Senior Care Path

Best Financial Planning in Windsor, ON

Windsor has 10 financial planners on Senior Care Path, averaging 5.0 stars across 487 Google reviews. Ranked by our SCP Confidence Score, our 100-point trust rating, the strongest right now are Godfroy Financial Limited, Celestine Josiah - Advisor, Sun Life and Spectre Financial.

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.

Below you will find every provider ranked by Confidence Score, real reviews, what these services cost and how to fund them, what to look for, and local guidance, so you can compare with clarity and reach out when you are ready. Updated September 2026.

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Windsor Financial Planners | 487 Reviews

10 financial planners

Godfroy Financial Limited

Windsor, ON

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Godfroy Financial Limited
78/ 100

Good confidence

5.0(251 reviews)

“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...”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (251+ reviews)Well reviewed (251+ reviews)

Provides: Financial Planning

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. Read more

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Celestine Josiah - Advisor, Sun Life

Windsor, ON

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Celestine Josiah - Advisor, Sun Life 4
65/ 100

Good confidence

4.9(68 reviews)

“Josiah is the first financial advisor I’ve worked with, and he’s been really helpful in setting me up with a plan for my financial future and retirement. He’s...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)Well reviewed (68+ reviews)Well reviewed (68+ reviews)

Provides: Financial Planning

Works as a Sun Life Advisor to help individuals and families reach their financial goals while protecting what matters most. The advisor offers health insurance, life... Read more

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Spectre Financial

Windsor, ON

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Spectre Financial 4
65/ 100

Good confidence

4.9(66 reviews)

“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...”

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

Provides: Financial Planning

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,... Read more

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Puzzuoli Wealth Management - Sterling Mutuals Inc.

Windsor, ON

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Puzzuoli Wealth Management - Sterling Mutuals Inc. 4
62/ 100

Developing confidence

5.0(31 reviews)

“My wife and I recently switched over to Anthony and we have been very pleased with his professionalism, transparency, responsiveness, and advising...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Sterling Mutuals helps clients build customized financial plans tailored to their needs, including retirement planning, investment strategy, tax minimization, and asset protection. Their... Read more

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Fowler Financial Group Ltd

Windsor, ON

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Fowler Financial Group Ltd 4
62/ 100

Developing confidence

5.0(14 reviews)

“We have been dealing with Fowler Financial Group since 2001. Our meetings have been extremely professional and we have been treated with a mutual respect....”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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... Read more

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TOPLINE Financial Advisors

Windsor, ON

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TOPLINE Financial Advisors
62/ 100

Developing confidence

5.0(12 reviews)

“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,...”

Licensed & accreditedLicensed & accreditedHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

In helping pre-retirees and retirees maximize their wealth through investment planning, tax-efficient strategies, and careful retirement income planning. The team works... Read more

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Stewart Fisher Financial

Windsor, ON

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Stewart Fisher Financial 4
62/ 100

Developing confidence

5.0(10 reviews)

“Always receive excellent service and information from Elise. She is very knowledgeable and professional. Highly recommend her services. Thank you Elise!”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

The team of Certified Financial Planners specializes in retirement income planning, estate planning with life insurance strategies, and coordinated wealth management that brings together... Read more

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Financial Well Being Ltd.

Windsor, ON

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Financial Well Being Ltd. 4
62/ 100

Developing confidence

5.0(3 reviews)

“I had an excellent experience working with Susan. She was very knowledgeable, professional, and patient with all my questions. I would highly recommend going...”

Licensed & accreditedLicensed & accreditedSeniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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... Read more

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IG Wealth Management - THOMAS LUU, QAFP, LLQP, Hons. BComm., P.Eng., BASc.

