Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Windsor branch teams.

Allison Martinello Group 

Phone Number519-252-3669 | Email me | Visit Website

Georges Landry Fyall Wealth Advisory Group 

Email me | Visit Website

Jason David Smith, MBA, CFP®, CIM

Wealth Advisor

Phone Number519-252-4523 | Email me | Visit Website

John Davies

Senior Portfolio Manager & Wealth Advisor

Phone Number519-252-3517 | Email me | Visit Website

Ryan Ullman, PFP, CFP

Investment & Wealth Advisor, Financial Planner

Phone Number519-252-0172 | Email me | Visit Website

Sandy Towle

Investment Advisor

Phone Number519-252-3195 | Email me | Visit Website

Sechopoulos Group 

Phone Number519-252-3645 | Email me | Visit Website

Snoei Omstead Wealth Management Group 

Phone Number1-888-416-3666 | Visit Website

St. Louis Family Wealth Group 

Phone Number519-252-3665 | Email me | Visit Website

Steven Mayo

Senior Investment Advisor

Phone Number519-252-3670 | Email me | Visit Website

Tobin Bondy Wealth Management Group 

Phone Number519-252-3078 | Email me | Visit Website

Tom Weber Wealth Management Group 

Phone Number519-252-3668 | Email me | Visit Website

Tony Grandi Critical Path Wealth Management 

Phone Number519-252-3690 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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