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.
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.
OUR SERVICES INCLUDE
Tax Efficient Investment and Estate Planning
Portfolios with Capital Guarantees
Tax Sheltered Life Insurance
RRSPs, RRIFs and RESPs
Disability and Critical Illness Insurance
Discretionary Managed Portfolios
Safeguarding and Building Wealth
212 Ontario Street
519 271 9778
Fax: 519 271 3538
Monteith Financial is a registered trade name and sub-branch of mutual fund dealer Independent Accountant's Investment Group Inc.