facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



Investing Wisely

FINANCIAL STRATEGIES AND CONCEPTS

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