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Wellington Financial
+1. 519. 763. 4007 | [email protected]

 

 

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

TriCert 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 TriCert 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