Wilkinson Financial Services  

Wilkinson Financial Services is affiliated with Wilkinson & Company LLP. It was launched in November 2002 in response to many requests over the years from Wilkinson & Company LLP’s clients to either manage or assist in the selection of investments for their retirement portfolio. It provides comprehensive financial planning services and access to a wide range of financial products including GIC’s from over 40 financial institutions, over 1000 mutual funds, disability insurance, tax efficient investment and estate planning portfolios with capital guarantees, tax sheltered life insurance, RRSP’s, RRIF’s, RESP’s and discretionary managed portfolios.

Wilkinson Financial Services is a completely independent financial planning, wealth management and investment company. It is a sub branch of the Independent Accountant’s Investment Group (IAIG), a network of independently owned financial planning firms.

Wilkinson Financial Services provides the following benefits.

• Independent and unbiased financial planning
• A conservative and careful investment philosophy
• Clear, concise and easy-to-understand reporting
• Complete and written disclosure of fees
• Access to specialized estate and tax planning expertise
• A "team" approach that includes your accountant to ensure that your financial plan meets your long-term goals and is consistent with your risk tolerance
• Client driven and service oriented

The President of Wilkinson Financial Services is Marianne Cowlard assisted by Susan Begley. You are invited to contact Marianne directly at 613-392-2593 or your Client Services Partner to explore how they can help you meet your financial planning objectives.