Wellington Financial

The Power of Integration

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


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

Investment Products

Discretionary Investment Management offered through the Independent Accountants' Investment Counsel Inc.  

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 

Business Solutions

Group Retirement Savings Plans

Company Pension Plans

Group Life & Disability Insurance