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Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Your Child's Education

Few things in life are more rewarding than helping children get a great education.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones.

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Single

When life situations change a good financial strategy can help to lower the stress.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Retiree

Careful planning can help to ensure a high income level during retirement.

Established Family

Families with older children need a wise cash flow management plan..

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

At 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’:

Financial objectives
Financial concerns
Feelings about market volatility (Risk Tolerance)
Time horizon
Cash flow needs
Estate wishes

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.