Edward Jones

BMO Nesbitt Burns in Windsor, ON is a financial services firm that offers investment advice and wealth management services to individuals and businesses. With a focus on personalized financial planning, BMO Nesbitt Burns helps clients navigate the complexities of the financial markets and achieve their long-term financial goals. Generated from their business information

Melissa M. Chan is a dedicated financial planner with TD Wealth Financial Planning in Windsor, Ontario, committed to creating integrated financial plans that balance present living with future goals. She focuses on building net worth, implementing tax-efficient strategies, and protecting clients' assets while helping them leave a meaningful legacy. With expertise in various financial planning areas, Melissa guides clients through the complexities of budgeting, investment opportunities, retirement planning, and estate planning. Her personalized approach ensures that each client's unique objectives and evolving needs are addressed, fostering a strong relationship built on trust and understanding. Generated from the website

Soulliere Financial is an independent, privately-owned boutique wealth management firm established in 1978, catering to individuals, families, professionals, and entrepreneurs who are invested in their financial futures. By employing a collaborative financial design process, the firm helps clients build, optimize, and protect their wealth while facilitating charitable giving. With over 35 years of experience, Soulliere Financial is dedicated to creating lasting client relationships and surrounding their clients with a team of caring professionals. Led by President and Founder Pat Soulliere, the firm emphasizes the importance of purpose and passion in delivering impactful financial advice for clients at all stages of life. Generated from the website