Jody Cloutier

Jacquie feels privileged to work with a roster of incredible clients whose personal drive to succeed brought them to her door. She has built her professional life on the belief that helping clients achieve their goals starts with building strong relationships. Jacquie knows the value of a dollar and respects the hard work that goes into earning each one.

Recognizing the role that financial security plays in a comfortable life, Jacquie is meticulous when managing her clients’ wealth. Collaborating with clients, she tackles tax strategies, estate-planning strategies, retirement income solutions and wealth planning, often liaising with clients’ other trusted professionals, such as accountants and lawyers.

Jacquie has been creating investment strategies and wealth planning solutions for affluent clients and their families since 2005. Born and raised in Windsor-Essex County, Jacquie holds a Bachelor of Commerce Degree (Hons.) from the University of Windsor, in addition to the Certified Financial Planner (CFP®) designation, and the Certified Retirement Specialist title. Jacquie also holds the Chartered Investment Manager (CIM®) designation, which allows Windsor Essex Wealth Group to provide discretionary investment advice to clients.

Jacquie has been actively involved in the local community over the years, mainly with Big Brothers Big Sisters of Windsor Essex. In her personal time she enjoys spending time with her family, practicing yoga, golfing, reading and traveling.

Lana is the core of the Windsor Essex Wealth Group as she manages and organizes our team by opening accounts, facilitating transfers, setting up meetings, and being the go-to person who keeps our business running smoothly.

She goes above and beyond by providing exceptional client experiences, with many clients enjoying chatting with Lana about life's newest updates. Lana has worked at TD Bank Group since 2009 in various sales and administrative roles, and in 2013 she joined TD Wealth.

Lana lives in Harrow with her daughter and loves dancing, campfires with friends, yoga, as well as searching for a new destination to travel to.

Luke began working with TD in 2016 and has held a number of roles within the bank; including years as a Financial Advisor where he gave advice on investments and real estate lending. With this experience, Luke strives to provide exceptional client experiences.

Luke graduated from the University of Windsor with a Bachelor of Commerce degree concentrated in finance and in October 2021 joined the Windsor Essex Wealth Group team. Luke is responsible for supporting in areas such as research, portfolio construction, and wealth planning.

Outside of work, Luke enjoys spending time reading, playing basketball or chess and staying up to date with the latest and greatest in the sports world.