Wellington Financial

The Power of Integration

Providing high-level professional service that combines financial & investment advice with accounting services, retirement planning & estate planning.

wealth management happy couple

Wellington Financial Planning Services Inc. has over 18 years of providing financial planning, investment, 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 the selection of appropriate financial products and monitor the progress of your financial plan on a regular basis.

We emphasize an interactive 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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