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About IWA

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.