Financial Well Being Ltd.
62Developing2557 Dougall Ave #6, Windsor, ON N8X 1T5, Canada
About
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.
Senior Care Path Summary
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 2026-07-07.
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
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
3 Google reviews
Most recent reviews
Nemanja Susa
in the last week · via Google
She is the man 🤣... Who knows....Susan knows 🫡💪👌
Beautah Mugane
a week ago · via Google
Professional and family oriented team ,you feel part of the team especially when you get involved in an incident and need urgent attention in your matter .Financial well being any day any time and Susan you are such a blessing with your team .
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 warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Services
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
Languages Supported
- English
Location
2557 Dougall Ave #6, Windsor, ON N8X 1T5, Canada
Also serves
- Windsor, Ontario
- Beyond Windsor