Wilkinson Financial Services

“People call us because they know they can rely on outstanding service and trustworthy advice from a team of knowledgeable professionals.”

About Us

Wilkinson Financial Services is a branch of Independent Accountants Investment Counsel (IAIC), an independent financial planning, wealth management and investment company that works to safeguard and build wealth for its clients. Wilkinson Financial Services was created in 2002 after Wilkinson & Co. LLP joined the Independent Accountant’s Financial Group in order to address the increasing number of clients who were looking for advice with regards to their investments, insurance, and estate planning.

As the President and Financial Advisor at Wilkinson Financial Services, Marianne Cowlard - a native of Trenton - has an extensive knowledge of the financial services industry and over twenty years experience with one of the leading banks in Canada. She is licensed with the Mutual Fund Dealers Association and the Financial Securities Commission of Ontario. She holds various investment and financial planning certificates and is a graduate of both the Investment Funds of Canada and the Canadian Securities Course.

In addition to her busy schedule as a financial advisor, Marianne also volunteers with many foundations and charities in the community.

Services

IAIC offers clients a comprehensive and highly individualized approach to investing and portfolio management. Marianne, as an agent for IAIC, will review your financial situation, investment preferences and tolerance for risk. IAIC will then provide an Investment Policy Statement that aligns itself with your objectives.

IAIC offers clients access to an investment management firm with an unparalleled reputation for providing unbiased, customized and value-based services. Fees are charged annually for portfolio management and Financial Planning fees are charged on a per service basis.

As part of the team of Wilkinson & Co. LLP and the portfolio managers at IAIC, Marianne provides solutions to meet her client’s long-term goals and is dedicated to protecting and building the wealth her clients have worked so hard to achieve.

For more information on how IAIC may be able to help you, please visit their website at www.iaic.ca or contact Marianne at marianne.cowlard@wilkinson.net.