Putting our clients first
Our process helps you make financial decisions with confidence that are always relevant to your current circumstances and expectations.
Glen, Paul, Leanne and Debbie are the face of the Integrated Financial Services team. Combined the three of them have over 85 years experience in the Insurance and Investment field. They are also backed up by an in-house CFP (Certified Financial Planner) who structures the financial/retirement planning component of the business. In addition they work closely with Manulife’s Tax, Retirement & Estate Planning Services team, with specialists based in Alberta and across Canada.
The Integrated Financial Services team is also well prepared to work with business owners' Group Benefit Plan needs through their in-house affiliation with Integrated Benefit Consultants. Glen, Paul, Leanne and Debbie put their clients' best interests first and always have, resulting in solid client relationships spanning over 30 years.