Wellington Financial

 

 

We Provide Independent Financial Planning Services.

Our integrated approach ensures effective coordination of your financial affairs.

 

 

 

WEALTH
MANAGEMENT

 

Providing financial planning, investment, insurance and estate planning services.

 

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INVESTMENT
MANAGEMENT

 

Independent Accountants’ Investment Counsel Inc. delivers an integrated approach to managing your portfolio with focused and balanced investment advice.

 

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Experience. Commitment. Results.

 

  • Integrating financial planning, investment management with professional accounting expertise & estate planning.
  • Flexible consultative approach.
  • Open communication.
  • Proven expertise in business & personal financial planning.
  • Customized & tailored solutions.
  • Direct access to your portfolio manager from Independent Accountants’ Investment Counsel Inc.

 

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Our Clients Come First

 

Creating wealth goes beyond investment returns.

 

At Wellington Financial Services our committed and knowledgeable professionals work as a team to support you with your financial planning, business planning, retirement planning, insurance and debt management needs.  

 

Today's Focus Is Tomorrow's Future!

 

ABOUT US

 

 

Josie and Melissa