Our goal is to be a trusted partner in providing you with financial planning services, including investment, estate, and tax planning. 

 

We'll help you reach your goals.  

Monteith Financial is a completely independent financial planning, wealth management, and investment company, providing comprehensive financial planning services and access to a wide range of financial products. 

Monteith Financial is affiliated with Monteith, Monteith & Co.  Chartered Accountants, established in Stratford in 1935 by J. Waldo Monteith.

 

OUR SERVICES INCLUDE

Tax Efficient Investment and Estate Planning

Portfolios with Capital Guarantees

Tax Sheltered Life Insurance

RRSPs, RRIFs and RESPs

Mutual Funds

GICs

Disability and Critical Illness Insurance

Discretionary Managed Portfolios

 

Safeguarding and Building Wealth

Monteith
 FINANCIAL
SERVICES

212 Ontario Street

Stratford Ontario

N5A 3H4

Tel:  519 271 9778
Toll Free: 1 800 279 7781

Fax: 519 271 3538

Monteith Financial is a registered trade name and sub-branch of mutual fund dealer Independent Accountant's Investment Group Inc.