Financial Planning & Wealth Management Services in Windsor

Service & Solutions

We take a comprehensive view of your financial life and apply disciplined planning to help you move forward with confidence.

Disciplined investment strategies tailored to your financial life.

We provide personalized wealth management solutions built around your goals, comfort level, investment timeline and tax considerations.

Our role is to help you grow and preserve wealth through thoughtful strategies that remain aligned as your needs and priorities change over time.

Individuals

Tax-Free Savings Accounts
Registered Retirement
Savings Plans
Non-Registered Investment Accounts
Registered Education Savings Plans
Banking Solutions

Corporations

Corporate Investment Solutions
Business Banking Solutions

Protecting what you’ve built and planning for what comes next.

Insurance and estate planning are essential parts of a well-structured financial plan. We help identify potential risks and implement strategies designed to protect your family, your business, and the wealth you’ve worked hard to build.

From income protection to legacy planning, we evaluate key risks such as death, disability and critical illness to ensure your financial plan remains secure and aligned with your long-term goals.

Individuals

Life Insurance
Critical Illness Insurance
Disability Insurance
Long-Term Care Planning

Corporations

Corporate Insurance Solutions
Key Person Protection
Business Succession Planning

Coordinated strategies designed around your life and long-term goals.

A strong financial plan connects where you are today with where you want to go. We help bring together your savings, investments, income sources and long-term priorities to create a strategy that evolves with you over time.

Whether retirement is approaching or still years away, thoughtful planning helps you understand your options and move forward with confidence.

Key areas we help you evaluate:

Financial Forecasting

Understanding how your savings, investments, and pensions may translate into future income.

Retirement Income Sources
Reviewing programs such as CPP and OAS alongside your personal savings.

Lifestyle & Spending Goals
Comparing projected income with expected expenses to ensure your plan supports your lifestyle.

Investment Strategy
Ensuring your portfolio aligns with your stage of life and long-term objectives.

Tax Planning Milestones
Preparing for important deadlines and tax considerations.

Income Sustainability
Helping ensure your retirement income can support you over the long term.

Support your employees today while helping them prepare for tomorrow.

Provide a cost-effective and tax-efficient workplace savings plan designed around the needs of your business and your employees. The right plan can help you stay competitive as an employer while supporting your team’s long-term financial wellbeing.

A well-structured retirement program can also strengthen employee engagement, retention, and overall workplace satisfaction.

A Plan Built Around You.
Your Goals. Your Plan. Your Future.

Let’s start the conversation.

Fill out the form below and we’ll be in touch shortly.

Location

7150 Hawthorne Dr. Suite 104,
Windsor ON

N8T 3N3

Phone

Business: (519) 255-1100
Fax: (866)-285-4826

matt@devinfinancial.com

Service & Solutions

A Plan Built Around You. Your Goals. Your Plan. Your Future.

Let’s start the conversation.

Location

A Plan Built Around You.
Your Goals. Your Plan. Your Future.