Strategic Partnerships

Need expert advice outside of insurance? Let us introduce you to people we trust.

At Integrated Financial Strategies, we specialize in insurance portfolio planning. Over the years, we have developed trusted relationships with specialists in other professions.

Our business is completely independent, and we don’t get paid for referring clients to our strategic partners. We trust the quality of their work and are happy to help facilitate an introduction where needed.

Let us introduce you to the professionals we work with in the following service areas:

  • Investment Counsel providing discretionary portfolio management. Their clients include high net-worth individuals and their families, business owners, and private foundations.  They can assist you with your Corporate Investment Portfolio, RRSPs & RRIFs, RESPs, TFSAs, and other non-registered investments.
  • Accountants specializing in personal and corporate tax planning, business incorporation, tax and estate planning, and tax compliance.
  • Lawyers specializing in incorporation, wills, powers of attorney, trusts, estate planning and administration.
  • Mortgage specialists providing comprehensive mortgage and lending advice.
  • Professional realtors to assist with purchasing or selling residential or commercial properties.

I have been working with Integrated Financial Strategies (IFS) since 2005 for my insurance portfolio planning. In late 2020, IFS worked with my legal & accounting advisors to develop and implement a comprehensive life insurance solution to provide liquidity for my estate to fund tax liabilities. The planning was thorough, efficient, and done in a professional manner. I am grateful to the IFS team for raising the issue and diligently assisting to execute the solution.

Rob Kumer – President & Chief Investment Officer, KingSett Capital