Jody Cloutier
Phone
Office Location
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.
Phone
Fax
(519) 253-2281
Certificates
CFP®
CIM®
CIWM

Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.