We put our clients first, always.
When it comes to safeguarding your financial future, Integrated Financial Services Inc. has got you covered. We're a team of experienced professionals dedicated to helping individuals and businesses achieve financial security and success. With over 100 years of combined experience in the insurance and investment field, we have the expertise and resources to tackle your financial goals with confidence.
Our Team and Expertise
At Integrated Financial Services Inc., our team of seasoned professionals comprises experienced insurance agents, certified financial planners, and tax specialists. Led by Glen Pangle, a seasoned financial advisor with over 37 years of experience, we are committed to providing personalized and tailored financial solutions that align with your unique needs and goals.
Our Services
Our comprehensive range of services includes:
- Retirement Planning: We develop customized plans to help you accumulate and preserve wealth for your golden years.
- Insurance Solutions: We assess your risk profile and recommend suitable insurance coverage to protect your financial assets.
- Investment Services: We create a personalized investment portfolio that aligns with your financial goals and risk tolerance.
- Business Planning: We provide tailored solutions to meet the specific needs of business owners, including group benefit plans.
- Tax Planning: Our experts can assist you in maximizing your tax efficiency and minimizing your tax burden.
Our Values
Our actions are guided by core values that underpin our commitment to client satisfaction and financial success:
- Trust: We prioritize integrity and transparency in all our dealings.
- Reliability: We deliver on our promises and maintain open communication throughout the process.
- Empathy: We understand your financial concerns and goals, and we tailor our solutions to your unique situation.
- Prudence: We exercise careful analysis and due diligence to ensure the suitability of our recommendations.
- Innovation: We stay abreast of industry trends and utilize advanced tools and technologies to enhance our services.
Let's Partner for Financial Success
At Integrated Financial Services Inc., we are dedicated to empowering you to achieve your financial goals and secure your future. Contact us today to schedule a consultation and discuss how we can help you achieve financial success.
Overall Experience
The reviewers have had an exceptional experience with Integrated Financial, praising the expertise and customer service provided by Bill McTaggart and his team.
Knowledge and Expertise
The reviewers emphasize the wealth of knowledge and expertise demonstrated by Bill McTaggart and his team. They appreciate the informative approach taken by Integrated Financial, keeping them well-informed about their investments and market trends.
Customer Service
The reviewers rave about the 5-star customer service they received, highlighting the ease of working with the team and their exceptional communication skills.
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