As a trusted financial advisory firm, Integrated Wealth Advisory (IWA) provides personalized financial planning and investment services to help individuals achieve their unique financial goals. Our team of experienced advisors, Karen and Wendy, work together to design customized financial and investment plans that take into account each client's financial objectives, concerns, and risk tolerance. We offer a range of services, including financial planning, retirement planning, portfolio analysis, estate planning, insurance planning, and tax planning. Our goal is to provide sound financial guidance and help our clients make informed decisions about their financial futures. By combining our expertise with the resources and experience of a Chartered Accountant (CPA CA) at our shared office space, we are able to offer our clients a comprehensive and integrated approach to financial planning.