your future.

SPECIALTY:
RRSP Registered Retirement Savings Plan, TFSA Tax-Free Savings Account, RESP Registered Education Savings Plan, RRIF, LIRA and LIF Locked-In Retirement Account Life Income Fund, RDSP Registered Disability Savings Plan, Financial Strategies, Estate and Retirement Planning, Life, Disability, Critical Illness, Health & Travel Insurance

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[email protected]

pedlarfinancial.com

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

TBR® Inspection Report: