Financial Services - Quinte West, Ontario, Canada
Wilkinson Financial Services works with you to safeguard and build your wealth. We integrate your accounting, estate planning and financial services needs, then provide you with access to high quality, customized discretionary money management through our referral arrangement with Independent Accountants' Investment Counsel Inc. ("IAIC"). This unique model provides clients with a comprehensive financial planning experience that preserves wealth and is responsive to a client's life journey.