“At Breadth Consulting, we offer personalized service, specialized information & industry-leading expertise to help you effectively manage, grow & protect your assets.”

— Paul Dufour, President

 

About Us

We are a boutique wealth management firm that focuses on enhancing and protecting our client’s wealth so they may be able to enjoy it for generations to come. This is done by helping our clients manage the complexities of their financial affairs to achieve their goals and maximize opportunities for themselves, their family, their business or their community, using a comprehensive, team-based approach.

As a trusted member of your financial counsel, we commit to providing you with a superior level of confidentiality, value, and transparency in order to make a difference. Our planning process doesn’t happen overnight. It’s one that evolves with your life. We will take you on a journey that incorporates many phases. Our first consultation is to discover who you are as a person and your unique situation. Through the gathering of information, our team will then collaborate and analyze what’s currently in place and how it pairs with your needs and goals.

Understanding your unique needs is fundamental to providing you with the best solutions. We draw on experience, knowledge, and education to create your Financial Integration Strategy by recognizing that having a strong team of experts is crucial to being successful in the financial services industry.

Through the Financial Integration process, and by leveraging the expertise of individuals dedicated to a specific discipline, we can ensure that there are no conflicting opinions on the best suite of solutions designed to meet your unique needs.

Implementing and monitoring your new plan is what separates Breadth Consulting Inc. Our structure enables us to remain current as industry experts help to keep us knowledgeable. We are committed to meeting with you on a level that you see fit to always keep your plan relevant.

Exceptional team.

Exceptional results.

 

Our Leadership

Paul Dufour

FOUNDER & PRESIDENT OF BREADTH CONSULTING
CO-FOUNDER OF THE BENEFITS CENTRE

Paul Dufour brings extensive experience in working with businesses, owners, and professionals in all aspects of financial planning. He has received many awards throughout his tenure and is recognized throughout Canada as a leader in his field.

Personally, Paul is committed to his family and community through many philanthropic endeavours, coaching, and has been bestowed the honour of a 40 under 40 leader. Committed towards his relationships, Paul strives to have a positive conversation each and every time he meets with his clients.

 

Meet Our Team.

  • Craig Fraser, BHK

    CO-FOUNDER OF THE BENEFITS CENTRE
    Windsor, Ontario

    Craig was born and raised in Windsor, Ontario. Over his 33 year career, Craig’s primary business has grown and evolved extensively. He now works primarily in the employee benefits market. Today, Craig has established contracts with all of the top insurance companies in Canada, enabling him to conduct market surveys for his clients to find the best deal possible. He works closely with employers and human resource managers in designing, implementing, and monitoring benefit packages for companies from 2 employees to over 1,000.

    As a partner and co-founder of The Benefits Centre, Craig has become a “one stop shop” for each of his clients' benefit needs. Craig specializes in dealing with business owners to assist in finding the “best fit” for their benefit and pension plans in regards to both price and plan design.

  • Peter Richards

    ASSOCIATE ADVISOR
    BUSINESS OWNER & FAMILY PLANNING SPECIALIST
    London, Ontario

    Peter Richards comes from a long history of entrepreneurship in London, Ontario. Peter’s grandfather started that legacy and Peter has grown up understanding both the advantages and challenges of business ownership. It was fitting that Peter evolve into a role of providing financial advisory services to other business owners as he can truly appreciate the demands and planning that it takes to grow a business and to carefully grow and protect capital.

    Peter is very active in community charitable undertakings in the London area, and played tennis at a national level. Peter earned a BA in Economics and Law from Carleton University in 1985. Peter founded and led Peter Richards Advisory Group for more than 15 years, before merging with Breadth in 2022.

  • Gerald Finnerty

    Gerald Finnerty

    ASSOCIATE ADVISOR
    Windsor, Ontario

    Gerald has been in the financial industry for more than 15 years, specializing in the family market to help clients build their financial security plan beyond retirement and to assist clients in achieving their financial goals. Primarily, Gerald works within the family market to help clients save for their retirement and their children’s education while protecting families from financial hardship with life insurance, critical illness, and disability insurance.

