Running a business in Windsor—whether you’re an independent entrepreneur, part of a growing company, or leading a family enterprise—brings unique financial opportunities and challenges. At Mastroianni & Associates Private Wealth Management, we integrate your personal and business finances into one cohesive strategy. Our role as a small business financial advisor and business financial advisor is to help you maximize opportunities, minimize risks, and create a plan that aligns with both your immediate goals and your long-term vision.
Specialized support for entrepreneurs
Owning a business is personal, and your financial plan should reflect that. As a financial advisor for entrepreneurs, we take time to understand the full picture of your business and your family. Many of our clients are skilled business owners who feel less certain about tax or corporate structures. That’s where we step in—offering financial advice for business owners that transforms complexity into clarity. We sit alongside your accountants and lawyers to ensure strategies are coordinated and nothing gets overlooked. Clients consistently tell us they feel reassured knowing their advisors are hands-on in these conversations, helping align decisions across every professional involved.
Proactive strategies that protect and grow wealth
We focus on catching issues before they become costly problems. As your financial advisor for business owners and entrepreneurs, we design tax-smart strategies that protect your wealth, improve cash flow, and create opportunities for growth. Our work includes reviewing whether incorporation benefits your situation, optimizing RRSP vs. dividend withdrawals, and finding efficiencies in both personal and corporate tax planning. As a financial advisor for small business owners, we know that protecting wealth is just as important as creating it. By identifying risks unique to your industry and recommending solutions such as insurance protection, we help preserve your business and your family’s security.
Trust, reliability, and deep roots in Windsor
Our clients describe us as responsive, dependable, and proactive. Whether it’s returning calls quickly, providing real-time answers, or following through on complex plans, we build trust through consistency. With more than 20 years serving Windsor and southwestern Ontario, we have built a reputation for safety, security, and long-standing loyalty. This genuine approach makes even the most high-stakes financial decisions feel manageable and grounded.
Comprehensive services for business owners
Our services for business owners and entrepreneurs include:
- Strategic tax planning for corporations and individuals
- Financial advice for small business owners looking to maximize efficiency
- Business succession planning and exit strategies
- Insurance planning to protect partners, employees, and families
- Investment management aligned with personal and corporate goals
- Retirement planning that integrates business and personal wealth
- Estate planning and intergenerational wealth transfer strategies