Windsor Essex Wealth Group
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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
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:
* Some of the services listed above are provided in collaboration with TD specialists.
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.
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.