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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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?