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Windsor Essex Wealth Group

"Working together to help you achieve what truly matters to you"

156 Ouellette Avenue Suite 300 Windsor, ON N9A 1A4Map

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

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ContactWindsor Essex Wealth Group

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ADDITIONAL CONTACT

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

Meet The Team

Jody Cloutier

Vice President
Portfolio Manager
Investment Advisor

Jacquie Reaume

Vice President
Investment Advisor
Certified Retirement Specialist

Jody Cloutier

Vice President
Portfolio Manager
Investment Advisor

(519) 253-2977
Email Me

Jody began his career in 2001 after studying Accounting at St Clair College and then graduating from the University of Windsor. After working with a wide variety of clients in the first few years, Jody realized that he enjoyed helping business owners and professionals create a plan to achieve their financial goals. It didn't take Jody long to realize that his love of helping people with their wealth planning needs created a tremendous amount of value for them and their families.

Jody holds a Certified Financial Planner (CFP) designation as well as the certificate in Retirement Strategy and numerous other industry courses. Most recently Jody achieved the Certified International Wealth Manager (CIWM) designation which is a global standard for strategic wealth management. This is a unique designation focusing on understanding and serving high net worth individuals and business owners complex and changing needs.

Jody has seen some of the best and worst markets in our history and this experience has given him a deeper understanding of how best to create a unique wealth plan to achieve your goals.

As an Investment Advisor at TD Wealth Private Investment Advice, I am committed to providing exceptional service to each of my clients as well as tailored investment strategies. I work with my clients to create customized wealth and retirement plans that help them achieve their financial goals.

By engaging with additional specialists within TD Bank Group, I help address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable givings strategies.

Jody enjoys spending time with his son, traveling, and recently achieved his lifelong dream of finishing an Ironman triathlon in Florida.

Call me today to see if you and your family could benefit from my unique approach to wealth management.

Jacquie Reaume

Vice President
Investment Advisor
Certified Retirement Specialist

(519) 253-2977
Email Me

Jacquie has been working with clients at TD Wealth Private Investment Advice since 2005 specializing in investment and wealth planning solutions for affluent clients and their families.

Jacquie is an alumni of the University of Windsor, holding a Bachelor of Commerce Degree (Hons). Jacquie holds the Certified Financial Planner (CFP®) & Certified Retirement Specialist designations.

Jacquie's focus is on building strong relationships with clients & helping them achieve their unique financial goals. With a strong focus on a wealth plan, Jacquie manages clients' needs in regards to retirement, tax strategies & estate planning strategies, working alongside clients other professional advisors.

Born and raised in Windsor & Essex Country Jacquie is involved with many local causes. She is currently on the Board for Big Brothers Big Sisters of Windsor Essex.

Jacquie's personal interests lie in the outdoors – you may find her at a local yoga studio, charity run or golf tournament. She also enjoys traveling and spending time with family & friends.

Book a meeting with Jacquie today.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Covered call options and their tax treatments

Canadian Eligible Dividends: Generating Income and Tax Efficiency

Canadians Investing in U.S. Equities

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.

Investment Secured Credit

Banking and Credit Management

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Executive Income

Government Benefits

Retirement is coming - How much will you withdraw? Will you have enough?

Leveraging life insurance

Locked-in Plans

Registered Retirement Income Fund

Registered Retirement Savings Plan

The Tax-Free Savings Account

Your U.S. retirement plan

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.

Strategic Uses of the Capital Dividend Account

The Boomerang Bind

Special Families: Planning for your Child with a Disability

The Facts of Life Insurance

The Role of Life Insurance in Protecting Your Assets

Tax Management

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.

TFSA FAQs

Identity Crisis: Does the IRS Think You're an American?

Major Canadian Tax Deadlines and Date

Personal Tax Rates and Credits

Tax Planning for Business Owners: 2017-18

Tax Planning for Individuals: 2017-2018

Relationship Breakdown

Death of a Spouse or Partner

The Principal Residence Exemption

Four new tax rules for fiscal 2017

Divorce and Taxes

the New Top 10 Tax Checklist

U.S. Estate Tax and High Net Worth Canadians: Determining if You Have Any Liability

Top 10 Tax Issues facing U.S. Citizens living in Canada

U.S. May Impose Tax and Penalties on Certain Holders of Canadian Mutual Funds and ETFs

U.S. Federal Estate Tax: Strategies to Help Minimize Liability for High Net Worth Canadians

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.

Estate Planning Basics

Can Your Kids Afford to Inherit the Family Cottage?

Tax Treatment of RIFs upon Death

Rich Kid, Poor Kid, Successful Kid

Life Insurance as an estate planning tool

Education Funding

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.

Continuing education Using the Lifelong Learning Plan to advance your education

Establishing an educational path Setting up an RESP

Determining what an RESP beneficiary receives

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.

Business Succession Planning – Your Future Depends on It

Maximizing the Value of Your Business

Selling Your Business-The Sale Process

The Family Bargain

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.

Recreational Property Market vs. Housing

Millennials & House Prices

U.S. Real Estate: The basics of buying, selling and renting

Charitable Giving

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.

Digging Deep: Understanding why, where and how much you should give to charity

Corporations and Charitable Giving: What Strategies Work for You?

Corporations and Charitable Giving

Digging Deep: Understanding why, where and how much you should give to charity

Giving Smarter: Choosing the right charitable giving strategy

REQUEST AN APPOINTMENT

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

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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.

advisors.td.com/windsoressexwealthgroup

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

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TD Economics

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

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Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

PDF Download

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

PDF Download

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

PDF Download

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Contact Windsor Essex Wealth Group

156 Ouellette Avenue
Suite 300
Windsor ON N9A 1A4 Map

Contact Us
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