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Callan Wealth Management is a Canadian financial services firm that helps families retire earlier than they thought possible. With a unique approach to wealth management, the company provides comprehensive services, including investment management, pension planning, tax planning, estate planning, and more, to empower clients to achieve sustainable retirement income.
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Integrated Financial Services Inc. is a financial services company that offers a range of products and services to help individuals and small business owners achieve their wealth accumulation and preservation objectives. With over 100 years of combined experience in the insurance and investment field, the team of Glen, Paul, Leanne, and Debbie provides sound, honest, financial advice based on education, knowledge, and experience. They offer services such as deposit rates, life insurance, and retirement planning, and work closely with Manulife's Tax, Retirement & Estate Planning Services team. The company prides itself on putting clients' best interests first and having built solid client relationships spanning over 30 years.
The reviewers praise the exceptional expertise, customer service, and informative approach of Integrated Financial.
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