Wills & Power of Attorney

As part of your overall planning, we also encourage our clients to ensure their wills and power of attorney are up to date.

We recommend a review of these documents with your legal counsel every few years. If you have not yet set up a will or power of attorney, we would be happy to make an introduction to one of the professionals in our strategic network that we work with.

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My family and I have been insurance clients of Integrated Financial Strategies since 2005. In 2017, I suffered an illness that led to a critical illness claim. Mark’s and his team ensured that the claim was processed efficiently. Mark’s support, advice and counsel during this difficult time was exceptionally helpful.

Toronto Ophthalmologist – Critical Illness insurance claim (fall 2017)