Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients' lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.
Within two years, along with his wife Valerie, he formed Integrated Financial Services Inc. and became an independent financial advisor with Manulife Securities. Integrated now has 14 Licensed associated advisors. Over the years in the business Glen earned his CLU (Chartered Life Underwriter) designation along with many industry awards for excellence in his field.
Within two years, along with his wife Valerie, he formed Integrated Financial Services Inc. and became an independent financial advisor with Manulife Securities. Integrated now has 14 Licensed associated advisors. Over the years in the business Glen earned his CLU (Chartered Life Underwriter) designation along with many industry awards for excellence in his field.
Services
Services & Solutions
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Markets are continually changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions - now and in the future. It's not what we have in life, but who we have that matters.
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Get to know us a bit better by understanding our values, the process of how we work and what that means for you, our client. Our website and articles are a great place to start. When you are ready, follow these three steps. At your first in person meeting, we work with you to make sure we understand your unique situation, your values, goals and concerns.
Travel Insurance
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Whether you're travelling for business or pleasure, unexpected trip and health problems can occur. Help protect your trip and keep disruptions to a minimum with simple, affordable coverage for emergency medical expenses, baggage loss, trip cancellations and more.
Travel insurance is important to help protect you, your family or visitors to Canada from costs that can occur due to an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip.Without it, travelers may be left to pay significant out of pocket expenses.
Travel insurance is important to help protect you, your family or visitors to Canada from costs that can occur due to an unforeseen medical emergency during a trip or an unexpected reason to cancel or interrupt a trip.Without it, travelers may be left to pay significant out of pocket expenses.
Trusted Partners
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This allows us to build a group of resources with providers we trust to bring us quality and innovation that we can in turn share with you. While we are not limited to the names below, these give you an idea of this size and scope of the resources we can use to help you plan for your retirement, choose for your investments or protect your family through insurance products.
The Process
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Establishing the relationship. Financial planning is a very personal experience that works best when done with two parties who have a mutual relationship of trust and respect. Since many of the discussions around your goals are deeply personal it is important to work with someone you can have a genuine rapport.
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