Windsor Essex Wealth Group

Windsor Essex Wealth Group

Working together to help you achieve what truly matters to you



(519) 253-2977

Office Location

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

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

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:
  • 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

At Windsor Essex Wealth Group, we start with an in-depth discovery meeting to learn what matters most to you and your family or business. From there, we take a disciplined approach to building your investment strategy. We create a portfolio based on your stated goals – one tailored to your needs, risk tolerance and lifestyle.
Give us a call

We believe in building long-term client relationships based on integrity and clarity of purpose.