No financial strategy is complete without a plan to protect loved ones from financial loss.
Read moreWise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read moreA detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read moreRetirement today comes with many possibilities. We can help you make the most of every opportunity.
Read moreA wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Read moreFamily's with older children need a wise cash flow management plan to help contend with rising expenses.
Read moreStarting out with a firm financial foundation is a great strategy for building a solid relationship.
Read moreFew things in life are more rewarding than helping the next generation get a great education.
Read moreMinimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Read moreRunning a successful business can be one of life's most rewarding experiences.
Read moreAt INTEGRATED WEALTH ADVISORY (IWA), we understand that each client's financial objectives are unique. We are dedicated to designing customized financial and investment plans that will help each client achieve financial success!
We take time to discuss clients':
With this information we can create a customized financial and investment plan that is specific to each client. At IWA we are not required to sell proprietary products, so we are free to recommend the solutions to suit each client's unique financial needs. We (Karen and Wendy) work together as a team to service your needs. Our combined experience brings an exceptional depth of service.
Throughout this process we also have access to the resources and experience of a Chartered Accountant (CPA CA) at our shared office space at 261 Martindale Rd in St. Catharines. Our integrated services allow us to coordinate in depth income tax, insurance and estate planning should you require it.
Market Highs vs Your Goals
Basics For a Wise Financial Strategy
Your Legacy Plan and Charitable Giving