Best Financial Advisors in Sarnia, ON

“Through our conversations you can certainly tell he cares about his clients and he's a wealth of knowledge when it comes to the explaining the complex investment markets.”

“He helped me navigate my insurance process in a straightforward manner and was extremely reliable, patient, understanding and trustworthy with his advice.”

“It has been such a blessing to have everything under one roof while knowing our best interests are always priority.”

“We would like to thanks Janet for her many years of dedication andfirst class service to our clients, andwish her all the best as she enjoys her well earned retirement.”

“I highly recommend Robert - especially for those (like me) who have limited knowledge of investment strategies, and want to understand the different options.”

“We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized...”

“Every client conversation begins with the same question - where are you now and where do you want to be? When you can clearly articulate your goals, building a path to get there becomes easy. We've been in business over 25 years and have the expert t...”

“When my wife and I first met David Craievich over 10 years ago we were talking about our debt loads, our financial future and just beginning to piece together a plan for our retirement. David and the team at Craievich Financial Services provided us w...”

“Several things can go wrong when a family tries to pass its wealth down to the next generation. To keep your own wealth transfer on track, start the conversation now. -”

“Steve Steinman, as our financial advisor, is very knowledgeable, as well as professional, and responsive to any questions we have had with regard to our financial portfolio.”

“We would like to share a little bit about our Company and ourselves. We are a second generation family business that has been in practice since 1957, we are a full service financial planning firm, with our speciality being our extensive experience in...”

“I went into Choice Wealth Management with my yearly financial plan to see if there was better ways I could be saving and investing than I had planned myself.”

“Very thorough with all aspects of Investments, Tax Returns, Life Insurance and any other questions we might have and always with a smile on their face or in their voices.”

“We have also been very happy with the service rendered by their support team, Krista and Vicki.”

“At Unity Financial, we plan with the end in mind, recognizing it takes a village to move you towards your goals. We desire to walk in step with you and with each other as a team of advisors and support staff. Our conversations are grounded in mutual ...”

“It starts with a plan, but more importantly it starts with listening to client's needs, understanding clients wants, dreams, and what matters most to them. I am committed to providing you the best level of care and support ensuring a clear, straightf...”

“Went the extra mile to provide outstanding service and ensure my business return was not only completed on time but was accurate and saved as much as possible within the relevant legislative framework.”

“Dan was totally professional from start to finish!”

“Excellent place to go when everyone else turns their back on you due to tough situations that have happened like Covid.”