Helping you understand where you stand
At Georges Landry Wealth Advisory, a full-service wealth management team based in Olde Walkerville in Windsor, Ontario, we believe that true confidence begins with a deep understanding of the unique challenges and opportunities you face. That’s why we work with successful individuals, families, business owners and retirees to do just that, providing a three-phased approach that prioritizes clear communication and candid education about what’s possible—so you can make more confident decisions on the road ahead.
About us
Communicators. Educators. Decision makers.
With over 100 years of combined industry experience and a strong network of industry partners, we aim to demystify your finances and provide clarity on next steps. And as a CIRO-registered team at RBC Dominion Securities, Canada’s leading full-service investment and wealth management firm1, we uphold the highest ethical standards and leverage the best resources available to us for your benefit—always.
1 Investor Economics’ Retail Brokerage and Distribution Report—Canada (Fall 2023).
George Georges
Andrea Fyall
Brandon Landry
Nicole Abboud
Lindsay Williams
Stephanie Dosescu
Integrity is all we have in this business—it’s built into the very DNA of how we form relationships and manage our clients’ hard-earned wealth. If nothing else, that’s what we want to be known for.
—George Georges, CFA, CFP, CMT, FCSI
Wealth management
Phase 1: Building your plan
The first phase of our approach begins with building your personalized plan—one that helps you understand the reality of your current situation, prepares you for the worst case rather than the best case and gives you the confidence you need to make informed financial decisions.
We work intentionally to make our advice:
Transparent
We place reality before long-term strategy, ensuring we account for the truth of your current financial situation rather than an idealized view of where you stand. The result is a deeper understanding of the unique challenges and opportunities you face and stronger trust in the path ahead.
Thoughtful
We help you plan for the worst case rather than the best case, providing thoughtful advice that’s been stress-tested against real-life scenarios rather than best-case projections. The result is a plan designed to hold up when it matters most and peace of mind that comes from true preparation.
Educational
We take the time to explain the reasoning behind every recommendation we make, empowering you to see how today’s decisions affect tomorrow’s outcomes. The result is increased confidence to make more informed financial decisions, backed by a real sense of clarity at every stage.
- Presents a clear strategy for your short-term needs and long-term goals
- Demystifies complexity and allows you to make confident decisions
- Provides a realistic path forward based on current life circumstances
- Ensures your wishes are met and wealth is transferred with less friction
- Reduces the administrative and tax burden on the next generation
- Builds a legacy plan that reflects your values and what matters most
- Addresses the financial challenges that come with owning a business
- Develops tax efficiencies for your personal and corporate wealth
- Prepares you with a seamless growth, transition or succession plan
- Identifies strategies to reduce your tax burden and protect your wealth
- Integrates insurance solutions to manage risk at every stage of life
- Constructs your plan around after-tax outcomes, not just gross returns
- Coordinates strategies for Canadians with ties to the U.S.
- Clarifies the tax and legal implications of managing cross-border assets
- Makes sure nothing falls through the cracks between jurisdictions
- Offers a realistic income strategy designed to last as long as you need
- Helps you understand when you can retire and how to properly prepare
- Balances risk, taxes and income so retirement plays out on your terms
Investment management
Phase 2: Investing your wealth
The second phase of our approach revolves around putting your plan into action by investing your hard-earned wealth—ensuring you understand our recommendations, can relate to your holdings and can feasibly accomplish your short- and long-term goals.
We work diligently to make your investing:
Understandable
We explain the reasoning behind every decision we make and every stock we buy—what it is, why it’s there and how it connects to your broader financial plan. The result is a portfolio you understand and feel confident in, backed by a team that's genuinely invested in your success.
Relatable
We build your portfolio around companies you know, trust and encounter in your day-to-day life—the brands you buy and the businesses you frequent, even during market downturns. The result is a genuine sense of relatability to your money that keeps you grounded over the long term.
Feasible
We set realistic goals based on your real-life financial situation—presenting an honest picture of what you can accomplish and the steps to get there. The result is a plan you can count on, advice you can trust and a client-advisor relationship based in integrity and collaboration.
- Builds your portfolio around your unique goals and life situation
- Ensures every holding has a clear purpose within your broader plan
- Tailors your asset mix to your time horizon and risk tolerance
- Invests with patience and sound judgment versus trading with emotions
- Focuses on long-term objectives instead of short-term fluctuations
- Grounds every decision in what is possible, not what is assumed
- Builds your strategy around worst-case scenarios, not wishful thinking
- Identifies alternatives in advance so you're never without options
- Plans for the buffer before you and your family ever need it
- Evaluates your portfolio regularly to identify what needs adjusting
- Adapts your strategy as your life and circumstances evolve
- Keeps your investments aligned with your financial plan at every stage
Financial optimization
Phase 3: Evaluating your progress
The final phase of our approach is all about evaluating and optimizing your progress—staying attuned to what's working, adapting your strategy as your life evolves and providing the ongoing support you need to move forward with confidence.
We make sure to always remain:
Attentive
We regularly and carefully review your plan—staying attuned to what’s working, what needs adjusting and what life changes may require a closer look. The result is a reliable strategy that stays relevant to your life and aligned to your goals at every stage.
Adaptive
We treat your plan as a living document—updating inputs and optimizing your wealth according to your changing circumstances. The result is a strategy that adapts to your life and always works towards where you're headed, rather than where you've been.
Supportive
We place the needs of you, your family and your business first—providing personalized guidance and genuine care through every stage of life. The result is a relationship built on integrity and trust, ensuring you feel fully supported and well equipped.
Client resources
Clarity. Education. Confidence.
We believe that access to the right information is just as important as access to the right advice. That's why we've built a library of resources designed to deepen your understanding of the financial topics that matter most to you—from timely market insights and account access to financial literacy guidebooks and beyond. If you have any questions, please contact us directly.
RBC market insights
Equity bull cycle intact but rising rates and deteriorating breadth are a concern
How electric power is increasingly becoming a constraint on U.S. economic growth
Wealth Management Online
Financial literacy guides
Tax reporting guide
Financial planning facts
Family wealth guide
Business owner's guide
Estate planning guide
Retirement checklist
Are you confident in where you stand?
Speak with a member of our team to gain a clearer picture of your financial life and the path ahead.