BEST RATED » SARNIA ON » FINANCIAL SERVICES

3 Best Financial Services in Sarnia, ON

Expert recommended Top 3 Financial Services in Sarnia, ON. 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. You deserve only the best!

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 and prosperous life through independent strategic planning. Aaron Pedlar is the founder of Pedlar Financial. He has quickly established himself as one of the top financial professionals in the area. He understands the importance of educating clients by constructing a detailed and personalized strategy to take control of their financial future and implement the solutions necessary to reach their goals. As an independent financial advisor, he offers you unbiased advice on products across the market.

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

Book Appointment

[email protected]

pedlarfinancial.com

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

TBR® Inspection Report:

SLATER WEALTH MANAGEMENT

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

Since 2004

Here’s The Deal:
Slater Wealth Management is a well-known financial planning service provider in Sarnia. The firm provides first-class financial planning services to Individuals, families, professionals and businesses. Kevin Slater is the Principal and Financial Planner at Slater Wealth Management. He has been providing financial plans and advice to his clients for over 20 years. He prides himself on being a financial expert while digging deep with his clients to build custom financial plans. Kevin Slater and his team work with clients to create, protect and enhance their financial security and develop a financial plan unique to each individual. Their financial plans are implemented through their carefully selected investment options, insurance policies, banking, and lending products. They currently serve over 3,000 clients concentrated mostly in Southern Ontario.

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

Serving Locations:
Lambton, Kent, Essex, Middlesex, Oxford, Elgin, Huron, Perth, Bruce, Grey Counties and Surrounding Cities

Book Appointment

[email protected]

slaterwealth.ca

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Mon-Fri: 9am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

CRAIEVICH FINANCIAL SERVICES

133 Kendall Street, Point Edward, Sarnia, ON N7V 4G6 DIRECTIONS

Since 2011

Here’s The Deal:
Craievich Financial is a values-driven financial management firm in Sarnia with over 35 years of experience. They build meaningful client relationships, producing personalized wealth solutions for individuals. The firm was founded by brothers Paul and David Craievich. They builds meaningful client relationships, producing personalized wealth solutions for individuals. They have a well-organized team who provides the absolute best wealth security, transition and growth guidance to achieve the desired results. They know that the critical component to their client’s success is investing intellectual, and emotional energy. They also have a handful of selected associates who are well aligned with their company’s core values. They pride themselves on the ongoing advice and service to clients through their Craievich Care service program.

SPECIALTY:
Mortgage and Leading Options, 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: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: