Monteith Financial Services


Providing high-level financial & retirement planning services. 





Advice & Solutions

Personalized Financial Planning       

Investment Planning

Education Planning

Retirement and Estate Planning

Insurance Planning

Mortgage and Debt Planning

Severance Planning


happy couple

Insurance Products

Segregated Funds

Annuities – Life & Term

Life & Disability Insurance

Critical Illness Insurance

Long Term Care




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