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Windsor Essex Wealth Group

Working together to help you achieve what truly matters to you

Experience you can trust

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You’ve worked hard to get where you are. Now, we’ll work hard to help you get where you want to go.

At Windsor Essex Wealth Group, we are driven to help you build on your success. We know that exceptional service is essential and believe our clients want to work with a local team that is qualified, experienced and most of all, caring.

We take a disciplined approach to helping you build your investment strategy and a personal approach to our relationship with you.

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Stripping away layers of complexity

When your lifestyle shifts and obstacles or opportunities arise, we’re here to help take care of the financial layers so you can focus on everything else.

Our full suite of services means we have the tools to help smooth life’s bumps and imperfections.

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* Some of the services listed above are provided in collaboration with TD specialists.

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Getting to know you, year after year

Working together with you, we can create a wealth plan that evolves with your lifestyle.


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Give us a call

Get in touch to meet Jacquie, Jody and the team.

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ADDITIONAL CONTACT

Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from our services?