The Power of Integration

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

FINANCIAL SOLUTIONS AVAILABLE

Investment Products

Through a referral arrangement, Wellington Financial Planning Services offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your accountant and financial planner, TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect™) approach to investing.

TriCert Investment Counsel is owned in part by Wellington Financial Planning Services. TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.

To learn more, visit the TriCert website.

Government Registered Plans

Registered Retirement Savings Plans
Registered Retirement Income Funds
Locked-In Retirement Accounts
Life Income Funds
Defined Contribution Pension Plans
Registered Education Savings Plan
Individual Pension Plans
Tax Free Savings Accounts
Registered Disability Savings Plans

Advice & Solutions

Personalized Financial Planning
Investment Planning
Education Planning
Retirement and Estate Planning
Insurance Planning
Mortgage and Debt Planning
Severance Planning

Insurance Products

Segregated Funds
Annuities – Life & Term
Life & Disability Insurance
Critical Illness Insurance
Long Term Care

Business Solutions

Group Retirement Savings Plans
Company Pension Plans
Group Life & Disability Insurance

Visit our Wealth Management Resource Library for more information

Winner For The Best

FINANCIAL PLANNER IN GUELPH