Teeter Rotz Financial

At Integrated Wealth Advisory (IWA), we believe financial success is a journey, not a destination. We take the time to understand your unique financial goals, concerns, and dreams to create a customized plan that works for you. With a combined experience of over two decades, we tailor our approach to your individual circumstances, taking into account your:

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

What We Do

We offer a comprehensive range of services to help you achieve financial security and peace of mind. These include:

Financial Planning

• Retirement planning and analysis
• Estate planning and inheritance strategies
• Insurance review and analysis
• Tax planning and optimization
• Portfolio analysis and investment optimization

Retirement Planning

• Maximize your RRSP and other retirement plans
• Develop an income replacement strategy for your golden years
• Explore tax-advantaged options for saving and investing
• Discuss strategies to address potential market volatility

Estate Planning

• Create a detailed will and power of attorney
• Designate beneficiaries for your financial accounts
• Establish trusts to protect your assets
• Review your existing estate documents to ensure they are up-to-date and effective

Your Unique Needs

We understand that every individual and family has different financial goals and concerns. We take the time to:

• Listen attentively to your concerns and aspirations
• Explain financial concepts in clear, easy-to-understand language
• Develop a personalized plan that aligns with your risk tolerance, time horizon, and cash flow needs

Our Team

Karen Rotz and Wendy Wiebe are dedicated to providing personalized attention to every client. Their combined experience, coupled with access to the expertise of a Chartered Accountant (CPA CA) at our shared office space, ensures you receive comprehensive and well-rounded guidance.

Our Values

At IWA, we stand by these core values:

• Integrity: We uphold the highest ethical standards and act in your best interests.
• Transparency: We provide clear and concise explanations of our process and fees.
• Accessibility: We are available and responsive to your needs.
• Collaboration: We work with you as partners in achieving your financial goals.