8
Financial planners listed
5.0★
Average Google rating
8
Rated 4.5★ or higher
388
Google reviews
As of September 2026, Senior Care Path compares 8 financial planners in Windsor. They're ranked by the SCP Confidence Score, our 100-point trust rating, and no listing can pay for its place. See the top 8
Rated 5.0 on average across 388 Google reviews
8 financial planners
Windsor, ON1304 Lauzon Rd Unit B, Windsor, ON N8S 3N1
5.0(251 reviews)
Helps Windsor-Essex retirees and those within 5 to 10 years of retirement gain clarity on their income, taxes, and overall retirement plan. The firm uses a proven R.
Windsor, ON5161 Tecumseh Rd E, Windsor, ON N8T 1C3
5.0(14 reviews)
The firm focuses on retirement planning, pension advice for public sector employees, and helping clients make smart decisions about their money. They serve clients across Ontario with a...
Windsor, ON2650 Tecumseh Rd E, Windsor, ON N8W 1G2
5.0(12 reviews)
In helping pre-retirees and retirees maximize their wealth through investment planning, tax-efficient strategies, and careful retirement income planning. The team works...
We'll email you the top 10 financial planners in Windsor, with their Confidence Scores and ratings, so you can look it over when you're ready.
Windsor, ON1801 Wyandotte St E #203, Windsor, ON N8Y 1E2
5.0(10 reviews)
The team of Certified Financial Planners specializes in retirement income planning, estate planning with life insurance strategies, and coordinated wealth management that brings together...
Windsor, ON10 Eugenie St E, Windsor, ON N8X 2X8
5.0(31 reviews)
Sterling Mutuals helps clients build customized financial plans matched to their needs, including retirement planning, investment strategy, tax minimization, and asset protection. Their...
Windsor, ON3290 Jefferson Blvd #103, Windsor, ON N8T 2W8
4.9(66 reviews)
They offer retirement planning, investment solutions including mutual funds and GICs, tax planning and optimization, and wealth management matched to your goals and life stage. The team,...
Windsor, ON2557 Dougall Ave #6, Windsor, ON N8X 1T5
5.0(3 reviews)
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...
Windsor, ON3215 Jefferson Blvd, Windsor, ON N8T 2W7
5.0(1 review)
They help clients with customized financial and retirement planning, estate planning, and life insurance to support long-term security and wealth management goals. The team works with you...
Local financial planners from public business listings, scored on public Google signals. Senior Care Path hasn't independently vetted every one, so always confirm credentials, registration, and fit before booking.
The 8 highest-rated financial planners in Windsor on our SCP Confidence Score, as of September 2026. Tap a name to jump to its card above. No listing can pay for a place on this list.
As of September 2026, typical costs in Canada are Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee, and Windsor falls in the same range. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.
Canada-wide typical range; ask each provider for its current fees. Ranking: SCP Confidence Score.
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Step 1 of 5Financial planning in Windsor tends to cluster downtown near Ouellette Avenue and out along the Tecumseh Road and Walker Road corridors, with more offices in Tecumseh and LaSalle as you move east and south. Many families start looking after a health scare, so proximity to Windsor Regional Hospital matters. The good news: help here is close and neighbourly.
Financial planners help families understand the cost of care and how to pay for it, drawing on pensions, savings, home equity, insurance, and government benefits to build a sustainable plan.
By Jonathan Kennedy · Last reviewed September 2026
Start with what your parent actually needs. A retirement income plan, help managing a defined-benefit pension from an auto plant, or a bigger picture that ties investments to a will and future care costs? That answer tells you who to call. For financial planning services near Windsor, we lean toward a planner who works with older adults every week, not one who mostly serves younger accumulators. The questions are different: drawdown order, tax on registered accounts, how to fund home care, when to sell the family home.
Location is practical here. Downtown near Ouellette puts you close to the bank branches and Windsor Regional Hospital's Ouellette campus, handy if you're already at appointments in the core. If your parent lives in Tecumseh, LaSalle, or South Windsor, an office along Walker Road or Tecumseh Road usually means less driving and easier parking. Ask whether the planner does home visits. For a parent with mobility issues, that one detail changes everything, and more advisors offer it than families expect.
On credentials, look for a CFP (Certified Financial Planner) and ask plainly how the person is paid: fee-only, commission, or a mix. Fee-only avoids product pushing, though you pay out of pocket. Commission-based advice can cost nothing upfront but may steer toward certain products. Neither is wrong, but you should know which you're getting. In our experience, a fee-only planner is the safer choice for a senior who needs unbiased advice on drawing down savings, and the trade-off is a clearer bill instead of a hidden one.
One more thing worth doing early. Good financial planning for seniors in Windsor doesn't stand alone. Ask whether the planner coordinates with your parent's accountant and an estate planning or elder law professional, both of which we also list here. If a move is on the horizon, a senior move management service can help you weigh the numbers on selling versus staying. A planner who plays well with others saves you from stitching the advice together yourself.
Check registration before you book: Financial Services Regulatory Authority of Ontario (financial planner titles).
A 5.0 star average across 388 Google reviews of 8 financial planners. Here is a sample, straight from clients and families.
“Alynn and staff are professional and a pleasure to work with. Alynn’s pleasant personality, knowledge and attention to detail has made our retirement planning stress free. Any concerns we have regarding our financial goals are thoroughly...”
“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...”
“My wife and I recently switched over to Anthony and we have been very pleased with his professionalism, transparency, responsiveness, and advising capabilities. He takes time to get to know his clients, understand short and long-term...”
“Barry and his staff are very professional and very organized. Phone calls are returned promptly and Talia, his assistant is both courteous and very knowledgeable. I highly recommend Fowler Financial Group! I have been with Fowler Financial...”
“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...”
“Always receive excellent service and information from Elise. She is very knowledgeable and professional. Highly recommend her services. Thank you Elise!”
Star ratings and written reviews come straight from Google, never written by us. The order on this page is our SCP Confidence Score, a 100-point rating built from reviews, verified details, published credentials, licensing and listing completeness.
Google star ratings across 8 financial planners.
How the 8 Windsor financial planners fall across our trust tiers.
Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee. What moves the price: Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are.
A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.
Provincial benefits for seniorsDrawn from the details each provider publishes, a quick read on what is common locally and what sets a provider apart.
Share of the 8 financial planners that publish this detail.
Financial planning is private-pay; there's no provincial coverage for it. Fee-only planners charge a flat or hourly fee, while commission-based advisors may be paid through the products you buy. Ask for the fee structure in writing before your first full meeting so the cost of financial planning in Windsor is clear.
Prioritize a CFP with real experience serving seniors, ask how they're paid, and confirm they'll coordinate with your accountant and estate planner. If your parent can't travel easily, choose someone who offers home visits. Fit and clarity matter more than the biggest firm.
Most planners here take new clients by phone or online, with a free intro call first. Availability is usually reasonable, though month-end and RRSP season get busy. Contact a few from the listings, ask about home visits, and book the intro before committing.
Pick by convenience for your parent. Downtown near Ouellette suits families already visiting the hospital or core branches. If your parent lives in South Windsor, Tecumseh, or LaSalle, a nearby office along Walker or Tecumseh Road means easier trips and parking.
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