    Gerald was born and raised in Windsor-Essex County, and remains extremely involved within the community. Gerald has been a member of the Belle River Goodfellows since 2000, and has been an active blood donor for more than 20 years. Since 2007, Gerald has raised over $65,000 for Prostate Canada Research and Grow on Windsor.

  • Ryan Wakeman, CFP

    CERTIFIED FINANCIAL PLANNER
    Windsor, Ontario

    Ryan has been a financial security advisor providing advise and planning in Southwestern Ontario since 2001. Over the years, Ryan has guided hundreds of clients with a broad range of knowledge in the financial subject to enhance, protect and allow clients to enjoy their wealth now and for generations to come.

    Ryan enjoys spending time with his son and daughter cooking meals, playing cards and taking long walks with their dog. Over the years, Ryan has been involved with Hospice Windsor and the annual hockey tournament. He has also assisted with the annual Poor Boy Luncheon to raise funds for Cystic Fibrosis, the We Care for Kids foundation and the Play for a Cure charity.

  • Shirley Jacuzzi, FLMI, ACS

    ASSOCIATE ADVISOR
    Windsor, Ontario

    Shirley has been in the financial industry since 1993, and has several professional designations including FLMI, ACS, AAPA, AIAA and PCS, as well as a diploma in Accounting from St. Clair College. Additionally, Shirley holds her mutual fund license in Ontario, and is licensed to sell insurance both Ontario and British Columbia.

    Having lived in Windsor-Essex County for her entire life, Shirley has a great deal of civic pride for both the community and its residents, and actively volunteers in many different capacities throughout the region.

  • Wanchen (Joyce) Lee, MBA

    ASSOCIATE ADVISOR,
    Windsor, Ontario

    Having been in the business since 1996, I am committed to my clients’ short and long-term goals. I help clients achieve their financial security goals by creating a goals-based plan. When I’m not working with my clients. Hope to have the privilege to work together to help achieve your financial security goals.

    Languages: English, Mandarin

  • John Vandereerden, CLU/ChFC

    ASSOCIATE ADVISOR
    Windsor, Ontario

    John has been in the financial services industry since 1986, obtaining his Chartered Life Underwriter Designation in 1996, and later, in 1998, his Chartered Financial Consultant Designation. Over the years, John’s practice has evolved, and he specializing in estate and retirement planning, with a specialty in investments.

  • Heather Oltean, GBA

    CLIENT SERVICE SPECIALIST
    Windsor, Ontario

    Heather is a Client Service Specialist with The Benefits Centre Inc. Heather has been assisting benefit plan clients and plan administrators since 1998. She obtained her Group Benefits Associates (GBA) designation in 2003.

    Heather strives to provide clients with the best service. She ensures plan administrators and human resource departments have the support they need so their benefits plan is managed with excellence.

  • Monica Boon

    FINANCIAL SECURITY ADVISOR
    Toronto, Ontario

    Monica has been in the financial industry for more than 37 years. Monica predominantly works with Life Insurance, Critical Illness, Retirement Saving Plans & Non-Registered Plans, and Tax Free Saving Plans.

    Monica has cultivated invaluable relationships with her clients over the years, and still enjoys the industry as much as when she started.

  • Ravi Syal

    ASSOCIATE ADVISOR
    Windsor, Ontario

    Ravi has been working in the financial industry for more than 40 years. Ravi was born and raised in India, and obtained his Master’s degree in Chemistry. Ravi enjoys spending time with his wife, their two sons, and his six grandchildren. In his spare time, he enjoys playing racket sports, and giving back to the community.

  • Kim Verdam

    Kimberly Verdam

    EXECUTIVE ASSISTANT
    Windsor, Ontario

  • Kim Andrianidis

    EXECUTIVE ASSISTANT
    Windsor, Ontario

Our Commitment to Community.

