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BEST RATED SARNIA, ON FINANCIAL SERVICES FR

3 Best Financial Services in Sarnia, ON

Expert-recommended Top 3 Financial Services in Sarnia, 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!

Sarnia financial service Slater Wealth Management
Sarnia financial service Slater Wealth Management
Sarnia financial service Slater Wealth Management
Sarnia financial service Slater Wealth Management video
6+ YEARS IN TBR
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SLATER WEALTH MANAGEMENT

(4.8 Score)
1360-B L'Heritage Drive,
Sarnia, ON N7S 6H8 Directions

Since 2004

Specialty:

✓ Financial Planning ✓ Investment Plans ✓ Retirement Plans ✓ Estate Plans ✓ Career Transition/ Pension Transfer Plans ✓ Insurance ✓ Investments ✓ Banking ✓ Business Owner Services

“Slater Wealth Management provides first-class financial planning services to individuals, families, professionals and businesses. Kevin Slater is a principal and financial planner at Slater Wealth Management. He has held the Certified Financial Planner designation since 2005 and the Chartered Investment Manager designation since 2009. With over 25 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. Slater Wealth Management distinguishes itself 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.

2025 Update: Slater Wealth Management currently serves over 3,000 clients concentrated mostly in Southern Ontario. They provide services to clients in Southwestern Ontario including Chatham, London, Windsor, Lambton County, Kent County, Essex County, Middlesex County, Oxford County, Elgin County, Huron County, Perth County, Bruce County, Grey County, Brights Grove, Camlachie, Forest, Thedford, Petrolia, Watford, Alvinston, Wyoming, Corunna, Mooretown, Courtright, Sombra, Port Lambton, Wallaceburg, Thamesville, Dresden, Strathroy, Mount Bridges, Komoka, Glencoe, Grand Bend, Belle River, Walkerton, Hanover, Kincardine, Port Elgin, Bayfield, Goderich, Clinton, Seaforth, Wingham, ON.”

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License #2265055

Contact:

(519) 491-2120 (866) 595-8404

Mon-Fri: 8:45am - 4:15pm
Sat & Sun: By Appointment

TBR® Inspection Report:

Sarnia financial service Pedlar Financial-Sterling Mutuals Inc.
Sarnia financial service Pedlar Financial-Sterling Mutuals Inc.
Sarnia financial service Pedlar Financial-Sterling Mutuals Inc.
5+ YEARS IN TBR
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PEDLAR FINANCIAL-STERLING MUTUALS INC.

(4.8 Score)
443 Exmouth Street, Unit 5,
Sarnia, ON N7T 5P2 Directions

Since 2017

Specialty:

✓ Registered Retirement Savings Plans (RRSP) ✓ Tax Free Savings ✓ Registered Education Savings Plans ✓ Commuting Your Pension ✓ Life Insurance ✓ Disability Insurance ✓ Insurance Planning ✓ Investment Planning

“Pedlar Financial-Sterling Mutuals Inc. is founded by Aaron Pedlar. 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. Pedlar Financial-Sterling Mutuals Inc. 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.

2025 Update: Aaron Pedlar of Sterling Mutuals Inc. carries a wide assortment of non-proprietary, best-in-class financial products and services that allow truly unbiased, conflict-free advice and recommendations that clients can expect to receive and offers free consultation.”

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License #1001023861

Contact:

(519) 491-1860 (855) 226-1898

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

TBR® Inspection Report:

Sarnia financial service Esser & Associates-IG Private Wealth Management
Sarnia financial service Esser & Associates-IG Private Wealth Management
Sarnia financial service Esser & Associates-IG Private Wealth Management
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ESSER & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT

(4.7 Score)
859 Exmouth Street,
Sarnia, ON N7T 5R3 Directions

Since 1996

Specialty:

✓ Tax Planning ✓ Retirement Planning ✓ Investment Planning ✓ Insurance Planning ✓ Cash Management ✓ Estate Planning ✓ Business Succession ✓ Charitable Giving ✓ Wealth Transfer

“2025 Update: Esser & Associates-IG Private Wealth Management builds plans that dynamically reflect your evolving financial needs, aiming to bolster your confidence in your overall financial health. Their approach is proactive and synchronized, leveraging extensive experience and insights gained from years of serving diverse clients. The team of financial planners in Sarnia bring decades of expertise to your financial planning. They specialize in helping affluent Canadians, business owners, and their families navigate their financial journeys with tailored strategies that protect and manage wealth with precision and care. With an enhanced team-based approach that provides both local and national industry expertise, Esser & Associates-IG Private Wealth Management provides you with an elevated level of advice and resources. They specialize in creating customized financial strategies that cater specifically to your unique financial circumstances.”

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Contact:

(519) 336-4262

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

TBR® Inspection Report:

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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.

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PEDLAR FINANCIAL-STERLING MUTUALS INC. 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.

ESSER & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT REVIEWS

I have work with Robert and his team and found them to be easy to understand as well as eager to help you reach your goals. My wife also joined Roberts team and is very pleased with the results! We have developed a excellent relationship with Robert and his team. I have recommended Robert to many friends and family and they have been pleased. If you are not sure about what you are doing or want a second set of eyes set up an appointment with Robert you may find as I did he can help you to your goal!!.

Rob and his staff are extremely helpful in explaining how to reach your financial goals. We are now reaping the benefits of our nest egg in our retirement. Whenever we make plans for a holiday trip, Rob, Angela and Pam are quick to respond to our request for withdrawals when needed. Whether you are a low, medium, or high risk investor, Rob, Angela and Pam will give you the advise you need.

Rob Esser saved us. We had investments at a well known bank and continuously lost money. Since being with Rob, our investments have flourished and have been able to take a monthly income without compromising our original investment. We highly recommend Rob Esser for all your investment needs.

TBR® Inspection Score Report

SLATER WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Experience: 9
Review Analysis: 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

PEDLAR FINANCIAL-STERLING MUTUALS INC. Total Inspection Points: 114/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

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

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