Financial Consultants in Devonshire, Windsor, ON
Find accurate info on the best financial consultants in Devonshire, Windsor. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 3 out of 3
Showing results: 1 - 3 out of 3
Results from the 'Financial Consultants' category in Devonshire, Windsor
Closed now
3612 Walker Road, Windsor, N8W 3S7
(519) 967-9769
Marc began his career in 1990 with TD Bank, in the management training program. He worked in person banking, investments, personal credit, commercial credit, financial planning, and branch management. The next phase of Marc’s career included a 5 year stint as a financial consultant in the automotive industry before establishing Horizon Financial Group with his wife, Valerie, in 2001. 
Closed now
3100 Howard Ave, Windsor, N8X 3Y8
(519) 969-5932
Visit the CIBC Banking location at 3100 Howard Avenue in Windsor, Ontario N8X3Y8 for your everyday banking. 
Nearby results from the Financial Consultants category
Closed now
3200 Deziel, Windsor, N8W 5K8
+1 519-251-4004
Bringing over 30 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind. Our clients know they can rely on: A defined, consistent approach to financial planning. A commitment to a long term relationship. A clear & transparent map to execute your financial plan. Experience the difference. 
Closed now
Greenwood Centre 3200 Deziel Drive, Suite 508, Windsor, N8W 5K8
(519) 974-3200
Mortgage broker, Financial consultant, insurance agents, financial services, Mortgage Brokers, Financial Planner 
Closed now
3200 Deziel Drive, Suite 102, Windsor, N8W 5K8
519-250-7777
Bowman & Partners is a Windsor-based wealth management team providing trusted, strategic financial planning for over 800 families in Essex County and throughout Ontario. The practice was founded in 1985 by Jim Bowman (read more about Our History). In 1989 he joined FCG Corporation, which in 2000 became a part of a Canada-wide investment dealer, Assante Capital Management Ltd. Over the years, Jim built a strong team of professionals who are committed to serving our clients with expertise, integrity, and empathy. In 2007, after a carefully planned transition, Jim’s associates Don Janzen, Carl Maiolani, and Darryl Bowman became the owners of the practice. We Have a Unified Philosophy Bowman & Partners practices an integrated wealth management approach to financial planning. Instead of going to a broker for investments, the bank for a loan, an agent for insurance and an accountant for tax matters – and thinking that they have little to do with each other – we help our clients to put all of the pieces together so they can meet their financial goals and achieve their plans for the future (read more about Our Philosophy). 
Closed now
3200 Deziel Drive, Windsor, N8W 5K8
(519) 251-0900
Financial Planner, financial consultants 
Closed now
310-3200 DEZIEL DRIVE, Windsor, N8W 5K8
(519) 251-4004
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams. 
3630 Rhodes Drive, Windsor, N8W 5A4
(519) 974-4429
Consultant, Financial Planning Consultants, financiers, KL&A Kaspardlov Laverty and Associates, Planificateurs financiers, Retraite et Planification financière, Finances et Légal 
2260 Cabana Rd W, Windsor, N9G 1E1
(519) 251-0002
Security & Commodity Brokers, Dealers, Management Consulting Services, Exchanges, Financial Planner 
Closed now
3630 Rhodes Drive, Windsor, N8W 5A4
+1 519-944-6993
BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada's Top 100 Employers for 2025. 
3100 TEMPLE DRIVE, Windsor, N8W 5J6
(519) 944-9941
Your goal is to build a successful organization. We’re here to work with you every step of the way to make your dream a reality. We are very different from your standard accountants. Our personalized service delivers more than number crunching. We start out by immersing ourselves in your organization, gaining a deep understanding of the culture, the operations and the roles that you, your team members and your family play within that structure. Then we work closely with you to develop a program of services that meet your short-term needs while remaining focused on your long-term goals. As part of your team, we aim to fulfill the role of your trusted advisor, whose knowledge and experience will guide you to financial success. We are a locally-owned and independent organization - just like yours. As a result we have a high level of experience in, and empathy for, the issues that you face. Our assistance and advice will add real value to your organization. 
Closed now
218-3270 Electricity Dr, Windsor, N8W 5J1
(519) 944-4232
Closed now
2861 TEMPLE DR, Windsor, N8W 5E5
(519) 251-0159
Raymond James is a diversified financial services company engaged primarily in financial planning, wealth management, investment banking, asset management and capital markets. 
Closed now
1350 Provincial Rd #200, Windsor, N8W 5W1
(519) 966-0101
Monday: 9:00 am - 5:00 pm, Tuesday: 9:00 am - 5:00 pm, Wednesday: 9:00 am - 5:00 pm, Thursday: 9:00 am - 5:00 pm, Friday: 9:00 am - 5:00 pm, 
Customers highly recommend Investment Planning Counsel's financial advisors, specifically Mike and his team. They praise the professionals' expertise, understanding of individual situations, and ability to explain financial concepts in a clear and comfortable manner. Mike's approach to goal setting, budgeting, and risk assessment has brought great comfort and confidence to his clients, many of whom have been working with him for decades. 
Closed now
1350 PROVINCIAL ROAD, SUITE 200, Windsor, N8W 5W1
(519) 966-0101
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.