Integration Delivers Results

Your financial planner works seamlessly with your accountant and TriCert Investment Counsel Portfolio Manager to provide integrated financial & investment advice with accounting services, retirement planning & estate planning.

wealth management happy couple

Wellington Financial Planning Services Inc. has over 18 years of experience providing financial planning, insurance, and estate planning services.

Our financial planners take the necessary time to help identify your financial objectives, prepare a written financial plan tailored to your specific needs, assist with selecting appropriate financial products and regularly monitor your financial plan's progress.

We emphasize an integrated approach to financial planning which involves the knowledge and expertise of your professional accountant. The trusted relationship of your independent accountant plays an important part in the financial planning process.

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