BEST RATED SARNIA, ON FINANCIAL SERVICES FR

3 Best Financial Services in Sarnia, ON

Name: 3 Best Financial Services in Sarnia, Ontario
Rating: 4.8

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

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SLATER WEALTH MANAGEMENT

4.8

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

Since 2004

Specialty:

“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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Sarnia financial service Pedlar Financial-Sterling Mutuals Inc.

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PEDLAR FINANCIAL-STERLING MUTUALS INC.

4.8

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

Since 2017

Specialty:

“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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Sarnia financial service Esser & Associates-IG Private Wealth Management

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ESSER & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT

4.7

859 Exmouth Street,
Sarnia, ON N7T 5R3 Directions

Since 1996

Specialty:

“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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TBR® Inspection Report:

Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.