Edward Jones - Financial Advisor: Kevin W Van Balen

Sun Life Financial in Sarnia, ON is a reputable financial services company that offers a range of insurance and investment products to individuals and businesses. With a focus on providing financial security and peace of mind, Sun Life Financial helps clients navigate their financial planning needs with personalized solutions and expert guidance. Generated from their business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

ClearPath Wealth Group, formerly known as RJ Rau Associates, is a family-owned and operated retirement planning establishment based in Sarnia, Ontario. With a focus on providing financial strategies, insurance coverage, and estate planning, their team of experienced advisors is dedicated to supporting individuals at every stage of life to ensure a reasonable retirement timeline. ClearPath Wealth Group takes a planning-oriented approach, offering resources and educational materials to help clients understand their options and find personalized solutions that fit their unique lifestyle and income bracket. Led by Ron Rau, a senior investment insurance advisor with over 35 years of experience in the financial services industry, the team at ClearPath Wealth Group is committed to staying up-to-date with the latest product knowledge and continuing education programs. They specialize in business insurance, estate planning, and investments, and are actively involved in the business community, with Ron serving as a member of the Sarnia Chamber of Commerce and receiving recognition for his outstanding business achievements. With a strong focus on customer care and a dedication to ongoing education, ClearPath Wealth Group is a trusted resource for individuals seeking comprehensive financial planning services.Generated from the website