Windsor, ON

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IG Wealth Management - THOMAS LUU, QAFP, LLQP, Hons. BComm., P.Eng., BASc. 4
57/ 100

Developing confidence

5.0(31 reviews)

“I began working with Thomas in April of 2023. Prior to this, I had little investment knowledge. He was able to provide me with significant knowledge and...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

Advisors use a comprehensive "Living Plan" framework to help clients optimize retirement income, manage cash flow, and prepare for major expenses. Services include... Read more

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O'Kane Financial Group

Windsor, ON

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54/ 100

Developing confidence

5.0(1 reviews)

“Brianne is great. She knows where to put your money to make the most money in a bull market because she knows how important it is to make money for her clients...”

Seniors-first serviceSeniors-first serviceHighly rated (4.5+ on Google)Highly rated (4.5+ on Google)

Provides: Financial Planning

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... Read more

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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.

Our methodology

How we rank the Windsor financial planners above

We order every provider by our SCP Confidence Score, a 100-point rating built from the signals families tell us matter most:

  • A strong Google rating and a real volume of verified reviews
  • Complete, verified contact and location details
  • Published credentials, accreditations, and areas of focus
  • Independent verification and listing completeness

487

Google reviews

Star ratings and written reviews come straight from Google, so the feedback is from real clients across these 10 financial planners, never written by us.

100-point

SCP Confidence Score

Our own trust rating, recomputed as listings are verified and updated, decides the order above. It answers one question: can you trust this provider?

How Windsor financial planners are rated

Google star ratings across 10 financial planners.

  • 4.5 and up10
  • 4.0 to 4.40
  • 3.5 to 3.90
  • Under 3.50

Confidence Score range

How the 10 Windsor financial planners fall across our trust tiers.

  • High0 communities
  • Good3 communities
  • Developing7 communities
  • Limited0 communities

Table of contents

  1. 01How much do financial planners cost in Windsor?
  2. 02What families are saying
  3. 03Who these providers help most
  4. 04How to choose financial planners in Windsor
  5. 05Frequently asked questions

How much do financial planners cost in Windsor?

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.

What families are saying about financial planners in Windsor

A 5.0 star average across 487 Google reviews of 10 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...”
Felicia Taylor on Godfroy Financial Limited
“Josiah was so incredibly helpful when helping me find insurance plans that would cover my allergy shots. He went above and beyond and was extremely patient with me when I had issues finding the right DINS for my allergy serums. He made a...”
Trish Nhieu on Celestine Josiah - Advisor, Sun Life
“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...”
Zoran Puskaric on Spectre Financial
“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...”
Billy Panagiotopoulos on Puzzuoli Wealth Management - Sterling Mutuals Inc.
“I joined up with Thomas from IG a couple of years before I planned to retire. Thomas has been up front and transparent with all of our correspondence. Thomas has now aligned our investments to maximize our returns. Thomas' investment...”
Colin McLellan on IG Wealth Management - THOMAS LUU, QAFP, LLQP, Hons. BComm., P.Eng., BASc.
“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...”
tony farah on Fowler Financial Group Ltd

Who these providers help most across Windsor financial planners

Drawn from the details each provider publishes, a quick read on what is common locally and what sets a provider apart.

Share of the 10 financial planners that publish this detail.

  • Retirees planning income and investments20%
  • Business owners coordinating financial strategies10%
  • Business owners integrating personal and business financial planning10%
  • Business owners managing unexpected risks10%
  • Business owners planning succession10%
  • Canadians seeking tax optimization and income strategies10%
  • Clients planning for retirement10%
  • Clients seeking comprehensive retirement planning10%

How to choose financial planners in Windsor

Windsor families comparing financial planners have 10 options to weigh. Start with your needs and budget, then shortlist by reviews, credentials, and fit, and reach out directly to confirm availability. Here is what to look for:

  • A planner experienced with retirement income and funding care, ideally a CFP
  • Clarity on how they are paid (fee-only, commission, or both)
  • A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Windsor?
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 Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Windsor also depend on the provider and your needs.
How many financial planners are listed in Windsor?
Senior Care Path lists 10 financial planners serving Windsor, Ontario, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How are the financial planners ranked?
By our Confidence Score, a 100-point rating built from real signals like reviews, verified details, and completeness. The strongest, most complete listings rise to the top.
How do I choose financial planners in Windsor?
Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

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