Financial Well Being Ltd.
61Developing2557 Dougall Ave #6, Windsor, ON N8X 1T5, Canada
Last updated September 2026
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Financial Well Being Ltd. is an independent financial planning firm in Windsor, Ontario, led by CFP professional Susan Bal. They offer financial, insurance, tax, and estate planning services.
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Susan Bal helps individuals, families, and business owners protect what they have built, reduce tax burdens, and create legacies that reflect their values. Her services include family and income protection, tax strategy, estate planning, and charitable giving. She meets clients for clear conversations about their goals, reviews plans with a focus on straightforward advice, and supports them as circumstances change.
Estate and legacy planning are core to her practice. Susan holds designations as a Certified Financial Planner (CFP) and Master Financial Advisor, Philanthropy (MFA-P), and works with respected Canadian insurance providers to implement comprehensive protection and wealth preservation strategies for families at all stages.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
Request a consultation
Who This Provider Is Best For
- Families protecting and preserving wealth
- Individuals planning their estate and legacy
- Seniors mapping tax strategy and charitable giving
- Business owners planning succession
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
See all reviews on Google5.0
3 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from Financial Well Being Ltd.'s Google rating and recent reviews. Confirm specifics with the provider.
Financial Well Being Ltd. holds an excellent 5.0-star rating across 3 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Most recent reviews
Amritpal Singh
a month ago · via Google
Excellent service, friendly staff, and quick responses. They made the insurance process easy to understand and provided great support whenever I needed assistance. Highly recommended!
D S
2 months ago · via Google
I had an excellent experience working with Susan. She was very knowledgeable, professional, and patient with all my questions. I would highly recommend going to her.
Nemanja Susa
2 months ago · via Google
She is the man 🤣... Who knows....Susan knows 🫡💪👌
Licenses & Registrations
- Certified Financial Planner (CFP)
- Master Financial Advisor, Philanthropy (MFA-P)
- Bachelor's degree in Computer Science and Mathematics
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
2557 Dougall Ave #6, Windsor, ON N8X 1T5, Canada
Also serves
- Windsor, Ontario
- Beyond Windsor
Frequently Asked Questions
What services does Financial Well Being Ltd. offer?
Financial Well Being Ltd. is a financial planning provider in Windsor, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Financial Well Being Ltd. speak?
Staff at Financial Well Being Ltd. are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Financial Well Being Ltd.?
Send a request through the form on this page with your name, email and phone. We pass it to Financial Well Being Ltd. so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Windsor. It is free, with no pressure.
Is Financial Well Being Ltd. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.