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.