Sarnia, ON

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Sarnia, ON
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Best Financial Advisors in Sarnia, ON

Handpicked from 43 vetted & reviewed Financial Planning & Wealth Management firms in the Sarnia area, discover the top 5 leading options among the selected group of 24 finalists.

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IG Private Wealth Management

IG Private Wealth Management

(3)
  • Goals
  • Team
  • Plan
“I highly recommend Robert - especially for those (like me) who have limited knowledge of investment strategies, and want to understand the different options.”
In Business Since 2019
Licensed
859 Exmouth St, Sarnia, ON N7T 5R3
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Pedlar Financial - Sterling Mutuals

Pedlar Financial - Sterling Mutuals

(27)
  • Talk
  • Idea
  • Intelligent
“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.”
In Business Since 2021
Transparent Fees & Pricing
443 Exmouth St, Sarnia, ON N7T 5P2
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Don Carey Financial

Don Carey Financial

(10)
  • Insurance
“He helped me navigate my insurance process in a straightforward manner and was extremely reliable, patient, understanding and trustworthy with his advice.”
In Business Since 2020
805 N Christina St N #204, Sarnia, ON N7V 1X6
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Slater Wealth Management

Slater Wealth Management

(5)
“It has been such a blessing to have everything under one roof while knowing our best interests are always priority.”
1360-B L'Heritage Dr, Sarnia, ON N7S 6H8
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Plater Financial

Plater Financial

“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.”
In Business Since 2005
Transparent Fees & Pricing
265 Front St N Suite 506, Sarnia, ON N7T 7X1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Tallkirk Financial Group

Tallkirk Financial Group

(10)
  • Understand
  • Family
  • Goals
“Has always had a positive, no pressure approach to finding out what investment strategy and risk tolerance works for my family and going about the best route with a non-biased professional opinion.”
1070 Capri St, Sarnia, ON N7S 1Z9
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DNA Financial Logistics

DNA Financial Logistics

(4)
“She also invested money for my Mother and really took the time to explain, ensure that her money was being invested wisely and at my Mom's comfort level.”
239 Ontario St, Sarnia, ON N7T 1L6
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Optimize Wealth Management

Optimize Wealth Management

Will & Estate Planning, Insurance Solutions, Loans & Mortgages
“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...”
In Business Since 2000
2109 London Line Unit D, Sarnia, ON N7T 7H2
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Selectpath Benefits & Financial

Selectpath Benefits & Financial

“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...”
429 Exmouth St, Sarnia, ON N7T 5P1
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Craievich Financial Services

Craievich Financial Services

“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...”
In Business Since 2007
133 Kendall St, Sarnia, ON N7V 4G6
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Assante Capital Management

Assante Capital Management

137 Kendall St, Sarnia, ON N7V 4G6
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Falk Hampel

Falk Hampel

“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. -”
1315 Michigan Ave, Sarnia, ON N7S 4M6
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IPC Investment Corporation - Josta Greenwood

IPC Investment Corporation - Josta Greenwood

Succession Planning, Tax Preparation, Pension & Severance Consulting
“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
Transparent Fees & Pricing
555 Murphy Rd, Sarnia, ON N7S 5B6
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Father & Son Financial

Father & Son Financial

(8)
“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.”
In Business Since 2018
Serving Sarnia Area
Featured

As new parents, you may feel overwhelmed by the financial responsibilities that come with your little bundle of joy.. Don't worry, we've got your back! nnReach out today for a no obligation first meeting and learn how we can help with those financial responsibilities. nn#newparents #financialplanner #financialguidance...

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Kellett Financial & Ins Svc

Kellett Financial & Ins Svc

Mortgage Insurance, Wealth Management, Financial Planning
“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...”
In Business Since 2004
Family Business
Serving Sarnia Area
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Haldenby Financial Group - Investia Petrolia

Haldenby Financial Group - Investia Petrolia

(1)
Insurance, Retirement and Payment, Products and Investments
“Have my grandchildren's education account with this company.”
Serving Sarnia Area
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Choice Wealth Management

Choice Wealth Management

(43)
  • Future
  • Meeting
  • Understand
“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.”
82 Frank St, Strathroy, ON N7G 2R6
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Flagstone Financial Group

Flagstone Financial Group

(2)
“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.”
In Business Since 2004
88 Metcalfe St E, Strathroy, ON N7G 1P1
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Focus Financial Solutions

Focus Financial Solutions

(1)
“We have also been very happy with the service rendered by their support team, Krista and Vicki.”
90 Front St E, Strathroy, ON N7G 1Y7
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Unity Financial

Unity Financial

“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 ...”
92 Saxonville Ct, Strathroy, ON N7G 4M1
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Tim Earley Financial Services

Tim Earley Financial Services

“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...”
In Business Since 2018
82 Kemp Cres, Strathroy, ON N7G 0G3
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Toma Accounting

Toma Accounting

(40)
  • Hands
  • Financial
  • Entrepreneurs
“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.”
Serving Sarnia Area
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Mortgage Architects - Dan Balch & Associates

Mortgage Architects - Dan Balch & Associates

(15)
Mortgage Calculator, Refinancing, Renewing/Transferring Your Mortgage
“Dan was totally professional from start to finish!”
Coupons & Offers
Licensed
Offers Financing Options
Serving Sarnia Area
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Velvet Financing

Velvet Financing

(1)
“Excellent place to go when everyone else turns their back on you due to tough situations that have happened like Covid.”
In Business Since 2009
Offers Financing Options
257 St Clair St, Chatham, ON N7L 3J8
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Retirement Planning and Investment Management Services in Sarnia, ON Cost Estimates

Minimum cost
$1232
Maximum cost
$10468
National Average
$3695
Avg Per Hour Rates
$370
$2463
$6774
Typical price range is based on 521 cost profiles
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Average Cost $3695
Minimum cost $1232
Maximum cost $10468
Avg Per Hour Rates $370

Typical range $2463 to $6774 is based on 521 cost profiles.

Why these companies made our list

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