Financial Planning

Fundamentally – we are partners. We partner with established professionals and small business owners, retirees and pre-retirees. These are people who value security, protection and peace of mind, people who know that there are no shortcuts to creating comfortable retirements for themselves and security for their families. We are based in Windsor, Ontario, but have built a national reputation for innovation, reliability and honesty.

At Kaspardlov & Associates, one of our Certified Financial Planners (CFP®) will tailor a plan to suit your unique needs and goals. We use a process we developed called Dessanomics that maximizes wealth and more efficiently manages debt and taxes. All plans are developed with our own personal approach, designed to help you reach your goals. We’re here to help – and that’s more than a statement – it’s a promise.

We take special pride in always being accessible and in making sure the whole process is comprehensible and collaborative. We are a resource to help you make sound financial decisions in every aspect of your life. Whether your needs are basic planning to achieve your desired retirement income or whether you have complex needs that require in-depth tax planning, succession planning and/or estate planning – we can help. We have an extensive resource of professional advisors we can bring to the table. We are the quarterback for your financial affairs.

Cash Flow Planning

Kaspardlov & Associates offers an innovative approach to banking for our clients. Our strategies will offer you the products and security of traditional banking, with the convenience and personal service you have come to expect from Kaspardlov & Associates. Creating efficiency with every aspect of your finances is the cornerstone to a solid plan...

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Risk Management

Kaspardlov & Associates offers a full range of insurance products, including life, disability, critical illness, long term care, health and dental. We will conduct a comprehensive needs analysis and work with you to design a customized plan that protects you and your family, now and into the future...

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Investment Management

Kaspardlov & Associates can help you plan a secure financial future. In collaboration with a Certified Financial Planner (CFP®), our in-house Senior Investment Counsellor and Certified Financial Analyst (CFA) will provide investment insight and advice for your current and future investments...

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