We are moving!
Now two locations to service your tax and financial needs:
30 September 2022 we are moving!
12122 Tecumseh Road East
Tecumseh Ontario N8N 1L9
(in the Axiom Mortgage building
West of Lesperance Road)
114 Murray Street
Amherstburg Ontario N9V 1H9
(Located with Bornais Financial around the corner from the public library)
We offer a highly personalized approach to Financial Consulting
What is the
Our Firm offers comprehensive solutions for our clients that are tailored to your specific situation.
For over 50 years, our family has been working, one on one, with clients developing a long term relationship with them to help guide them through all aspects of their financial life.
You would not take a road trip without a map or GPS, so why would you try to navigate your financial life without a plan...
We have been and will continue to be family-owned and operated. This allows us to provide an unparalleled level of personal attention, service and depth of understanding and knowledge to our client's affairs.
In an industry full of phone trees and big financial firms that treat clients like numbers we know you will find our personal approach refreshing.
It Starts with YOU
This process starts with YOU, our starting point is talking about and addressing YOUR goals, perhaps it's early retirement or setting up an educational fund for your children, maybe insuring yourself to protect and provide for your family in the event of your death, or perhaps starting a business.
Chances are you have done some investing and have some aspects of your Financial Plan in place, we can be instrumental in putting all the pieces together to develop a written comprehensive plan to direct you towards your goals.
No matter what your goals, we will work with you through the financial planning process to achieve those goals and develop realistic plans that address all aspects of your financial life. We will then work with you to implement that plan.
We are Financial Planners in Windsor Ontario Providing Financial Planning Services for our clients for nearly 50 years owned and Operated by Robert Lovell MBA.
Comprehensive Financial Plans
US / Canadian Tax Returns
Wills & Trusts
Financial Planning for retirees
Cross Boarder Financial Planning
Planning for Small Business owners
Retirement lifestyle planning
Tired of the Rollercoaster Ride?
Volatility caused many Canadians to move their money out of the market and into Money Markets and cash.
Ask us about building a portfolio that includes the right blend of safe and secure GIC investments with market-related investments and meaningful underlying guarantees on your capital that can let you get into the market with confidence.
Get your investments working for you again in a smart conservative manner.
The TOP TEN Financial Mistakes made by Canadians
A short article that will help you to identify and avoid pitfalls and benefit from doing the right things to maximize your financial health
Click Here for Article