Monteith Financial Services

WEALTH MANAGEMENT

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


FINANCIAL SOLUTIONS AVAILABLE




Advice & Solutions

Personalized Financial Planning       

Investment Management

Education Planning

Retirement and Estate Planning

Tax Planning

Insurance Planning

Mortgage and Debt Planning

Severance Planning


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Insurance Products

Segregated Funds

Annuities – Life & Term

Life & Disability Insurance

Critical Illness Insurance

Long Term Care




Investment Products

Discrentionary Investment Management



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



Visitour Wealth Management Resource Library for more Information




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