Here's The Rundown: Pedlar Financial is an independent financial planner in Sarnia, Canada. Aaron Pedlar is the founder of the firm. Having obtained extensive training and a passion for continuous learning, he has quickly established himself as one of the top financial professionals in the area. With close to 15 years of industry experience, 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. The team at Pedlar Financial helps individuals, families, professionals, and business owners plan for a secure and prosperous life through strategic, independent planning. They are committed to your success and value the opportunity to work with you to achieve your various goals. Whether you are just getting started, on the brink of retirement, or somewhere in between, the team looks forward to learning more about you and helping you gain more clarity about your future.
3 Best Financial Services in Sarnia, ON
Expert recommended Top 3 Financial Services in Sarnia, Ontario. 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 cost to the general excellence. You deserve only the best!
TOP 3 PEDLAR FINANCIAL REVIEWS
We love working with Aaron. He is so professional, accommodating and organized. Working with Aaron feels like he’s family. He knows us and what we want out of life when it comes to our families financial stability. He is personal and honest. We would highly recommend working with Aaron.
Aaron is great to work with. He is extremely knowledgeable, down to earth and values his clients. We feel confident having Aaron as our financial advisor and investor. Do yourself a favour and check out how he can help plan your families financial stability and security.
When you are investing your money you want someone who stays current, understands the markets and listens to you, the investor. Aaron is the financial advisor for you. He is easy to talk to about investing as he explains everything clearly and he provides sound advice. Aaron is dedicated to working hard for you.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Don Carey Financial Don Carey Financial](https://threebestrated.ca/images/DonCareyFinancial-Sarnia-ON.jpeg)
Here's The Rundown: Don Carey Financial is one of the leading financial advisors in Sarnia, Canada. Don Carey serves as the financial advisor and president of the firm, leveraging over 30 years of experience in serving families across Ontario. As a reputable and trusted independent financial advisor, Don Carey offers solutions to help clients achieve their financial goals and clarify their financial situations. His clients primarily come through referrals, and he has a longstanding practice of serving multiple generations. He supports grandparents looking to sustain their income. Operating independently allows him to prioritize his client's best interests, and he has structured his business around delivering trustworthy, valuable, and profitable solutions. Don Carey and his advisors operate independently but with the support of Sterling Mutuals, leveraging distinctive technology and unique support to ensure they provide the best service for their clients.
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TOP 3 DON CAREY FINANCIAL REVIEWS
Don Carey is excellent at what he does! He has been managing my portfolio for 3 years now and I’m very happy with the growth I’m seeing. He takes the time to understand your needs and uses his expertise to carefully diversify your portfolio. In addition, his digital services allow us to connect virtually which is major asset as I reside in Quebec. Despite the distance, the personal touch is not lost. I highly recommend and trust Don’s services.
Don helped me get life and disability insurance to augment my employment benefits coverage. I could not have asked for a better representative. Don explained the various options to me clearly and succinctly, guided me through the process, provided advice along the way, and even advocated for me to the insurers when we hit some speed bumps in the process. I will definitely be using Don for all of my insurance needs going forward, and couldn’t recommend his services more highly. Thanks again Don.
Don has been an amazing asset to my parents for years. For some strange reason my wife and I went to Craevich first. Sometimes in life you realize a mistake. We then approached Don. Sometimes you make the right move, GREAT RETURNS.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Slater Wealth Management is a top-notch financial planner in Sarnia, Canada. Kevin Slater serves as the firm's principal and financial planner. He has held the Certified Financial Planner designation since 2005 and the Chartered Investment Manager designation since 2009. With over 20 years of experience, he has extensive knowledge of financial services. Kevin Slater prides himself on his financial planning expertise and ability to create customized financial plans through in-depth consultations with his clients. The team at Slater Wealth Management distinguishes themselves by conducting comprehensive assessments of all factors impacting clients' financial well-being. They ensure that plans are tailored to each client's specific goals and are continuously monitored to ensure they remain on track.
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Sat & Sun: By Appointment
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TOP 3 SLATER WEALTH MANAGEMENT REVIEWS
The staff is fantastic! They always recommend what is best for us. They are able to explain everything in a way we understand and always willing to take the time to review . It has been such a blessing to have everything under one roof while knowing our best interests are always priority.
Great friendly and knowledgeable staff with a wide range of products that have been well researched and personally tailored. Worth stopping in to see them.
Tom is always well prepared and quite informative about what to expect. We are happy to have him guiding our financial future.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.