TOPLINE Financial Advisors
62Developing2650 Tecumseh Rd E, Windsor, ON N8W 1G2, Canada
About
TOPLINE Financial Advisors, led by Paul Scott and Sean Middaugh with IG Wealth Management, helps clients in Windsor and across Ontario with investment, tax, estate, and retirement planning.
Senior Care Path Summary
TOPLINE specializes in helping pre-retirees and retirees maximize their wealth through investment planning, tax-efficient strategies, and careful retirement income planning. The team works to create a tailored financial strategy that evolves with your circumstances, drawing on more than 50 years of combined experience.
Estate and legacy planning is a core focus, including intergenerational wealth transfer and charitable giving strategies. The firm also coordinates insurance, mortgage, and cash flow planning to support your long-term goals and protect the lifestyle you have worked to achieve.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Pre-retirees and retirees
- Families planning wealth transfer
- Clients seeking tax-efficient investment strategies
- Estate and legacy planning
Photo Gallery
Google Reviews
View all on Google5.0
12 Google reviews
Most recent reviews
Joe Bendick
4 years ago · via Google
My wife and I have been a client of Sean Middaugh at Topline for over 13 years now. We have never been anything but impressed with his professionalism, demeanor and his results with our investments. I would highly recommend his services to you, oh internet stranger reading this.
Dave Moore
4 years ago · via Google
Sean Middaugh has been our financial advisor for a number of years. He has always gone above and beyond our expectations with both his service and his exceptional advice. He presents our options in very clear terms and takes the time to get to understand our goals and aspirations before attempting to guide us along a successful path. My wife and I have complete faith in his character and his professionalism.
Derek Viselli
8 years ago · via Google
I look forward to hearing Sean’s thoughts, plans and advice at each meeting. I never feel pressured to do anything I’m not sure of financially. Sean is able to explain all recommendations throughly. I have confidence that I will be with Sean and Topline for years to come.
Summary of Google Reviews
Summarized by Senior Care Path from TOPLINE Financial Advisors's Google rating and recent reviews. Confirm specifics with the provider.
TOPLINE Financial Advisors holds an excellent 5.0-star rating across 12 Google reviews.
Services
Licenses & Registrations
- Certified Financial Planner (Paul Scott)
- CLU, CH.F.C. designations (Paul Scott)
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
2650 Tecumseh Rd E, Windsor, ON N8W 1G2, Canada
Also serves
- Windsor
- Ontario