BEST RATED » SARNIA ON » FINANCIAL SERVICES

Best Financial Services in Sarnia

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."

SPECIALITY:
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

Reviews | Play Video

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."

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

[email protected]

craievichfinancial.com

Reviews

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

TBR® Inspection Report:

PLATER FINANCIAL INC.

265 Front Street North, Suite 506, Sarnia, ON N7T 7X1 Directions

Since 2001

Here’s The Deal:
"
Plater Financial Inc. provides professional investment, insurance and estate protection guidance for over 20 years to the Sarnia. Tim Plater and Dave McLean are financial security advisors at Plater Financial Inc. Tim Plater has over 34 years of experience in the industry. Dave has been creating financial security for clients dating back to 1999. Their mission is to provide tailored advice, service and solutions to their clients. They recognize that their business existence and continued success depend on how well they meet their responsibilities and earn their clients' trust. The team specializes in understanding the financial needs of its clients. Plater Financial Inc. offers a complimentary 30-minute introductory meeting to all potential clients that allow both parties to communicate their needs."

SPECIALITY:
Retirement, Financial and Estate Planning, Risk Management, Cash Flow and Estate Analysis, Investment Statements, Portfolio Management, Key Person Coverage, Employee Financial Plans, Business Owner Retirement Plans, Life, Long Term Care, Disability and Critical Illness Insurance, Employer's Pension, Education Funding & Banking

[email protected]

platerfinancial.com

Reviews

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

TBR® Inspection Report: