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Providing high-level professional service that combines financial & investment advice with accounting services, retirement planning & estate planning.
Through a referral arrangement, Wellington Financial Planning Services offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your accountant and Wellington Financial Planning Services financial planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
TriCert Investment Counsel is owned in part by Wellington Financial Planning Services Inc. To learn more, visit TriCert.ca
Winner For The Best
FINANCIAL PLANNER IN GUELPH
CONTACT US:
+1. 519. 763. 4007
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