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Financial Planning

Spectre Financial

66Good

3290 Jefferson Blvd #103, Windsor, ON N8T 2W8, Canada

4.9(66 Google reviews)

Last updated September 2026

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Seniors-first serviceHighly rated (4.5+ on Google)Well reviewed (66+ reviews)

About

Spectre Financial offers personalized financial planning, wealth management, retirement planning, investment solutions, and tax optimization services in Windsor, Ontario.

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Senior Care Path Summary

Spectre Financial combines financial planning and insurance coverage to help clients build, protect, and grow their wealth. They offer retirement planning, investment solutions including mutual funds and GICs, tax planning and optimization, and wealth management tailored to your goals and life stage.

The team, led by President Sean Penhale and CEO Jason Primeau, works closely with clients to create customized strategies. They emphasize personalized service and invite you to schedule a consultation to discuss your financial future and explore how their expertise can help you achieve financial clarity and confidence.</description> <parameter name="service_areas">["Windsor, Ontario"]

Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.

Conditions & Needs Supported

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Services

Fees & Payment

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Who This Provider Is Best For

  • Retirees mapping retirement income and investment strategies
  • Individuals planning for financial security in later years
  • Those seeking personalized wealth management

Languages Supported

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Photo Gallery

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4.9

66 Google reviews

Summary of Google Reviews

Summarized by Senior Care Path from Spectre Financial's Google rating and recent reviews. Confirm specifics with the provider.

Spectre Financial holds an excellent 4.9-star rating across 66 Google reviews. Recent reviewers most often highlight responsive, helpful communication.

Most common praise

  • Responsive, helpful communication
ThemesCommunication

Most recent reviews

  • Zoran Puskaric

    Zoran Puskaric

    7 months ago · via Google

    I’ve had a great experience working with Spectre Financial, especially with Sean as my advisor. From the beginning, the level of professionalism and knowledge has been outstanding. Sean takes the time to explain financial options and strategies in a way that is clear and easy to understand, which has given me a lot of confidence in my financial planning decisions. What really sets Spectre Financial apart is the personalized approach. Sean is always responsive, honest, and genuinely focused on what is best for his clients. I’ve never felt pressured, and I truly feel like my financial goals and best interests are the top priority. I would highly recommend Spectre Financial to anyone looking for trustworthy, knowledgeable, and client-focused financial guidance.

  • Lydia Hesman

    Lydia Hesman

    7 months ago · via Google

    Sean has been such a blessing to me and my husband. As retired educators, we have benefitted from his expertise as we have moved funds around to maximize our finances for retirement. We're grateful for his expertise and effective communication as he has described different choices at our disposal... all with a marvelous sense of humour! Their offices at Spectre are very comfortable and easy to get to as well!

  • angela haskell

    angela haskell

    7 months ago · via Google

    We were recommended to Spectre Financial after my previous financial person retired. With my husband and I facing retirement within 10 yrs we were concerned about our investments. Jason has been patient, meeting with us several times until we were happy and confident about our retirement position. I would highly recommend Jason Primeau and this company 👍

Licenses & Registrations

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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

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Location

3290 Jefferson Blvd #103, Windsor, ON N8T 2W8, Canada

Also serves

  • Windsor and surrounding areas

Frequently Asked Questions

What services does Spectre Financial offer?

Spectre Financial 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.

How do I book an appointment with Spectre Financial?

Send a request through the form on this page with your name, email and phone. We pass it to Spectre Financial 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 Spectre Financial 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.

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