3 Best Financial Services in Windsor, ON

Expert-recommended Top 3 Financial Services in Windsor, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

9+ YEARS IN TBR
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GODFROY FINANCIAL LTD.

1304 B Lauzon Road, Unit B,
Windsor, ON N8S 3N1 Directions

Since 2004

Specialty:

Retirement and Tax Planning Life Insurance Disability and Critical Illness Long Term Care Insurance Estate Planning Investment Services and Registered Education Savings Plan

2025 Update: Alynn Godfroy, CFP, CLU, EPC, MFA, CEA, is the founder of Godfroy Financial in Windsor, Ontario. Known as The Financial Architect for Canadians, she helps retirees and pre-retirees across Windsor-Essex with retirement planning, retirement income strategies, tax optimization, estate planning coordination, CPP/OAS decisions, RRSP/RRIF planning, and financial second opinions. The firm helps retirees and pre-retirees build clearer retirement plans through the R.E.T.I.R.E. framework: Review Your Foundation, Envision Your Future, Trim Your Taxes, Insulate Your Income, Reinforce Your Wealth, and Establish Your Legacy. With a strong focus on education, clarity, and practical guidance, Godfroy Financial helps Canadians understand how their income, taxes, investments, insurance, and estate goals work together so they can retire with greater confidence and peace of mind.

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License #2122590

Contact:

(519) 258-1995

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Windsor financial service Thomas Luu - IG WEALTH MANAGEMENT
Windsor financial service Thomas Luu - IG WEALTH MANAGEMENT
3+ YEARS IN TBR
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THOMAS LUU

IG WEALTH MANAGEMENT
1 Riverside Drive West, Suite 102,
Windsor, ON N9A 5K3 Directions

Since 2007

Specialty:

Access to Investment Products Tax Planning Mortgage Strategy Estate Planning Advice Retirement Income Strategies Regular Proactive Living Plan Reviews

Thomas Luu is the financial advisor at IG Wealth Management who aims to provide holistic financial plans, solutions, and strategies for passionate people who care about their finances, offering invaluable information to help make critical decisions. This approach aims to bring clarity, peace of mind, confidence, and excitement about the future. Thomas Luu and his team ensure clients have the financial resources to stay on track and meet their goals. They prioritize building long-term relationships and guiding clients and their families through various life stages. Whether clients' goals are short-term, like buying a home or paying for education, or long-term, like retirement planning or leaving a legacy, the team develops tailored living plans covering all aspects of their financial life.

2025 Update: They can meet virtually or in person, whichever is more convenient for you.

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Contact:

  • thomas.luu@ig.ca
(519) 253-3553 (877) 497-5606

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Windsor financial service Hanson Financial Group
Windsor financial service Hanson Financial Group
7+ YEARS IN TBR
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HANSON FINANCIAL GROUP

1610 Lesperance Road,
Windsor, ON N8N 1Y3 Directions

Since 1965

Specialty:

Portfolio Management Retirement Income Planning Wealth Transfer Estate Planning Tax Planning Charitable Giving Risk Management

Hanson Financial Group is a family-owned financial planning firm that is better than most at what they do because they truly care about the well-being of their clients and their families. Being a family in business together for over 25 years, they know the ups and downs and different stages in life and how to plan for them. The very bottom line is that they care about every client, and regardless of their financial circumstances, they provide the same level of service to every person, whether they are a seasonal tax preparation client, an individual in need, a life insurance policy or a full financial planning client. The team at Hanson Financial Group is the perfect choice for your financial advice. Hanson Financial Group offers services regardless of your lifestyle, stage of life, or specific needs.

2025 Update: Anthony Hanson, Barry Hanson and Nicholas Hanson are the financial advisors of the firm.

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License #803053

Contact:

(519) 735-8744

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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