10 Best Wealth Management Companies in Windsor

Godfroy Financial Limited is one of the top 10 financial companies due to its long-term commitment to exemplary service, expert advice, and dedication to meeting clients' needs. The positive reviews underscore Alynn Godfroy and her team as trustworthy, accessible, and dependable, which provides clients with the confidence they need to make the ideal financial decisions. Clients more...

Godfroy Financial Limited is one of the top 10 financial companies due to its long-term commitment to exemplary service, expert advice, and dedication to meeting clients' needs. The positive reviews underscore Alynn Godfroy and her team as trustworthy, accessible, and dependable, which provides clients with the confidence they need to make the ideal financial decisions. Clients admire the firm’s honest and tailored investment strategies, as well as its ability to easily solve complex situations. Godfroy Financial Limited's excellence, trustworthiness, and extensive industry experience make it a top advisor for financial and retirement strategies and solutions.

Spectre Financial is one of the top-ten institutions due to its dedication to individualized care and superior counsel, especially in the center income marketplace. Client testimonials underline the empathy and consideration shown by the experts, particularly Sean and Robert, with whom they forged relationships of trust and respect. Besides working as a team, the organization in more...

Spectre Financial is one of the top-ten institutions due to its dedication to individualized care and superior counsel, especially in the center income marketplace. Client testimonials underline the empathy and consideration shown by the experts, particularly Sean and Robert, with whom they forged relationships of trust and respect. Besides working as a team, the organization individualizes its services whenever life expectations and goals change. Spectre also commits to educational pursuits in the community, which gives them a reputable status. Their outcome-oriented strategy and no-pressure environment make them unparalleled in the industry.

TOPLINE Financial Advisors is in the top ten list because of its commitment to financial independence and exceptional client service. Its top-rated advisors employ an extensive, strategic approach to money and have a robust understanding of market changes like inflation. Personalized, professional guidance, like Sean Middaugh's, puts your needs first. Sean has received high prai more...

TOPLINE Financial Advisors is in the top ten list because of its commitment to financial independence and exceptional client service. Its top-rated advisors employ an extensive, strategic approach to money and have a robust understanding of market changes like inflation. Personalized, professional guidance, like Sean Middaugh's, puts your needs first. Sean has received high praise for his transparency, ability to demystify financial jargon, and resolve complex issues. TOPLINE has been described as “superb” for its prompt service and dedication to its clients' security. Clients’ emotions, raise their apprehension about the future into comfort, align with their dreams, and ensure their children’s peace of mind. Very few financial advisory companies achieve such consistent, high-quality feedback.

Tuscan Wealth Financial Group Ltd. is in the top 10 list because of Greg's strong dedication to client needs, expert guidance, and smart investment strategies. His assessments are customized and objective, focusing on portfolio diversification and market behavior. This data backs allegations that his guidance is both informed and honest. Client round-up commends Greg's professio more...

Tuscan Wealth Financial Group Ltd. is in the top 10 list because of Greg's strong dedication to client needs, expert guidance, and smart investment strategies. His assessments are customized and objective, focusing on portfolio diversification and market behavior. This data backs allegations that his guidance is both informed and honest. Client round-up commends Greg's professionalism, knowledge, and rapid feedback. Many clients have achieved their financial obligations and grown their funds thanks to Greg's help. Therefore, Tuscan Wealth Financial Group Ltd. is essential for individuals and corporations looking for secure and steady investment services.

IG Wealth Management is among the top ten because of its extensive financial planning services and income potential. Advisors earn as much as they work, benefiting clients with tax strategies, mortgages, and estate planning. Comprehensive support for your business while working with clients highlights freedom from the corporate world. Many reviews commend their quality Certified more...

IG Wealth Management is among the top ten because of its extensive financial planning services and income potential. Advisors earn as much as they work, benefiting clients with tax strategies, mortgages, and estate planning. Comprehensive support for your business while working with clients highlights freedom from the corporate world. Many reviews commend their quality Certified Financial Planners and the company. Although some reviews express dissatisfaction with system issues and customer service, IG Wealth Management's personalized service and dedication to the financial well-being of its clients still set them apart.

Investia Financial Services stands in the top ten list of financial institutions due to its trust-based client relationship as well as its personalized approach to financial planning. Customer reviews Index Investia's offerings, with David receiving specific praise for his help and the guidance making clients' lives easier almost universally. Investia Financial Services acknowle more...

Investia Financial Services stands in the top ten list of financial institutions due to its trust-based client relationship as well as its personalized approach to financial planning. Customer reviews Index Investia's offerings, with David receiving specific praise for his help and the guidance making clients' lives easier almost universally. Investia Financial Services acknowledges the significance of financial planning, assisting clients in developing investment portfolios and strategies customized to their changing needs. Investia Financial Services provides clients with the tools to enhance their capital over time, combat inflation, and lower taxes. Investia considers planning the key to achieving financial success. Investia Financial Services is committed to helping you achieve your financial goals. In summary, they plan, analyze, and invest.

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 focu 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 c 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 Wealt 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.

The office boasts spacious rooms and private bathrooms, as well as wet bars in each executive office and boardroom. There are also cigar lovers throughout. Todd said that the office "really spoke to us" and that Pierre Trudeau, former Prime Minister, had visited it in the 1970s to commemorate a machine built by the company to process sugarcane. Marlo Bondy and Todd Ho more...

The office boasts spacious rooms and private bathrooms, as well as wet bars in each executive office and boardroom. There are also cigar lovers throughout. Todd said that the office "really spoke to us" and that Pierre Trudeau, former Prime Minister, had visited it in the 1970s to commemorate a machine built by the company to process sugarcane. Marlo Bondy and Todd Hopper, financial advisers at Vision Wealth Consultants Inc. discovered their office more than five years back. It was a moment in time. The office had rich oak woods, red shag carpet and dusty brown leather chairs. It was an evocative of the past, when deals could be closed over a cigar and a beer. It turned out that the office was once the boardroom and executive offices of an antique tool and die shop. Our team works with you to create a financial plan that is focused on your goals, time frames, costs, and how you can afford them. To ensure your financial health, we will review all of your finances. We can help get your finances in order to achieve your goals. This process is proven to help clients feel more at ease, in control and confident, which in turn brings about peace of mind.