Wellington Financial

 

Dear Valued Client

 

Effective April 5, 2021 our office is closed to the general public until further notice. 

 

We will be doing our best to practice social distancing to ensure the safety of our firm and to continue to best serve you, our clients.

 

Please note that we will be checking emails regularly & voice mail regularly.

 

​***********************************************************************************************************************************************************

 

 

 

 

Click here for more information on how we can help!

 

 

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.

 

LEARN MORE

 

 

INVESTMENT
MANAGEMENT

 

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

 

LEARN MORE

 

 

 

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.

 

CONTACT US

 

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