Need Tax Preparation for 2021 or other past years we can help
Located in Windsor Ontario, our Firm has been a family affair for over 50 years and we are proud to have worked with many of our clients for decades and across generations of families.
We are equally proud that the vast majority of our new clientele comes from referrals from our existing client base.
We Concentrate on Delivering Value
Our firm is smaller by design as decided long ago it is important to take the time to truly know and understand your clients and what they need from you as a financial planner.
We know that we have to deliver value to our clients and we concentrate on delivering well researched, thoughtful and understandable solutions and then working to educate our clients on our plans to ensure that they are active and have an understanding of their financial affairs.
It's cost effective...proper Financial Planning pays for itself over and over again through saved taxes, increased investment income, avoidance of financial pitfalls, better management of cash-flow and debt.
We work with clients not only to understand and refine their goals and develop plans to help them reach those goals but also work with our clients and our network of professionals to help them implement those goals.
A one on one relationship
We also understand that many clients come to us from larger financial institutions frustrated with a cookie cutter approach to planning and impersonal service.
At 7th Wave, we know our clients, an actual person answers the phone, no phone trees or treating you like a number but rather a personal approach and an advisor that you know who knows you and will advise you over the long term.
Independence means we work for you:
Our approach and business model allows us to deliver great service. We are Independent planners and brokers, this means that we can shop the market and find the best products that meet your specific needs and at the best terms and price.
Robb has been working with clients for over 16 years now. Robb attended the University of Windsor graduating in 1998 with an Honors Degree in Finance and Marketing. (B.Comm) He recently completed his Masters of Business Administration (MBA). As well, Robb completed his Life Insurance Qualification Program and is licensed in the Province of Ontario.
In his free time, Robb is an Avid Triathlete and cyclist and has completed 3 Iron-man races and many Marathons.
He is actively involved in raising funds on an ongoing basis for charity and frequently organizes events for good causes centered in the Windsor and Essex County area.
Patrick has been providing clients for the past four years achieve their financial goals through proven statistical solutions that are tailored to their needs.
Patrick obtained his diploma in business marketing from St. Clair College School of Business in 2016 As well as Life Insurance Qualification Program and is licensed in the Province of Ontario while also obtaining his CIFC Mutual Funds licensed to sell mutual funds in the province of Ontario.
In Patrick's spare time he is actively involved in his community where he has become an experienced public speaker, motivational life coach and youth hockey coach for over 10 years.
Michelle Clark - Client Service
Michelle came to us with over 16 years of experience as an office manager/ supervisor in a different industry. Now with over 10 years under her belt she has become a valuable part of our client service team here at 7th Wave