Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
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Your Child's Education
Few things in life are more rewarding than helping children get a great education.
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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones.
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Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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Single
When life situations change a good financial strategy can help to lower the stress.
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Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.
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Retiree
Careful planning can help to ensure a high income level during retirement.
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Established Family
Families with older children need a wise cash flow management plan..
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Starting Out
A good financial strategy is a great foundation for a solid relationship.
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Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
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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.

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How We Help

Protecting Your Family

Protecting Your family

Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...

Your Legacy

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left? Estate planning is not...

Your Retirement

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start living on your own...

Young Family

Young Family

You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the carpet. Your older child got...

Retiree

Retiree

During the last market downturn a few years ago, retirees who had all their assets in equities saw their nest egg...

Your Child's Education

Your Child's Education

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You helped them with...