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Investing Wisely


At Integrated Financial we believe in creating a complete financial
plan that will help you reach your financial goals both personally and those you may have for your business. 

Services For Individuals

  • Retirement Planning - including accumulation, income modeling, preservation and transfer strategies
  • Investment Management
  • Education Funding
  • Estate Planning
  • Tax Efficient Asset Management
  • Planned Charitable Giving

Corporate Services

  • Business Continuation Planning
  • Funding Shareholder’s Agreements
  • Executive & Key Person Benefit Programs
  • Employee Benefit Programs
  • Individual Pension Plans

Investment Opportunities:

  • Segregated Funds
  • Guaranteed Investment Funds
  • Guaranteed Interest Contract:
  • Term Deposits (Cashable GICs)
  • Annuities
  • Mutual Funds
  • Managed Accounts-Mutual Funds
  • Asset Allocation Funds
  • Group Savings Plans

Insurance Options:

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Living Care Benefits
  • Group Benefit Coordination
  • Health & Dental Coverage
  • Travel Insurance

Banking Alternatives*:

  • *Mortgage Referrals - click for more.
  • *Guaranteed Investment Certificates
  • *High Interest Saving Accounts
  • *Leverage Loans
  • *RRSP Loans
  • *Line of Credit

*Banking and Mortgage products are offered through referral