JD&Co
Wealth and Estate Advisors
About:
Proudly serving the Windsor, Essex community, James and his consultant professionals provide customized & personal services to all clientele ranging from young adults, growing families and retirees to business owners. He takes pride in delivering best in class value, advice and support.
Services
We offer comprehensive financial services tailored to your needs and goals:
Financial Planning
Custom strategies to achieve your personal and professional goals.
Investment Management
Expert guidance for your investments.
Retirement Planning
Ensure a secure retirement.
Estate Planning
Preserve wealth for future generations.
Insurance Solutions
Protect your financial future.
Tax Planning
Minimize tax liabilities.
Investment Philosophy
Our overall investment philosophy emphasizes a combination of value investing, patience, and a focus on long-term wealth creation through quality investments.
Process
JD:
James Denomme founded JD&Co in 2023, before that he spent several years in the role of Investment Advisor for a large national firm. James currently holds the QAFP™ designation and is working towards his CFP. Attention to detail, good listening skills and great empathy are just a few of the attributes his clients appreciate most.
James is happily married to his beautiful wife Renza and has three young children. When he is not working with clients he is spending time with family or golfing (poorly).
& Co:
While primarily working directly with clients, JD&Co additionally has access to a support team of professionals (security specialist, lawyers, tax specialists, accountants etc) that are consulted when the need arises. This collaborative arrangement allows us to provide personal service with a specialized team approach.