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