We share a passion for assisting clients to look ahead, beyond where they can see and implement their own "Plan to Succeed". My business relationship with Priscilla extends beyond 20 years, first as an accountant and later as my financial advisor. The financial plan she prepared for me, gave me the confidence to know I can live in the present, pursue my travel dreams and still feel secure about my financial future.
Stephanie has been a great pleasure to work with. She is very knowledgeable and meticulous regarding the various financial products available. I feel very comfortable discussing my personal finances with her and would highly recommend Stephanie to anyone. Stephanie is a highly organized and an extremely personable financial advisor.
Stephanie has been a great pleasure to work with. She is very knowledgeable and meticulous regarding the various financial products available. I feel very comfortable discussing my personal finances with her and would highly recommend Stephanie to anyone. Stephanie is a highly organized and an extremely personable financial advisor.
Services
Our motto is "Plan to Succeed." We want you to visualize success in reaching your financial goals. We can help! We work with you to establish your goals and help you understand the financial decisions that you make. In 1996, Priscilla co- owned Monteith & Monteith, Certified General Accountants, with her husband and partner Bill.
Priscilla is a Partner at Monteith Financial Group. Believing that the development of customized strategies must be based on a deep understanding of the needs of her clients, she invests time in client relationships.
As a former partner in Monteith & Monteith Certified General Accountants, Priscilla's experience has provided a personal perspective, enabling her to guide entrepreneurs and professionals in the unique planning challenges facing them throughout the lifecycle of their businesses.
As a former partner in Monteith & Monteith Certified General Accountants, Priscilla's experience has provided a personal perspective, enabling her to guide entrepreneurs and professionals in the unique planning challenges facing them throughout the lifecycle of their businesses.
Every stage of life requires financial preparation and adjustment. We take an integrated approach that includes a review of your current financial position; assets, liabilities, insurance, cash flow and taxes. We help you plan for the future by linking your financial vision to specific & actionable recommendations that will allow you to get there.
Manulife Securities Incorporated is one of Canada's foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs. Manulife Securities Incorporated is a member of the Investment Industry Regulatory Organization of Canada (formerly the Investment Dealers Association of Canada).
Purchasing life insurance could be the most important step you take to protect your family's future. When you die, having the right amount of life insurance protection will provide your family with a future that is financially secure. Many people start with protecting their mortgage. As you grow your family, it becomes increasingly important to consider your family's needs should something happen to you.
Reviews (2)
Courtney Kimbrough
Dec 05, 2020
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My phone interview was done exceptionally well. I was given a clear visual picture of what I could expect in the coming weeks and given time to think after viewing a few emails. After doing my due diligence I found it to be an amazing opportunity to help families in an uphill battle to get ahead in life. I signed up and never looked back.
Linda Moss
Sep 29, 2020
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I share this personal review as a caution when going to Monteith Financial Group, especially to an agent with initials "SP" to entrust your RIF (retirement investment funds). Their job is to ensure they are looking out for you, your families best interest and future as their client. Their poor planning, guidance and advice was a lesson they learned for them in dealing with blended families. Unfortunately we were the lesson and if more thorough planning was done it wouldn't have ended so heartbreaking.
