Cut out the noise.
Hear what matters.
Watch our top story now
Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
Experience you can trust
Growing up, Jody saw first-hand the importance of financial stability. Watching his family work hard instilled in him a deep understanding of what work ethic really means. Looking back, he sees clearly that a career helping similar-minded families find financial independence was a natural choice. The work ethic and desire for security that Jody encounters with his clients never ceases to remind him of his own upbringing.
Jody began his career in the wealth management business in 2001. He is a graduate of the University of Windsor, holding a Bachelor or Commerce (Hons.) Degree. Driven to enhance his professional skills, he holds the Certified Financial Planner (CFP®️) designation and the Certified International Wealth Manager (CIWM®️) designation, which focuses on the complex needs of high‑net‑worth individuals and business owners. In addition, Jody holds the Chartered Investment Manager (CIM®) designation, which allows Windsor Essex Wealth Group to provide discretionary investment advice to clients.
Jody is actively involved in the community through his work on various local boards of St. Clair College. He is an avid cyclist and in 2013, he achieved his lifelong dream of completing an Ironman triathlon – cheered on by his loving family.
Windsor Essex Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (800) 287-1898
Fax: (519) 253-2281
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.