About The Company

Since 2003, Integrated Financial Strategies has specialized in providing estate and financial planning, wealth management and insurance solutions for medical and dental professionals, business owners and their families.

We work for you! As an independent firm, we are not aligned with any specific insurance provider or investment company and can therefore recommend investment and insurance solutions that best serve our clients’ interests.

We are contracted with tier one insurance carriers including Sun Life Financial, Canada Life, Manulife Financial, RBC Insurance, BMO Insurance, Transamerica Life, Industrial Alliance and Empire Life. We always advocate for our clients when dealing with these companies.

Our commitment to protecting the confidentiality and security of our clients’ personal information is a key corporate value. We protect personal information with security safeguards that are appropriate to the sensitivity of the information in order to protect it from unauthorized access, release or use. All employees, advisors and suppliers who are granted access to client records understand the need to keep this information confidential. We have established physical and system safeguards, along with proper processes, to protect client information from unauthorized access or use. We do not sell or share client information with anyone.

I’ve always appreciated the partnership I have with Mark and his team at Integrated Financial Strategies. From the start of our working relationship, he took the necessary time to listen and understand where I am in my life professionally and personally, and to craft solutions for my short and long term insurance needs. His knowledge of the industry and specifically the multi-faceted products he recommends are without a doubt best in class. I feel totally comfortable and certain that Mark always has my best interests in mind. Thanks for the many years of great service and peace of mind.

Adam Beder, Executive Vice President Global Licensing and Business Affairs, Spin Master Ltd. January 23, 2015