Brazier Dupuis Wealth Management, Investment Advisor,Windsor, ON

Phone

Office

Office Location

156 Ouellette Avenue Suite 300 Windsor, ON N9A 1A4. map

At BDWM, we embrace your complexity and deliver on your ideal.

Our family office consists of Portfolio Managers and Investment Advisors, who among them hold the following designations: Certified Financial Planners (CFP®), Chartered Professional Accountant (CPA), and Chartered Financial Analyst (CFA). We work in collaboration with TD specialists in an effort to maximize tax efficiencies while building your net worth.

These skilled professionals are also parents, friends, and community members who all share a common value – understanding your journey.

We strive to acquire complete knowledge through ongoing in-depth conversations with you, your family members, and your other advisers — questions that uncover fresh insights that help us to understand you — a full 360 degrees.

Stay connected with our latest newsletter at Brazier Dupuis Wealth Management.

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We deliver on your ideal, however you might define it.

Let’s forget about investor profiles, simplistic algorithms, and off-the-shelf solutions.

People and their ever-changing goals are more complex than that.

You are more complex than that.

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Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Empower Your Financial Future

Have questions about your financial future? Hear from Brad & PJ about the wealth planning, tips for business owners, and surviving the crunch.

The Importance of a Wealth Plan

We all have financial questions at one point or another. Are my finances in good shape? Will I have enough money for retirement? Whatever your personal situation is, it can be important to have a plan.

Tips for Business Owners

Running your own business requires a lot of planning. While it might not be the most exciting part about striking out on your own, it can be a very important part. So here are some things to keep in mind.

Surviving the Crunch Zone

The crunch zone can be stressful but establishing long-term goals and creating a plan can bring financial balance. If you need help organizing your financial future, let's connect.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Stay connected with our latest newsletter at Brazier Dupuis Wealth Management.

We deliver on your ideal, however you might define it.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Helping achieve what truly matters to you and your family.