Windsor Essex Wealth Group
Working together to help you achieve what truly matters to you
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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.
Stripping away layers of complexity
Our full suite of services means we have the tools to help smooth life’s bumps and imperfections:
- Building discretionary and non-discretionary investment portfolios
- Optimizing your tax strategies
- Establishing education savings plans
- Advising on charitable giving initiatives
- Planning for retirement income needs
- Creating efficient estate-planning strategies for wealth transfer
- Dedicated private banking
- Supporting business succession strategy
- Assessing insurance needs
* Some of the services listed above are provided in collaboration with TD specialists.
Getting to know you, year after year
Working together with you, we can create a wealth plan that evolves with your lifestyle.
Meeting & Discovery
Meet in-person to discuss your situation, our approach and what you want to achieve.
Planning & Execution
Create a goals-based wealth strategy aimed at growing and protecting your wealth.
Monitor & Adapt
Analyze your plan, ensure it continues to make sense for your lifestyle.
Review & Communicate
Keep you informed, answer questions, address concerns, celebrate triumphs.
Your portfolio, your future
We believe in building long-term client relationships based on integrity and clarity of purpose.