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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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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.

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.

Money Talk

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

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

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

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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