Protection for you & your family

We specialize in providing client-centered insurance and financial planning solutions designed to protect the financial health and well-being of our clients and their families.

At Integrated Financial Strategies, our priority is to listen to our clients’ concerns and understand their short and long-term financial goals and objectives. This allows us to assist in identifying the risks associated with a premature death, accident or sickness, and the impact these risks would have on achieving their goals. Once complete, a customized plan focused on cost, quality and benefits is designed integrating various solutions that mitigate the risks each client faces.

Life Insurance: When was the last time you reviewed or updated your life insurance?

  • Has your financial situation changed?
    • Have you moved, purchased a new home or cottage?
    • Has your income increased?
    • Have you recently incorporated your medical practice?
  • Has your family situation changed?
    • Have you gotten engaged or married?
    • Do you plan to have children? Or recently had children?
    • Are you going through a divorce?

Learn more about Life Insurance in Insurance Explained.

How much life insurance do I need? Book a consultation

Disability Insurance: Your ability to practice medicine and earn an income is your number one asset.

  • When was the last time you reviewed and updated your disability insurance?
  • How would you provide for your family and loved ones if you had an accident, illness or sickness, and could no longer work?
  • Does your policy contain guaranteed premiums and policy provisions?
  • Do you have the correct riders on your disability insurance policy?
  • Is your income fully insured?

Learn more about Disability Insurance in Insurance Explained.

Want to estimate the value of your earning power?Book a consultation

Critical Illness Insurance: Are you prepared for the unexpected?

  • What if you suffered a critical illness?
    • Have you considered the financial impact that surviving the illness will have on your lifestyle?
    • Would your family’s worries about your health be compounded by worries about their financial security?

Learn more about Critical Illness Insurance in Insurance Explained.

Book a consultation

Long Term Care Insurance: Helping protect you against health care costs in retirement.

  • Are you concerned about your financial security and quality of life in retirement?
    • How would your finances be impacted if you developed a chronic health condition in retirement?
    • What impact will the continued reductions in provincial health care funding have on your independence in retirement?
    • What financial impact will your need for care have on your family and loved ones?

Learn more about Long Term Care Insurance in Insurance Explained.

Book a consultation

Office Overhead Insurance: How will your office overhead be paid if you are disabled?

  • How would you cover the overhead expenses of your practice if you were disabled?
    • Where would you find the money to pay for overhead costs like rent and utilities?
    • How would you pay your staff their salaries if you were disabled?

Learn more about Office Overhead Insurance in Insurance Explained.

Book a consultation

I have worked with Mark and his team since I graduated medical school in 2008. Integrated Financial Strategies has addressed my insurance & financial planning needs in a professional and competent manner. I can rest assured that my finances are in order so that I can focus on the care of my patients.

Dr. Andrew Smith – Bariatric & Minimally Invasive Surgeon