Monteith Financial Services


OUR OFFICE IS MOVING MARCH 1ST, 2021
OUR NEW LOCATION WILL BE
27 Braemar Crescent
Stratford, Ontario
N5A 7C2
(519) 802-8528



COVID-19 UPDATE:


As part of the finance sector we are an essential service in the province and we are committed to adapting to provide our services during this challenging time. Effective December 28, 2020, the physical offices will be closed to clients. We will reevaluate this closure as the situation evolves and will reopen as soon as it is safe to do so





We Provide Independent Financial Planning Services

We Provide Independent Financial Planning Services.
Our integrated approach ensures effective coordination of your financial affairs.


WEALTH
MANAGEMENT

Providing financial planning, investment

and insurance services.


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INVESTMENT

MANAGEMENT

Independent Accountants’ Investment Counsel Inc. delivers
an integrated approach to managing your portfolio with focused and balanced investment advice.


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Independant Financial Planning Services Catered for You



 Financial planning Expertise in business & personal financial planning.


 Flexible consultative approach Customized & tailored solutions


 Open communication  Direct access to your portfolio manager from Independent Accountants’ Investment Counsel Inc.


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Dream. Plan. Live.


Our committed and knowledgeable professionals work as a team to support you with your financial planning, business planning, retirement planning, insurance and debt management needs.



ABOUT US