Monteith Financial Services

WEALTH MANAGEMENT

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



Monteith Financial has over 17 years of providing financial planning, investment, insurance and estate planning services.


Our financial planners take the necessary time to help identify your financial objectives, prepare a written financial plan tailored to your specific needs, assist with the selection of appropriate financial products and monitor the progress of your financial plan on a regular basis.


We emphasize an interactive approach to financial planning which involves the knowledge and expertise of your professional accountant.  The trusted relationship of your independent accountant plays an important part in the financial planning process.





Independant Financial Planning Services Catered for You


Monteith Financial Services works with Independent Accountants’ Investment Counsel Inc. (IAIC), an independent financial planning and portfolio management company that works to safeguard and build wealth for its clients.

DREAM. PLAN. LIVE.

CONTACT US TODAY