Wellington Financial


The Power of Integration

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





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