Best Wealth Management Companies in Windsor

Known for its expertise in retirement and tax planning, Godfroy Financial Limited supports families, professionals, and business owners in managing investments that can withstand market ups and downs. The team offers personalized guidance on taxes, life insurance, and wealth preservation, with clients appreciating their friendly approach and clear explanations. Some note that scheduling can… more...

Known for its expertise in retirement and tax planning, Godfroy Financial Limited supports families, professionals, and business owners in managing investments that can withstand market ups and downs. The team offers personalized guidance on taxes, life insurance, and wealth preservation, with clients appreciating their friendly approach and clear explanations. Some note that scheduling can require flexibility, but the service remains reliable and attentive.

Spectre Financial specializes in combining investment and insurance management to create cohesive financial plans that align with clients' goals. Their team offers personalized strategies often reserved for wealthier clients, aiming to make them accessible to middle-income families. Customers appreciate the patient guidance and ongoing support throughout the planning process.

TopLine Financial Advisors focuses on helping families and businesses achieve financial security through clear, personalized planning. Their services include investment guidance, retirement planning, and insurance solutions, with clients appreciating their thorough explanations and accommodating approach. Some note that scheduling can require flexibility to match the team’s availability.

Specializing in retirement asset planning since 2006, Tuscan Wealth Financial Group Ltd helps individuals and businesses align their portfolios with personal goals while managing risk. The team offers impartial advice and strategies to protect against market volatility. Clients appreciate their professionalism and responsiveness, though a few note occasional differences in opinion.

IG Wealth Management offers comprehensive financial planning services, including investment advice, tax strategies, mortgages, and estate planning. Clients appreciate the professional team’s dedication and personalized approach, though some have experienced delays in processing transactions and communication challenges. The firm supports entrepreneurs seeking flexibility and control over their… more...

IG Wealth Management offers comprehensive financial planning services, including investment advice, tax strategies, mortgages, and estate planning. Clients appreciate the professional team’s dedication and personalized approach, though some have experienced delays in processing transactions and communication challenges. The firm supports entrepreneurs seeking flexibility and control over their financial careers.

Investia Financial Services focuses on building trust through personalized financial planning tailored to your goals. Their team helps clients develop portfolios that adapt to changing needs while addressing challenges like inflation and taxes. Customers appreciate the helpful guidance and supportive staff throughout the process.

Sterling Mutuals Inc., which was established in 1996, has grown to become one of Canada's most respected independent dealers. It now employs over 300 advisors as well as support staff. Our non-proprietary products and services allow our independent network of financial advisors and clients to receive best-in-class products, advice, and services. Our advisors are able to focus their efforts on… more...

Sterling Mutuals Inc., which was established in 1996, has grown to become one of Canada's most respected independent dealers. It now employs over 300 advisors as well as support staff. Our non-proprietary products and services allow our independent network of financial advisors and clients to receive best-in-class products, advice, and services. Our advisors are able to focus their efforts on providing exceptional and impartial financial advice. They do this by combining our cutting-edge technologies with the support of our team. Sterling Mutuals Inc. strives to provide exceptional customer service and uphold the highest standards of business conduct by promoting best practices and ensuring that they maintain high business standards. We have built a team of experienced professionals over the years to support our advisors with business planning and growth. By providing a platform on that they can succeed, we want to help them rekindle their entrepreneurial spirit. Our Sterling Self-Directed plans and our Nominee plans offer access to the best mutual fund companies at a fraction of traditional self-directed plan prices. The "Fee for Service Program" allows advisors to offer clients a variety of mutual fund classes that have lower MERs. Clients also get tax benefits associated with fee-based plans. Your financial plan is created using specific strategies and advice that are tailored to you. Your Sterling advisor will work closely with you to achieve your financial goals. Your financial planning process is dynamic and as individual as you. Sterling advisors can create an individual financial plan to help you optimize your financial future. Financial planning is often equated with the performance of their investments. Your investments are only one part of your comprehensive financial plan. The blueprint of your financial plan is an expression of how you view risk and rewards. This plan outlines your investment goals and helps you navigate through difficult economic and market conditions.

Bellwether Family Wealth makes up part of Bellwether Investment Management Inc. Bellwether is an expert team made up of family wealth advisors and portfolio managers from Canada. They are here to assist wealthy investors, families, foundations, and non-profit organizations in achieving their financial goals. Let's go! Together. Haskings Financial is your primary point of contact for all your… more...

Bellwether Family Wealth makes up part of Bellwether Investment Management Inc. Bellwether is an expert team made up of family wealth advisors and portfolio managers from Canada. They are here to assist wealthy investors, families, foundations, and non-profit organizations in achieving their financial goals. Let's go! Together. Haskings Financial is your primary point of contact for all your financial planning needs. Your hopes and fears, as well as your finances, are discussed with us. Also, we keep in touch with you so that the plan can change as your situation changes. Bellwether Investment Management will help you put your plan into practice. Portfolio management teams establish your investment goals, monitor your performance, and manage your portfolio. While you can meet with the portfolio manager for more information about your investment objectives, most clients feel confident knowing we are all there to support them in achieving their goals.

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealth Management is a… more...

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealth Management is a popular choice for Canadians. Our goal is to provide you with comprehensive wealth planning advice that will help you reach your goals and leave a legacy. To solve the problem of building wealth and protecting it, our comprehensive approach considers all aspects of your financial picture. You can be confident knowing your financial affairs are in the hands of an Assante advisor, whether you are a business owner or saving for your future.