3 Best Financial Services in Sarnia

“Pedlar Financial 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. 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.”

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“Don Carey Financial is owned by Don Carey. 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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“Slater Wealth Management is a top-notch financial planner. 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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