Spectre Financial
65Good3290 Jefferson Blvd #103, Windsor, ON N8T 2W8, Canada
About
Spectre Financial offers personalized financial planning, wealth management, retirement planning, investment solutions, and tax optimization services in Windsor, Ontario.
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 2026-07-07.
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
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
66 Google reviews
Most recent reviews
Zoran Puskaric
5 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.
Lisa Churchmack
5 months ago · via Google
Jason has been so kind, pattient and has accomodated me by coming to my house on off hours to help me with my fonsncial planning. He reaches out every Monday with his Monday tips and encourages me to rcontact him if i have any questions. He listens and cares, he wants to set up.you up for your future. I strongly encourage you to meet with him today.
Cooper Millard
5 months ago · via Google
Jason and Sean are exceptionally knowledgeable, kind, and -above all - genuinely compassionate professionals. As nationally licensed advisors, they support clients from all walks of life with care and expertise. We’ve seen firsthand their ability to guide business owners toward a confident retirement, help families build thoughtful risk‑mitigation strategies, and assist estates in minimizing the tax impact for future generations. Working with the entire Spectre team has been an absolute pleasure, and we can’t recommend them highly enough.
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 caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
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
Location
3290 Jefferson Blvd #103, Windsor, ON N8T 2W8, Canada
Also serves
- Windsor and surrounding areas