Monteith Financial Services


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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INVESTEMENT

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.


Creating wealth goes beyond investment returns. Supporting you with a team of committed and knowledgeable professionals who are in sync with tax planning, business planning, retirement planning and debt management is our priority, allowing you to focus on your business and live your life.



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