Wellington Financial Planning Services Inc.
Financial Services - Guelph, ON, US
Wellington Financial Planning Services Inc. Employees
Wellington Financial Planning Services Inc. Details
Wellington Financial Planning Services Inc. Today's Focus is Tomorrow's Future.Wellington Financial Planning Services 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 thefinancial planning process. We are committed to assist you in the planning, implementation and monitoringof your long-term financial strategies.Our philosophy at Wellington Financial Planning Services Inc. is simple. We wish to establish a personalized and long-term relationship with our clients, utilize the best financial planning practices and procedures and be a trusted partner in the attainment of our clients' personal financial goals and objectives. Together with your accountant, your lawyer and your investment manager, Wellington Financial will help you create a plan tailored to your individual objectives.Creating wealth goes beyond investment returns. Ensuring your professional team is in sync with tax planning, business planning retirement planning and debt management is our priority, so that you can focus on your business and your life.To learn more about Wellington Financial:Josie Di Leonardo, P.F.P.350 Speedvale Ave W. Suite 3Guelph, ON N1H 7M7T: (519)763-4007F: (519)763-2072Email: jdileonardo@wellfinplan.ca
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