A financial professional for Windsor.

Windsor builds the cars Canada drives: auto workers, skilled trades, and cross-border commuters with genuinely unique tax situations. Union families who earned every dollar deserve planning that respects that. I help Windsor families protect their income and make their money work, in plain English.

Serving Windsor, Essex County, and cross-border families virtually.

Windsor builds cars and looks across the river

Windsor's economy has a signature: automotive. The assembly plant and the web of parts makers, tool and mould shops, and skilled trades around it still set the rhythm for thousands of households, with the university, the hospital network, and a growing logistics sector along the highways adding their own. Then there is the river. Windsor is a border city in daily life, not just on the map: families shop, visit, and work on both sides, and a remarkable number of local nurses and professionals commute to jobs in Detroit while living, and paying most of their bills, in Windsor.

Those cross-border careers create the most genuinely unusual planning in Ontario. Income earned in the United States comes with filing obligations in both countries, retirement accounts that do not map neatly onto Canadian ones, and benefits that may not follow you home. Union auto families have a different puzzle: strong pensions and benefits that deserve a careful read, plus protection for the years before the pension starts and the spouse whose income the household also runs on. Farm and greenhouse families out in Essex County add seasonal and business income to the mix.

I cannot file your US taxes, and I will always say so plainly. What I do is the Canadian planning around a cross-border life: protection, savings, disability programs, and making sure the pieces you control here are built properly. Windsor families get me by phone and video from Carleton Place, with hours that suit plant shifts and hospital shifts alike, and the first conversation is free.

What I help Windsor families with

• Life insurance: term, universal, and whole life, matched to your actual life. See the honest comparison.
• RDSP and disability finance: the Disability Tax Credit, the RDSP, and up to $90,000 in government grants and bonds most families never hear about. Start at the Disability Finance hub.
• Investing: TFSA, RRSP, FHSA, RESP, and non-registered accounts built around real life.
• Living benefits: critical illness and disability coverage for the self-employed and single-income households. How critical illness works.
• Business owners: corporate strategies, key person coverage, and buy-sell funding. The business playbook.

Why work with a broker in Windsor?

A broker works for you, not for one insurance company. That means choice across insurers, advice shaped around your life instead of a product shelf, and someone in your corner at claim time, when it matters most. Read the full broker vs agent breakdown.

How it works

Step one: book a free conversation below. Thirty minutes, zero pressure. Step two: we talk through your situation in plain English until you actually understand your options. Step three: you decide, with facts instead of salesmanship.

Windsor questions I hear most

Common questions

Explore the region

Explore Southwestern Ontario: the Areas Served hub lists every community we serve. The regional centre page is London, and the nearest full local guide is Chatham-Kent.

Check what you may qualify for

Before we ever talk, you can check two things yourself, free, right here on this site. The Disability Tax Credit checker asks 7 quick questions and walks through eligibility the way the CRA looks at it. The RDSP checker asks 4 quick questions about readiness, grants, bonds, and next steps. Prefer a one page guide instead? The RDSP Starter Checklist lays out every step to open an RDSP and claim the government money.