Philanthropy is rooted in our history, and we're proud to support the communities we live and work in.

Here’s What Our Clients Are Saying…

“Shirley Jacuzzi is very personable and is easy to deal with. I like her no-nonsense answers to my questions. She also returns calls promptly, and her knowledge of products is invaluable. She has me feeling very secure with the money she is looking after for me. I have dealt with other money managers in the past and was never happy as I always felt that because I didn’t understand investing they treated me as inferior.  Shirley explains to me in a way that I do understand.”

— Maureen Nefs

“Gerald takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand, even pleasant! After a few sessions with him, our financial lives were better organized, and our path forward very clear. We've been able to achieve more than we expected with his big picture analysis, financial planning fluency and guidance. I’ve recommended him to several friends. Working with Gerald has made retirement much easier.”

— Chris and Kim Girard

“Shirley is a very knowledgeable financial advisor. I’ve made mistakes along the way with other advisors. Shirley approached me, and I said ‘let’s make the change!’ We had a long conversation wherein we discussed what path would be best for my future. She has helped me to identify which investments strategies were right for me. She took care of all transfers of investments. She’s always available to answer anything I don' t quite understand. Shirley has been the answer to all of my indecisiveness in investing! Thank you, Shirley!”

— Donna Simard

Ravi Syal has been my financial advisor for the past 3 years. Its been a great experience having him as my advisor. He is courteous, friendly and available anytime needed. He advises and allows me to make my own decisions. In the last 2 years, my wife and my son have also became his clients

— Dana Rasiah

“Thank you for all you have done and continue to do for both my family and my business, Gerald. Far too often in our professions, you only hear from clients when there are concerns or problems that need attention and I thought it is important that you know that you do a fantastic job looking out for us. Everything that you have set up for us over the years including investments, insurance policies and company benefit plans have performed better than we could have ever been expected and we appreciate your guidance and professionalism. The number of products and services you offer makes it so easy to have you take care of multiple facets of our portfolio and business needs and this simplifies our lives greatly. With all the uncertainty in society of the past couple of years, your knowledge and calmness has given us great comfort in knowing that our business with you is well taken care of and stress free. Keep up the great work and know that you are greatly appreciated.”

— Dr. Corey Prince and Sara Prince

“Ravi Syal has been my Financial investment for over 30 years. I find Ravi extremely trustworthy. He frequently advises and recommends any changes in my investment portfolio. He is up to date with financial markets and their trends. He is very responsive to any of my queries. In terms of Ravi’s Ethics, I could not have asked for a better Financial consultant.”

— Yash Aneja

“I have total confidence in my financial advisor, Shirley Jacuzzi. She is always available to answer and explain any questions that arise in terms I understand. As a fairly new client with Breadth Consulting, I am very satisfied.”

— Mary Ann McDonald

"I appreciate the depth and the time spent with myself and our V.P. of finance to make sure the solutions align clearly with my situation. I would not hesitate in recommending Peter’s services to other business owners, especially when it comes to dealing with maximizing the value of corporate wealth, tax, and estate planning matters."

— Andy Spriet, President, Spriet Associates

"I am very pleased with the way Peter “took inventory” of my personal situation and developed a plan to meet my financial and family needs as I moved into my retirement years. His expertise and common sense approach gave me complete peace of mind."

— William R. Dempsey
Former President, Bowes Publishers Limited
Chief Operating Officer, Sun Media

"Peter Richards understands the importance of family and ethical values and has always taken the extra time to incorporate these issues into his recommendations. I highly value his advice, attention to detail and common-sense approach."

— Dr. Jeremy R. Harris

Careers

We know that a client’s success depends on our team’s abilities. Breadth Consulting is always looking for exceptionally motivated, dedicated and talented people to join our team. Think you’d be a good fit? Contact us today.